Document Library

Categories

Council Documents

Document Name Date Added
Maximizing Low Interest Rate Planning 2021-01-12
New Amended By-Laws 2018-05-08
Bussiness Succession ppt 2019-10-04
MEMBERSHIP APPLICATION 2022-02-27
By-laws (2013) 2013-10-29
Honorary Members 2018-06-24
Invoice 2020/2021 w credit 2020-08-20
Proposed By-Laws 2018-05-08

By-Laws

Document Name Date Added
By Laws 2022-09-04

Program notes

Document Name Date Added
Sept 2015 speaker powerpoint 2015-10-16
Time Capsule Memoirs Info 2017-11-09
Uniform Trust Decanting Act 2019-12-27
Medicaid & Annuity Strategies 2015-09-14
The Magic Qualified Retirement Plan Design 2017-10-17
Handout for Oct 8 2019 2019-10-04
LTC - Pat Michels
EPC-LTC.pptx (1015K)
2014-03-23
Oshins 11 2016-10-11
Opportunity Zones 2019-09-19
Mediation program outline 2015-11-01
Oshins 11: A gift From Above 2016-09-20
Special Needs Trusts Planning and Resources 2019-02-18
Ted Atlass October 15, 2013 2014-03-18
Oshins11 : PLR 200949012 2016-09-20
2018 Tax Reform 2018-12-21
Clark B. McCleary, CLU, ChFC, AEP (distinguished) 2013-02-07
Legal and Practitioner Analysis of the "Free Britney" Matter 2022-02-28
Oshins 11: Protecting and Preserving Wealth 2016-10-11
Farm Succession 2018-09-19
Oshins 11: Life Insurance 2016-09-20
Oct 2020 Presentation 2020-08-17
Helping To Secure Your Clients' Retirement 2015-11-03
Special Co-Trustees, What can the trust protector do? 2018-01-18
Medicaid/Annuity Strategies 2015-09-14
Time Capsule Memoirs 2017-11-09
Estate, Tax and Gift Planning with 529 Plans 2014-08-25
Welcome Pilgrim, Randy Karsh 2017-03-21
Bussiness Succession Planning 2019-10-04
/bromley mediation powerpoint 2015-11-01
Oshins 11: BDIT 2016-09-20
Oshins 11: LISI Note Sales 2016-09-20
3 Things you Need to Know About Estate Planning 2019-01-14
Sept speaker 2014-03-18
Oshins 11: Protecting & Preserving Part 2 2016-10-11
Colorado Uniform Trust Code 2018-09-25
Planning for Cryptocurrency 2022-02-28
Oshins 11: Redacted Audit Notice 2016-09-20
Navigating the Portability Rules 2016-02-06