Bonus Event - Planning for a World with No Estate Tax

Date: Wednesday, December 14, 2016
Time: 8:00am - 9:30am
Location: Porzio, Bromberg & Newman, PC, 1st Floor Town Hall, 100 Southgate Parkway, Morristown, NJ
Speaker: Anita Siegel, Esq., Siegel & Bergman, LLC; Judson Stein, Esq., Genova Burns, LLC; Ira Herman, CPA, CohnReznick, LLP; Eric Furey, CFP, RegentAtlantic, LLC

SPECIAL EVENT - BREAKFAST MEETING:  DECEMBER 14, 2016

 

 

 

 

8:00 AM    REGISTRATION, BREAKFAST &             Place:  PORZIO, BROMBERG & NEWMAN

                   NETWORKING                                                           FIRST FLOOR TOWN HALL

8:15 AM    PROGRAM BEGINS                                                   100 SOUTHGATE PARKWAY            

9:30 AM    PROGRAM ENDS                                                        MORRISTOWN, NJ   07962  

                                                    

 

 

TOPIC:    PLANNING FOR A WORLD WITH NO ESTATE TAX

 

 

 

PANEL:      Anita J. Siegel, Esq., Siegel & Bergman, LLC

                     Judson Stein, Esq., Genova Burns, LLC    

                     Ira S. Herman, CPA, CohnReznick, LLP

                     Eric Furey, CFP, RegentAtlantic, LLC

 

 

 

Join EPCNNJ for a complimentary "bonus" meeting and our practitioner panel to talk about the future of estate planning in New Jersey.  How do we plan for clients in a world with no NJ estate tax?  What if there is no federal estate tax?  What about cost basis?  What might an estate administration look like with no tax return?  What is our continuing value proposition?

 

EPCNNJ welcomes members and guests for a holiday breakfast to hear our panelists’ thoughts on these questions and those raised by your fellow estate planners. While two of life’s certainties are death and taxes, how those two will intersect over the next two years is anything but certain.

 

 

 

                                                                                                                                   Thomas S. Diemar

                                                                                                                                    First Vice President

                                                                                                                                    Program Chairperson

 

 

                            

 

   Respond by Monday, December 12, 2016                                   Website:    www.EPCNNJ.org

                                                                                                                Email:    epcnnj.laura@gmail.com      

             No Charge for Members                                                              Mail:   EPCNNJ, Inc.

     *Guests Welcome Free of Charge*                                                                  P.O. Box 855

                                                                                                                               Bernardsville, NJ  07924

 

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