April 11, 2023 |
Financial Planning Implications of the Secure Act 2.0
Jim Marren, CFP, Jenny Chappell, CFP, and Tayler Kottinger |
April 19, 2023 |
NAEPC Webinar Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax Sponsored by Dunham Trust
Miriam Wogan Henry |
April 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax
Miriam Wogan Henry |
April 25, 2023 |
NBA Nevada Trust Conference - Las Vegas
Top Level Speakers |
May 10, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
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May 10, 2023 |
One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modern Love and Migrating Couples - NAEPC Webinar sponsored by Renown Foundation
Terry L. Turnipseed, JD, LL.M. (taxation) |
May 24, 2023 |
How to Avoid and What to do if Audited by the IRS
Michael Gregory |
June 8, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Business Succession Planning
James S. Aussem, JD, AEP® (Distinguished) |
June 8, 2023 |
Business Succession Planning - NAEPC Webinar sponsored by PBS Reno
James S. Aussem, JD, AEP® (Distinguished) |
June 13, 2023 |
Mediation in Estate and Trust Administration
Judge Berry |
June 14, 2023 |
Business Succession Planning - NAEPC Webinar
Prof. Peter J. Strauss |
June 14, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)
Louis W. Pierro and Prof. Peter J. Strauss |
July 11, 2023 |
EPCNN Meeting
Marty Shenkman |
July 12, 2023 |
NAEPC Webinar
TBD |
July 12, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
August 9, 2023 |
NAEPC Webinar
TBD |
August 9, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
September 13, 2023 |
NAEPC Webinar
TBD |
September 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
September 14, 2023 |
President's Dinner
EPCNN President |
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:
Save the Date 60th Annual NAEPC Advanced Estate Planning Strategies Conference with Post-Conference Sessions for Council Leaders November 12 - 16, 2023
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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: TBD
TBD |
December 14, 2023 |
Holiday Social Event
TBD |
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