| 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 17, 2023 |
Balancing Control to Avoid Out of Control Litigation: A Cautionary Tale from a Litigator's Perspective
Sarah Pacheco |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| November 14, 2023 |
November 14, 2023 Luncheon at San Antonio Country Club
TBD |
| November 14, 2023 |
November 14, 2023 Mixer
Speed Networking Mixer |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| December 19, 2023 |
December 19, 2023 Luncheon at San Antonio Country Club
John R. Strohmeyer of Strohmeyer Law, Houston |
| January 16, 2024 |
January 16, 2024 Luncheon at San Antonio Country Club
TBD |
| February 20, 2024 |
February 20, 2024 Luncheon at San Antonio Country Club
Chris D. Jones of Sprouse Shrader Smith PLLC |
| March 19, 2024 |
March 19, 2024 - Luncheon at San Antonio Country Club
TBD |
| April 16, 2024 |
April 16, 2024 - Luncheon at San Antonio Country Club
Steve R. Akers of Bessemer |
| May 21, 2024 |
May 21, 2024 - Luncheon at San Antonio Country Club
TBD |
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