NYSSCPA Nassau Chapter Estate Planning Conference
January 22, 2012
101 James Doolittle Boulevard, Uniondale, NY 11553
Intended Audience: Financial professionals
8:30am - 5:15pm
$150
Contact Info:
Phone: 800-537-3635
The Nassau Chapter and Estate & Personal Financial Planning Committee are proud to sponsor this full-day conference at which Farrell Fritz attorneys, Jed C. Albert and Patricia C. Marcin will be presenting.
Jed & Tricia’s presentation will include a discussion on the following topics:
– Post-Mortem Estate Planning
– Use of the Portability Provisions
– Legislative Estate Tax Update
Additional presenters include:
Robert Katz, Esq., Katz, Bernstein and Katz, LLP
Bernard A. Krooks, Esq., CPA, Littman, Krooks, LLP
Robert S. Barnett, Esq., CPA, Capell, Barnett, Matalon & Schoenfeld, LLP
Christine P. Hallahan, CPA, Perry A. Shulman, CPA
Steven S. Goodman, CPA, MBA, SHG Financial Group
Avi Z. Kestenbaum, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP
Conference & Committee Chairpersons:
Christine Hallahan, CPA and Elizabeth Eckert, Esq., CPA
Conference Coordinator:
Leila Dickenson, Foundation for Accounting Education (FAE)
Designed for:
Financial professionals who have a basic knowledge of estate and financial planning.
Objective:
To update participants on the latest developments in estate and financial planning and tax implications.
CPE credits: 8
Course level: Update
Registration fees:
$150 FAE member
$250 non-member
lunch included
Agenda:
8:30 a.m. check-in
9:00 a.m. to 5:15 p.m. conference