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 24, 2023 |
BCEPC Webinar: Fundraising Techniques in a Changing World
Avery T. Fontaine, PNC Private Bank |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference with Council Leadership Conference November 12 - 16, 2023 |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 9, 2024 |
BCEPC Meeting: Tax and Estate Planning Issues for Non-Citizen Clients and Clients Owning Foreign Properties
Shelly D. Merritt, JD, CPA |
| View Past Events |
