In today’s complex financial landscape, technical expertise alone isn’t enough. The ability to understand, connect, and communicate effectively is what sets exceptional T&E professionals apart. This panel explores how Emotional Intelligence (EI) shapes the human side of wealth management and strengthens relationships with clients, colleagues, and across generations.
Key Discussion Points:
Speakers:
Kim V. Heyman, JD, LLM, AEP®, Director, Pathstone
Join us for an engaging conversation that will leave you with actionable insights to elevate your practice and relationships.
Continental breakfast will be served.
This program is for PEPC members only.
There is no cost to attend, but registration is required for security purposes. Space is limited, so please register early.
COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m. All meeting attendees are welcome to join!
AGENDA11:30 a.m. - 12:00 p.m. Coffee Meet & Greet 11:45 - 12:00 p.m. Registration 12:00 - 1:45 p.m. Luncheon & Program
PROGRAM OVERVIEW
"From Garage to Greatness: The Lifecycle of a Qualified Small Business Under Section 1202" follows a founder’s journey from start up through growth and financing rounds ultimately culminating in an exit. It highlights the Section 1202 principles that drive QSBS eligibility, the key decision points that influence whether the exclusion is preserved, and the practical guidance advisors can provide to help founders and early investors maximize long-term, after-tax results.
Attendees will gain insights on One Big Beautiful Bill Act’s 2025 enhancements to Section 1202 that expanded QSBS opportunities for newly issued stock by introducing more flexible, tiered holding-period benefits and higher thresholds which amplify planning potential. The result is a timely, action-oriented roadmap for advisors to entrepreneurial clients on how to capitalize on one of the most powerful tax incentives available.
SPEAKER:
Jeffrey T. Getty, JD, MS (Tax), CFP®, CM&AA® is Chief Tax Strategist at Callan Family Office, leading firm-wide research and strategy on complex income, transfer, and international tax matters for ultra-high-net-worth families, closely held businesses, and private investment firms. With nearly three decades as a tax attorney, M&A adviser, and business-transition consultant, he designs forward-looking structures that protect and enhance after-tax value from early-stage growth through liquidity events and beyond.
Jeff is a Fellow of the American College of Trust and Estate Counsel (ACTEC), a frequent national speaker, and the bestselling author of The Descent Is the Real Climb, co-author of Foreign and Domestic Asset Protection Strategies, and a contributor to leading professional journals. He holds a B.A. in Political Science from the College of Charleston, a J.D. from the University of Pittsburgh School of Law, and an M.S. in Taxation from Duquesne University.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
No-shows will be billed. No refunds after January 19, 2026.
The November program will be offered as a virtual meeting only. We will not be offering an in-person option.
AGENDA
3:30 – 4:00 p.m. Registration 4:00 – 5:00 p.m. Program 5:00 – 7:00 p.m. Cocktail Reception
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
