Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
|
2018/2019 Directory Ad Contract
2018adcontract.pdf (154K)
|
2018-06-06 |
|
FPA of Hampton Roads 21st Annual Symposium
FPA-HR-Flyer-2018-2.pdf (609K)
|
2018-05-03 |
| 2019 Membership Renewal Notice | 2019-06-21 |
|
2017-2018 Membership Directory
HREPCDirectory.pdf (6221K)
|
2017-09-28 |
| 2017-2018 Meeting Sponsorships | 2017-06-21 |
|
Young CPA Happy Hour - April 20, 2017
042017_CPAHappyHour.pdf (342K)
|
2017-03-14 |
|
FPA Joint Social Invitation
July11_JointSocial.pdf (121K)
|
2018-06-13 |
| FPA Hampton Roads Succession Planning | 2018-05-03 |
| 2019 Directory Ad Contract | 2019-06-21 |
| 2019 Membership Renewal Letter | 2019-06-21 |
Attendance Forms
| Document Name | Date Added |
|---|---|
| September MCLE Attendance Form | 2018-09-04 |
| March 16, 2021 MCLE Attendance Form | 2021-04-09 |
| January 17, 2023 MCLE Attendance Form | 2023-04-26 |
| January MCLE Attendance Form | 2018-01-15 |
| January 16, 2024 MCLE Certificate of Attendance | 2024-01-22 |
| March 15, 2022 MCLE Attendance Form | 2022-10-13 |
| November 16, 2021 MCLE Attendance Form | 2022-10-13 |
|
September 19, 2023 MCLE Attendance Form
MCLE Form 2.pdf (77K)
|
2023-09-26 |
| September 14, 2021 MCLE Attendance Form | 2021-09-13 |
| January 19, 2021 MCLE Attendance Form | 2021-04-09 |
| May MCLE Attendance Form | 2018-05-11 |
| March 21, 2023 MCLE Attendance Form | 2023-04-26 |
| November 15, 2022 MCLE Attendance Form | 2023-04-26 |
| March MCLE Attendance Form | 2018-03-23 |
| May 17, 2022 MCLE Attendance Form | 2022-10-13 |
| January 18, 2022 MCLE Attendance Form | 2022-10-13 |
| TEGG003 | 2019-03-19 |
Presentations
| Document Name | Date Added |
|---|---|
| September 14, 2021 Bill Sanderson Handout | 2021-09-13 |
| 20191119 Fitzsimons Outline | 2019-10-18 |
| January 17, 2023 Presentation- Steve Clark | 2023-04-26 |
|
September 20, 2022 Presentation- Gina Maio
Trust Officers Sept 20.pptx (2719K)
|
2023-04-26 |
| January 19, 2021 Presentation- Dr. Russell James | 2021-04-09 |
|
Selected Issues of the Tax Cuts & Jobs Act
May15Presentation.pdf (908K)
|
2018-05-03 |
| May 17, 2022 Presentation- Eido Walney | 2022-10-13 |
|
November 16, 2021 Presentation- Flora Hezel
HREPC Slides 11_16_2021.pdf (3203K)
|
2022-10-13 |
| Completing the Picture of Wealth: Managing Tangible Assets | 2019-03-19 |
|
Collaboration
NAEPC-Collaboration .pdf (3270K)
|
2019-01-14 |
|
Department of Veterans Affairs Benefits & Programs for Aging and Disabled Veterans and their Spouses
Sept24Presentation.pdf (376K)
|
2018-09-18 |
| 20200121 Guare Outline | 2020-01-07 |
|
March 21, 2023 Presentation- Joe Mengedoth
Economic Update_3.28.23.pptx (4974K)
|
2023-04-26 |
|
March 16, 2021 Handout- Ron Aucutt
2020 Top Ten 1-7-2021.pdf (382K)
|
2021-04-09 |
| November 15, 2022 Presentation- Bill Sanderson | 2023-04-26 |
| March 15, 2022 Presentation- Michael Gregory | 2022-10-13 |
| October 27, 2020 Presentation- James Camper | 2020-10-29 |
|
The New Elective Share
Jan16CourseMaterial.pdf (888K)
|
2018-01-10 |
| Community Foundations and Philanthropy: A View from the Inside | 2019-05-20 |
| March 17, 2020 Barker Presentation Outline | 2020-03-09 |
|
Assessing and Planning for Clients’ Charitable Goals
Sept19CourseMaterial.pdf (402K)
|
2017-09-08 |
|
Bankruptcy, Creditor Protection and Fraudulent Transfers in the Context of Estate and Financial Plan
May16SeminarOutline.pdf (85K)
|
2017-05-11 |
| January 18, 2022 Presentation- JoAnn Marcus | 2022-01-19 |
| Estate Planning for Pets | 2018-11-13 |
|
September 19, 2023 Presentation- M.R. Litman
CLE on RUFADAA (2023).pptx (5666K)
|
2023-09-26 |
| 20200121 Guare Revised Handout | 2020-01-13 |
Symposium
| Document Name | Date Added |
|---|---|
| Business Succession Boot Camp Sponsorship Opportunities | 2020-02-27 |
|
Business Succession Boot Camp Flyer
Bootcamp-Flyer.pdf (664K)
|
2020-02-26 |
| Business Succession Boot Camp Registration Form | 2020-02-26 |
