Year-End Estate and Tax Planning in an Uncertain Year
October 16, 2012 12:00PM- October 16, 2012 01:00PM
Planners will not know before year-end what changes are in the works on the tax front for 2013. However, don’t wait until after the November election to begin discussing critical estate and tax planning strategies with your clients. Hear from practice-area experts representing the Accounting, Legal, Investment Advisory and Insurance communities on how to best prepare – and protect - your clients and their assets.
This webinar is presented by the New Jersey State Bar Association and is sponsored by WithumSmith+Brown
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Presenters:
Hal R. Terr, CPA, PFS, CFP®, AEP®,
Partner, WithumSmith+Brown, CPAs
Martin M. Shenkman, JD, CPA, MBA, PFS, AEP.
Member, Shenkman Law, P.C.
James Ferrare, CFA, CPA,
Managing Principal, PWM Advisory Group, LLC
Thomas J. Sharkey, Jr., CIC
President, Meeker Sharkey Associates
List Price $0.00
Member Price $0.00