| 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) |
| 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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