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 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
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