Event Calendar
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 11, 2023 |
Creating Great Relationships with Clients
Joe McLaughlin, CEO of Haverford Trust, James Dunigan, Retired CIO and managing executive of PNC Asset Management, Nicole Perkins, Partner and director at Gresham Partners |
October 26, 2023 |
The evolution of journalism over the last 50 years, exploring the challenges and triumphs in this changing profession
Joann Lublin and Michael Pollack |
November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference with Council Leadership Conference November 12 - 16, 2023 |
November 15, 2023 |
“Estate Planning for the 99% of us"
JORDON N. ROSEN, CPA, MST, AEP® |
December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
January 17, 2024 |
Economic/Market Update
Haverford Trust speaker |
February 21, 2024 |
Tax Topic
Richard Furlong Jr. Senior Stakeholder Liaison; IRS Communications & Liaison |
March 20, 2024 |
Hot Topics in the Orphan's Court
Orphans’ Court Judges |
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