Event Calendar
| 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) |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference with Council Leadership Conference November 12 - 16, 2023 |
| November 16, 2023 |
DEPC Meeting: Tax Update
Sam Donaldson |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 18, 2024 |
DEPC Meeting: Learn Lead Legacy: Creating a Healthy Dynamic Around Family Wealth
Sara Montgomery |
| March 16, 2024 |
DEPC Meeting: Marital Agreements
Rebecca Alexander |
| May 16, 2024 | DEPC Annual Meeting (Members Only) |
| View Past Events |
