Federal Taxation Interest Group Meeting and Technical Session (E1811548)

Jonathan Bressman, Esq. is with Archer Law Firm and provides high quality, professional and caring legal services. Jonathan Bressman is a member of the National Academy of Elder Law Attorneys, the Real Property, Probate & Trust Law and the Taxation sections of the American Bar Association and the Real Property, Probate & Trust Law, Elder Law and Taxation sections of the New Jersey State Bar Association. He is a graduate of Lehigh University with a B.A. in English and was an officer in the Sigma Tau Delta English Honorary Society. He earned his law degree from Temple University School of Law. Mr. Bressman has been a member in good standing of the New Jersey Bar since 1988. Mr. Bressman’s practice is primarily focused on estate planning and estate administration, Special Needs planning, Medicaid eligibility planning, business planning and tax matters. Jonathan Bressman, Esq. has lectured for the New Jersey Institute of Continuing Legal Education, New Jersey State Bar Foundation, the New Jersey Society of Certified Public Accountants, various local organizations, schools and brokerage firms.

Ronald J. Pawlikowski, CLU, is a self-employed insurance broker specializing in life insurance. Prior to starting his own firm, he served as a technical life insurance analyst with Mactas, Alper, & Szrolovits, a leading insurance consulting firm in Manhattan. In that capacity, he was responsible for researching and analyzing life insurance, disability income and long-term care products issued by leading carriers. His duties also included valuing life insurance policies for settlement offers, as well as evaluating various premium finance programs. Mr. Pawlikowski has been involved in the insurance/financial services industry since 1983. Prior to that, he was a senior accountant with Peat, Marwick & Mitchell (now KPMG). He is a past vice president and treasurer of the New Jersey Society of CPAs and a past president of the NJSCPA Morris-Sussex Chapter. He also chaired the Chapter Operations, Personal Financial Planning and Membership committees. Mr. Pawlikowski served on the adjunct faculty at Upsala College, where he taught federal taxation.