Overview
What is Salt Lake Estate Planning Council?
The Salt Lake Estate Planning Council is a nonprofit organization that serves as a platform for estate planning specialists from various disciplines. Its primary objective is to enhance their understanding of estate planning and organization issues, empowering them to provide superior service to their clients and the public at large. The council achieves this through regular monthly luncheons featuring expert speakers discussing estate and tax technical topics, offering valuable professional continuing education credits. Furthermore, they organize and host a full-day technical conference on estate and tax planning subjects, providing a comprehensive learning experience for members and guests.
Official website here: www.saltlakeestateplanners.org
Is Salt Lake Estate Planning Council legitimate?
Salt Lake Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Salt Lake 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.saltlakeestateplanners.org
What is the mission statement of Salt Lake Estate Planning Council?
The Salt Lake Estate Planning Council's mission is to promote a deeper understanding of estate planning among professionals from various disciplines. This is done by organizing monthly seminars with expert speakers on estate and tax-related topics, offering professional development opportunities with continuing education credits. Furthermore, the council hosts an annual full-day conference on estate and tax planning subjects to benefit its members and guests. The primary goal is to enable these professionals to serve their clients and the public more effectively.
Official website here: www.saltlakeestateplanners.org
Who is the CEO of Salt Lake Estate Planning Council?
Jeff Mcclean is the President of Salt Lake Estate Planning Council.
Official website here: www.saltlakeestateplanners.org
What is the revenue of Salt Lake Estate Planning Council?
Salt Lake Estate Planning Council's revenue in 2022 was $41,976.
Official website here: www.saltlakeestateplanners.org
Who are the executives of Salt Lake Estate Planning Council and what are their salaries?
Here are 4 key members and their salaries:
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Official website here: www.saltlakeestateplanners.org
Where can I find the form 990EZ for Salt Lake Estate Planning Council?
Salt Lake Estate Planning Council's most recent form 990EZ was submitted in 2022 and can be accessed here.
Official website here: www.saltlakeestateplanners.org
Learn more at the official website: www.saltlakeestateplanners.org
Mission Statement of Salt Lake Estate Planning Council
The Salt Lake Estate Planning Council serves as a platform for fostering a collaborative learning environment among estate planning specialists from various disciplines. Their mission is to enhance their collective understanding of estate planning and organizational issues, thereby enabling them to serve their clients and the public more effectively. The council achieves this objective through monthly luncheons, featuring expert speakers who delve into estate and tax technical subjects. These sessions not only provide valuable professional continuing education credits but also offer a platform for open dialogue and knowledge sharing among members and guests. Additionally, the council organizes and hosts a full-day technical conference focused on estate and tax planning topics, offering members and guests an opportunity to deepen their understanding of these complex issues. By facilitating this shared learning experience, the Salt Lake Estate Planning Council empowers its members to better serve their clients and contribute to the broader community's understanding of estate planning and organization matters.
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Impact
October, 2024
The Salt Lake Estate Planning Council plays a crucial role in enhancing the expertise of estate planning specialists across various disciplines. By fostering collaboration and understanding among these professionals, the council empowers its members to deliver superior service to their clients and the community at large.
Through monthly luncheons featuring expert speakers, members gain insights into current estate and tax issues, enabling them to stay informed and effective in their practice. These gatherings not only facilitate the exchange of knowledge but also provide valuable professional continuing education credits. Moreover, the organization of a comprehensive, full-day technical conference reinforces its commitment to ongoing professional development, helping participants deepen their understanding of complex estate and tax planning topics.
Overall, the council significantly contributes to the quality of estate planning services in the region, promoting community improvement by ensuring that its members are well-equipped to navigate the intricacies of estate management and organization.
This information is meant to be a general summary of Salt Lake 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 2022.
- Investment Income: $8
- Program Service Revenue: $21,654
- Gross Receipts: $41,976
Assets and Liabilities:
- Total Assets: $79,594
- Total Liabilities: $193
- Net Assets: $79,401
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Organization Details
Phone
(801) 694-0127Principal Officer
Jeff Mcclean
Main Address
406 KENT DRIVE, NORTH SALT LAKE, UT, 84054
NTEE Category
Code: S41 - Community improvement
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