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Tuesday, September 8, 2026

The Power of Team: Coordinating Wealth, Tax, and Estate Planning Strategies

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Estate Planning Council of Colorado Springs

ESTATE PLANNING COUNCIL OF COLORADO SPRINGS

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Leadership

President

Ann Koenigsman, CPA
Stockman Kast Ryan & Company
719-630-1186
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President Elect

Jeff Jensen, CIMA®
Morgan Stanley
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Secretary

Malissa Mackin
Midwest Trust
(719) 302-7971
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Treasurer

Lisa Dailey, Esq
Dailey and Pratt
(719) 473-0884
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Immediate Past President

Neil DeVoogd, Esq
SJS Law
7193588478
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Past President

Jane Young, CFP®, EA, MBA
More Than Your Money, Inc.
719-722-2135
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Administrator

Morgan Fanning, M.Ed
Estate Planning Council
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Board Member At-Large

Margaret Dolan, CPA, CPA
Pikes Peak Community Foundation
719-445-0607
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Board Member At-Large

Ryan Taylor, Esq
Cook Rector Pearce
(719) 375-5619
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UPCOMING EVENTS

September 8, 2026

The Power of Team: Coordinating Wealth, Tax, and Estate Planning Strategies

Michael Naughton, Dolly Wong, and Steve Ogle

See Event Details

October 13, 2026

The Hidden Value Equation: Tax, Estate, and Exit Planning for Private Business

Chris Blees

See Event Details

November 10, 2026

The Modern Trustee: Navigating Fiduciary, Tax, and Investment Responsibilities

Will Bergman

See Event Details

January 12, 2027

Beyond Bricks and Mortar: Advanced Tax and Estate Planning Strategies in Real Estate

Doreen Merz, CPA

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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