SAVE THE DATE!!                                  

Noon Webinar Series: Corporate Transparency Act and Common Law Trusts November 9, 2023

                                     Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith  December 14, 2023

                                                                                                  

Meet the QC Estate Planning Council 2022-2023 Board!

(Effective Sept. 1, 2022 thru Aug. 31, 2023)

President:                                 Jennifer Kincaid, JD

      Partner

      Pepping, Balk, Kincaid & Olson, Ltd.

Vice President:                        Jeanne Pyle Scott, CPA, CTFA, CGMA

                                                 Vice President, Director

                                                 Centennial Tax & Accounting

Treasurer:                                 Melissa Uzzell, JD

       Vice President / Trust Officer

       First Community Trust, N.A. | Investment Services    

Immediate Past President:       Joshua Robinson, MSFS, AIF, CFS

                                                 Co-Founder / Managing Director / CCO

                                                 PR Wealth Management

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The Quad City Estate Planning Council welcomes input from its members and the public we serve.

QCEPC is available via the "contact us" option at the top of this page, or at QCEstatePlanningCouncil@gmail.com

 

 

 

 

 

 

Quad City Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.