| February 7, 2023 |
State Tax Credit Programs-EITC, NAP: How Can Your Clients Give Back & Benefit Financially At The Same Time
Donna Urian, CPA-Fischer, Cunnane; Michael Shorr, Dept. of Community & Economic Development; Robert Dumont, local business owner |
| 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 |
| March 7, 2023 |
Divorce and Estate Planning
Colleen Neary, Esq. of Sweeney & Neary and Jonathan Becker, Esq. of Eckell Sparks |
| March 8, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Powerful Trust Laws to Combat Future Uncertainties
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP |
| April 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: 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) |
| 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 |
| 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 |
|
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