Event Calendar

September 26, 2023 SECURE Act 2.0
Christine Roberts, Mullen & Henzell
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 24, 2023 Multidisciplinary Estate Planning Workshop
Workshop
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 28, 2023 Valuation Issues in Estate Planning
David P. Adams, CPA, ABV, ASA
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 23, 2024 2024 Economic Forecast
Christopher Shipley, Chief Investment Strategist – Northern Trust
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