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 19, 2023 |
Education Planning & Recent 529 Plan Developments
Jeannette Haen (Robert W. Baird & Co. Incorporated) |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference with Council Leadership Conference November 12 - 16, 2023 |
| November 16, 2023 |
Red Alert!!! The Corporate Transparency Act is Coming and Every Estate Planner Needs to Know About It
Atty. Randy S. Nelson (von Briesen & Roper, s.c.) |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 18, 2024 |
WCEPC January Meeting
TBD |
| February 15, 2024 |
WCEPC February Meeting
TBD |
| March 21, 2024 |
WCEPC March Meeting
TBD |
| View Past Events |
