Overview
What is The Estate Planning Society?
The Estate Planning Society is a nonprofit organization situated in the Kansas City area. Its primary mission is to educate and inform estate planning professionals within this region. By offering a variety of educational programs, the society aims to enhance the knowledge and skills of its members in the field of estate and trust tax planning. The organization is dedicated to fostering a community of learning and growth among its members, ultimately contributing to the advancement of estate planning practices in Kansas City.
Is The Estate Planning Society legitimate?
The Estate Planning Society is a legitimate nonprofit organization registered as a 501(c)(6) entity. The Estate Planning Society 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.
What is the mission statement of The Estate Planning Society?
The Estate Planning Society's mission is centered around providing education and resources for professionals in the field of estate and trust tax planning. They actively engage in organizing educational programs for their members, aiming to enhance their knowledge and skills in this specialized area. The society's mission is geared towards equipping its members with the necessary tools and information to excel in their respective roles.
Who is the CEO of The Estate Planning Society?
Jerald Cook is the President of The Estate Planning Society.
What is the revenue of The Estate Planning Society?
The Estate Planning Society's revenue in 2022 was $33,815.
Who are the executives of The Estate Planning Society and what are their salaries?
Here are 4 key members and their salaries:
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Where can I find the form 990EZ for The Estate Planning Society?
The Estate Planning Society's most recent form 990EZ was submitted in 2022 and can be accessed here.
Mission Statement of The Estate Planning Society
The Estate Planning Society, as an organization, is dedicated to providing education and valuable information to professionals in the field of Estate and trust tax Planning, specifically based in Kansas City. Their mission is two-fold: firstly, they aim to educate their membership on the intricacies of Estate and trust tax Planning. Secondly, they offer educational programs tailored for their members, ensuring they stay updated and well-equipped in their respective fields. By providing such learning opportunities, The Estate Planning Society plays a significant role in strengthening the knowledge base and skills of its members, thereby contributing to the overall success of the Estate Planning industry in Kansas City.
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Impact
October, 2024
The Estate Planning Society significantly enhances the knowledge and expertise of estate planning professionals in the Kansas City area. By offering targeted educational programs, the Society equips its members with vital information in estate and trust tax planning, ultimately improving the quality of services provided to individuals and families in the community. This focus on continuous education fosters a well-informed professional environment, which benefits clients seeking effective estate planning solutions. Additionally, the Society plays a crucial role in community improvement by ensuring that its members stay updated on best practices and legal developments, thereby promoting trust and confidence in the estate planning process.
This information is meant to be a general summary of The Estate Planning Society. 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 2022.
- Gross Receipts: $33,815
Assets and Liabilities:
- Total Assets: $69,684
- Total Liabilities: $0
- Net Assets: $69,684
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Organization Details
Phone
(913) 831-7000Principal Officer
Jerald Cook
Main Address
6310 LAMAR AVE RM/STE 110, OVERLAND PARK, KS, 66202
NTEE Category
Code: S41 - Community improvement
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