ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY

ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY

DINNER MEETING:  March 27, 2019

 

 

 

6:00 PM    COCKTAILS, HORS D‘OEUVRES & NETWORKING            Place:    THE MADISON HOTEL

6:45 PM    DINNER BEGINS                                                                                           One Convent Rd, Morristown, NJ

7:15 PM    PROGRAM BEGINS                                                                                      973-457-4639

8:30 PM    PROGRAM ENDS

                                        

            

            

TOPIC:      Business Sales - Maximizing a Once in a Lifetime Event

 

 

SPEAKERS:  William Bartzak of Investment Title

                         Bernie Leone of Withum Smith and Brown

                         Jeffrey Wasserman of Mandelbaum Salsburg

                         Kevin Bodnar of Peapack-Gladstone Bank

 

MODERATOR: Steven A. Holt, Esq. of Mandelbaum Salsburg

 

SPONSOR:  Brown Brothers Harriman

 

                

 

 

The EPCNNJ is proud to present a distinguished panel of experts who will tell us about how you and your clients can achieve the maximum financial and personal benefits from a sale of a business, which is for many clients “a once in a lifetime event”.

 

The program will include comprehensive coverage of topics such as early stage planning when thinking about a sale; what professional advisors should be engaged and when; how the sale should be structured and why; what buyers are looking for; who is (or should be) the buyer and why; and other matters including preparing for due diligence, life after a sale, representations and warranties insurance and pre-sale tax and estate planning.

 

Our moderator for the program is Steven A. Holt, Esq. of Mandelbaum Salsburg, Roseland, NJ. The panel includes William (Bill) Bartzak of Investment Title, Bernie Leone of Withum Smith and Brown, Jeffrey Wasserman of Mandelbaum Salsburg, and Kevin Bodnar of Peapack-Gladstone Bank. See attached for this distinguished panel’s credentials and areas of expertise.

 

Panelist Attachment.pdf (51Kb)

 

You won’t want to miss this great event!

 

 

 

This program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.

 

CFP and CPA continuing education credit will be offered for this presentation.

 

 

 

                                                                                                                                               Lesley Draper

                                                                                                                                               First Vice President

                                                                                                                                               Program Chairperson

 

No Charge for Members

Guest Fee $75.00

 

 

Please respond by Friday, March 22, 2019                                                          Web      www.EPCNNJ.org

                                                                                                                                 Email    EPCNNJ.Laura@gmail.com

 

                                                                                                                                   Mail     EPCNNJ, Inc.

                                                                                                                                               P.O. Box 855

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