With so many unknowns and new developments, CPAs and financial planners will be relied on more and more in the coming years. Learn how to help your clients protect themselves, their familes, and their businesses from large, unexpected tax liabilities.
DESIGNED FOR
CPAs, financial planners and other professionals who advise on estate planning issues.
HIGHLIGHTS
8:00-8:30am
Registration and Breakfast
8:30-9:20am
Estate Planning for the Unknown
Lynn A. Conover, CPA, CFBA - The Curchin Group, LLC
With the future of the federal estate tax unknown, many CPAs and financial planners are unsure of how to advise their clients. This session will provide an update on any recent developments, any proposed changes, and offer suggestions on how to plan for the future.
9:20-10:35am
Planning for Clients with Special Needs Children
Phil Drudy, CPA - Smolin, Lupin
Alex M. Hilsen, Esq., LL.M. - Sussan, Greenwald & Wesler
Alyssa Rausch, CPA, MBA - EisnerAmper LLP
Every parent should have an estate plan. This becomes even more important for parents of special needs children. Hear from experts in the field of special needs trusts as they discuss important issues and any legislation that you and your clients should be aware of.
10:35am-10:45am
Break
10:45am-12:00pm
Business Succession Planning
Alec R. Borenstein, Esq. - Borenstein, McConnell & Calpin, P.C.
Business owners have a lot to think about and succession planning often gets pushed to the side. Having a plan is crucial for business owners who want their life's work to continue on after they pass and can protect their families from large and often unexpected tax liabilities.
12:00-12:40pm
Lunch and Conference Wrap-Up
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Lunch will be provided at this event.