Event Calendar

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 18, 2023 Recent IRS Challenges to Grantor Retained Annuity Trusts (GRATs)
Kevin Matz, Esq.
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 15, 2023 Residency Issues
Lance Rothenberg, Esq.
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 17, 2024 2024 Heckerling Review
Richard Greenberg, Esq.
February 14, 2024 Feb Webinar
TBD
March 27, 2024 Structuring Inbound Investments into U.S. Markets
Scott Bowman, Esq.
May 8, 2024 When is Tax Litigation the Right Answer? Handling IRS Audits
Melissa Wiley, Esq.
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