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Date / Time / Location

Tuesday, September 19, 2017
8:30 AM - 12:30 PM
Registration: 8:00 AM

Brownstone House351 W. Broadway
Paterson, NJ 07522
973-595-8582

CPE Credits

  • 2.00 CPE Credits in PD
  • 2.00 CPE Credits in TX

Pricing

  • $75.00 - Member
  • $175.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Passaic County Chapter Season Pass - 2017/18 event bundle.
In this session, learn several ways closely held business owners can either sell their interest to a co-owner, or transfer the business to a family member during life or at death. Then, hear an update on Social Security.

Benefits

Earn 2 CPE credits in PD and 2 CPE credits in TX.

Highlights

This session will:

  • Show the importance of a buy sell contract between non related business owners
  • Discuss why life insurance is an important funding option for buy sell planning
  • Discuss the importance of business valuation for buy sell planning and estate and
    gift tax planning
  • Show how a family business owner can transfer his or her business to the next
    generation during life or at death
  • Discuss estate and gift tax considerations

Prerequisites

Participants should have a basic understanding of federal income and estate taxes and business entities.

Advance Preparation

None

Additional Notes

Early birds save $20 - late fee applied after 9/17. Season Pass holders must register for each event.

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

Pre-Registration Closed

Online pre-registration for this event is now closed.

Eleanor Galt-Lin

Eleanor Galt-Lin, CFP
Financial Advisor
Morgan Stanley

Eleanor Galt-Lin is a CERTIFIED FINANCIAL PLANNER™ dedicated to providing clients education on their income options in retirement by providing financial plans for individuals and small business owners. Her interest in financial planning started at home where her father’s enthusiasm for business and finance was contagious. After graduating from Rutgers University with a BA in Economics, she worked for technology training and tax preparation firms before joining her father’s financial advisory practice in 2005.

Kenneth Horowitz

Kenneth Horowitz
Owner
Integrated Benefit Consultants

Kenneth A. Horowitz entered the life insurance business in 1989 after a short career in the commercial real estate finance business with a leading NYC based commercial bank. He became affiliated with The Guardian Life Insurance Company of America, New York, NY as a Field Representative with the Compain Anderson Group and went on to qualify for the company’s prestigious Awards Club for many years.

After merging with another NYC based Guardian agency in 2000, Strategies for Wealth, Ken’s services grew more comprehensive by providing clients a distinct financial planning process. His commitment to the financial services business is exemplified by qualifying as a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), as well as becoming a Registered Representative (Series 7) and IAR (Investment Advisor Representative) of Park Avenue Securities, Guardian's broker-dealer and investment advisor arm.

Through Ken’s specialty in the area of disability income planning, he wrote an article on tax issues and the benefits of qualified sick pay plans entitled “Tax Trap” published in the September 1999 issue of the Journal of Accountancy, which has been reprinted in various legal periodicals.

In 2007, Ken created an alliance with Integrity Advisors Pension Consultants Inc., a 50 year old pension consulting firm, based in Rye Brook, New York. Their team of actuaries design and implement profit sharing and pension plans for small to medium size business owners. Providing seminars to the CPA community and their knowledge of pension legislation has allowed Integrity Advisors to create a niche in this segment of financial services. Ken recently authored two articles in the May and November 2011 issue of Advisor Today on the new tax benefits of qualified retirement plans to business owners resulting from the Pension Protection Act ’06. The second article discusses the enhanced protection and income benefits of variable annuity contracts.

In 2010, Ken took over the stewardship of another long time established Westchester based pension and financial services firm, National Pension Consultants II. Since this merger, Ken created Integrated Benefit Consultants.

Ken received his MBA from Hofstra University. He has always given his time to help various charitable and local organizations. Some of his affiliations include: Head of the NJ Chapter of Hofstra University Alumni Association; Executive Board Member of Albert Einstein College of Medicine; Penn State Parents Association; Y-JCC of Bergen County; The Loomis-Chafee Alumni Association; and member and coach of the Woodcliff Lake Basketball Association.

Ken is licensed to conduct insurance and investment business in several states across the country.

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Pre-Registration Closed

Online pre-registration for this event is now closed.