A Technical Meeting
September 25, 2013
50 Jericho Quadrangle, Jericho, NY 11753
6:00pm - 8:30pm
$25 with dinner
Contact Info:
Iola Damante, CPA
Phone: (516) 256-3500
Email: idamante@grassicpas.com
Brought to you by The Taxation Committee and The Estate & Personal Financial Planning Committee, this event earns 2 CPE credits.
When | Wednesday, September 25th 6 – 8:30 p.m.
Where | Grassi & Co., CPAs – 50 Jericho Quadrangle, Jericho, NY 11753
Topics and Speakers:
“Asset Protection and Preservation Strategies” presented by Jordan S. Linn, Counsel, Farrell Fritz, P.C. | The discussion will cover statutory asset protection, insurance, common pitfalls of asset protection planning, and techniques involving business entities and domestic and foreign trusts.
“Foreign Asset Reporting” presented by David S. Welch, Esq., Capell Barnett Matalon & Schoenfeld LLP | Learn the reporting requirements for foreign assets owned or controlled by individuals in the U.S.
Committee Chairpersons | Robert Schaffer, Robert Barnett, Iola Damante, Christine P. Hallahan, Eric M. Kramer, Scott Sanders