Wednesday, March 11, 2020
NAEPC WEbinar - Charitable Giving and Tax Planning Strategies in the TCJA Era
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March 11, 2020
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
April 8, 2020
NAEPC Webinar - The Ethical Considerations of NYS DFS Reg 187
Steven S. Zeiger, CEBS, TEP
April 15, 2020
Carson City Breakfast Meeting
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