Event Calendar

September 19, 2019 “Use of Cash Balance Plans by Specified Service Trades or Businesses to Qualify for the 20% 199A Pass through Deduction and the Integration of Plan Assets into the Estate Plan”
Gerald P. Wolf, Esq.-Wolf Law Group, P.C.
September 24, 2019 STUDY GROUP- Webinar: A Case Study in Teaming and Philanthropy, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation
Panel of experts moderated by Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 23, 2019 STUDY GROUP- Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 12, 2019 STUDY GROUP- Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 12, 2019 STUDY GROUP- Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
January 22, 2020 STUDY GROUP- Webinar: Life Settlement Case Studies and How to Protect Client Best Interests
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
January 29, 2020
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
February 12, 2020
NATIONAL EVENT:
NAEPC Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®
February 25, 2020 STUDY GROUP- TBA
March 11, 2020
NATIONAL EVENT:
NAEPC Webinar: Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®
March 26, 2020 STUDY GROUP- TBA
April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Steven S. Zeiger CEBS, TEP
April 28, 2020 STUDY GROUP- TBA
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 21, 2020 STUDY GROUP- TBA
June 10, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
View Past Events