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CENTRAL ARIZONA ESTATE PLANNING COUNCIL

SCOTTSDALE, AZ · EIN 237432746 · Form 990EZ · FY2022 · Small ($100K-$1M) · caepc.org
revenue
$142K
expenses
$115K
net assets
$154K
employees
mission · from form 990

STRENGTHEN ESTATE PLANNING PROFESSION

profile · synthesized from sources

Professional association serving estate planning practitioners in Central Arizona. Facilitates networking, continuing education, and professional development through monthly meetings, an emerging professionals group, and special events. Focuses on interdisciplinary collaboration among legal, financial, and insurance professionals in the estate planning field.

named programs · 6 · from sources

what they call their work

Annual Half-Day Program
February educational event offering up to 4 hours of continuing education with breakfast and morning programming
CAEPC Golf Tournament & Happy Hour
Annual fundraising event featuring a golf scramble followed by a networking happy hour with sponsors and members
Emerging Professionals' Group (EPG)
Social and educational events for estate planning professionals under 40 or with less than 10 years of experience, including happy hours and educational meetings
Holiday Social
December celebration event open to members and their guests, providing year-end networking opportunities
Monthly Member Meetings
Continuing education events held from October to May featuring professional presentations, dinner, and networking for estate planning professionals
Spring Event
Casual networking event held in April after tax filing deadline, providing social interaction for members
activities · 5 groups

what they do

  • Estate Planning Professional Development & Networking 10 activities
    • Continuing Professional Education
      Hosts monthly continuing education events from October through May, including a half-day annual session and a February learning event, covering important issues and developments in estate planning, with virtual options available.
    • Emerging Professionals' Group (EPG) Activities
      The Emerging Professionals' Group (EPG) organizes social and educational events, such as happy hours and educational meetings, specifically for younger professionals (under 40 or with less than 10 years of experience) in estate planning-related fields within the Phoenix metropolitan area.
    • Emerging Professionals' Group (EPG) Activities
      Operates an Emerging Professionals' Group (EPG) that organizes social and educational events, including happy hours and activities, specifically for younger professionals (under 40 or with less than 10 years of experience) in estate planning-related fields within the Phoenix metropolitan area.
    • Emerging Professionals' Group (EPG) Activities
      The Emerging Professionals' Group (EPG) organizes social and educational events, such as happy hours and activities, specifically for younger professionals (under 40 or with less than 10 years of experience) in estate planning-related fields within the Phoenix metropolitan area.
    • Hosts monthly continuing education and networking events
      Organizes monthly events from October through May that include a cocktail networking hour, dinner, and a one-hour professional presentation, offering continuing education for estate planning professionals, with virtual attendance options available.
    • Operates an Emerging Professionals' Group (EPG)
      Runs the Emerging Professionals' Group for estate planning professionals under 40 or with less than 10 years of experience, hosting social and educational events such as happy hours, activities, and meetings in the Phoenix metropolitan area.
    • Organizes annual signature events
      Hosts several annual in-person events including a Spring Event in April, a half-day February continuing education session (offering up to 4 CE hours), and a December holiday social and celebration for members and guests.
    • Professional Networking Events
      Organizes various networking events for estate planning professionals, including monthly cocktail hours, annual holiday socials, and casual spring events, to foster connections and professional interaction.
    • Professional Networking and Educational Events
      The organization hosts monthly and annual events, including cocktail networking hours, dinners, and professional presentations, to provide continuing education and networking opportunities for estate planning professionals. These events include an annual half-day session, a spring event, and a holiday social.
    • Professional Networking and Educational Events
      The organization hosts monthly events, including cocktail networking hours, dinners, and professional presentations, to provide continuing education and networking opportunities for estate planning professionals. These events include specific programs on topics like religion and diversity in estate planning, an annual half-day session on current issues, and a spring event for casual interaction.
  • Professional Development & Certification Programs 4 activities
    • AEP Designation Information
      Provides information to members regarding the process and requirements for obtaining the Accredited Estate Planner (AEP) designation.
    • Accredited Estate Planner (AEP) Designation Information
      The organization provides information to members regarding the process and requirements for obtaining the Accredited Estate Planner (AEP) designation.
    • Accredited Estate Planner (AEP) Designation Information
      The organization provides information to its members regarding the process and requirements for obtaining the Accredited Estate Planner (AEP) designation.
    • Provides information on professional credentialing
      Offers resources and information to members about obtaining the Accredited Estate Planner (AEP) designation, supporting professional development in the estate planning field.
  • Charity Golf Tournament 2 activities
    • Annual Golf Tournament
      Organizes an annual golf tournament to generate funds that support the organization's operations, including presenter fees and investments in technology for virtual attendees.
    • Annual Golf Tournament
      The organization hosts an annual golf tournament to generate funds that support its operations, including covering costs for presenters and investing in technology for virtual attendees.
  • Member-Focused Social Events 2 activities
    • Annual Golf Tournament and Social Events
      The organization hosts an annual golf tournament to support its operations and facilitate networking among members, including a post-tournament happy hour. Additionally, it organizes an annual holiday social for members and their guests.
    • Hosts fundraising and member engagement events
      Organizes an annual golf tournament that generates net proceeds to support organizational operations, including funding for presenters and technology for virtual attendees, and hosts a post-tournament networking happy hour open to all members, including non-golfers.
  • Uncategorized 5 activities
    • Awards scholarships to emerging professionals
      Annually awards scholarships to members of the Emerging Professionals' Group, with documented recipients since at least 2013-2014, including Matthew Cherry (2021-2022) and Caitlin Caputo (2019-2020).
    • Conducts educational programs on specialized estate planning topics
      Hosts focused educational sessions on specialized themes such as religion and diversity in estate planning, contributing to inclusive and culturally competent professional practice.
    • Emerging Professionals Group Scholarships
      Awards scholarships annually to members of the Emerging Professionals Group, with a history of recipients dating back to at least 2013-2014.
    • Scholarship Program for Emerging Professionals
      The organization awards annual scholarships to members of its Emerging Professionals Group, with a history of recipients dating back to at least 2013-2014.
    • Scholarships for Emerging Professionals
      The organization has awarded annual scholarships to members of its Emerging Professionals Group since at least 2013-2014.
financials · form 990EZ · fy2022
revenue
Total revenue$142K
Contributions & grants$40K28%
Program service revenue$10K7%
Investment income$370%
Other revenue
expenses
Total expenses$115K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits
Grants paid out$495
balance sheet
Total assets$154K
Cash
Investments
Liabilities
Net assets$154K
2 years on record · 2020–2022 · YoY revenue +84.0%
leadership · form 990 part vii · fy2022

who runs it

board members · 11
  • ALLYSON CALIFANO — DIRECTOR
  • BRIAN POE — DIRECTOR
  • CHRIS SIEGLE — DIRECTOR
  • DAVID LONG — DIRECTOR THRU 03/2023
  • EVAN JUDGE — DIRECTOR
  • KIERNAN CURLEY — DIRECTOR
  • KRISTEN OTSUKA — DIRECTOR
  • MELISSA LOUGHLIN-SINES — DIRECTOR
  • NICOLE HILL — DIRECTOR
  • RYAN FIRTH — DIRECTOR
  • SARAH GILES — DIRECTOR
relationships · 12

who they work with

  • Accredited Estate Planner Network — Offers information on the AEP designation, indicating affiliation with the AEP program.
  • Artisan Partners Funder — Happy Hour Sponsor for the 2026 Golf Tournament & Happy Hour event.
  • Boland Law Group, PLLC Partner — Legal firm providing estate and tax planning services in partnership with the Central Arizona Estate Planning Council
  • Eide Bailly LLP Partner — Sponsor of the Central Arizona Estate Planning Council
  • Heritage Auctions Funder — Happy Hour Sponsor for the 2026 Golf Tournament & Happy Hour event.
  • JPMorgan Funder — Prize Sponsor for the 2026 Golf Tournament & Happy Hour event.
  • Northern Trust Company Partner — Sponsor of the May Program Meeting on Religion & Diversity in Estate Planning.
  • TFO Family Office Partners Funder — Happy Hour Sponsor for the 2026 Golf Tournament & Happy Hour event.
  • Tiffany & Bosco Funder — Sponsor of the Emerging Professionals' Group
  • Tiffany & Bosco, P.A. Partner — Sponsor of the Central Arizona Estate Planning Council's educational meetings and Emerging Professionals Group
  • Versant Capital Funder — Bottled Water Sponsor for the 2026 Golf Tournament & Happy Hour event.
  • Zia Trust Funder — Beverage Cart Sponsor for the 2026 Golf Tournament & Happy Hour event.