| 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 17, 2023 |
Business Transition Planning
Russell Sanders |
| November 7, 2023 |
Charitable Planning
Clay Tousey, III |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| December 5, 2023 |
Securities Law for Estate Planners
Alyssa Zebrosky |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 23, 2024 |
Understanding Blockchain and Digital Assets 2.0: Taxation, Reporting and Planning
Abigail Rosen Earthman, JD, LL.M |
| February 6, 2024 |
Top 10 Estate Planning Lessons Learned from Recently Deceased Celebrities
Eido M. Walny, Atty, AEP, EPLS |
| March 12, 2024 |
Special Needs Planning
Travis Finchum |
| May 7, 2024 |
Annual Meeting Luncheon & Social
Ross Riskin |
|
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