NW MONTANA ESTATE PLANNING COUNCIL

Date: September 16, 2026

Time: 5:30pm – 7:00 pm

Location: The Wine Room at Logan’s Bar & Grill at Grouse Mountain Lodge, 2 Fairway Dr., Whitefish, MT 59937

Please join us for the NW Montana Estate Planning Council meeting on September 16, 2026.

Agenda:

• Social time
• Opening remarks
• Meeting minutes
• Treasurer’s report
• Speaker

Speaker: Rachel Votto, CPA & Partner at BDG-CPAs
Don’t Get Taxed Out: Navigating the New Rules

Reviewing  tax law changes reshaped by the One Big Beautiful Bill Act, learning how they impact individuals, businesses and gift and estate tax planning.  Income tax is the new estate tax with the permanent increased estate tax exemption, it is important to maximize income tax planning for your client and their beneficiaries.

Dinner will be served, menu options are:

Bone-in Chicken Breast (GF Garlic Mashed Potatoes, Sweet Corn Succotash, Cajun Remoulade, Lime, Cilantro)

12OZ Beef Rib Eye (Smokey Smashed Potatoes, Green Peppercorn Sauce, Grilled Asparagus)

Cauliflower Tom Kha (curried cauliflower, bok choy, mushrooms, tomato, coconut ginger broth & rice)

Please RSVP on the website no later than Wednesday,  September 9th. . 

If you will be bringing a guest, please include the name of your guest in your RSVP by adding them as a second attendee. RSVP’s can be made by logging into the NWMEPC website. Once you’ve logged in, please go to the events tab, and select the September 16th meeting. Scroll down and you will see a register now tab. It should populate with your information, select member for type of attendee and under payment information - if you are attending select no charge, if you cannot attend then please select unable to attend. If you have a guest, pay the $50 fee via credit card. Select that you are not a robot and hit submit.

Please do not hesitate to email or call our council admin, Skyler Van Dyken with any questions at 406-756-7797 or skyler.vandyken@pitonwealth.com.

We look forward to seeing you on the 16th!