| October 10, 2023 |
Piercing the Corporate Veil
Bob Burke, Esquire |
| 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:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| November 14, 2023 |
Trusts-The Swiss Army Knife of Estate Planning
Edward L. (Ted) Perkins, Esq. of Gibson and Perkins |
| December 12, 2023 |
Annual Holiday Party
Sponsored by The Foundation for Delaware County |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 9, 2024 |
Current Scams-Cybersecurity & the Elderly
Tanner Rouse, Deputy DA |
| February 13, 2024 |
Helping Adult Children Navigate Their Parents’ Advancing Dementia/Chronic Illness.
Chari M. Alson, Esq. & Christina B. Roberts Esq. |
| March 12, 2024 |
Factors That Influence the Roles of Women in Business Owning Families.
Adrienne Penta & Benjamin Persofsky of Brown Brothers Harriman |
| April 18, 2024 |
Delaware & Chester County EPC Joint Post Tax Social
N/A |
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