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.