Encore Platinum Sponsor

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 19, 2023 Breakfast Meeting- IRS Report
TBD
October 24, 2023 STUDY GROUP- 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 9, 2023 Dinner Meeting- "Life Insurance Update"
Scott Laffie, CFP®, RICP®, CEPA®, CLU®, CLTC® and Scott Kohn- The Laffie Financial Group
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 21, 2023 STUDY GROUP- TBD
TBA
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
December 19, 2023 STUDY GROUP- Webinar: "International Tax Concerns for High Net Worth Individuals"
Chaya Siegfried, CPA, MS
December 21, 2023 Breakfast Meeting- Cyber Security
Kenneth N. Rashbaum, Esq. -Barton, LLP
January 18, 2024 Dinner Meeting- TBA
William P. LaPiana, Esq.- New York Law School
February 15, 2024 Breakfast Meeting- Fiduciary Accounting Panel
Richard G. Chalifoux, J.D. AEP®. Joseph T. La Ferlita, Esq.- Rivkin Radler, LLP and Lisa Rispoli, CPA, AEP®- Grassi
March 21, 2024 Dinner Meeting- "Diversity" Presentation
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD
April 18, 2024 Breakfast Meeting- "Surrogates' Update"
Nassau and Suffolk County Surrogates
May 21, 2024 Annual Officers' Conferment Dinner
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