BMSS, LLC / BMSS Wesson

Event Calendar

September 5, 2019 TOPIC: Post Mortem Tax Elections Available to the Executor
Jeremiah W. Doyle, BNY Mellon
September 5, 2019
NATIONAL EVENT:
NAEPC Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®, Tony Macklin, CAP®, Jennie Zioncheck, CAP®, MFT
September 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
September 11, 2019 WEBINAR: Topic TBD
Steve J. Oshins, JD, AEP (Distinguished)
October 3, 2019 TOPIC: TBD
Jonathan Blattmachr, Pioneer Wealth Partners
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 16, 2019 WEBINAR: Topic TBD
Bernard A. Krooks, JD, CPA, L.L.M (taxation), CELA, AEP® (Distinguished)
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 7, 2019 TOPIC: Alabama Trust Decanting Act
Cynthia Lamar-Hart, Maynard Cooper
December 5, 2019 TOPIC: Estate Planning Hot Topics
Scott Adams, Bradley Arant Boult Cummings, LLP
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 11, 2019 WEBINAR: Longevity
Cynthia L. Hutchins, CRPC, CIMA
View Past Events