Document Library

Categories

2021 Fall Institute

Document Name Date Added
2021 Fall Institute- Juliette Tennert
Juliette Tennert- Utah Economic Insights.pdf (4857K)
2021-11-09
2021 Fall Institute- Panel Discussion
The Dynamics of Donor Impact- Panel Discussion.pdf (228K)
2021-11-09
2021 Fall Institute- Aswath Damodaran
Aswath Damodaran- The Corporate Life Cycle.pdf (7443K)
2021-11-09
2021 Fall Institute- Osguthorpe Case
Osguthorpe Case.pdf (523K)
2021-11-09
2021 Fall Institute- Moss Adams
Moss Adams- Planning for the Tech Entrepreneur.pdf (1258K)
2021-11-09
2021 Fall Institute- Jack Nuckolls
Jack Nuckolls- Washington DC Tax Update.pdf (401K)
2021-11-09

Salt Lake Estate Planning Council Documents

Document Name Date Added
2022 Fall Institute Langdon Owen Presentation
Langdon Owen Presentation Part 1.pdf (677K)
2022-11-02
2017 Fall Institute
Steve Tingey- Avoiding Fiduciary Pitfalls 11.2.17.pdf (3799K)
2017-11-01
2019 Fall Institute Agenda
Fall Institute 2019 Agenda.docx (60K)
2019-10-21
2022 Fall Institute- David York Presentation- The Gift of Lift
David York -The Gift of Lift (SLEPC).pdf (851K)
2022-11-02
2017 Fall Institute
Boyce Lowery- Practical and Creative Uses of Insurance and Financial Products of Planning 11.2.17.pdf (814K)
2017-11-01
2019 Fall Institute- John Warnick
The Gift of Wisdom -- A Purposeful Visioning Exercise.pdf (1008K)
2019-10-21
2017 Fall Institute
SLEPC 2017 Fall Institute Agenda.pdf (18463K)
2017-11-01
2019 Fall Institute- John Warnick
Exercise_Memories-of-the-Day-You-Were-Born-Mothers-Fathers.pdf (308K)
2019-10-21
2017 Fall Institute
Thomas Mecham, Matt Krull and Doug Wells -Balancing the needs of Income and Remainder Beneficiaries through Asset Allocation and Investment Management 11.2.17.pdf (337K)
2017-11-01
2023 Fall Institute Presentations
AI Powerpoint.pptx.pdf (28482K)
2023-11-03
2019 Fall Institute- Jason Ware
Jason Ware Presentation.pdf (2025K)
2019-10-21
2017 Fall Institute
Sam Donaldson- Contemporary Estate Planning Paradigms for Married Couples 11.2.17.pdf (202K)
2017-11-01
2023 Fall Institute Presentations
James Wood-Utah Update.pdf (1174K)
2023-11-03
2018 Fall Institute- Stephen Dyer Outline
Dyer-SLEPC 2018 Outline-Planning With Grantor Trusts.pdf (395K)
2018-11-17
2020 Fall Institute- Brigitte Madrian
2020 Fall Institute- Brigitte Madrian.pdf (1270K)
2020-11-19
2017 Fall Institute
Rylee McDermott - What to do on the Second Death When Nothing Was Done on the First Death.pdf (51K)
2017-11-01
2023 Fall Institute Presentations
Dan Heist- Donor Advised Funds.pdf (18791K)
2023-11-03
2018 Fall Institute- Steve Morrill
Steve Morrill- Updated Federal Opportunity Zones - EY Steve Morrill.pdf (190K)
2018-11-15
2020 Fall Institute- Scott Greenberg
2020 Fall Institute- Scott Greenburg.pptx (57K)
2020-11-18
2022 Fall Institute Kurt Heinen Presentation
Kurt Heinen Presentation.pdf (2064K)
2022-11-02
2018 Fall Institute- Recent Developments in Special Needs Trust Planning
Cal Curtis-Recent Developments in Special Needs Trust Planning.pdf (100K)
2018-11-13
2020- CE Log
2020 Fall Institute CE Log.pdf (26K)
2020-11-17
2022 Fall Institute Langdon Owen Presentation
Langdon Owen Presentation Part 2.pdf (682K)
2022-11-02
2018 Fall Institute- The IRS Attack List and How to Defend Against It
Stephanie Loomis-Price The IRS Attack List and How to Defend Against It.pdf (372K)
2018-11-13
Cares Act
CARES Act Tax Provisions[296].pptx (592K)
2020-11-17
2022 Fall Institute-Phil Dean Presentation
Phil Dean Presentation.pdf (7006K)
2022-11-02
2017 Fall Institute
John Bird & David York - Adapt Change or Disappear 11.2.17.pdf (3727K)
2017-11-01
2019 Fall Institute- Michael Giles
Michael Giles Presentation.pdf (89K)
2019-10-21
2017 Fall Institute
Sam Donaldson- 2017 Federal Tax Update 11.2.17.pdf (320K)
2017-11-01
2022 Fall Institute-Kelly Phillips Erb Presentation
Kelly Phillips Erb Presentation.pdf (27354K)
2022-11-02
2019 Fall Institute- John Warnick
Exercise_I-Won-the-Child-Lottery.pdf (645K)
2019-10-21
2017 Fall Institute
Will Harnish- Planning for Digital Property 11.2.17.pdf (2712K)
2017-11-01
2019 Fall Institute- John Warnick
Purposeful Planning for Family Wealth PPT - Salt Lake City EPC.pdf (2487K)
2019-10-21
2017 Fall Institute
Mark Astling- Advising Clients on Buy-Sell Agreement Options 11.2.17.pdf (1028K)
2017-11-01
2023 Fall Institute Presentations
Turney Berry - 2023 Middle Rich.pdf (1449K)
2023-11-03
2019 Fall Institute- Stacy Eastland
Stacy Eastland Presentation.pdf (2772K)
2019-10-21
2017 Fall Institute
Jonathan Hoagland -Fixing Broken Estate Plans 11.2.17.pdf (270K)
2017-11-01
2023 Fall Institute Presentations
Kathryn Carlisle-Estate Planning for Real Estate.pdf (20692K)
2023-11-03
2018 Fall Institute- Greg Hyde
Greg Hyde-Updated Short and Long Term Strategies SLEPC 103018.pdf (304K)
2018-11-15
2020 Fall Institute-Kyle Pomerleau
2020 Fall Institute- Pomerleau.pptx (124K)
2020-11-19
2023 Fall Institute Presentations
David Handler.pdf (480K)
2023-11-03
2018 Fall Institute- Collaboration Among a Client's Advisor Team
Panel- Collaboration.pdf (2805K)
2018-11-13
2020 Fall Institute- Davies and Durham
2020 Fall Institute- Davies and Durham.pdf (90K)
2020-11-18
2022 Fall Presentation- Brent Andrewsen
Brent Andrewsen Presentation.pdf (355K)
2022-11-02
2018 Fall Institute- Planning with Grantor Trusts
Stephen Dyer- Planning with Grantor Trusts.pdf (274K)
2018-11-13
2020 Fall Institute- David Godfrey
2020 Fall Institute-Understanding Legal Capacity and Ethics.pptx (7370K)
2020-11-17