| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| March 19, 2025 |
The Corporate Transparency Act as It Relates to Estate Planners
M. John Way, Schwabe, Williamson & Wyatt, P.C., and Amber Quintal, Ogden Murphy Wallace |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 14, 2025 |
Virtually Executed: Understanding Washington's Uniform Electronic Estate Planning Documents Act (UEEPDA).
Cat Connell, from K & L Gates |
| June 11, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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