Ilana Bley Moderated a CEPC Fundamentals Course
Ilana Bley moderated the last installment of a CEPC fundamentals course on Feb. 17. This course called Putting It All Together tied together the prior four sessions and walked attendees through case studies illustrating the practical application and integration of concepts introduced in the ﬁrst four sessions. In particular, hypotheticals focused on integrating planning, considering reporting for wealth transfer, and applying ﬁduciary income tax concepts.
For more information about the course please visit here.