| 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 12, 2023 |
Secure Act 1.0 and 2.0: What Estate Planners Need to Know
Peter Moshang- Brown Brothers Harriman & Thomas Hiscott, Esq- Heckscher, Teillon, Terrill & Sager, PC |
| November 8, 2023 |
Slicing and Dicing Fiduciary Duties and Responsibilities Through Directed Trusts
|
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 11, 2024 |
CCEPC Holiday Party
N/A |
| February 15, 2024 |
Estate Planning For The 99% Of Us & Past Presidents Dinner
Jordon Rosen, CPA, MST, AEP- National Association of Estate Planners & Councils |
| March 14, 2024 |
Lunch & Learn: What's New In My Shop
N/A |
| April 18, 2024 |
Joint Post-Tax Social with Delco EPC
N/A |
| May 7, 2024 |
Annual Meeting Social
N/A |
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