Norfolk & Plymouth Estate and Business Planning Council


Upcoming events

    • 12/12/2018
    • 11:30 AM - 1:00 PM
    • Conference Room at BlumShapiro, 4 Batterymarch Park, Suite 100, Quincy, MA 02169

    NPEPC is excited to announce to Members ONLY...

    Get In, have a great round table discussion, get back on your way!  You bring the sandwich and we will provide refreshments and dessert!

    Our KICK OFF Brown Bag Table Moderator will be:

    James M. Tierney, Esq., CPA, LL.M. of DesRosiers & Tierney, LLC

    Our topic will be: Current Planning for Massachusetts Taxable Estates

    This discussion would be for the many, many people who have Massachusetts taxable estates which are not taxable federally. It's a fine line because we want to limit Massachusetts estate taxes but also not drive up potential capital gain taxes at the same time (at a higher tax rate).

    Come join the conversation!

    No Charge to NPEPC Members, seating limited to first 15 members to sign up for this event and others will be wait-listed for cancellations.

    • 02/05/2019
    • 7:30 AM - 10:00 AM (EST)
    • Please check Back with us!
    • 73

    Don't Miss our February Meeting: Digital Assets 

    NPEPC welcomes Guest speaker: Attorney, Laura Fedele Riccio

    Click here for full details & registration

Past events

11/06/2018 55th Annual NAEPC Conference
11/01/2018 Year End Tax Planning Strategies
10/25/2018 Meet the Members..networking event
10/04/2018 A Market Update
06/07/2018 2018 NPEPC Annual Meeting
04/26/2018 From Starting Blocks to Finishing Line: Start Maximizing Value Now!
03/22/2018 CANCELED: From Starting Blocks to Finishing Line: Start Maximizing Value Now!
01/11/2018 How Guardianship and Conservatorship Solve Real-Life Family Problems
12/05/2017 Life After Death (Maybe) – Dealing With IRAs After The Participant’s Death When Things Are Not As They Seemed
09/26/2017 XPX New England Mixer Meet and Greet
09/19/2017 Embracing Uncertainty in Planning in Volatile Times
06/22/2017 NPEPC Planning Session for 2017/2018
06/01/2017 2017 NPEPC Annual Meeting
03/23/2017 Why You Should Care: The Advisor’s Guide to Asset Protection Planning
01/25/2017 Planning at the Eleventh Hour: A practitioner’s checklist for clients near death
12/07/2016 2nd Annual NPEPC Holiday Networking Event
11/03/2016 Diminished Capacity: Guiding Clients Through Difficult Decisions
09/15/2016 “Leveraging Life Insurance in Gift Tax Planning”
06/16/2016 NPEPC Planning Session for 2016/2017
06/01/2016 NPEPC Annual Meeting
03/31/2016 “PYA” - Protecting Your Assets from MassHealth and the Cost of Care
01/21/2016 “Decanting: “Revoking” an Irrevocable Trust?”
12/09/2015 NEW! NPEPC Holiday Networking Event
11/18/2015 52nd Annual Conference - NAEPC
09/17/2015 When a Great Estate Plan Collides with Life
06/24/2015 NPEPC Planning Session for 2015/2016
06/10/2015 NPEPC Annual Meeting
03/18/2015 Social Security: Good Things Come to Those Who Wait..and Work!
01/21/2015 An interdisciplinary panel discussion: Business Succession Planning for The Closely Held Business
11/05/2014 51st Annual Conference - NAEPC
09/17/2014 Estate Planning for Florida Snowbirds
Miss a Meeting? Check Out the Handouts:
December 5, 2017

November 3, 2016

September 15, 2016 - Kick Off Meeting

September 17, 2015 - Kick Off Meeting 

Norfolk & Plymouth Business and Estate Planning Council


The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

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