Event Calendar

December 6, 2022 Secure Act
Kimberly I. McCarthy, Esq.- Washington Trust
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
January 18, 2023
NATIONAL EVENT:
NAEPC Webinar: The IRS Dirty Dozen
Caroline D. Ciraolo and John D. (Don) Fort
January 24, 2023 Current Issues in Valuation
William Murray, CPA/ABV/CFF, ASA - Managing Director
January 31, 2023 Current Issues in Valuation - Snow Date
William Murray, CPA/ABV/CFF, ASA - Managing Director
February 21, 2023 Business Succession Planning
TBD
May 9, 2023 Estate Planning
Wiggin and Dana
May 10, 2023
NATIONAL EVENT:
NAEPC Webinar: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modern Love and Migrating Couples
Terry L. Turnipseed, JD, LL.M. (taxation)
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)
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