Connecticut Estate & Tax Planning Council Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 066196691 ✦ Bethany, CT ✦ Designated as a 501(c)(6)

Shop smarter and support your favorite cause at the same time! With the Give Freely browser extension, you'll automatically save money with coupons, and partner stores will donate to your chosen charity - at no extra cost to you. Start giving back with a single click. It's safe, free, and spam-free, guaranteed!

Overview

What is Connecticut Estate & Tax Planning Council Inc?

Connecticut Estate & Tax Planning Council Inc is a nonprofit organization committed to fostering collaboration among related professionals in the fields of estate and tax planning. Their primary objective is to enhance mutual understanding and cooperation among these professionals, as well as their clients and the broader public. The organization achieves this goal by disseminating pertinent information relating to estate and tax planning. Their mission is to serve as a platform for knowledge exchange and cooperation, ultimately benefiting both the professionals and the general public.


Official website here: www.ctetpc.org

Is Connecticut Estate & Tax Planning Council Inc legitimate?

Connecticut Estate & Tax Planning Council Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Connecticut Estate & Tax Planning Council Inc submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.ctetpc.org

What is the mission statement of Connecticut Estate & Tax Planning Council Inc?

Connecticut Estate & Tax Planning Council Inc's mission is centered around fostering better understanding and collaboration among professionals in the realms of estate and tax planning. They aim to bridge gaps between professionals, their clients, and the public at large. The organization is committed to disseminating information related to estate and tax planning, thereby contributing to an informed society.


Official website here: www.ctetpc.org

Who is the CEO of Connecticut Estate & Tax Planning Council Inc?

Helene Augustine is the President of Connecticut Estate & Tax Planning Council Inc.


Official website here: www.ctetpc.org

What is the revenue of Connecticut Estate & Tax Planning Council Inc?

Connecticut Estate & Tax Planning Council Inc's revenue in 2020 was $20.


Official website here: www.ctetpc.org

Who are the executives of Connecticut Estate & Tax Planning Council Inc and what are their salaries?


Here are 9 key members and their salaries:


Barry A Fischman (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
James L Flaherty Jr Esq (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Edward E Pratesi (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christopher Mottola (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joseph Klein (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
James Puzzo (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Helene Augustine (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Barbara Taylor Esq (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joan Hemperly (Executive Direc)
  • Compensation: $3,000
  • Related: $0
  • Other: $0


Official website here: www.ctetpc.org

Where can I find the form 990EZ for Connecticut Estate & Tax Planning Council Inc?

Connecticut Estate & Tax Planning Council Inc's most recent form 990EZ was submitted in 2020 and can be accessed here.


Official website here: www.ctetpc.org

Learn more at the official website: www.ctetpc.org

Mission Statement of Connecticut Estate & Tax Planning Council Inc

Connecticut Estate & Tax Planning Council Inc is dedicated to fostering a more comprehensive understanding and productive collaboration among professionals specializing in estate and tax planning. Their primary objective is to bridge the gap between these professionals, their clients, and the general public. They achieve this goal by disseminating relevant information in the field of estate and tax planning. This mission aims to enhance the quality of service provided to clients and promote a more informed public regarding these crucial aspects of financial planning.

Shop smarter and support your favorite cause with the Give Freely browser extension. Save money with coupons and donate to charity with a single click. Download now!

Impact




October, 2024

Connecticut Estate & Tax Planning Council Inc plays a vital role in enhancing professional collaboration and knowledge sharing among experts in estate and tax planning. By fostering better understanding and cooperation, the council improves communication not only among professionals but also between them and their clients, as well as the general public. This network facilitates the dissemination of crucial information related to estate and tax planning, thereby empowering individuals and families to make informed decisions regarding their financial futures.

The council's efforts contribute significantly to community improvement by ensuring that both professionals and clients are well-informed about the complexities of estate and tax laws. This understanding helps to navigate these challenges effectively, ultimately leading to better financial outcomes for families and their beneficiaries. As a result, the work of the Connecticut Estate & Tax Planning Council Inc has a positive impact on the well-being of the community it serves, promoting responsible planning and stewardship of resources.




This information is meant to be a general summary of Connecticut Estate & Tax Planning Council Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$20 (2020)
Expenses
$8,043 (2020)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2020.

  • Investment Income: $20
  • Gross Receipts: $20

Assets and Liabilities:

  • Total Assets: $18,020
  • Total Liabilities: $0
  • Net Assets: $18,020

Want to help this charity, for free? You can click here to learn more about Give Freely

Organization Details

Principal Officer

Helene Augustine

Main Address

419 DOWNS ROAD, BETHANY, CT, 06524

NTEE Category

Code: S41 - Community improvement

If you are a representative of Connecticut Estate & Tax Planning Council Inc and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.