Calendar
Past Events
This is a listing of past meetings, webinars and other types of meetings.
2023
14
Nov
WVEPC Meeting: November 2023
Dear Members: Our next membership meeting is November 14, 2023 at Illahe Hills Country Club. The schedule is: 5:30 pm - Social hour 6:00 pm [...]
12
Sep
WVEPC Meeting: September 2023
Please join us September 12th 11:45-1:00 at Illahe Country Club for a presentation on the Corporate Transparency Act (CTA) and newly adopted regulations that will [...]
09
May
WVEPC Meeting: May 2023
Estate Planning for Retirement Benefits in a Post-Secure World. A digital presentation by Natalie Choate. Northern Lights Theatre Pub 3893 Commercial St. SE Speaker Notes [...]
25
Apr
WVEPC Meeting: April 2023
In this session, Clint Bentz, CPA CMA will present, "21 Ways to Distribute Capital Gains". Salem Convention Center, Boardroom
14
Mar
WVEPC Meeting: March 2023
In this session, John Draneas will present, "Law and Practice changes you may have missed during COVID". Salem Convention Center, Santiam 6 Room
14
Feb
WVEPC Meeting: February 2023
In this session, Ryan Grau, CVA, CBA and Marcus Hagood of FP Transitions, will discuss the “need to know” essentials for valuing a closely held [...]
10
Jan
WVEPC Meeting: January 2023
The presenters will be Steven Jamison and Ron Hunsaker. The topic is New Passthrough Entity Elective Tax (Oregon PTE-E). Outline: A brief history of the [...]
2022
08
Nov
WVEPC Meeting: November 2022
The presenter will be Andrew Olig, executive director for Calvert Research and Management. The topic is Responsible Investing (ESG) and why it is important to [...]
12
Oct
WVEPC Meeting: October 2022
Presenter – Max Williams, Past President and Senior Advisor Oregon Community Foundation, "Reflections on Oregon and its Future". Salem Convention Center, Santiam 6 Room
13
Sep
WVEPC Meeting: September 2022
Our speaker will be Samantha Macbeth, from Schwabe Williamson & Wyatt. Her topic will be dealing with Cryptocurrency, Non-fungible tokens, and other digital assets in [...]