| 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 |
|
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