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ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK
SYRACUSE, NY · EIN 161063452 · Form 990EZ · FY2024 · NTEE S41 · Community Improvement · Micro (<$100K)
revenue
$30K
expenses
$30K
net assets
$32K
employees
—
mission · from form 990

THE OBJECT OF THE ESTATE PLANNING COUNCIL IS TO PROVIDE A MEANS WHEREBY INTERESTED MEMBERS OF THE LEGAL, BANKING, LIFE UNDERWRITING, ACCOUNTING, AND FINANCIAL PLANNING PROFESSIONS CAN BECOME EDUCATED IN RECENT DEVELOPMENTS IN INCOME, ESTATE, AND GIFT TAXATION. THE ESTATE PLANNING COUNCIL PROVIDES A MEDIUM OF MUTUAL INTEREST WHEREIN MEANINGFUL DISCUSSIONS CAN PROMOTE BETTER UNDERSTANDING AND COOPERATION AMONG THE GROUPS REPRESENTED ALL TO THE END THAT THEY, COOPERATIVELY, MAY BETTER SERVE THE PUBLIC. THE ESTATE PLANNING COUNCIL HAS MONTHLY AND ANNUAL MEETINGS WHERE SPEAKERS ADDRESS RECENT DEVELOPMENTS AND INTERPRETATIONS OF THE INCOME, ESTATE, AND GIFT TAX AREAS.

profile · synthesized from sources

The Estate Planning Council of Central New York is a professional membership organization based in Syracuse, NY, serving practitioners in legal, banking, accounting, and financial planning fields. It provides education on recent developments in income, estate, and gift taxation through monthly and annual meetings featuring expert speakers. The council fosters collaboration among professionals to improve public service in estate and tax planning.

named programs · 2 · from sources

What they call their work

Annual Meetings
Yearly events providing in-depth education and networking opportunities for professionals in estate and financial planning fields
Monthly Educational Meetings
Regular gatherings featuring expert speakers who discuss recent developments and interpretations in income, estate, and gift tax law
activities · 1 group

What they do

financials · form 990EZ · fy2024
revenue
Total revenue$30K
Contributions & grants——
Program service revenue——
Investment income$310%
Other revenue$3K
expenses
Total expenses$30K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$2K
Grants paid out—
balance sheet
Total assets$32K
Cash—
Investments—
Liabilities—
Net assets$32K
5 years on record · 2020–2024 · YoY revenue +105.9%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 1
NameTitleHours/wkCompensation
JENNIFER SPAGNOLA COUNCIL EXECUTIVE 2 $2K
board members · 6
  • GEORGIA CRINNIN ESQ — DIRECTOR
  • JEFFREY CULVER TRUST OFFICE — DIRECTOR
  • JENNIFER L ALFIERI ESQ — DIRECTOR
  • MARY ANNE CODY ESQ — DIRECTOR
  • ROBERT D SCOLARO ESQ — DIRECTOR
  • THOMAS M GRIFFITH AEP CAP CHFC — DIRECTOR
strategies · 1

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.