Event Calendar

January 31, 2023 January 2022 Virtual Networking
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 14, 2023 Luncheon: Updates from the 2023 Heckerling Institute sponsored by Key Private Bank
Joseph M. Mentrek, Esq., AEP®
March 1, 2023 EPC Guidestar Networking and Informational Session
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 14, 2023 Luncheon: Business Valuations sponsored by KIKO Realtors, Auctioneers & Advisors
Matt Hricko
April 19, 2023 Central Breakfast: Topic TBD sponsored by PNC
April 19, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
May 9, 2023 Luncheon with Tax Club: Topic TBD sponsored by Zinner & Co.
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 7, 2023 Special Awards Celebration sponsored by The Cleveland Foundation and Glenmede
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
View Past Events