Tax Act Update (E1802119)

Joy Matak - Partner at Avelino Law, LLP in the firm’s Private Client Services practice group. With over two decades of diversified experience as a wealth transfer strategist, Joy has an extensive background in recommending and implementing advantageous tax strategies for multigenerational wealth families, owners of closely held businesses, and high net worth individuals. Adept at navigating the intricate landscape of estate and business succession, Joy crafts customized wealth transfer strategy plans to accomplish even the most complicated estate and business succession goals. She also performs tax compliance work including gift tax, estate tax, and income tax returns for trusts and estates as well as consulting services related to transfer tax planning, asset protection, life insurance structuring, and post-mortem planning.

Martin M. Shenkman, CPA, M.B.A. PFS, J.D., is with Martin M. Shenkman, P.C.. His practice concentrates on estate planning and administration, tax planning, and corporate law. He is a source for numerous financial publications including Forbes, The Wall Street Journal, Fortune, Money, and The New York Times. He has appeared on numerous television shows, and has published 36 books and 700+ articles. His recent books include Estate Planning for People with Chronic Illness and Disabilities (Demos); Estate and Related Planning During Economic Turmoil (AICPA) and Life Cycle Planning for the CPA Practice (AICPA), The Complete Book of Trusts (Wiley), and others. Mr. Shenkman was named by Worth Magazine as one of the Top 100 attorneys in 2007 and by CPA Magazine as one of the top 40 accountants in 2008 and 2009. He was the recipient of the New Jersey Bar Association’s Alfred C. Clapp Award in 2008. Mr. Shenkman earned a B.S. in economics - Wharton, M.B.A. - University of Michigan, law degree - Fordham University, and is admitted to the bar in New York, New Jersey, and Washington, D.C. He is a CPA in New Jersey, Michigan, and New York.