Event Calendar

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
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
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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