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Thursday, May 17, 2018 KenilworthUnion County Chapter

Financial Planning / Estate Planning (E1805159)

8:00 AM - 12:00 PM EDT

Registration: 7:30 AM EDT

Galloping Hill Golf Course

3 Golf Drive
Kenilworth, NJ 07033

2.0 CPE Credits in CS
2.0 CPE Credits in TX

OVERVIEW

Attend this session to hear about changes in financial planning strategies under the new administration. Then, hear an estate planning update with a focus on gift tax changes and strategies for high net worth clients.

BENEFITS

Earn 4 CPE credits.

HIGHLIGHTS

Financial Planning
Jeffrey Christakos, CPA, CFP, CLU, AIF - Monmouth University

In this session, we will discuss financial planning strategies under the new administration.  We will survey the current financial planning horizon for ideas on how CPAs can best help clients meet their short and long-term goals.

 

Estate Planning
Anthony Vitiello, Esq. - Connell Foley, LLP

In this session, we will discuss:

  • Update on Federal Estate and Gift Tax Law Changes
  • Sophisticated Estate Planning Strategies for Ultra-High Net Worth Clients

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$15 late fee will be applied on and after 5/16. Season Pass holders must register for each event.



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

INSTRUCTORS

Jeffrey Christakos

Jeffrey Christakos, CPA/PFS, MBA, CFP

Chair, Accounting Department

Monmouth University

P. Jeffrey Christakos, CPA/PFS, CFP®, CLU, AIF® is a Special Professor of Accounting at Monmouth University where his teaching focus is personal finance, auditing, managerial and financial accounting. He is also a partner and Lead Advisor at Westfield Wealth Management, with 30 years of experience in accounting, tax preparation & financial planning located in Westfield, New Jersey.

He is a member of the New Jersey Society of CPAs and was named to New Jersey CPA magazine’s inaugural “CPA-List”. This list acknowledges the high level of performance and engagement of selected NJCPA members in a variety of practice areas. He is regularly quoted on financial planning topics by CNBC, The Wall Street Journal and US News and World Report.

Jeffrey earned his BS in Accounting at Seton Hall University and his MBA in Finance at Fairleigh Dickinson University.

Anthony Vitiello

Anthony F. Vitiello, Esq.

Chair, Taxation and Estate Planning

Connell Foley, LLP

Anthony F. Vitiello is the chairman of the Taxation and Estate Planning Group at Connell Foley LLP. Tony's practice is dedicated to sophisticated tax and estate planning for individuals, businesses, estates and trusts, with particular emphasis on estate and asset protection planning. He uses a personalized and innovative approach in planning estates from $10 million to more than $1 billion, as well as providing advice on significant tax issues for family foundations, closely held corporations, partnerships and limited liability companies. Tony also maintains a substantial practice in gift, estate and income tax audits and controversies. Tony began his legal career with the United States Treasury, providing counsel to the Internal Revenue Service (IRS). During this time, he represented the IRS in the United States Tax Court, handling complex tax controversies including corporate tax disputes, estate tax litigation matters and personal income tax cases. Tony received both his J.D. and LL.M. in Taxation from New York University.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

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