Event Calendar
| September 9, 2025 |
Recognizing Elder Financial Abuse
Eric Anderson, Tompkins Co. Office for the Aging |
| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| October 14, 2025 |
Transfer of Closely Held Business Interests
Nate Cook & Michael Veruto |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| November 4, 2025 |
Year-End Tax Planning Updates
Jesse J. Wheeler, CPA, CFE, Co-managing Partner Davidson-Fox |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| January 13, 2026 |
Prenups, Postnups and Considerations for Second Marriages
Laura Hedge, Esq. - Bousquet Holstein |
| February 10, 2026 |
Exit Strategies in Investment Real Estate – Taxes, 1031s, and DSTs (Delaware Statutory Trusts)
Jack Little, CPA |
| March 10, 2026 |
TBD
TBD |
| May 12, 2026 |
TBD
TBD |
| View Past Events |
