March 28, 2023 |
March 2023 Member Meeting - Pomona Valley Estate Planning Council
Raymond Watts, CSPG, Associate Vice President for Development, Claremont McKenna College |
April 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax
Miriam Wogan Henry |
April 25, 2023 |
April 2023 Member Meeting - Pomona Valley Estate Planning Council
TBD |
May 10, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
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May 23, 2023 |
May 2023 Member Meeting - Pomona Valley Estate Planning Council
TBD |
June 8, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals - Succession Planning and Selling Family and Closely-Held Businesses
James S. Aussem, JD, AEP (Distinguished) |
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)
Louis W. Pierro and Prof. Peter J. Strauss |
June 27, 2023 |
June 2023 Social Meeting
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July 12, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
August 9, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M. |
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
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December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
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