BERKS COUNTY ESTATE PLANNING COUNCIL

Dear Estate Planning Council Professional,

You’re invited to join the Berks County Estate Planning Council for an engaging evening of networking, dinner, and learning on Wednesday, October 29, 2025, at the Berkshire Country Club.

Event Schedule:

• Networking: 5:15 – 6:00 p.m.

• Dinner: 6:00 p.m.

• Presentation: 6:30 p.m.

Our featured speaker, Rachel Votto, Tax Partner at BDG-CPAs, will present:

“Don’t Get Taxed Out: Navigating the New Rules”
Learn how the 2025 tax law changes under the One Big Beautiful Bill Act will impact individuals, businesses, and gift and estate planning. Rachel will discuss why income tax planning has become more crucial than ever, strategies to maximize savings for clients and beneficiaries, and answer your questions during an interactive Q&A session.

About the Speaker:
Rachel has over 20 years of experience leading tax services at BDG-CPAs, working with executives, high-net-worth individuals, and businesses ranging from closely held companies to multinational corporations. Her expertise includes estate and income tax planning, acquisitions, reorganizations, and complex multigenerational tax strategies. She is a past president of the Estate Planning Council of Bergen County, serves on several nonprofit boards, and regularly presents on emerging tax legislation.

Registration:

• First-time guests: Free

• Returning guests: $75 (must be accompanied by a current EPC member)

We look forward to connecting with you for this valuable and informative event.