Financial Planning / Estate Planning (E1805159)

P. Jeffrey Christakos, CPA/PFS, CFP®, CLU, AIF® is a partner at Westfield Wealth Management (RIA firm) and Christakos & Co., PC (CPA firm). He is a Term Professor at Seton Hall University where he teaches accounting and wealth management. He was also the Department Chair and Specialist Professor of Accounting at Monmouth University where his teaching focus was personal finance and tax. At NJCPA, he is an active member of several committees, including the Content Advisory Board, Federal Taxation Interest Group and the Nonprofit Interest Group.

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.