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), AEPĀ® (Distinguished)
October 17, 2023 Business Transition Planning
Russell Sanders
November 7, 2023 Charitable Planning
Clay Tousey, III
November 12, 2023
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
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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