Event Calendar

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
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