Event Calendar
| October 5, 2023 |
Small Business Succession Planning
Kira Masteller |
| 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 26, 2023 |
EPTCLB Social
N/A |
| November 2, 2023 |
Small Business Succession Planning II
Kim Onisko |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference with Council Leadership Conference November 12 - 16, 2023 |
| December 7, 2023 |
TBD
TBD |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| February 1, 2024 |
LLC's in Estate Planning
Christina Lewis |
| March 7, 2024 |
TBD
TBD |
| April 4, 2024 |
TBD
TBD |
| May 2, 2024 |
TBD
TBD |
| May 16, 2024 |
EPTCLB Social
N/A |
| June 6, 2024 |
TBD
TBD |
| View Past Events |
