Past Events

September 25, 2025 BEPC Education Program: "Business Valuations & Connelly Decision Impact"
Ryan Patton
August 26, 2025 BEPC Social at Camden Yards
NA
June 5, 2025 BEPC Annual Meeting
Dr. David Ajibade
May 6, 2025 BEPC Education Program: Surprise! Re-defining Family in the Wild West of DNA Test Kits and Assisted Reproductive Technology
Sarah Moore Johnson
May 1, 2025 BEPC Emerging Planners' Networking Social
N/A
April 29, 2025 BEPC MD Legislative Update Webinar via Zoom
Laura Thomas
February 25, 2025 BEPC Education Program: Monetary Masala
Anirban Basu
February 5, 2025 BEPC Member Social at Mt. Washington Tavern
N/A
January 28, 2025 BEPC Heckerling Webinar via Zoom
Gary Altman
January 22, 2025 BEPC Education Program: Making the Case for Life Insurance in Estate Planning
Bobby Samuelson
December 11, 2024 BEPC's NAEPC Webinar Viewing Party: The Best Practices in Social Security and Medicare Planning
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP®, AEP® (Distinguished)
December 4, 2024 BEPC Education Program: 2025 Tax Update after the Election
Irene Estrada
November 14, 2024 BEPC Member Social
November 13, 2024 BEPC's NAEPC Webinar Viewing Party: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA
November 8, 2024 BEPC Emerging Planners' Event - Poised Under Pressure: Mediation Skills for Career Success
Professor Robert Rubinson - University of Baltimore School of Law
October 29, 2024 BEPC Education Program: Charitable Topic "Breaking Through the Noise: Communicating with Family Offices"
Caren Yanis
October 9, 2024 BEPC's NAEPC Webinar Viewing Party: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
September 25, 2024 BEPC Education Program: How the Living Will & Estate Planning Document put your Safety at Risk as a Patient
Ferdinando Mirarchi, DO
September 17, 2024 BEPC Social at Camden Yards - SOLD OUT!
NA
September 11, 2024 BEPC's NAEPC Webinar Viewing Party: Snowbirding: Living in More than one Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
August 14, 2024 BEPC's NAEPC Webinar Viewing Party: Special Needs and Elder Care Planning: How to Plan with an Eye Towards the Tax Considerations
Elizabeth Forspan, Esq
July 10, 2024 BEPC's NAEPC Webinar Viewing Party: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
June 12, 2024 BEPC's NAEPC Webinar Viewing Party: Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD
June 6, 2024 BEPC Annual Meeting
Andrew Blair-Stanek
May 14, 2024 BEPC Education Program: Charitable Planning
David R. York, Esq., CPA
May 8, 2024 BEPC's NAEPC Webinar Viewing Party: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
May 2, 2024 BEPC Emerging Planners' Social & Panel Discussion
April 25, 2024 BEPC MD Legislative Update Webinar via Zoom
Sarah H. B. Kahl, Esq.
April 17, 2024 BEPC DEI Committee Panel Event
BEPC Members
April 17, 2024 BEPC's NAEPC Webinar Viewing Party: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn and Steven Kent
March 13, 2024 BEPC's NAEPC Webinar Viewing Party: The Fiduciary Era for Life Insurance
Steven S. Zeiger, CEBS, TEP
February 26, 2024 BEPC Education Program: The Good, The Bad, & The Ugly
Anirban Basu
February 21, 2024 BEPC Member Social
February 14, 2024 BEPC's NAEPC Webinar Viewing Party: Cryptocurrency
Abigail Earthman, JD, LL.M.
January 30, 2024 BEPC Heckerling Webinar via Zoom
Coryn Rosenstock
January 23, 2024 BEPC Education Program: Estate Planning Options in the Face of Today’s Legislative, Inflationary and Interest Rate Environment
John C. Snider II, JD
January 17, 2024 BEPC's NAEPC Webinar Viewing Party: The Practical Use of AI in Estate & Financial Planning
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS
January 9, 2024 BEPC MD Tax Update Webinar via Zoom
Amanda Abel
December 13, 2023 BEPC's NAEPC Webinar Viewing Party: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
December 5, 2023 BEPC Education Program: Heads I Win, Tails You Lose: Advising the Wealthy in Times of Change & Pressing the Do-Over Button: Strategies for Modifying Wills and Trusts after Formation
Joshua Rubenstein
November 2, 2023 BEPC Social at Alex Cooper Auctioneers
October 25, 2023 BEPC Education Program: The Secure ("Setting Everyone up for Retirement Enhancement" or "Sending Everyone Cowering Under Reduced Expectations") Act
Robert K. Kirkland
October 11, 2023 BEPC's NAEPC Webinar Viewing Party: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
September 20, 2023 BEPC Education Program: The Intersection of Divorce and Trust & Estates - Top Tax/Planning Tips and Traps
Sharon Klein
September 14, 2023 BEPC Social at Camden Yards
NA
September 13, 2023 BEPC's NAEPC Webinar Viewing Party: What’s Trending in Charitable Planning – Tips for Advisors on Need to Know Strategies
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®
August 9, 2023 BEPC's NAEPC Webinar Viewing Party: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M.
July 12, 2023 BEPC's NAEPC Webinar Viewing Party: A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know
Aquanetta J. Betts, JD, CAP®, AEP®, CFRE
June 21, 2023 BEPC Emerging Planner Education Event: Serving as Fiduciary - What Professional Advisors Must Know
Leslie Williams and Catherine Walker
June 14, 2023 BEPC's NAEPC Webinar Viewing Party: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)
Louis W. Pierro and Prof. Peter J. Strauss
June 8, 2023 June 8 Complimentary NAEPC Webinar: Succession Planning and Selling Family and Closely Held Businesses
James S. Aussem, JD, AEP (Distinguished)
June 1, 2023 BEPC Annual Meeting
Leo Wise
May 25, 2023 Chesapeake Planned Giving Council: The Role of Professional Advisors In Charitable Giving
May 11, 2023 BEPC Education Program - The Ultimate Digital Asset Estate Planning Checklist & Digital Asset Valuation:
Tiffany McKenzie and Caroline Taylor
May 10, 2023 BEPC NAEPC's Webinar Viewing Party: The Elegant Divorce
Lisa M. Cukier, JD
April 19, 2023 BEPC's NAEPC Webinar Viewing Party: Your Clients Want a KISS Plan, but the IRS May Have the Last Dance
Miriam Wogan Henry
March 8, 2023 BEPC's NAEPC Webinar Viewing Party: Powerful Trust Laws to Combat Future Uncertainties (i.e. Economic, Tax, Political, Family & Lawsuits)
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
February 28, 2023 BEPC Heckerling Webinar via Zoom
Coryn Rosenstock
February 23, 2023 BEPC Education Program - Show Me the Money (Supply)
Anirban Basu
February 9, 2023 BEPC Q3 Social
February 8, 2023 BEPC's NAEPC Webinar Viewing Party: The IRS Dirty Dozen
Caroline D. Ciraolo and John D. (Don) Fort
January 25, 2023 BEPC Education Program - Charitable Giving
Andrew Bishop, CFA, CEPA
January 18, 2023 BEPC's NAEPC Webinar Viewing Party: Estate Planning Paralysis: Getting Your Clients to Act in 2023
Justin T. Miller, JD, LL.M. (taxation), TEP, CFP®, AEP®
December 14, 2022 BEPC's NAEPC Webinar Viewing Party: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
December 6, 2022 BEPC Education Program - Tax Update
Samuel A. Donaldson, JD, LL.M.
November 9, 2022 BEPC Q2 Social
October 27, 2022 BEPC Education Program - Life Settlement and Policy Valuation Solutions for Estate and Tax Planning Professionals
Jamie Mendelsohn
October 19, 2022 BEPC's NAEPC Webinar Viewing Party: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster
September 28, 2022 BEPC Q1 Social
September 20, 2022 BEPC Education Program - Representing Clients with Diminished Capacity
Bernard A. Krooks, JD, CPA, L.L.M, CELA, AEP (Distinguished)
September 14, 2022 BEPC's NAEPC Webinar Viewing Party: Spousal Trusts - Opportunities and Pitfalls
Matthew G. Brown, Esq.
August 10, 2022 BEPC's NAEPC Webinar Viewing Party: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)
July 13, 2022 BEPC's NAEPC Webinar Viewing Party: An Overview of Planning and Issue‑Spotting for Multinational Individuals and Families
Alexander A. Bove, Jr., Esq. and Karen L. Witherell, Esq.
June 9, 2022 BEPC Annual Meeting
Jamie Costello
June 8, 2022 BEPC's NAEPC Webinar Viewing Party: Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency
Abigail Earthman, JD, LL.M.
May 11, 2022 BEPC's NAEPC Webinar Viewing Party: Do's and Don'ts of Estate Planning for Millennials
Christine S. Wakeman, JD
May 11, 2022 BEPC Education Program: When Responsible Investing is More Than Financial Returns - The Role of ESG in Portfolio Management
Travis A. Allen
April 27, 2022 BEPC Member Social
April 20, 2022 BEPC's NAEPC Webinar Viewing Party: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg
March 10, 2022 Emerging Planners' Social
March 9, 2022 BEPC's NAEPC Webinar Viewing Party: Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire)
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
February 24, 2022 BEPC Education Program: "No Time to Buy”
Anirban Basu
February 9, 2022 BEPC's NAEPC Webinar Viewing Party: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
February 3, 2022 MD Insurance CE - An Analysis of Proposals Using Life Insurance
Lawrence J. Macklin, CPA, Esq., AEP®
January 19, 2022 BEPC's NAEPC Webinar Viewing Party: After All That - Lifetime Transfers That Still Work!
Louis A. Mezzullo, JD, AEP® (Distinguished)
January 12, 2022 BEPC Education Program: Global Risk Management and the Effects on Perpetuating Wealth
Dante Disparte
December 8, 2021 NAEPC Webinar Viewing Party: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
December 2, 2021 BEPC Education Program: Baby Boomers and Planned Giving: A very special generation or just typical old people?
Russell James, J.D., Ph.D., CFP®
October 27, 2021 BEPC Education Program: Tax Update
Samuel A. Donaldson, JD, LL.M.
October 13, 2021 NAEPC Webinar Viewing Party: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 6, 2021 BEPC Social
September 23, 2021 BEPC Education Program: Planning for Clients Living with Chronic Illness
Martin M. Shenkman, CPA, MBA , PFS, AEP (distinguished), JD
September 15, 2021 NAEPC Webinar Viewing Party: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD
August 11, 2021 NAEPC Webinar Viewing Party: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
July 14, 2021 NAEPC Webinar Viewing Party: Income Tax Planning for Real Estate Using Estate Planning Techniques
Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
June 23, 2021 NAEPC Webinar Viewing Party: 2021 Income Tax Planning Strategies including IRA Strategies
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
June 10, 2021 BEPC Annual Meeting
Anna P. Durbin, MD
June 9, 2021 NAEPC Webinar Viewing Party: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
May 12, 2021 NAEPC Webinar Viewing Party: 529 Planning: Happy 25th Birthday
Susan T. Bart, JD
May 11, 2021 BEPC Education Program - Trust Design and Clauses: The Linchpin of the Estate Plan
David Handler
April 21, 2021 NAEPC Viewing Party: Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP®
April 1, 2021 NAEPC Webinar w/ the Society of FSP: Methods to Fund Buy-Sell Agreements
James S. Aussem, JD, AEP®
March 10, 2021 NAEPC Webinar Viewing Party: Diversity, Equity and Inclusion
George Nichols, III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP®
March 3, 2021 Emerging Planners "Estate Planning for Young Adults" Study Group
February 25, 2021 BEPC Education Program - Anirban Basu & The Chamber of Data - Toward the Post-Pandemic World
Anirban Basu
February 10, 2021 NAEPC Webinar Viewing Party: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
January 20, 2021 NAEPC Webinar Viewing Party: Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
January 20, 2021 BEPC Education Program - Life Insurance Planning: Understanding the Tax, Legal, and Investment Fundamentals of Life Insurance and the Top Estate Planning Strategies Involving Life Insurance Today
David R. York, CPA MST
December 9, 2020 NAEPC Webinar Viewing Party: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
December 3, 2020 BEPC Education Program - Advising for Good: What you Should Know About Major Donors and the Nonprofits that Solicit Them
Amy Schiffman, CFRE
October 29, 2020 BEPC Emerging Planners Fall Networking Event
October 28, 2020 BEPC Education Program - Cyber Estate Planning & Administration
Gerry W. Beyer, J.D., LL.M., J.S.D.
October 14, 2020 NAEPC Webinar Viewing Party: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
September 17, 2020 BEPC Education Program - The Year in Review: An Estate Planner's Perspective of Recent Tax Developments
Howard M. Zaritsky, J.D. LL.M.
September 9, 2020 NAEPC Webinar ZOOM Party: Zen and the Art of Trust Modification
Susan T. Bart, JD
August 12, 2020 NAEPC Webinar ZOOM Party: Creative Ways to Fund Business Owner Retirement
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
July 9, 2020 The Perfect Storm: Why now may be the best time for Estate Planning
Brian G. Broxterman, CFA, ASA, Chris Rosenthal, CPA/ABV/CFF, ASA, AEP, Lisa Whitcomb, and Frederick R. Franke, Jr.
July 8, 2020 NAEPC Webinar ZOOM Party: What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19
Justin Joy, JD, CIPP/US, CIPT
June 18, 2020 BEPC - Annual Meeting (via Zoom)
June 10, 2020 NAEPC Webinar ZOOM Party: Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
May 20, 2020 NAEPC Webinar ZOOM Party: Remote Signing, Witnessing, and Notarization of Estate Planning Documents: Is the Future Here?
Timothy S. Reiniger, Esq.
May 13, 2020 NAEPC Webinar ZOOM Party: Collaboration Matters - Working Together to Produce Extraordinary Results
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
March 11, 2020 NAEPC Webinar Viewing Party: Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®
February 27, 2020 BEPC Breakfast Meeting - The Return of the Economist
Anirban Basu
February 12, 2020 NAEPC Webinar Viewing Party: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®
January 29, 2020 NAEPC Webinar Viewing Party: Life Settlement Legal and Ethical Responsibilities
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
January 29, 2020 Emerging Planners SECURE Act Study Group (SOLD OUT!)
January 22, 2020 BEPC Breakfast Meeting - Helping Clients Build Legacies That Last
David R. York, CPA MST
January 8, 2020 NAEPC Webinar Viewing Party: The NEW Reverse Mortgage - 5 Ways Housing Wealth Is Changing the Estate Planning Conversation
Don Graves, RICP®, CLTC®, CSA
December 11, 2019 NAEPC Webinar Viewing Party: The Effect of Longevity on Your Life Priorities
Cynthia L. Hutchins, CRPC, CIMA
December 5, 2019 BEPC Breakfast Meeting - Charitable Planning: From the Simple to the Sophisticated
Turney Berry
October 29, 2019 BEPC Breakfast Meeting - Practical Planning and Drafting for Incapacity for Your Clients and Their Beneficiaries
Bernard Krooks
October 16, 2019 NAEPC Webinar Viewing Party: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 16, 2019 BEPC Emerging Planners' Networking Luncheon – Revolutionize HOW You Work for Maximum Efficiency and Better, Faster Results
Leslie Shreve, Founder and CEO of Productive Day
September 25, 2019 BEPC Breakfast Meeting - Federal Tax Update
Samuel A. Donaldson
September 11, 2019 NAEPC Webinar Viewing Party: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
July 10, 2019 NAEPC Webinar Viewing Party: Attorney-Client Privilege in a Team Environment
Kim Kamin, JD, AEP® and David Blickenstaff, JD
June 24, 2019 BEPC - Emerging Planner's Social
June 12, 2019 NAEPC Webinar Viewing Party: Leaving a Lasting Legacy
Eric Weiner, PhD
June 4, 2019 BEPC - Annual Meeting and Reception - Sharp Dressed Man
Christopher Schafer, Founder of Sharp Dressed Man
May 7, 2019 Borrowing Basis From Other Assets Using Partnerships
Jerry Hesch Esq., Special Tax Counsel
February 28, 2019 Annual Economic Update: To All the Economists I've Loved
Anirban Basu, The Sage Policy Group
January 31, 2019 Life Settlements: Today's Issues & Opportunities
Ken Samuelson, The Morehead Group AND Jon Mendelsohn, The Ashar Group
January 9, 2019 Incorporating Long-Term Care, Longevity Annuities, and Investment Risk Into A Retirement Income Plan
Jamie P. Hopkins, JD, MBA, LLM, CFP®
December 4, 2018 Annual Charitable Update: Generation Impact
Sharna Goldseker, Goldseker Foundation
October 30, 2018 Emerging Planners Networking Luncheon - The Multidisciplinary Team Approach to Estate Planning
Panel of BEPC Past-Presidents
October 25, 2018 Gray Areas, Slippage, & Ethical Lapses: What We Miss in Our Risk Analyses
Professor Marianne Jennings
September 20, 2018 The Year in Review: An Estate Planner's Perspective of Recent Tax Developments
Howard Zaritsky, JD, LLM
May 8, 2018 Annual Charitable Update; Retirement Assets for 1st and 2nd Marriages: Let the Fun Begin PLUS Income Tax Savings from Charitable Gifts After the New Tax Changes
Christopher Hoyt, Professor of Law, University of Missouri
February 28, 2018 Brown Sugar. Rockin' the Economic Data. Annual Economic Update
Anirban Basu, Sage Policy Group
January 24, 2017 Annual Tax Update: Recent Developments of Interest to Estate Planners
Turney P. Berry, Wyatt, Berry & Combs LLP
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