| 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 25, 2023 |
Long Term Care Planning
Jay Burgman, CFP, AEP - The Burgman Financial Group |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| November 29, 2023 |
The State of Orphans' Court Recent Cases and Issued
Orphans' Court Judges |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 31, 2024 |
Breakfast Meeting - To Be Announced
TBD |
| February 28, 2024 |
Annual Tax Update
Stephen Slade, CPA - Wouch Maloney |
| March 27, 2024 |
Annual Florida Estate Planning Conference Recap
Stephen Slade, CPA - Wouch Maloney |
| April 17, 2024 |
Joint Dinner Meeting with MCEPC
TBD |
| May 22, 2024 |
Family Business Exemptions
Charles Bender, Esq. - Fox Rothschild |
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