| 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 |
Life Insurance & Annuities in a Changed Planning Environment
Steve Parrish |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| November 29, 2023 |
The Fear Factor: How Good Professionals Get Into Bad Ethical Trouble
Stuart Teicher |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 24, 2024 |
Recent Developments
Chris Kuehl |
| February 21, 2024 |
Trends in Gift Planning/Charitable Opportunities Relating to the Sale of a Business
Patrick Plunkett |
| March 27, 2024 |
A Review of MN Law on Lake Shore Property, Easements & Minerals
Charles Andresen |
| April 17, 2024 |
Closely Held Entities and the IRS: A Litigator's Primer From Formation Through Trial
Stephanie Loomis-Price |
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