| September 27, 2023 |
Case Study Collaboration Exercise
Katti Esp and Justin Gross |
| 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 8, 2023 |
How to Provide Proper Financial Care and Advocacy for Your Vulnerable Clients
John Gardner, CPA, CPGC |
| 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 17, 2024 |
Goal-based Wealth and Tax Management for Long Term Care and Medicaid Planning
Ted Markow CFP, CLU |
| March 20, 2024 |
Legacy with Impact: Intentional Giving & Planning Options for Clients
Elena Thandiwe Pullen-Venema |
| May 15, 2024 |
Understanding WA State Capital Gains Tax, Estate Tax Issues, Others
Melinda Mandell |
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