Past Events

November 20, 2019 Goldenzweig Memorial Lecture | Life Insurance Valuation: Art vs. Science | City Club | 5:00 - 8:00 pm
Jamie Mendelsohn | Ashar Group
October 29, 2019 Hariton Eight-Session Fundamentals Course in Private Wealth Planning
Ed Beckwith, Esq., LL.M.
October 2, 2019 Trusts as Beneficiaries of IRAs | City Club | 5 - 8 pm
Michael Kitces
September 23, 2019 Golf Tournament
September 10, 2019 Planning for the Tech Entrepreneur | Buchanan Ingersoll & Rooney | 8:00 - 9:30 am
Jennifer B. Goode, Esq., Birchstone Moore
July 15, 2019 Decision in Kaestner: How Far Can States Go to Tax Discretionary Trusts?
Anna Moody, Esq. | Debevoise & Plimpton LLP
June 6, 2019 Annual Membership Meeting |National Press Club | 6 - 9 pm
May 7, 2019 Joint Council Meeting | Key Bridge Marriott Hotel | 5 - 8 pm
Ted Hart, ACFRE, CAP, CAF America, and Eileen Ellsworth, The Community Foundation of Northern Virginia
March 18, 2019 Goldenzweig Memorial Lecture | Private Split Dollar | City Club 5 - 8 pm
Joshua Husbands, Holland & Knight
February 21, 2019 Webinar | Highlights from the 2019 Heckerling Institute on Estate Planning | 2 pm
U.S.Trust: Mitchell A. Drossman, John R. Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg
January 24, 2019 Demystifying Impact Investing and Enhancing Your Family Legacy | Bethesda Hyatt Hotel | 8 - 9:30 am
Karen Wawrzaszek, Sullivan Bruyette Speros & Blayney, LLC
January 9, 2019 Prospective Member Event | Buffalo Billiards 6 - 8 pm
December 13, 2018 Practice Management: It’s All in The Family…What’s a Family? Estate Planning and Trust Management for a Brave New World | 12:00 noon
R. Hugh Magill, Northern Trust
November 13, 2018 Business Entity Planning and the 199A Pass-through Deduction | City Club | 5 - 8 pm
Steven B. Gorin, Esq., CPA, Thompson Coburn LLP
October 29, 2018 Golf Tournament | Kenwood Country Club
October 18, 2018 ‘Til Death (or Some Other Time) Do We Part: Intersection of Divorce and Estate Planning
William I. Sanderson and Robert B. Wynne, McGuireWoods LLP
September 17, 2018 Estate Planning Under the New Tax Law | City Club | 5 - 8 pm
Natanya Allan, Rachel Burke, Cara Koss, Melinda Merk
June 30, 2018 Spring 2018 New Members
June 7, 2018 Annual Membership Meeting | Cosmos Club | 6 - 9 pm
May 22, 2018 Privacy and Security for the Affluent Client | Conference Center 8484 Westpark Drive | 8 - 9:30 am
R. Kris Coleman, Red Five Security
May 9, 2018 New Member Luncheon | The Hamilton | 12 - 2 pm
April 25, 2018 Joint Council Meeting | Houston We Have a Problem - How to Work with Clients with Diminished Capacity | Kenwood Country Club | 5:30 pm
Philip Fish, CFP®, Alvin Frederick, Esq., Dr. Carole T. Giunta and Laura Stone, Esq.
March 6, 2018 Highlights from the 2018 Heckerling Institute on Estate Planning
U.S.Trust: Mitchell A. Drossman, John R. Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg
February 13, 2018 Decanting Comes of Age | City Club | 5 - 8 pm
Farhad Aghdami and Daniel Durst
January 18, 2018 Tax Reform Review | PNC Offices | 8:00 - 10:00 am
Irene Chase Estrada, J.D., CFP®, PwC
January 11, 2018 Prospective Member Event | Pinstripes Georgetown Park | 6:00 - 8:00 p.m.
December 5, 2017 How to Talk to Clients About Philanthropy: What They Need and Expect | Hyatt Regency Bethesda | 8 - 9:30 am
Kathryn Miree
November 9, 2017 Advanced Uses of Private Placement Variable Universal Life Insurance | Membership Meeting and Goldenzweig Lecture | City Club | 5 - 8 pm | Plus a Brief Discussion of Estate and Gift Tax Provisions of the Recently-released House Tax Bill by the Professional Development Committee
Dennis McMahan
October 24, 2017 Practice Management: Engaging the Next Generation of Clients | Holland & Knight | 12 – 1:30 pm
Doug Orton, MFS Investment Management
September 25, 2017 Golf Tournament | Kenwood Country Club
September 13, 2017 The Morrissette Case: A Taxpayer Victory | City Club | 5 - 8 pm
James E. McNair, Reed Smith LLP
June 1, 2017 Annual Membership Meeting | Cosmos Club | 6 - 9 pm
May 16, 2017 Our Clients with Assets Overseas: Are they reporting correctly to the IRS? | Tysons Corner | 8:00 - 9:30 am
Marianne Kayan | Ernst & Young LLP
May 9, 2017 New Member Luncheon | U.S. Trust | 12:00 - 1:30 p.m.
April 25, 2017 Tales from the Dark Side: Drafting Issues from a Fiduciary's Perspective | Joint Council Meeting | The City Club | 5:00 - 7:30 p.m.
Benjamin Pruett
March 15, 2017 Inside the Members' Heads | BakerHostetler, DC | 12:00 - 1:30 pm
Thomas Cholis, Esq. and Anne O'Brien, Esq.
March 9, 2017 Highlights from the 2017 Heckerling Institute on Estate Planning
U.S.Trust: Mitchell A. Drossman, Richard James, Steven Lavner, Ramsay H. Slugg
February 16, 2017 Estate Planning Without a Federal Estate Tax - Sponsored by PNC Wealth Management | The City Club | 5:00 - 7:30 p.m.
Charles D. Fox, IV, McGuireWoods LLP
January 19, 2017 Keeping Up to Date on Fiduciary Income Tax Returns (IRS Form 1041): Preparation and Issues - Sponsored by Buchanan Ingersoll & Rooney PC | CohnReznick | 8:00 - 9:30 a.m.
Donald T. Williamson
November 30, 2016 Prospective Member Event | Pinstripes Georgetown Park | 6:00 - 8:00 p.m.
November 9, 2016 Goldenzweig Memorial Lecture | The Outlook for Tax and Budget Policy in the Aftermath of a Bizarre Election |The City Club | 5:00 - 7:30 p.m.
Kenneth J. Kies
October 19, 2016 Dealing with the IRS: From Audits to Audacity (What the Service Looks For and How It Responds) | Holland & Knight | 8:00 - 9:30 a.m.
James F. Hogan, Andersen Tax
September 26, 2016 Golf Tournament, Beginner Clinic, Reception & Dinner | Kenwood Country Club, Bethesda, MD | 12:00 p.m.
September 21, 2016 New Proposed Regulations Restrict Valuation Discount Planning: Where Are All Those Discounts You Promised Me? | City Club | 5:00 - 7:30 p.m.
Howard Zaritsky, Esq.
August 10, 2016 Council Afternoon at the Ballgame | Washington Nationals v. Cleveland Indians
June 2, 2016 Annual Membership Meeting | Mansion on O Street | 6-9 p.m.
May 18, 2016 New Member Luncheon | Army and Navy Club | 12-2 p.m.
April 28, 2016 Lifetime QTIPs: Why Should They Be Ubiquitous in Estate Planning? | Tysons Corner | 8:00 - 9:30 a.m.
Richard S. Franklin, Esq.
April 19, 2016 Coping With Dysfunction: How We Are Trying to Navigate Through a Political Process Gone Wild | Joint Council Meeting | Marriott Fairview Park | 5:30-8 p.m.
Norman Ornstein
March 22, 2016 Member Retrospective Series | BakerHostetler, DC | 12:00-1:30 p.m.
Joseph M. Brodecki, CFP® and Pamela G. Shortal, CPA, CFP®
March 3, 2016 Highlights from the 2016 Heckerling Institute on Estate Planning | Webinar | 12-1 p.m.
U.S.Trust: Mitchell A. Drossman, Richard James, Steven Lavner, Ramsay H. Slugg
February 11, 2016 Why is Everyone Talking About Delaware Trusts? | City Club | 5-7 p.m.
Michael M. Gordon, Gordon, Fournaris & Mammarella
January 21, 2016 Gift Tax Returns: Top Tips for the Trade | Friendship Heights | 8-9:30 a.m.
Sarah Moore Johnson, Esq.
December 1, 2015 Prospective Member Event | Jack Rose Dining Saloon | 6-8 p.m.
November 17, 2015 Life Insurance and the International Client | Goldenzweig Memorial Lecture | City Club | 5-7 p.m.
Leigh-Alexandra Basha, McDermott Will & Emery and Rodney A. Bench, USI Kibble & Prentice
November 9, 2015 Member Retrospective Series | BakerHostetler, DC | 12:00-1:30 p.m.
Stefan F. Tucker and Virginia A. McArthur
October 28, 2015 Transforming Social Security into a Winning Retirement Strategy | U.S. Trust, DC | 8-9:30 a.m.
Michael Graci, BlackRock®
September 21, 2015 Golf Tournament & Beginner Clinic | Hidden Creek CC, Reston, VA | 1 p.m.
September 9, 2015 Communicating Across Generations: What, When and How to Talk to Heirs about Wealth | City Club | 5-7 p.m.
Jill Shipley, Abbot Downing
June 4, 2015 75th Anniversary Celebration and Annual Meeting I The Army and Navy Club I 6-9 pm
May 21, 2015 Before Tying the Knot: Making Prenups Less Taxing I Venable LLP | 8-9:30 am
Linda Ravdin, Esq. and Alban Salaman, Esq.
May 12, 2015 New Member Luncheon I U.S. Trust, DC I 12-1:30 pm
Jeanne Newlon, Esq.
April 23, 2015 Joint Council Meeting: Changes in the Tax Law to Expect- And Not Expect I Maggiano’s Chevy Chase I 5:30-8 pm
Ron Aucutt, Esq., Co-Chair, Private Wealth Services Group, McGuireWoods
March 18, 2015 Preventing Medical Decisions from Eroding Wealth I Venable LLP I 8-9:30 am
Susan O. Cassidy, MD, JD
February 27, 2015 Musings from the 49th Heckerling Institute I Webinar
Steve Akers, Esq. of Bessemer Trust
January 27, 2015 Practical Implications of Long Term Trusts I City Club I 5-7 pm
Hugh Magill, Northern Trust
December 2, 2014 Prospective Member Event I Blue Jacket Brewery I 6:30 pm
November 19, 2014 Economic and Treasury Department Updates I City Club I 5-7 pm
Catherine Veihmeyer Hughes, U.S. Department
October 21, 2014 DC Tax Update I SunTrust I 8-9:30 am
Beth Kaufman and Stefan Tucker
September 22, 2014 Golf Outing I Hidden Creek CC, Reston, VA I 11:30 am-7 pm
September 17, 2014 Goldenzweig Memorial Lecture: Long Term Care Planning | City Club | 5-7 pm
Landis Atkinson, Genworth
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