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), AEPĀ® (Distinguished) |
November 8, 2023 |
Jean Meeks-Koch, Legacy Unlocked: Guiding Business-Owning Families to Success Across America
Jean Meeks-Koch, Positively People Consulting |
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 |
January 24, 2024 |
Stacy Eastland, Goldman Sachs (Topic TBD)
Stacy Eastland, Goldman Sachs |
March 13, 2024 |
Estate Planning for The Middle Rich with Lauren Wolven
Lauren Wolven, Levenfeld Pearlstein |
May 9, 2024 |
8th Annual Summer Social
8th Annual Summer Social Event |
View Past Events |