Event Calendar

October 11, 2023
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
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
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:  Taxation, Reporting and Planning
Abigail Rosen Earthman
May 16, 2024 TBA
Sam Donaldson
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