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Date / Time / Location

Tuesday, October 3, 2017
8:30 AM - 12:30 PM
Registration: 8:00 AM

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

CPE Credits

  • 4.00 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.
Food Drive Collection Event
Get the latest developments affecting pension plans and retirement accounts. Learn the best ways to save through retirement vehicles. Then, be sure to hear about the latest updates on healthcare and how it affects you and your clients.

Benefits

Earn 4 CPE credits in Taxation.

Additional Notes

Early birds save $20 - late fee applied after 10/1. 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.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.
Pre-Registration Closed

Online pre-registration for this event is now closed.

Perry Koplik

Perry Koplik
PF Compass

Perry Koplik has over 30 years of extensive experience in the estate planning and employee benefits industry. His diverse background enables him to help his clients pursue their long-term financial goals through comprehensive financial and estate planning. Mr. Koplik is presently the Principal at PF Compass which specializes in employer guidance and benefit solutions.In addition, Mr. Koplik is a frequent lecturer for business and professional organizations regarding Healthcare reform. Mr. Koplik enjoys classical music, and going to the ballet. He also enjoys going to hockey, baseball, and football games.With his wife, Debra, Mr. Koplik resides in Hillsborough, New Jersey.

Leonard Witman

Leonard J. Witman, Esq.
Witman Stadtmauer P.A.

Leonard J. Witman, J.D., is senior tax partner at the firm of Witman, Stadtmauer, P.A. located in Florham Park. He is a nationally noted lecturer and author in the tax, estate, elder planning and deferred compensation fields. He serves as an adjunct professor of law at Seton Hall Law School, Rutgers University and Fairleigh Dickinson University Graduate Business Schools. He formerly was a tax law specialist, instructor and lecturer with the Internal Revenue Service in the Employee Plans and Exempt Organizations Divi¬sion. Mr. Witman is a member of the New York and New Jersey Bars, and a former Chairman of the New Jersey State Bar Association Taxation Committee. He is an arbitrator for the American Arbitration Association, the New Jersey State Chair Elect of the American College of Trust and Estate Counsel, and a member of the Academy of Elder Law Attorneys. Mr. Witman has written extensively for numerous periodicals and is the author of A Retirement Planning Technique Book published by The Kugler Company and Pension Planning after TEFRA, Top-Heavy Plans published by the American Institute of Certified Public Accountants. He is also a member of the Editorial Board of The Practical Accountant and has been quoted in financial columns. He has been listed in “Best Lawyers of America”, “Best Lawyers in the New York Metropolitan Area” and “NJ Super Lawyer”. Mr. Witman is a graduate of Rutgers College and New York Law School.

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Pre-Registration Closed

Online pre-registration for this event is now closed.