National Association of Estate Planners and Councils

Discipline-Specific Information


AICPA ENGAGE - June 9-14, 2018, Las Vegas

What you will find at AICPA ENGAGE:

  • four days of thought-provoking questions
  • candid insights
  • deep technical dives and even some radical ideas

It’s your time to absorb, reflect, challenge and apply the best of what the CPA profession has to offer.

We are proud to be sponsors at the 2nd annual AICPA ENGAGE 2018. Join NAEPC in Las Vegas June 9-14 with pre-curriculum workshops starting on June 9-10. Explore all AICPA ENGAGE has to offer for up to 39 CPE.

As a sponsor of the unique event, NAEPC is able extend a colleague discount - NAEPC members can save $100 with code "ENG18NAEPC" at checkout.  > Learn more or register

 

 

 

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Lawgic, LLC

What is Lawgic Wills & Trusts?

Lawgic Wills & Trusts helps you create high-quality estate planning documents tailored to your clients’ individual needs. Authored by nationally recognized estate planning experts, the program’s patented technology uses a question and answer session to guide you through the drafting process, with up-to-date research and analysis tailored to each question. The combination of the authors’ expertise and Lawgic’s system makes Lawgic the best tool available to assist you in your practice
What is included with my subscription?
Annual subscriptions include product updates, unlimited technical support, individual telephone training, webinar training.
Lawgic includes wills, trusts, advanced healthcare directives and client correspondence.   For a complete list of documents for your state version please visit www.lawgic.com.
NAEPC members are eligible for a 15% discount on their subscription to Lawgic.   To take advantage of this discount, please complete the special NAEPC order form and return to Lawgic via fax or mail.

08/23/12

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The Ultimate Estate Planner, Inc.

The Ultimate Estate Planner, Inc. was formed by nationally renowned estate planning attorney, Philip J. Kavesh, back in 2004.

What initially started as a training for fellow estate planning attorneys and financial advisors has since expanded into a company that provides estate planning professionals of all kinds - - attorneys, CPAs, financial advisors and life insurance agents - - practical, tested and proven technical, practice-building and marketing products. Its products and services are practical and can be quickly and easily implemented into estate planning practices of all levels of experience and expertise.

The Ultimate Estate Planner, Inc. offers a variety of resources to estate planning professionals, including but not limited to:

The Ultimate Estate Planner, Inc. has extended NAEPC members a special 15% discount on its products and services, which can be obtained by logging in to this website.

For more information, log into the Members Only section. 

10/03/16

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Wolters Kluwer Tax & Accounting – CCH Publications

Wolters Kluwer Tax & Accounting offers innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors — enabling growth, enhancing productivity and increasing profitability. Expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.

Through an Association Alliance Program, Wolters Kluwer offers a generous 35% discount on valuable and industry leading research publications. This relationship gives you the necessary tools to expand your professional development, enhance your knowledge and increase your expertise on tax, accounting, financial and estate planning, audit topics and more.

With leading titles in taxation, accounting, estate planning and more, the 100+ CCH Publications offer expert information to help NAEPC members stay on top of industry and market-leading developments. Publications are available in both print and eBook formats.

From May 14th through June 30th, NAEPC members can take advantage of a Summer Early Bird Promotion!  Titles below are available at a 40% discount.

U.S. Master Tax Guide® - Special Edition – Tax Cuts and Jobs Act (2018), Estimated Publication Date May 2018
Income Tax Regulations (Summer 2018), Estimated Publication Date June 2018
Internal Revenue Code (Summer 2018), Estimated Publication Date June 2018
U.S. Master Depreciation Guide (2019), Estimated Publication Date June 2018
U.S. Master Estate & Gift Tax Guide (2019), Estimated Publication Date June 2018
Guide to Choice of Entity (2018), Estimated Publication Date June 2018
Guide to Estate Planning (2018), Estimated Publication Date June 2018
Guide to Pass Through Entities (2018), Estimated Publication Date June 2018
Guide to Charitable Planning (2018), Estimated Publication Date July 2018
Guide to Corporate Tax (2018), Estimated Publication Date July 2018
Guide to Divorce (2018), Estimated Publication Date July 2018
Guide to Exempt Organizations (2018), Estimated Publication Date July 2018
Guide to High Net Worth Individuals – Assets Protections (2018), Estimated Publication Date July 2018
Guide to International Tax – Corporations (2018), Estimated Publication Date July 2018
Guide to Investments (2018), Estimated Publication Date July 2018
Guide to Real Estate (2018), Estimated Publication Date July 2018
Guide to Retirement Planning (2018), Estimated Publication Date July 2018
Guide to Small Business (2018), Estimated Publication Date July 2018
Guide to Standard Deduction (2018), Estimated Publication Date July 2018
Tax Cuts and Jobs Act – Law, Explanation and Analysis (2018)


To obtain the link to the special NAEPC website and the association’s discount code, log in now.

04/11/18

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Zola Creative Media

The Proven Leader in Estate Planning Websites & Marketing

Do you have a website that consistently attracts new clients? Are you effectively driving referrals from your client and colleague base? Are you utilizing state of the art client-centered technology to distinguish your firm from competitors?

Zola Creative Media has helped hundreds of estate planning attorneys build a powerful and highly effective online presence for their firms. Our trifecta of innovative systems is sure to help you increase your exposure, enhance your image and supercharge referrals.

Cutting Edge Attorney Websites: We develop fully customized sites that not only catch the eye but also generate new business and educate website visitors. With professionally written content and interactive site tools, including the Estate Tax Calculator, Seminar Management System, and Integrated Attorney Blog, our sites effectively engage and connect prospective clients with your firm.

LegalVault®: Our revolutionary document storage and exchange system allows your firm to easily and securely store both healthcare and non-healthcare related information for retrieval by clients, advisors, healthcare providers and authorized heirs. With access to their documents 24/7, your firm will always remain on your clients’ minds.

Insight in Motion™:  Our comprehensive legal newsletter and blog content publication and distribution system allows you to easily keep in touch with clients and colleagues. Our expansive library of fully editable articles was developed with estate planning attorneys in mind and features a wide array of articles on wills, trusts, healthcare directives, special needs planning, asset protection, probate, business succession, elder law and so much more. This effective “Top of Mind” marketing tool ensures that your contacts will keep you in mind when a business opportunity arises.

NAEPC members are entitled to receive a 20% discount on all custom website development services through Zola Creative Media.

We invite you to visit our website, www.zolacreative.com to explore these offerings or contact us at 877-269-0076 for a full product demonstration to learn how our experience and user-friendly tools can propel your practice. Simply tell the sales representative that you are with NAEPC to receive this great member benefit.

04/08/16

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