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 20, 2023 Fall Seminar
More details to come
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 16, 2023 November Member Lunch
Don H. Gaekle - Stanislaus County Assessor
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 18, 2024 January Member Lunch
Teresa Fluegel of Chicago Deferred Exchange
February 15, 2024 February Member Lunch
More details to come
March 21, 2024 March Member Lunch
More details to come
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