| 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 |
BEPC's NAEPC Webinar Viewing Party: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
| October 25, 2023 |
BEPC Education Program: The Secure ("Setting Everyone up for Retirement Enhancement" or "Sending Everyone Cowering Under Reduced Expectations") Act
Robert K. Kirkland |
| November 2, 2023 |
BEPC Social at Alex Cooper Auctioneers
|
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| December 5, 2023 |
BEPC Education Program: Heads I Win, Tails You Lose: Advising the Wealthy in Times of Change & Pressing the Do-Over Button: Strategies for Modifying Wills and Trusts after Formation
Joshua Rubenstein |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| December 13, 2023 |
BEPC's NAEPC Webinar Viewing Party: TBD
TBD |
| January 23, 2024 |
BEPC Education Program: Life Insurance
John C. Snider II, JD |
| January 30, 2024 |
BEPC Heckerling Webinar via Zoom
Coryn Rosenstock |
| February 22, 2024 |
BEPC Education Program: Economic Update
Anirban Basu |
|
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