Event Calendar

October 11, 2023
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 14, 2023 Business Succession Planning
Ben Maini, CPA, Partner Reynolds & Rowella
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 30, 2024 Trust Jurisdiction
Shelby L. Wilson, Esq., Chipman Mazzucco
February 6, 2024 Trust Jurisdiction (Snow Date)
Shelby L. Wilson, Esq., Chipman Mazzucco
May 7, 2024 Estate Planning
Michael T. Clear
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