Document Library

Categories

Council Documents

Document Name Date Added
2017-2018 Meeting Sponsorships
MeetingSponsorships-2017-2018.pdf (786K)
2017-06-21
Young CPA Happy Hour - April 20, 2017
042017_CPAHappyHour.pdf (342K)
2017-03-14
FPA Joint Social Invitation
July11_JointSocial.pdf (121K)
2018-06-13
FPA Hampton Roads Succession Planning
FPA-HR-Succession-Flyer-V2.pdf (588K)
2018-05-03
2019 Directory Ad Contract
2019 HREPC Directory Ad Contract.pdf (364K)
2019-06-21
2019 Membership Renewal Letter
2019 Membership Renewal Letter.pdf (453K)
2019-06-21
2018/2019 Directory Ad Contract
2018adcontract.pdf (154K)
2018-06-06
FPA of Hampton Roads 21st Annual Symposium
FPA-HR-Flyer-2018-2.pdf (609K)
2018-05-03
2019 Membership Renewal Notice
2019 Membership Renewal Notice.pdf (227K)
2019-06-21
2017-2018 Membership Directory
HREPCDirectory.pdf (6221K)
2017-09-28

Attendance Forms

Document Name Date Added
November 16, 2021 MCLE Attendance Form
TEJJ001 - Course Approval - Live - 1_6_2022.docx (46K)
2022-10-13
September 19, 2023 MCLE Attendance Form
MCLE Form 2.pdf (77K)
2023-09-26
September 14, 2021 MCLE Attendance Form
TEII005 - Course Approval - Live - 9_1_2021.docx (46K)
2021-09-13
January 19, 2021 MCLE Attendance Form
20210119 MCLE Attendance Form TEII001.pdf (481K)
2021-04-09
May MCLE Attendance Form
VA-MCLE-Attendance-Form-5.15.18.pdf (13K)
2018-05-11
March 21, 2023 MCLE Attendance Form
TEKK003 - Course Approval - Live - 3_24_2023.docx (60K)
2023-04-26
November 19, 2024 MCLE Certificate of Attendance
20241119 Carter MCLE Form 2 - 7.2.24.pdf (96K)
2024-11-14
November 15, 2022 MCLE Attendance Form
TEKK001 - Course Approval - Live - 1_17_2023.docx (61K)
2023-04-26
March MCLE Attendance Form
VA-MCLE-Attendance-Form-3.20.18.pdf (17K)
2018-03-23
March 19, 2024 MCLE Certificate of Attendance
20240319 Goodhart MCLE Form 2 (2).pdf (76K)
2024-10-28
May 17, 2022 MCLE Attendance Form
TEJJ004 - Course Approval - Live - 6_6_2022.docx (40K)
2022-10-13
January 18, 2022 MCLE Attendance Form
TEJJ002 - Course Approval - VideoconferenceSatellite - 2_22_2022.docx (28K)
2022-10-13
TEGG003
TEGG003-certificate-of-attendance.pdf (158K)
2019-03-19
September MCLE Attendance Form
VA-MCLE-Attendance-Form-9.24.18.pdf (18K)
2018-09-04
March 16, 2021 MCLE Attendance Form
TEII002 - Course Approval - VideoconferenceSatellite - 4_8_2021.docx (49K)
2021-04-09
January 17, 2023 MCLE Attendance Form
TEKK002 - Course Approval - Live - 1_31_2023.docx (60K)
2023-04-26
September 24, 2024 MCLE Certificate of Attendance
20240924 Dar MCLE Form 2 - 7.2.24.pdf (90K)
2024-10-28
January MCLE Attendance Form
VA-MCLE-Attendance-Form-1.16.18.pdf (13K)
2018-01-15
November 7, 2023 MCLE Certificate of Attendance
20231107 Mendelsohn MCLE Form 2 (2).pdf (76K)
2024-10-28
January 16, 2024 MCLE Certificate of Attendance
MCLE Form 2 - Certification of Attendance.pdf (76K)
2024-01-22
March 15, 2022 MCLE Attendance Form
TEJJ003 - Course Approval - Live - 4_6_2022.docx (40K)
2022-10-13

Presentations

Document Name Date Added
Collaboration
NAEPC-Collaboration .pdf (3270K)
2019-01-14
Department of Veterans Affairs Benefits & Programs for Aging and Disabled Veterans and their Spouses
Sept24Presentation.pdf (376K)
2018-09-18
20200121 Guare Outline
HREPC 2020 Seminar Outline - GUARE.pdf (220K)
2020-01-07
March 21, 2023 Presentation- Joe Mengedoth
Economic Update_3.28.23.pptx (4974K)
2023-04-26
March 16, 2021 Handout- Ron Aucutt
2020 Top Ten 1-7-2021.pdf (382K)
2021-04-09
November 15, 2022 Presentation- Bill Sanderson
2. HREPC Scouting Report (November 2022)(167130248.1).pptx (6841K)
2023-04-26
March 15, 2022 Presentation- Michael Gregory
How to Avoid and What to do If Audited by the IRS.pdf (4437K)
2022-10-13
October 27, 2020 Presentation- James Camper
EGS-Presentation-10.15.2020_JC.pdf (372K)
2020-10-29
The New Elective Share
Jan16CourseMaterial.pdf (888K)
2018-01-10
Community Foundations and Philanthropy: A View from the Inside
CommunityFoundationsandPhilanthropy52119.pdf (2910K)
2019-05-20
March 17, 2020 Barker Presentation Outline
Active_127926198_1_Outline Materials - Hampton Roads Estate Planning Council 2020 Recent Developments.DOCX (218K)
2020-03-09
Assessing and Planning for Clients’ Charitable Goals
Sept19CourseMaterial.pdf (402K)
2017-09-08
Bankruptcy, Creditor Protection and Fraudulent Transfers in the Context of Estate and Financial Plan
May16SeminarOutline.pdf (85K)
2017-05-11
January 18, 2022 Presentation- JoAnn Marcus
Final Presentation - Hampton Roads Estate Planning Council.pptx (6959K)
2022-01-19
Estate Planning for Pets
PC-Presentation-Final-10-10-18.pptx (4264K)
2018-11-13
20200121 Guare Revised Handout
HREPC v2 2020 Seminar Outline - GUARE.docx (37K)
2020-01-13
September 19, 2023 Presentation- M.R. Litman
CLE on RUFADAA (2023).pptx (5666K)
2023-09-26
September 14, 2021 Bill Sanderson Handout
Active_149391635_1_HREPC - Scouting Report - Recent Developments (September 2021).DOCX (287K)
2021-09-13
20191119 Fitzsimons Outline
Outline of 2018 Fiduciary Cases FINAL.pdf (823K)
2019-10-18
January 17, 2023 Presentation- Steve Clark
1. Working with Donor-advised Funds - Final.pptx (4517K)
2023-04-26
September 20, 2022 Presentation- Gina Maio
Trust Officers Sept 20.pptx (2719K)
2023-04-26
January 19, 2021 Presentation- Dr. Russell James
Top 10 Charitable Planning Strategies 2021.pdf (3546K)
2021-04-09
Selected Issues of the Tax Cuts & Jobs Act
May15Presentation.pdf (908K)
2018-05-03
May 17, 2022 Presentation- Eido Walney
HREPC May 2022 ppt slides rev 1.pptm (1328K)
2022-10-13
November 16, 2021 Presentation- Flora Hezel
HREPC Slides 11_16_2021.pdf (3203K)
2022-10-13
Completing the Picture of Wealth: Managing Tangible Assets
Colleen-Boyle-presentation-031919.pdf (96K)
2019-03-19

Symposium

Document Name Date Added
Business Succession Boot Camp Sponsorship Opportunities
2020 Seminar Sponsorship Opportunities.pdf (295K)
2020-02-27
Business Succession Boot Camp Flyer
Bootcamp-Flyer.pdf (664K)
2020-02-26
Business Succession Boot Camp Registration Form
2020 Boot Camp Registration Form.pdf (116K)
2020-02-26