Document Library

Document Name Date Added
Corporate Transparency Act presented by David Boekeloo
Corporate Transparency Act 3.13.23.pdf (1262K)
2023-05-31
9/13/21 Presentation - Chris Hoyt
2021-Tulsa--Hoyt POWERPOINT-Sept 2021.pdf (652K)
2021-09-17
Riley & Laurel Kern Powerpoint 4.10.23
Estate Planning for LGBTQIA+ Clients.pdf (516K)
2023-04-12
Sam Donaldson 2021 Materials 2
Recent Developments Apr 2021.pdf (1838K)
2021-07-15
Steve Akers Handout #2 (11.14.22)
Hot Topics Current Developments 2022 09 26 22.pdf (1931K)
2022-10-18
March 2021 Presentation
Tulsa Estate Planning Presentation.03.01.21.pdf (694K)
2021-03-02
Jeff Chadwick 10.10.22 Supporting Document
Paper - Planning for Clients Who Might Have a Taxable Estate - Tulsa Estate Planning Forum - Chadwick.pdf (416K)
2022-10-10
Bob Keebler Slides 9.10.20
Planning Should there be a Biden Administration.pdf (2782K)
2020-09-10
2022-23 NEW Member Application
TEPF_Membership_New_Member_Application_2022-23[1].pdf (209K)
2022-08-25
Bob Keebler's Presentation 5.17.22
Best of the Top 40 Keebler, Robert TEPF May 17, 2022.pdf (2283K)
2022-05-13
Don Jansen PowerPoint 3.14.22
02. Jansen Presentation - TEPF 03.14.2022.pdf (230K)
2022-03-14
Planning for Millennials Bio & Handout
PRE- Wakeman Tulsa Estate Planning Forum- DOs and DON'Ts of Estate Planning for Millennials.pdf (530K)
2022-01-27
Protecting Your Digital Assets with Betsy Ehrenberg
2021-TEASER_How_to_Protect_Your_Client's_Digital_Assets_Betsy L. Ehrenberg.pdf (6412K)
2021-09-29
Marty Shenkman 5.16.23 Presentation
2023 04 17 Shenkman Nuggets.pdf (886K)
2023-05-19
9/13/21 Handouts - Chris Hoyt
0Hoyt-SECURE ACT-tables and computations.pdf (200K)
2021-09-17
Economic Update Tony Malloy NYL 1.09.23
Economic Update Tony Malloy NYL 1.09.22.pdf (991K)
2023-01-09
Sam Donaldson 2021 Materials
Recent Developments Apr 2021.pdf (1838K)
2021-07-15
Steve Akers Handout #1 (11.14.22)
Estate Planning Tax Update Highlights Overview with pages 09 26 22.pdf (183K)
2022-10-18
SLATs Shenkman & Blattmachr
SLAT 3 Slides Per Page - webinar Jul 15 2017.pdf (171K)
2020-11-09
Jeff Chadwick 10.10.22 powerpoint
PowerPoint - Planning for Clients Who Might Have a Taxable Estate - Tulsa Estate Planning Forum - Chadwick.pdf (112K)
2022-10-10
2022-23 Member Renewal
2022-23_TEPF_Membership_Renewal_Form[1].pdf (150K)
2022-08-25
Matthew Pate Presentation
Matthew Pate PowerPoint 4.11.22.pdf (721K)
2022-04-11
2022 Economic Update PowerPoint
202201 January Economic Presentation_Tulsa Estate Planning Forum.pptx (3723K)
2022-01-27
Planning for Millennials - Christine Wake
Tusla Estate Planning Forum DOs and DON'Ts of Estate Planning for Millennials.pdf (3107K)
2021-11-10