60th Annual Spring Seminar and Dinner
12:55 p.m. Opening remarks from our President, Evan Y. Lin, JD, CPA, AEP®
1:00 p.m. Douglas Raines - Valuation Issues and the Kress Case: How the Plaintiffs-Taxpayers Won A Judgment of Over $2.1 Million
2:00 p.m. Matthew C. Zuengler - Qualified Personal Residence Trusts
3:00 p.m. Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) - SECURE Act 2.0
5:00 p.m. Cocktails
6:00 p.m. Dinner (Optional) - Menu details below
6 oz filet mignon with portabella mushroom bordelaise
Baked haddock roulade with seafood stuffing and herb bechamel
(Both entrees served with duchess potatoes, pan roasted asparagus and rainbow carrots)
Mixed Greens Salad (Honey grapefruit brule, roasted beet root, fresh strawberry, toasted pepitas, bleu cheese, basil citronette)
Sweet Potato Bisque
Dessert: Wild berry tiramisu (basil chocolate sauce and raspberry sauce)
4 CE credits for attorneys, CPAs, CFPs, ChFCs, CTFAs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.
Cost for the seminar is $75 for Estate Planning Council of Northeast Wisconsin members and $120 for nonmembers. Dinner cost is $25 per person - spouses / significant others are invited.
A BIG thanks to our sponsors:
Gold Sponsor: Vision Point Capital
Silver Sponsor: Lin Law LLC
BE A SPONSOR!
PLATINUM Sponsor at $1,000
This sponsorship level includes seminar and dinner for four (4) attendees and also provides the opportunity to give a brief two minute introduction of your firm/company at the seminar. In addition, your company’s logo will appear in large size on our website, a PowerPoint introduction at the seminar, email invitations/reminders and handouts at the seminar.
GOLD Sponsor at $500
This sponsorship level includes seminar and dinner for two (2) attendees and your company’s logo will appear in medium size on our website, a PowerPoint introduction at the seminar, and handouts at the seminar.
SILVER Sponsor at $250
This sponsorship level includes seminar and dinner for one (1) attendee and your company’s logo will appear in small size on our website, a PowerPoint introduction at the seminar, and handouts at the seminar.
Sponsors, please reply no later than by Monday, April 10, 2023 to ensure appropriate recognition to:
Dan Cape at email@example.com Questions: 920-272-2273
Please include the following:
Attachment of company logo