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) |
| October 12, 2023 |
October Meeting
Blake A. Rummel and M. Cris Armenta |
| November 9, 2023 |
November Meeting
J.D. Rees |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference with Council Leadership Conference November 12 - 16, 2023 |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| December 14, 2023 | December Meeting |
| January 11, 2024 | January 2024 Meeting |
| February 8, 2024 |
February 2024 Meeting
Nicholas Van Brunt |
| March 14, 2024 |
March 2024 Meeting
Stuart D. Zimring and Hon. Mary Thornton House, Ret. |
| April 11, 2024 | April 2024 Meeting |
| May 9, 2024 | May 2024 Meeting |
| View Past Events |
