President
Robert J. Walter, CPA/PFS, CFP®
PNC Wealth Management
101 North Pointe Boulevard, PO Box 3822
Lancaster, PA17604
Vice President
Samuel J. Bressi
LancasterCounty Community Foundation
24 W. King Street, Suite 201
Lancaster, PA 17603
717.397.1629 x102
Treasurer
Charles F. Blumenstock, Jr. Esquire
Blumenstock Legal Advisors, PC
255 Butler Avenue
Lancaster, PA 17602
717.533.5197
Secretary
Christopher C. Ginder, CFA® VP, Portfolio Manager
Kuntz Lesher Capital LLC
1800 Fruitville Pike, PO Box 8408
Lancaster, PA 17604
Directors
Karen B. Meck, MT
KBM Consulting, LLC
228 N. Duke Street, 1st Floor
Lancaster, PA 17602
717.435.8144
Andrew G. Wallover, CLTC, Managing Director
Northwester Mutual Financial Network
280 Granite Run Drive, Suite 100
Lancaster, PA 17601-6820
Andrew S. Rusniak, Esquire
McNees Wallace & Nurick, LLC
570 Lausch Lane, Suite 200
Lancaster, PA 17601
717-581-3704
Immediate Past President
Christopher W. Kull, Senior Vice President
PNC Wealth Management
101 North Pointe Boulevard, PO Box 3822
Lancaster, PA17604
717.735.5650
Council Administrator
Melissa Simpson, 717.317.9117
1131 Sandpiper Ct., Mech., PA 17050
Lancaster County Estate Planning Council
2014-15 Membership Program
Thursday, May 14, 2015~ 4:00p.m. – 5:30 p.m.
4:00-4:45 ~ Heavy Hors D’oeuvres & Cocktail Hour
4:45-5:30~Speaker
Lancaster Country Club, 1466 New Holland Pike, Lancaster, PA
SPECIAL ANNOUNCEMENT!
NEW Members joining for our 2015-16 Membership Year by May 14, 2015 canattend this meeting FREE!!
PLUS, BRING A GUEST AND BE ENTERED TO WIN A $25 GIFT CARD FOR YOU AND A FREE EPC MEMBERSHIP FOR YOUR GUEST!
The Estate Planning Council Presents:
“The 3.8% Net Investment Income Tax – One Year Later”
- What we learned from last filing season
- Form 8960 - filing issues for individuals and fiduciaries
- Planning opportunities for individuals
- Planning opportunities for estates and trusts
- Are you a really a “real estate professional?”
- Legislative update
With special guest from the NAEPC Speaker’s Bureau
Jordan Rosen, CPA, MST. AEP®, NAEPC President
Jordon N. Rosen, is the director of estate and trust services at the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, P.A.He is a frequent speaker on income, trust and estate tax topics and has published more than 100 articles on tax related topics both locally and nationally. Jordon currently serves on the executive committee of NAEPC and is also a board member and past president of the Chester County Estate Planning Council and the Estate Planning Council of Delaware.
Special Thanks to our meeting sponsor:
Tucker & Meltzer Valuation Advisorsis a full service independent business valuation firm servicing the Baltimore, MD, South Central, PA and Washington, DC areas. The firm’s partners have extensive experience and credentials in valuing privately owned businesses for some of the largest law firms and accounting firms in the Mid-Atlantic region. We have performed over 1,000 valuations for companies in many industries, reflecting our broad experience in accounting, finance, litigation services, valuation theory and capital transactions.
Please return the form below with your check payable to the Lancaster County EPC by May 11 2015.
If you must cancel, please call Melissa Simpson before Monday May 11th at 717.317.9117.
Membership Reservation
Enclosed is my check for $______.* Please reserve ______place(s) for the Meeting of the
Lancaster County Estate Planning Council, at the Lancaster Country Club on Thursday, May 14, 2015.
Please remit to:Cost per person:
Lancaster County Estate Planning CouncilMember:$30.00
C/o Melissa Simpson1st Time Guests:$30.00
1131 Sandpiper CourtRepeat Guests:$40.00
Mechanicsburg, PA 17050
Advance Registration Required
Reservation Deadline:May 11, 2015
______
Member NameGuest(s) Name(s)
______
Company NameCompany Name