Event Calendar

October 10, 2023 Year End Tax Planning and Strategies
David S. Tallman, CPA and John C. Navolio, CPA
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 11, 2023 Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith - NAEPC Webinar
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 14, 2023 Legislative and Economic Update - Sponsored by Alliance
Elliot Parker
December 13, 2023 NAEPC Webinar
TBD
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
December 14, 2023 Holiday Social Event
TBD
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