2025-11-15T15:45:19-05:00 2025-06-30 331432319 K&M TAX SOLUTIONS LLC 2335 STANFORD CT SUITE 503 NAPLES FL 34112 990EZ 2024-07-01 650163826 PALM BEACH COUNTY ESTATE PLANNING COUNCIL INC PALM 5617142360 6671 W INDIANTOWN ROAD STE 50-194 JUPITER FL 33458 ANTHONY PACE CFP PRESIDENT-ELECT 5617142360 2025-10-27 false INNA KISSELEVA-DEELEY P00500958 8332569799 2025-10-27 2024 2025-03-06 01:10:19Z X X WWW.PBCEPC.ORG X X 151408 X 69452 78250 3706 151408 10500 32670 74 122787 166031 -14623 152947 138324 152947 138324 152947 138324 152947 138324 X PRIMARY EXEMPT PURPOSE: TO PROMOTE COOPERATION AMONG VARIOUS PROFESSIONALS ENGAGED IN THE FIELD OF ESTATE PLANNING. PROGRAM SERVICE ACCOMPLISHMENTS: HELD MEETINGS TO INCREASE THE OVERALL KNOWLEDGE OF THE MEMBERS AND TO ADDRESS SPECIFIC TOPICS OF COMMON INTEREST, ENHANCING THE PROFESSIONALISM AND INTERACTION OF THE MEMBERS FOR THE BENEFIT OF THEIR CLIENTS AND THE PUBLIC. DOMENICK MACRI SR MBA MST AEP PRESIDENT 2.00 0 ANTHONY PACE CFP PRESIDENT-EL 2.00 0 ADAM SLAVIN CPA VP MEMBERSHI 2.00 0 MARK BROWN JD VP PROGRAMMI 2.00 0 SARAH GAYMON CPA SECRETARY 2.00 0 TOMMY THOMPSON TREASURER 2.00 0 STEPHEN ZALOOM IMMED PAST P 2.00 0 SYNDIE LEVIEN IMMED PAST P 2.00 0 LAURA BARRY DIRECTOR 2.00 0 ERIN MARIE WALLACE DIRECTOR 2.00 0 GAVIN MCNALLY DIRECTOR 2.00 0 SANDRA STELLA DIRECTOR 2.00 0 X false false false false false false false false FL JACQUELINE FARINA 6671 W INDIANTOWN RD SUITE 50-194 JUPITER FL 33458 5617412630 false false false false false false false false FORM 990-EZ, PART I LINE 4, OTHER INVESTMENT INCOME: DESCRIPTION OF PROPERTY: AMOUNT: INTEREST INCOME 2,675 FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID: ACTIVITY CLASSIFICATION: SCHOLARSHIP AMOUNT GIVEN: 2,500 ACTIVITY CLASSIFICATION: SCHOLARSHIP AMOUNT GIVEN: 2,500 ACTIVITY CLASSIFICATION: SCHOLARSHIP AMOUNT GIVEN: 2,500 ACTIVITY CLASSIFICATION: SCHOLARSHIP AMOUNT GIVEN: 2,500 TOTAL INCLUDED ON FORM 990-EZ, LINE 10 10,000 FORM 990-EZ, PART I, LINE 10 CASH CONTRIBUTION: 10,500 FORM 990-EZ, PART I, LINE 16 EXPENSES ADVERTISING AND PROMOTION 8,450 1,725 969 ANNUAL REPORT 61 BADGES & PLAQUES 1,244 BANK SERVICE CHARGES 286 BOARD & SPONSOR APPRECIAT 855 CONTINUING EDUCATION 1,725 CREDIT CARD FEES 5,528 NAEPC CONFERENCE EXP 3,525 SIGNAGE 1,058 WEBSITE 54 MISCELLANEOUS 425 MEMBERSHIP MEETINGS 93,782 BOARD MEETINGS & RETREAT 615 SPEAKERS 1,785 TAXES 700 TOTAL 122,787 FORM 990-EZ, PART III PRIMARY EXEMPT PURPOSE: TO PROMOTE COOPERATION AMONG VARIOUS PROFESSIONALS ENGAGED IN THE FIELD OF ESTATE PLANNING. FORM 990-EZ, PART III, LINE 28 PROGRAM SERVICE ACCOMPLISHMENTS: HELD MEETINGS TO INCREASE THE OVERALL KNOWLEDGE OF THE MEMBERS AND TO ADDRESS SPECIFIC TOPICS OF COMMON INTEREST, ENHANCING THE PROFESSIONALISM AND INTERACTION OF THE MEMBERS FOR THE BENEFIT OF THEIR CLIENTS AND THE PUBLIC. FORM 990-EZ, PART V INFORMATION RGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.