BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20260305T233000Z
DTEND:20260306T010000Z
LOCATION:The Palace Coral Gables: 1 Andalusia Ave, Coral Gables, FL 33134
UID:2854120260305T233000ZMarch CGEPC Dinner Meeting: S Corporations in Estate Planning: Navigating Complexities and Avoiding Pitfalls
DTSTAMP:20260501T034431Z
DESCRIPTION:\nJoin us for an in-person Dinner Meeting!\n \nCocktails/Networking begins at 6:30 pm.  Dinner Buffet and Presentation run from 7:00 pm to 8:00 pm.\n \nSPEAKER:\n \n[Daniel Martin Ebert](https://miamitaxlaw.com/daniel-martin-ebert/) - [CCHS](https://miamitaxlaw.com/)\n \n\n \nADDITIONAL INFORMATION\n \nLearning Objectives\n \nInstructional Delivery Method: Group Live\n \nCLE Credit: 1 hour\n \nCPE Credit: 1 hour\n \nField of Study: Taxes\n \nProgram Level: Update\n \nPrerequisites: Basic understanding of S Corporations and estate planning\n \nAdvance Preparation: None\n \nRegistration: https://www.coralgablesepc.org/events/event/28541 \n \nCost: Free for members; $75 for non-members\n \nProgram Description\n \nJoin us for an insightful presentation on S Corporations in Estate Planning: Navigating Complexities and Avoiding Pitfalls. This session will examine the unique challenges S corporations present in estate and succession planning, including eligibility requirements, shareholder restrictions, valuation issues, and common traps that can jeopardize S-status. Attendees will gain practical guidance on structuring, transferring, and preserving S corporation interests as part of an effective estate plan..\n \nLearning Objectives\n Understand key S corporation rules relevant to estate planning. Apply trust and transfer techniques that preserve S corporation status. Identify and avoid common pitfalls when handling S corporation interests. \nAdministrative Policies\n \nRefund/Cancellation Policy: No refunds for cancellations after March 4, 2026.\n \nComplaint Resolution Policy: For concerns regarding the program, please contact the Program Chair at info@coralgablesepc.org.\n \nAttendance Requirements: Participants must sign in and remain for the full session to receive CLE credit.\n \nNASBA Sponsor Statement\n \nCoral Gables Estate Planning Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.\n \nSee [Upcoming Event Calendar](https://www.coralgablesepc.org/events)\n
SUMMARY:March CGEPC Dinner Meeting: S Corporations in Estate Planning: Navigating Complexities and Avoiding Pitfalls - Coral Gables / South Dade Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR