| 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 |
|
View Past Events
|
