SUNCOAST ESTATE PLANNING COUNCIL

Get ready for a great panel series over the next few months! “Tips for the Practice” – Lessons, insights and practical guidance from across the advisory team.  Every client will benefit when their attorney, CPA, financial advisor, charitable planner, and fiduciary work together effectively.  This year, we will have 5 sessions, which includes a series of panelists from each discipline to share practical tips, common pitfalls, best practices, and lessons learned from serving clients. Join us as we explore how each profession approaches planning, administration, taxation, investing, philanthropy, and fiduciary decision-making.  We will discover ways to better collaborate for the benefit of our mutual clients.

Join us in November for our CPA Panel! CPA tips for the practice: How CPAs approach planning and what they wished other professionals knew about tax-driven planning

Don't miss this opportunity to give back to the community!

Suncoast Voices for Children is a 501(c)(3) nonprofit organization dedicated to helping children who have experienced abuse, neglect, or abandonment in Pinellas and Pasco counties. Through programs that provide essential needs, clothing, educational support, and opportunities for normalcy, Suncoast Voices for Children helps ensure children at risk of entering foster care, and those in the foster care system, feel safe, supported, valued, and hopeful. As an organization that receives no state or federal funding, Suncoast Voices for Children relies on the generosity and partnerships of individuals, businesses, foundations, and community organizations to meet critical needs, remove barriers, and give every child the opportunity to thrive.

Thank you to our sponsor!