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Tuesday, May 2, 2023 In-personHudson Chapter

Retirement Planning, Medicare and Social Security / Cannabis (E2305139)

8:00 AM - 11:30 AM EDT

Registration: 7:30 AM EDT

VFW - Secaucus

1400 Paterson Plank Rd
Secaucus , NJ 07094

4 CPE Credits in MC


Understand the various sources of retirement income, including Social Security benefits, and individual retirement accounts (IRAs), as well as the risks associated with each of these sources. The second part of this program will cover what CPAs need to know to serve clients in the cannabis industry.


CPAs in public practice


  • Gain insight on proper, proactive and tax-efficient planning in order to maximize clients’ retirements.
  • Get up to date on issues impacting clients in the cannabis industry.


Retirement Income Planning

This action-oriented session will focus on:

  • How to get started on planning for retirement with Social Security and Medicare in mind
  • How to spot clues for tax-efficient income planning on Form 1040
  • How SECURE 2.0 gives clients even more planning opportunities
  • Planning for clients even in their 80s


This session will cover these topics:

  • Update on the NJ Cannabis industry, both medical and adult use
  • Tax and accounting methods unique to the industry
  • Project the industry over the coming yea








Eleanor Galt-Lin

Eleanor Galt-Lin, CFP

Financial Advisor

Morgan Stanley

Eleanor Galt-Lin, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and a Senior Vice President in the financial industry in New Jersey. She serves individuals and small business owners, often working closely with the CPAs and lawyers. After completing the rigorous requirements to attain her CFP® designation, Eleanor pursued even more advanced coursework in the area of Social Security benefits and Medicare. With 10,000 baby boomers turning 65 every day during the next two decades, Eleanor believes it’s crucial for clients to understand their Social Security benefits.[1] She is a frequent speaker on Social Security and Medicare to various groups, including professionals such as CPAs and lawyers.   Eleanor graduated from Rutgers University with a BA in Economics, and attained her CFP® designation in February 2012. A native of New Jersey, Eleanor loves to golf and scuba dive in her spare time.  

Alex Krasnomowitz

Alex E. Krasnomowitz, CPA

Managing Member

Alex E. Krasnomowitz, CPA

Alex is the managing member of Alex E. Krasnomowitz, CPA, LLC, which caters to small and medium size businesses and high net worth individuals, and specializes in the cannabis industry with clients in Pennsylvania and New Jersey. He is the leader of the NJCPA Cannabis Interest Group and is a member of the Federal and State Taxation interest groups. He is the vice president of the North Caldwell New Jersey Board of Education and is a volunteer for the Professional Golf Association, United States Golf Association, Juvenile Diabetes Research Foundation and World Cup Soccer. He has spoken on practice management and tax planning.

Todd Polyniak

Todd W. Polyniak, CPA



Todd is a partner at Sax with more than 30 years of in-depth auditing and accounting experience. He has been tasked with kick-starting several new practice areas for the firm over the years from conception to long-term success. Currently, Todd leads the firm’s Cannabis, Transaction Advisory and Not-for-Profit Practices. As the leader of Sax’s Cannabis Practice, Todd understands the intricacies of the rapidly expanding and evolving industry, and provides advisory services to cultivators, dispensaries, extractors, investors and manufacturers to help structure entities and accounting practices. As Head of Sax’s Transaction Advisory Practice, Todd assists private equity companies by thoroughly analyzing and validating financial, operational and strategic measures that capture opportunities and minimize loss and liabilities through the transaction process. In addition, he has presented over 100 educational programs to professionals and to the public, and has lectured on various accounting and auditing matters. He is actively involved in the training and education of clients and staff on the new auditing standards put forth by the Auditing Standards Board. He is also the creator of the Smart Good podcast.


$75.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

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