Overview
What is Estate Planning Council Of Nyc Inc?
The Estate Planning Council of NYC Inc, situated in Albany, New York, is a nonprofit organization dedicated to fostering a collaborative environment among accountants, attorneys, life underwriters, and trust officers. Their primary objective is to enhance the understanding of estate planning services and promote unity among these professionals. They achieve this through conducting meetings, conferences, and events such as the Estate Planners Day, aiming to share knowledge and encourage cooperation within the field. Their headquarters can be found at 230 Washington Avenue Extension, Albany, NY 12203.
Is Estate Planning Council Of Nyc Inc legitimate?
Estate Planning Council Of Nyc Inc is a legitimate nonprofit organization registered as a 501(c)(3) entity. Estate Planning Council Of Nyc Inc submitted a form 990, 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.
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What is the mission statement of Estate Planning Council Of Nyc Inc?
The Estate Planning Council of NYC Inc's mission is centered around promoting a better comprehension of estate planning services. This is achieved by fostering collaboration among accountants, attorneys, life underwriters, and trust officers. Their primary objective is to enhance cooperation among these professional groups. They accomplish this through organizing meetings and conferences, focusing on various estate planning topics, such as the Estate Planners Day event.
Who is the CEO of Estate Planning Council Of Nyc Inc?
Lisa Rispoli is the President of Estate Planning Council Of Nyc Inc.
What is the revenue of Estate Planning Council Of Nyc Inc?
Estate Planning Council Of Nyc Inc's revenue in 2023 was $211,500.
Who are the executives of Estate Planning Council Of Nyc Inc and what are their salaries?
There 14 volunteers at Estate Planning Council Of Nyc Inc.
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Where can I find the form 990 for Estate Planning Council Of Nyc Inc?
Estate Planning Council Of Nyc Inc's most recent form 990 was submitted in 2023 and can be accessed here.
Mission Statement of Estate Planning Council Of Nyc Inc
The Estate Planning Council of NYC Inc is dedicated to fostering a deeper comprehension of the estate planning services offered by accountants, attorneys, life underwriters, and trust officers. Their primary objective is to encourage collaboration among these professional groups. By organizing meetings and conferences focused on various estate planning topics, they aim to bridge the gaps in knowledge and cooperation within this field. The council's activities are geared towards promoting a more cohesive and effective approach to estate planning services, ultimately benefiting individuals and families in need of such services.
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Impact
October, 2024
The Estate Planning Council of NYC Inc plays a vital role in enhancing understanding and collaboration among key financial and legal professionals involved in estate planning. By bringing together accountants, attorneys, life underwriters, and trust officers, the council fosters a collaborative environment that promotes the sharing of knowledge and best practices in estate planning services.
Through meetings, conferences, and events like Estate Planners Day, the council provides valuable opportunities for professionals to engage with one another, discuss emerging trends, and address challenges in the field. This collective effort not only improves the quality of estate planning services offered but also ensures that practitioners stay informed about the latest regulatory developments and strategies that can benefit their clients.
The council's focus on education empowers its members to deepen their expertise, ultimately leading to more informed decision-making for individuals and families as they navigate complex estate planning issues. By facilitating professional development and networking, the Estate Planning Council of NYC contributes significantly to the advancement of estate planning practices in the region.
This information is meant to be a general summary of Estate Planning Council Of Nyc 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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Program Service Revenue: $96,500
- Gross Receipts: $211,500
Assets and Liabilities:
- Total Assets: $228,757
- Total Liabilities: $43,631
- Net Assets: $185,126
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
Estate Planners Day
Revenue
$96,500
Organization Details
Founding Year
1959
Phone
(855) 293-0784Principal Officer
Lisa Rispoli
Main Address
230 Washington Avenue Extension, Albany, NY, 12203
NTEE Category
Code: B03 - Education
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