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Thursday, February 6, 2020 ParamusBergen Chapter

Special Tax Update (E2002069)

7:30 AM - 11:30 AM

Registration: 7:00 AM

Bergen Community College

Technology Education Center - Room T-128,
Paramus, NJ 07652

4.0 CPE Credits in TX

OVERVIEW

This meeting will explore tax efficient strategies for business owners.

BENEFITS

Earn 4 CPE credits in Taxation.

HIGHLIGHTS

The speakers will discuss:
  • Knowing & minding your Fiduciary P’s and Q’s
  • Strategies to maximize retirement assets for Business Owners
  • Diversifying retirement income assets from a tax perspective
  • How the SECURE Act affects your client’s retirement plans and planning
  • Federal tax extenders and federal tax updates

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$25 late fee applied after 2/4. This is NOT a season pass event.



For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Kelton Collopy

Kelton Collopy, QKA

Vice President, TPA Services

Preferred Pensions, LLC

Kelton joined the Preferred Pensions team in January, 2017 with over 25 years of experience at national record keeping platforms and ownership of a third-party administration firm. As the VP of TPA Services, he provides management oversight of our service delivery and sales and consulting opportunities. Kelton enjoys helping CPAs, advisors and clients understand the options available through plan design and determining what works best for their Plans and participants.

Kelton is a member of the American Society of Pension Professionals and Actuaries (ASPPA), serves on the Plan Consultant Magazine committee that is published quarterly by the ASPPA and is active in the local chapter in Philadelphia.

Kelton is a qualified 401(k) Administrator (QKA) and received his Bachelor of Arts in Mathematics from West Virginia University. He enjoys spending time with family, rooting for the WVU Mountaineers and Philadelphia Eagles. He spends too much time playing in various fantasy sport leagues and thinks the Kindle is a wonderful invention and reads whenever time permits.

Carolyn Lloyd-Cohen

Carolyn Lloyd-Cohen, CLU, ChFC, AIF

Partner

U.S. Financial Servies, LLC

A financial services professional since 1977, Carolyn specializes in the areas of qualified pension plans, wealth management, insurance, business succession planning and estate planning. She founded Preferred Pensions LLC in 1982 to provide financial solutions for high net worth individuals and business owners through a uniquely client-centered approach. As chief executive, she led the business development and marketing efforts, creating systems and processes to further enhance the client experience. In January, 2018, Carolyn merged her firm into US Financial Services, LLC.

A native of Indianapolis, Indiana and a graduate of Indiana University, Carolyn has lived in England, France, Germany and South Africa. Her interests include art, theater and languages, and she is conversant in French and German. Especially interested in animals, both wild and domestic, she has served on the Health Sciences Committee of the Wildlife Conservation Society, and enjoys canine agility with her three German Shepherds, “Saksie”, “Stevie” and “Rafa."

Joseph Sarnecki

Joseph Sarnecki

Financial

U.S. Financial Services, LLC

Joseph Sarneck is a Certified Financial Planner™ professional and has been a financial advisor at U.S. Financial Services, LLC, since May 2011. Joe adheres to a disciplined process that strives to deliver a consistent yet customized financial planning experience. Before any financial decisions are made, he takes the time to fully understand who you are and what matters most to you. With this intimate knowledge about what you value most, he is able to help you establish objectives, develop an appropriate strategy and recommend solutions that connect all the pieces of your financial life.

Joe also holds the Certified Divorce Financial Analyst (CDFA™) professional designation, awarded by the Institute for Divorce Financial Analysts™. With this designation, he focuses on working with Family Law attorneys and their clients to address the financial issues of divorce, with the goal of achieving settlements that work today and in the future.

Through the Society of Financial Awareness (SOFA), Joe also teaches courses to pre-retirees and conducts workshops for employees of companies on the changing world of retirement planning. He is also a contributor to NJ.COM and NJMoneyHelp.

Prior to joining the firm, Joe worked as a financial advisor at Merrill Lynch and as a client service associate at Morgan Stanley. He attended Pennsylvania State University before transferring to Rutgers University, where he graduated with a BS in finance.

Joe enjoys spending time with his family and friends, especially when attending New York Giants and New York Rangers sporting events. He currently resides in Clark, New Jersey.

PRICING

$75 - Member

$125 - Non Member

Register Today


Note: Online pre-registration will close 24 hours prior to this event.

Registrations will be accepted at the door.

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