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 23, 2023 |
October Lunch Meeting
Anne Koerner & Ellen Cookman JD, CPA |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference with Council Leadership Conference November 12 - 16, 2023 |
| December 4, 2023 |
December 2023 Dinner Meeting
Expert Panel - Kohlmann, Prokey and Braccini, |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 22, 2024 |
January Lunch Meeting
Kyle C. Martin, Esq. |
| February 26, 2024 |
2024 Past Presidents Dinner
Andrea J. Justo, JD |
| March 25, 2024 | March Happy Hour Meeting |
| April 22, 2024 |
April 2024 Dinner
Michael Gray, CPA |
| May 20, 2024 | 2024 Annual Meeting w/ CE Program |
| View Past Events |
