AAEPC Education Event: Implications of the New Tax Bill on Estate Planning
Anne Arundel Estate Planning Council Education Event
Implications of the New Tax Bill on Estate Planning
Join us on September 4 for an in-depth look at how recent changes in federal tax legislation may affect estate planning strategies. This timely and informative session is sponsored by HeimLantz, which is also providing one of our featured speakers.
Amy K. Smith, CPA (HeimLantz) and Frank Campbell (Sims & Campbell) will share their expert insights on the implications of the new tax bill recently passed by the current administration. Attendees will gain a better understanding of how the updated legislation could impact their clients' estate plans—and the advisors who support them.
September 4, 2025
6:00 - 8:00 P.M.
Ticket includes an open bar and hors d'oeuvre. Free for AAEPC members.
Generously Sponsored by:
About the Speakers
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Amy consistently lives by the HeimLantz core purpose of making lives better. She strives to have a positive impact on her colleagues, clients and the people around her. For Amy, the most inspiring part of her job is working with a team to help clients accomplish their goals. She loves providing clients with a plan, managing their expectations, and helping them address the major items impacting their situations.
Frank CampbellFrank Campbell is a seasoned estate planning attorney admitted to the Bars of Maryland, New York, and Virginia. He holds a Master of Laws in Taxation (LLM) and focuses exclusively on estate planning and administration, including tax-efficient strategies, trust structures, and charitable giving. A former Marine Corps Judge Advocate and General Counsel for the Special Inspector General for Iraq Reconstruction, Frank currently serves on the boards of the Anne Arundel Community College Foundation and chairs the Anne Arundel Medical Center Charitable Gift Planning Advisory Committee.
Thank you to our 2025 AAEPC Platimum Members:
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