ORBA's Veronica Olguin, CTFA, CSEP Named Chair of Chicago Estate Planning Council's Welcome Committee

The Welcome Committee and its Chair are responsible for integrating new members into CEPC activities. The committee promotes active membership, as well as retention and new member outreach.  Committee members welcome new members to membership and serve as point of contact for new members; host the New Member table at CEPC lunches; invite new members to follow-up lunches; and plan and host one event designed to build networks and integrate with current members beyond lunch meetings.

Ms. Olguin is a member of ORBA's Tax Department. She has more than 15 years of experience in estate, gift and trust tax matters. She assists clients with sophisticated wealth transfer techniques to minimize estate and gift taxes. She has extensive experience managing all aspects of estate, trust and gift tax engagements, including compliance, consulting and planning services.

To learn more about ORBA and the services we provide, visit ORBA.com.

About the Chicago Estate Planning Council
The Chicago Estate Planning Council has been an outstanding source of information about estate planning developments, analysis and techniques for its members since 1938.  Council membership is carefully selected from Chicago area professionals, and is comprised of attorneys, certified financial planners, certified public accountants, chartered financial consultants, chartered life underwriters, and trust officers - all pooling their knowledge and technical expertise for the advancement of informed estate planning.

Ostrow Reisin Berk & Abrams, Ltd. (ORBA) is a full-service accounting, tax and business consulting firm located in downtown Chicago serving privately-held companies, individuals and not-for-profit organizations. ORBA's Certified Public Accountants have experience with accounting and assurance, business advisory services, financial and estate planning, fraud investigation, tax, litigation, and mergers and acquisitions. With some of the highest levels of direct client involvement in the industry, ORBA is where clients go to build long-standing, meaningful and successful relationships with resourceful, proactive business and tax advisors. For more information, visit www.orba.com. Subscribe to our blog www.orbablog.com or connect with us on LinkedIn.

Contact:
Joy Long
312.670.7444
[email protected]

SOURCE Ostrow Reisin Berk & Abrams, Ltd. (ORBA)

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