Overview
What is Central Arizona Estate Planning Council?
The Central Arizona Estate Planning Council is a nonprofit organization dedicated to enhancing the estate planning profession. It achieves this goal by providing its members with continuous learning opportunities through seminars and networking events. During the pandemic, the council adapted to virtual events while maintaining the offering of CE credits for professionals such as attorneys, CPAs, CFPs, and insurance specialists. In December 2022, they organized a limited attendance in-person holiday party adhering to CDC guidelines. Members can anticipate receiving a minimum of 8 CE credits annually from the council's activities.
Official website here: www.caepc.org
Is Central Arizona Estate Planning Council legitimate?
Central Arizona Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Central Arizona Estate Planning Council 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.caepc.org
What is the mission statement of Central Arizona Estate Planning Council?
The Central Arizona Estate Planning Council's mission is centered around enhancing the estate planning profession. They accomplish this by providing continuing education events and fostering networking opportunities for professionals such as attorneys, CPAs, CFPs, and insurance specialists. During the pandemic, the council transitioned to virtual events, ensuring the continuity of education while adhering to safety guidelines. Despite the shift, they still offered CE credits for their members. In December 2022, they hosted a limited-attendance in-person holiday party, following CDC guidelines. Members can anticipate annually receiving a minimum of 8 CE credits from the council's offerings.
Official website here: www.caepc.org
Who is the CEO of Central Arizona Estate Planning Council?
Grant Boland is the President of Central Arizona Estate Planning Council.
Official website here: www.caepc.org
What is the revenue of Central Arizona Estate Planning Council?
Central Arizona Estate Planning Council's revenue in 2023 was $141,960.
Official website here: www.caepc.org
Who are the executives of Central Arizona Estate Planning Council and what are their salaries?
Here are 16 key members and their salaries:
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Official website here: www.caepc.org
Where can I find the form 990EZ for Central Arizona Estate Planning Council?
Central Arizona Estate Planning Council's most recent form 990EZ was submitted in 2023 and can be accessed here.
Official website here: www.caepc.org
Learn more at the official website: www.caepc.org
Mission Statement of Central Arizona Estate Planning Council
Central Arizona Estate Planning Council, abbreviated as CAEPC, serves to enhance the estate planning profession by providing participating professionals with continuing education events and networking opportunities. This nonprofit organization caters to attorneys, certified public accountants (CPAs), certified financial planners (CFPs), and insurance professionals. In response to the pandemic, CAEPC transitioned to hosting virtual events, ensuring that its members could still benefit from the educational offerings while adhering to safety guidelines. Despite the shift to digital events, CAEPC continued to offer CE credits, ensuring that its members could maintain their professional certifications. In December 2022, CAEPC organized a limited in-person holiday party, allowing its members to reconnect in a safe and controlled environment. Throughout the year, CAEPC members can expect to earn a minimum of eight CE credits from the organization's various educational offerings.
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Impact
October, 2024
Central Arizona Estate Planning Council (CAEPC) plays a pivotal role in enhancing the estate planning profession in the Scottsdale area and beyond. By offering a range of continuing education events and networking opportunities, CAEPC ensures that its members—comprising attorneys, CPAs, CFPs, and insurance professionals—stay informed and skilled in their fields.
During the pandemic, CAEPC transitioned to virtual events, demonstrating adaptability while still providing essential CE credits. This adaptability allowed professionals to continue their education uninterrupted, ensuring they remained knowledgeable about the latest developments and best practices in estate planning.
Furthermore, CAEPC fosters community through events such as its in-person holiday gathering in December 2022, which adhered to health guidelines while allowing members to connect and network. Members can anticipate receiving a minimum of 8 CE credits each year, solidifying CAEPC's commitment to professional growth and community improvement in the estate planning sector.
This information is meant to be a general summary of Central Arizona Estate Planning Council. 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.
- Investment Income: $37
- Program Service Revenue: $9,593
- Gross Receipts: $156,745
Assets and Liabilities:
- Total Assets: $153,762
- Total Liabilities: $0
- Net Assets: $153,762
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Organization Details
Phone
(602) 456-0591Principal Officer
Grant Boland
Main Address
7375 E 6TH AVENUE STE 9, SCOTTSDALE, AZ, 85251
Website
www.caepc.orgNTEE Category
Code: S40 - Community improvement
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