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), AEPĀ® (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 |
|
View Past Events
|