| 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 20, 2023 |
The Corporate Transparency Act: Coming To a Family Entity (Very) Near You!
Nancy Henderson |
| November 2, 2023 |
SFEPC Networking Social
|
| November 9, 2023 |
Creative Charitable Planning with Non-Cash Assets
Bryan Clontz |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| November 14, 2023 |
Defusing Disaster
Cannon Teleconference |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| December 14, 2023 |
A View From the Hill
Julius Hobson |
| January 18, 2024 |
TBA
Al King |
| February 15, 2024 |
Elder Abuse
Kimberly Zachirson |
| March 21, 2024 |
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
Dr. Derek Tharp |
| April 18, 2024 |
Blockchain & Digital Assets 2.0: Â Taxation, Reporting and Planning
Abigail Rosen Earthman |
| May 16, 2024 |
TBA
Sam Donaldson |
|
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