April 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax
Miriam Wogan Henry |
April 27, 2023 |
FEPCMD Dinner Event: "Navigating the Current Charitable Planning Landscape: Tips for Professional Advisors"
Ginger F. Mlakar, JD, CPA, AEP |
May 9, 2023 |
FEPCMD Next Gen Topgolf Event - Age 40 & under only
|
May 10, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
|
May 22, 2023 |
16th Annual FEPCMD Golf Outing
|
June 8, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Business Succession Planning
James S. Aussem, JD, AEP® (Distinguished) |
June 14, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)
Louis W. Pierro and Prof. Peter J. Strauss |
July 12, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
August 9, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King |
September 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
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) |
November 12, 2023 |
NATIONAL EVENT:
Save the Date 60th Annual NAEPC Advanced Estate Planning Strategies Conference with Post-Conference Sessions for Council Leaders November 12 - 16, 2023
|
December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
December 29, 2023 |
2023 FEPCMD Sponsorships
|
|
View Past Events
|