Planning for Business Owners, Including Medical Professionals – CPE
November 4, 2015
101 James Doolittle Blvd.
Uniondale, NY 11553
8:00am - 12:15pm
Free; however, pre-registration is required
Contact Info:
Carmela Lamberta
Email: clamberta@farrellfritz.com
You are cordially invited to join us for a free, exciting program covering trusts & estates, labor & employment, estate litigation and healthcare topics. You will receive 4.0 CPE credits (1.0 Taxation; 2.0 Specialized Knowledge & Applications Related to Specialized Industries; 1.0 Advisory Services).
Please see speakers and topics below.
RSVP to Carmela Lamberta (clamberta@farrellfritz.com) by 10/21/15 with your complete contact information.
Registered NYS CPE Sponsor ID # 001975
Speakers:
Eric M. Kramer, CPA, Esq., Trusts & Estates Partner
Estate Planning for the Closely-Held Business
Learning Objectives:
– Discuss tax efficient methods of transferring a closely-held business
– Review the non-tax issues encountered among family members
Domenique Camacho Moran, Esq., Labor & Employment Partner
Wage & Hour Issues that Plague Employers
Learning Objectives:
– Summarize Department of Labor’s 2015 Proposed Rules
– Proper classifications of Interns
– Managing Wage & Hour Audits
– Review Recordkeeping Requirements
Eric W. Penzer, Esq., Estate Litigation Partner
Tips to Avoid Estate Litigation
Learning Objectives:
– Recognizing the signs of a will contest
– The effective use of “no contest” clauses
– Special considerations for testators with diminished capacity
– Choosing the right fiduciaries
– Post-death disputes over lifetime gifts
– Joint accounts, convenience accounts & Totten trusts
– Disputes over the “family business”
Jeffrey P. Rust, Esq., Healthcare Partner
The Medical Professional: Issues Regarding Ownership, Transition & Regulatory Compliance
Learning Objectives:
– Professional entities under New York Law
– Closure or sale of a medical practice
– Multiple owner professional practices
– The physician landlord and regulatory compliance