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), AEPĀ® (Distinguished)
October 18, 2023 The Three C's of a Successful Engagement
Dave Sykes
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 15, 2023 Giving Today Planning Tomorrow
Katrina Pipasts
December 7, 2023 Shakespeare, Succession and Estate Planning
Leslie Kiefer Aman
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 17, 2024 Marital Deduction Planning
Shannon Weber
February 21, 2024 Alternatives for Replacement Properties in 1031 Exchanges
Matthew Hannan
March 20, 2024 Case Study on Foreign Inheritance Tax
Robert Smith
April 17, 2024 Trust Issues in Divorce Proceedings
David Johnson
May 15, 2024 Estate Planning Ideas for Clients in Anticipation of 2026
Kimberly Loveland
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