| February 8, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities
Caroline D. Ciraolo and John D. (Don) Fort |
| February 16, 2023 |
Winter Membership Meeting | The Whiteness of Wealth: Race, Tax Policy and Inequality
Dorothy Brown, Georgetown University Law Center |
| March 6, 2023 |
Webinar | Highlights from the 2023 Heckerling Institute on Estate Planning
Bank of America: Mitchell Drossman, Richard James, Steven Lavner, Aaron Shamshoian |
| March 8, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Powerful Trust Laws to Combat Future Uncertainties
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP |
| March 21, 2023 |
Virtual Practice Management Lunch-and-Learn | How to Grow Business on LinkedIn the Anti-Boring Way
Deborah Ager, Radiant Media Labs |
| April 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| April 20, 2023 |
Virtual Lunch-and-Learn | Family Office 101
Brett Scola, RSM US LLP |
| April 26, 2023 |
Joint Council Meeting
|
| May 10, 2023 |
NATIONAL EVENT:
NAEPC Webinar: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modern Love and Migrating Couples
Terry L. Turnipseed, JD, LL.M. (taxation) |
| May 23, 2023 |
Family Office Symposium
|
| 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)
Prof. Peter J. Strauss |
| June 30, 2023 |
No Show Fee
|
| June 30, 2023 |
New Member Fee
|
| June 30, 2023 |
Sponsorship
|
| June 30, 2023 |
Student and Associate Membership Dues (2022-2023)
|
| July 12, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 9, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| 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 |
|
View Past Events
|
