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Message from the Chairperson
Julie A. Buschman, CPA, AEP®
Dear Fellow Designees:
Happy New Year and thank you for reading the first issue of the AEP Alert of
2017! As we move swiftly into the new year, I am excited to report that the AEP®
Designation Committee is concentrating on several special projects, including a
strong focus on adding new teaming resources and benefits just for AEP®
designees. You can expect to hear more about this work in the months to come.
Your feedback is also welcome. If there is a "must have" benefit you would like
to have access to, please share information about it via email to
admin@naepc.org. All suggestions will be
reviewed by the committee.
I'm certain that most of you, like me, are in the midst of planning your
yearly continuing education calendar. I hope that you will include the
54th Annual NAEPC Advanced Estate
Planning Strategies Conference in your plan. The program provides two full
days of continuing education credit and will satisfy one entire year of your
AEP® CE requirement—all in jazzy New Orleans! We hope you will be with us this
year to celebrate Excellence in Estate Planning with colleagues and
friends. Registration will be open in April and AEP® designees always have
access to a special discount that can be combined with other discounts and the
member rate. The conference really is the best value among estate planning
programs!
Finally, The NAEPC Journal of Estate and Tax Planning is seeking
original articles written especially for our readership and inquiries and
submissions from AEP® designees receive priority consideration. Those who are
interested in contributing should email Susan P. Rounds, JD, CPA, LL.M.
(taxation), AEP®, TEP, Journal Editor, at
editor@naepcjournal.org.
Best wishes,
Member Benefits,
Programs & Services
 Forefield is the leading provider of premier financial planning knowledge and
institutional solutions that enable communication between financial
institutions, advisors, and customers. Forefield's web-based applications
facilitate the communication of financial planning knowledge and advice that is
current, consistent, and customized.
Active AEP® designees have access to three components from the Forefield suite of products at no charge—Advisor,
Newsletter & Continuing Education. To learn more, please email the national office at
admin@naepc.org or call 866-226-2224.
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, our
Accredited Estate Planner® designees, 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.
Educational Programming
The Robert G. Alexander Webinar Series provides estate planners with
accessible, high quality, multi-disciplinary education. Programs are available
live and on-demand. See
full series information and a list
of upcoming programs. Upcoming highlights:
Wednesday, March 8, 2017 3:00pm - 4:00pm ET
Negative Basis Partnership Freeze with Jerome M. Hesch, MBA, JD, AEP®
(Distinguished)
REGISTER
HERE
Wednesday, April 19, 2017 3:00pm - 4:00pm ET
Valuation Issues in Estate Planning with David P. Adams, CPA, ABV, ASA
REGISTER
HERE
Wednesday, May 10, 2017 3:00pm - 4:00pm ET
Effective Estate Planning for Diminished Capacity; Can You Really Avoid a
Guardianship? with Diana S.C. Zeydel, JD, LL.M., AEP® (Distinguished)
REGISTER
HERE
Registration
Fees
- $40 / Accredited Estate Planner® designee
- $60 / member of an affiliated local estate planning council or at-large
member of NAEPC
- $100 / individual non-member
-
 $250 / council meeting or group gathering
Register for a single program
or the deeply-discounted series today.
Continuing Education Credit
Continuing education credit will be available at each webinar for Accredited
Estate Planner® designees. In addition, a general certificate of completion will
be made available for those professionals who feel the program satisfies their
continuing education requirements and are able to self-file. It is the
responsibility of the attendee to determine whether their state, discipline, or
designation will allow one to self-file for a distance-learning program.
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You have already made NAEPC your
association of choice and gone the extra mile to obtain the Accredited
Estate Planner® designation...why not make the Annual NAEPC Advanced
Estate Planning Strategies Conference your yearly conference of choice?
The 54th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders is scheduled from
November 15-17, 2017 in New Orleans, Louisiana. It's never too early to
plan to attend!
Attendees will experience everything the NAEPC Advanced Estate
Planning conference is known for—good company, great food and
exceptional educational content—while visiting The Roosevelt, a
Waldorf Astoria Hotel. Steeped in history, The Roosevelt will deliver a
glimpse into New Orleans history through the eyes of this
recently-restored property.
Registration opens April 2017! |
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The Technical Corner
This month we are pleased to provide you with:
Revenue Procedure Prescribes Relief for 60 Day Rollover Headaches
John T. Midgett, JD, AEP®
Are you interested in having an original piece included in the Technical
Corner? If so, please contact section editor, John T. Midgett, at
john.midgett@mpapc.com.
Subscription Options
You are receiving this message because you are an active Accredited Estate
Planner® designee in good standing.
If you want to receive more frequent and timely communication about
the NAEPC and its educational programming and member benefits,
please be sure to subscribe here.
National Association of Estate
Planners & Councils 1120 Chester Avenue, Suite 470
Cleveland, OH 44114
Phone: (866) 226-2224 ~ Fax: (216)
696-2582 ~ E-Mail:
admin@naepc.org
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2017, All Rights Reserved.
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