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UPCOMING EVENTS

March 11, 2020

NAEPC WEbinar - Charitable Giving and Tax Planning Strategies in the TCJA Era

Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®

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March 17, 2020

Reno Breakfast Meeting - Reciprocal Trust Doctrine and Sham Trust Doctrine: How the IRS uses trust drafting or client’s behavior to attach otherwise legally valid trusts.

Aaron Hegji, Attorney Lobb & Plewe

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April 8, 2020

NAEPC Webinar - The Ethical Considerations of NYS DFS Reg 187

Steven S. Zeiger, CEBS, TEP

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April 15, 2020

Carson City Breakfast Meeting

TBD

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See Full Calendar

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National Association of Estate Planners & Councils

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