Business Valuation Group

Event Calendar

January 27, 2023 'Member Only' Fourth Fridays - Informal Virtual Networking
February 8, 2023
NATIONAL EVENT:
NAEPC Webinar: Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities
Caroline D. Ciraolo and John D. (Don) Fort
February 15, 2023 Recent Developments
Ryan Walsh, Croke Fairchild Morgan & Beres
February 22, 2023 CEPC 'Member Only' In-Person Networking Event
February 23, 2023 CEPC Members Only - Roundtable Sessions: Administration of Unusual Assets
David Handler, Kirkland & Ellis; Adam Novak, Driehaus Enterprise Management Inc; Steve Todd, Northern Trust
February 24, 2023 'Member Only' Fourth Fridays - Informal Virtual Networking
March 8, 2023
NATIONAL EVENT:
NAEPC Webinar: Powerful Trust Laws to Combat Future Uncertainties
Al W. King, III, JD, LL.M., AEPĀ® (Distinguished), TEP
March 17, 2023 'Member Only' Third Fridays - Informal Virtual Networking
March 23, 2023 Tax Residency Planning - Do's, Don'ts and Everything in Between
Tye Klooster NS Adam Damerow, Katten Muchin Rosenman; Jeremy Dubow, NDH
April 19, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
April 26, 2023 Wealth Planning and Business Entities - What's in our toolbelt?
Panel Discussion: Georgia Loukas Demeros, Steve Gorin and Jeff Shelley, Thompson Coburn LLP
May 10, 2023
NATIONAL EVENT:
NAEPC Webinar: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modern Love and Migrating Couples
Terry L. Turnipseed, JD, LL.M. (taxation)
May 17, 2023 Planning for and Addressing Diminishing Capacity
Kerry Peck, Peck Ritchey; Darby Morhardt, Research Professor for Cognitive Neurology and Alzheimers Disease; Ben Topp, Managing Director of Midwest Care Management Services Inc.; Moderator: Kim Kamin, Gresham Partners
June 14, 2023 Ethics/Diversity - How Estate Tax and Tax Policy Can Help Close the Racial Wealth Gap Created by Slavery and Supremacism
Raymond C. Odom, Northern Trust
June 14, 2023
NATIONAL EVENT:
NAEPC Webinar: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)
Prof. Peter J. Strauss
June 30, 2023 2022 - 2023 Sponsorships
July 12, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 9, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
September 13, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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), AEPĀ® (Distinguished)
November 12, 2023
NATIONAL EVENT:
Save the Date
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Post-Conference Sessions for Council Leaders
November 12 - 16, 2023
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
June 28, 2024 2023 - 2024 Sponsorships
N/A
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