Message from the Chairperson

Julie A. Buschman, CPA, AEP®, CAP®
Northern Trust

Dear Fellow Designee:

Fall is officially here and we are hopeful that clear skies will prevail across our country. Our "official fall activity" is our NAEPC Advanced Estate Planning Strategies Conference! Please join us on November 15-17th in "The Big Easy!" We are so excited to be returning to New Orleans ten years after our last visit and hope you will choose to attend. Registration is still open; register by October 31st to avoid the late fee!

If you haven't already noticed, NAEPC's website has a new sleek look! The new website is much more intuitive with easy navigation, offers AEP® designees and easy-to-find log in at the upper right of the page, and will make sure that everything you need is just a click of a mouse away. Take a look today!

We are very excited to let you know that The American College, in partnership with NAEPC, is sharing the message of the AEP® designation with qualified candidates who hold one or more of the designations the college administers that are gateway credentials for the AEP® designation. We anticipate that this will have a positive impact on the overall number of designees in the coming months by sharing information about the designation with those who may have an interest in learning more. Should you know a qualified candidate, please share details about the AEP® designation program with them or direct them to our national office.

Best wishes,

The Technical Corner

This month we are pleased to feature:

Does an Estate Tax Repeal Really Matter? (PDF format)
Provided by Eido Walny, JD, AEP®, EPLS and Elizabeth B. Taylor, JD, CLU®, CFP®.

President Trump's platform of tax reform includes repeal of the "death tax." What exactly that means in terms of the details is anyone's guess. There are lots of unknowns: Will the gift tax be changed or repealed? What will happen to basis at death? What about state estate taxes based on the federal tax? For nearly a year now, political commentators have been talking about expected tax reform, and with it, change in the estate tax.

Member Benefits, Programs & Services

NAEPC strives to offer AEP® designees high-quality benefits, programs and services at value pricing. We continually look for opportunities that will enhance the value of your membership and make your practice more efficient. We are very proud to make the following benefits available to you at reduced prices or substantial discounts. A brief description of each product or program can be found online in the member benefits section of our website, along with pricing and ordering information. Some of the resources are even complimentary—take a look today! Be aware, however, that your password may be required to view some of the information. Please use the "I forgot my password option" if necessary.

Marketing and Website Design Services Educational Opportunities Subscriptions and Publications Programs and Services for Council Development Software Presentation Materials and Office Supplies Complimentary Resources Discipline-Specific Information Other Benefits, Programs & Services

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