Practical Business Planning for Second and Third Generations | Taxes in Retirement (E2411689)

As an Accredited Investment Fiduciary (AIF), Brett has been a trusted advisor to countless individuals and businesses for almost 30 years, guiding them through the complexities of their financial and retirement planning needs. He prides himself on strong and lasting client relationships based on trust and integrity.Brett holds numerous investment licenses, including those for Registered Securities Principal and Investment Advisor Services.He has served as a board member for Cumberland County College, Big Brothers Big Sisters of Cumberland County, Vineland YMCA, and is currently on the Board of Trustees and Planning Board for the CEO Group. Brett is also a member of the elite Leaders Club of Cambridge Investment Research.

With a Master of Science degree in Financial Services and prestigious designations as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Estate Planner (AEP®), Gary's credentials exemplify his commitment to excellence.Gary's influence extends beyond his extensive educational background. He has authored numerous articles and has been an educator in investing and financial planning. He conducts continuing education courses for accountants, attorneys, and financial advisors, and he is frequently requested as a speaker at various accounting, legal, and financial services forums.Through his wealth of experience, Gary is instrumental in crafting personalized estate and business succession plans, not only for his direct clients, but also for those of financial advisors across the nation.Gary's contributions go beyond his professional life. He has served as the President of the Society of Financial Service Professionals, The American Heart Association, and The Brady Kohn Foundation for umbilical cord blood donations. Currently, he is an active member of the Estate and Financial Planning Council of Southern New Jersey and the Southern New Jersey Development Council.

Kristin L. Schmid is a shareholder in the firm. Ms. Schmid earned her J.D. from Villanova University School of Law specializing in Corporate Law, and has earned her bachelor’s degree at the University of Pennsylvania where she majored in Political Science and Economics.Ms. Schmid earned her Masters of Law (LL.M.) in Taxation from New York University School of Law. She is a member of the Bar of the Commonwealth of Pennsylvania and the State of New Jersey. Ms. Schmid currently serves as First Vice President to the Estate and Financial Planning Counsel of Southern New Jersey. Prior to joining the firm, Ms. Schmid was a Senior Tax Associate at PricewaterhouseCoopers LLP where she specialized in mergers and acquisitions and international tax. While at PwC, Ms. Schmid handled the federal tax implications of complex merger and acquisition transactions involving Fortune 500 corporations. Her experience includes spin-offs, carve outs, liquidations, taxable transactions, and non-recognition transactions.Ms. Schmid’s practice areas include corporate tax, business transactions, real estate, and international tax.