| 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 11, 2023 |
Speaker Dinner Meeting - Mark Parthemer w/Glenmede
Mark R. Parthemer, J.D., AEP |
| November 7, 2023 |
Speaker Dinner Meeting - Details to follow.
Details to follow. |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| December 6, 2023 |
Holiday Reception & Social Event with Croquet Lessons
N/A |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 18, 2024 |
Joint Speaker Dinner Meeting w/PBCEPC - Details to follow.
Details to follow. |
| February 21, 2024 |
Joint Speaker Dinner Meeting w/PBTI - 2024 Heckerling Update
Mark R. Brown & Christopher C. Weeg |
| May 1, 2024 |
Speaker Dinner Meeting - Samuel A. Donaldson w/Georgia State University
Samuel A. Donaldson, J.D., LL.M. |
| May 21, 2024 |
Annual Meeting & Cocktail Reception
N/A |
|
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