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The Waukesha County Estate Planning Council is the premier networking resource and professional association for estate planning professionals in Waukesha County and south east Wisconsin.  Meetings are held monthly during fall, winter and spring, including social and networking time, a delicious meal, and educational speakers.

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WCEPC

3rd Thursday of Jan, Feb, Mar, Sep, Oct, Nov; 5pm-7:30pm
Milwaukee Marriott West
W231 N1600 Corporate Court
Waukesha, WI  53186
United States
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Joel Nettesheim and Dan Glomski will be tag team presenting for our March Meeting. Joel is a principal at SVA Certified Public Accountants, S.C. and member of the Business Advisory Services group. Joel helps clients improve their company profitability and protects their interests by clearly understanding their future goals. He works closely and proactively with clients with an emphasis in business and income tax planning. This approach results in better management of their business and personal assets to help them reach their life goals. 
 
Dan is also a principal with SVA Certified Public Accountants, S.C. and a member of the Business Advisory Services group. Dan helps clients understand financial information to improve their company‚Äôs profitability and protect their interests.  He does this by taking the time to understand the client, external influences and personal objectives of the owners. He works closely and proactively with the clients, emphasizing customer service and being available for his clients. This approach results in supporting clients with timely information and strategies to move them and their businesses forward to help them reach continued success. 

Speaking at this meeting is David Patzer. David is the chair of Godfrey & Kahn's Estate Planning, Estate & Trust Administration Practice Group in the Milwaukee office. His areas of practice include fiduciary income taxation, estate and gift taxation, probate administration, and the preparation of marital agreements, wills, trusts, and other estate planning instruments. David's presentation will be the Heckerling Institute on Estate Planning 2019 Update.