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Estate Planning Council Of Central New York

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

EIN: 161063452 ✦ Syracuse, NY ✦ Designated as a 501(c)(6)

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Overview

What is Estate Planning Council Of Central New York?

The Estate Planning Council of Central New York is a nonprofit organization that aims to foster education among professionals in the legal, banking, life underwriting, accounting, and financial planning sectors. By offering insights into recent developments in income, estate, and gift taxation, the council encourages its members to stay updated on these critical areas. This collective knowledge-sharing aims to enhance their proficiency and service delivery to clients in estate planning matters.


Official website here: www.epccny.org

Is Estate Planning Council Of Central New York legitimate?

Estate Planning Council Of Central New York is a legitimate nonprofit organization registered as a 501(c)(6) entity. Estate Planning Council Of Central New York 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.epccny.org

What is the mission statement of Estate Planning Council Of Central New York?

The Estate Planning Council of Central New York aims to serve as a platform for professionals in the legal, banking, life underwriting, accounting, and financial planning sectors. Its primary objective is to facilitate their education on recent developments in income, estate, and gift tax planning. The council strives to provide a space for these professionals to stay updated and collaborate, ultimately aiming to enhance their expertise in estate and gift planning.


Official website here: www.epccny.org

Who is the CEO of Estate Planning Council Of Central New York?

Thomas M Griffith Cap Chfc Cfp is the President of Estate Planning Council Of Central New York.


Official website here: www.epccny.org

What is the revenue of Estate Planning Council Of Central New York?

Estate Planning Council Of Central New York's revenue in 2023 was $13,763.


Official website here: www.epccny.org

Who are the executives of Estate Planning Council Of Central New York and what are their salaries?


Here are 12 key members and their salaries:


Jennifer L Alfieri Esq (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennifer Spagnola (Council Executive)
  • Compensation: $1,508
  • Related: $0
  • Other: $0
Robert D Scolaro Esq (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mary Anne Cody Esq (Former President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thomas M Griffith Cap Chfc Cfp (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michele Dickey (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard Murphy (Director (Served Through Aug 2022))
  • Compensation: $0
  • Related: $0
  • Other: $0
William Davies (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Teryl Tidd (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Schaffel Cltc Lutcf Cap (Sergeant At Arms)
  • Compensation: $0
  • Related: $0
  • Other: $0
Heather L Barry Ctfa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Georgia Crinnin Esq (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.epccny.org

Where can I find the form 990EZ for Estate Planning Council Of Central New York?

Estate Planning Council Of Central New York's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.epccny.org

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

Mission Statement of Estate Planning Council Of Central New York

The Estate Planning Council of Central New York aims to serve as a platform for professionals in the legal, banking, life underwriting, accounting, and financial planning sectors. Its primary objective is to facilitate their education in the latest advancements in income, estate, and gift tax planning. By providing such opportunities, the council strives to enhance the collective knowledge and expertise within these professions, ultimately benefiting their clients and the community as a whole.

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Impact




October, 2024

The Estate Planning Council of Central New York significantly enhances the local community by fostering collaboration among professionals in the legal, banking, life underwriting, accounting, and financial planning fields. By providing a platform for education on recent developments in income, estate, and gift tax matters, the Council equips its members with the knowledge necessary to navigate complex financial landscapes.

This education not only benefits the professionals involved but also extends to the broader community through improved estate planning practices. As members of the Council implement their learnings, they can offer better advice and services to clients, leading to more effective wealth management and transfer strategies. Consequently, families and individuals in Central New York are better prepared for the future, ensuring financial stability and peace of mind.

Additionally, the Council promotes community improvement by emphasizing the importance of informed decision-making in estate planning. Its activities help to raise awareness and understanding of the intricacies involved in estate management, ultimately contributing to stronger financial legacies for individuals and families in the region.




This information is meant to be a general summary of Estate Planning Council Of Central New York. 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
$13,763 (2023)
Expenses
$20,055 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $13
  • Gross Receipts: $13,763

Assets and Liabilities:

  • Total Assets: $44,432
  • Total Liabilities: $990
  • Net Assets: $43,442

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Organization Details

Principal Officer

Thomas M Griffith Cap Chfc Cfp

Main Address

431 EAST FAYETTE ST, SYRACUSE, NY, 13202

NTEE Category

Code: S41 - Community improvement

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