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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