Event Calendar

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 23, 2023 "5 Things You Didn't Know About Business Valuations" (1 CLE, CPE & CFP CE credit)
Kelly Zane, CPA, CFA Principal, Pacific Business Valuation
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 23, 2023 TBD
TBD
April 19, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
April 27, 2023 TBD
TBD
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 11, 2023 HEPC May Event - UH Foundation & UH Baseball
TBD
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 22, 2023 TBD
TBD
July 12, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
July 27, 2023 TBD
TBD
August 9, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 31, 2023 Annual August Event - Member +1
September 13, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
September 28, 2023 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)
October 26, 2023 TBD
TBD
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
November 16, 2023 TBD
TBD
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
January 27, 2024 2023 Annual Banquet
TBD
View Past Events