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), AEP® (Distinguished)
October 18, 2023 The Intersection of Business Succession, Exit, and Estate Planning
Kenneth Alter, Managing Director, and Board Member, Planning Alliance, Woodcliff Lake, NJ and Shrewsbury, NJ
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 15, 2023 What’s Hot and What’s Not in Financial Planning, Estate Planning, Business Planning, Life Insurance Planning, and More!
Alan Davidson, Esq.; Partner, Avelino Law, LLP
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
February 21, 2024 A Heckerling 2024 Review
TBD
March 20, 2024 March event TBD
TBD
May 15, 2024 May event TBD
TBD
June 12, 2024 June event TBD (Special Year End Planning event)
TBD
View Past Events