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), AEPĀ® (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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