The Community Foundation and the Jewish Federation of Greater Orange County invite all attorneys, accountants, financial planners, trust officers, wealth management advisors and their clients, nonprofit executives and individuals from throughout the region to a seminar entitled Estate Planning Strategies: new codes, concerns and opportunities. Accountants, attorneys, and certified financial planners receive 3 credits.
Topic: Estate Planning Strategies – Seminar will address IRS audit and audit procedures, new tax laws, estate gift and generation skipping tax, charitable IRA provision, insurance and annuities and planning for future generations (lecture and case study format).
Key Sponsors: Community Foundation of Orange and Sullivan, The Jewish Federation of Greater Orange County, Affinity Advantage Solutions; Tarshis, Catania, Liberth, Mahon & Milligram, PLLC; Goldstein, Karlewicz & Goldstein, LLP; Blustein, Shapiro, Rich & Barone, LLP; Don Badgley, Field Director – Northwestern Mutual and Christopher J. Byrne, CPA, JD.
Co-Sponsors: Mid-Hudson Chapter of The New York State Society of Certified Public Accountants, Women’s Bar Association of Orange & Sullivan Counties (A Chapter of Women’s Bar Association of the State of New York)*, Hudson Valley Financial Professionals.
Speakers and Panelists: Annette Ludwig, Esq., Estate Tax; Internal Revenue Service; Steven L. Tarshis, JD, LLM Taxation; Tarshis Catania Liberth Mahon & Milligram, PLLC; Richard J. Shapiro, Esq; Blustein, Shapiro, Rich & Barone, LLP; Tom Ammons, CPA/PFS, President; Affinity Advantage Financial Solutions; Don Badgley, Field Director; Northwestern Mutual; Wayne Martin, CPA; Goldstein, Karlewicz & Goldstein, LLP; Christopher J. Byrne, CPA, JD
Moderators: Richard J. Shapiro, Esq.; Blustein, Shapiro, Rich & Barone, LLP, Christopher J. Byrne, CPA, JD
Date: Wednesday, May 18, 2011
Location: Larkin Conference Room at the Orange County Chamber of Commerce Business Center, 30 Scott’s Corners Drive, Montgomery, NY 12549, For directions: www.orangeny.com
Time: Registration: 4:30 P.M./Seminar: 5:00 P.M. – 8:00 P.M.
(A light supper will be served)
Fee: $45.00 Per Person / $40 (Members of NYSSCPA’S receive $5 discount). Seating is limited. Please RSVP by May 1, 2011
*CREDITS PENDING. THE PROGRAM IS TRANSITIONAL AND APPROPRIATE FOR EXPERIENCED AND NEWLY ADMITTED ATTORNEYS. THE WOMEN’S BAR ASSOCIATION OF THE STATE OF NEWYORK HAS BEEN CERTIFIED BY THE NEW YORK STATE CONTINUING EDUCATION BOARD AS AN ACCREDITED PROVIDER OF CONTINUING LEGAL EDUCATION IN THE STATE OF NEW YORK. *FULL AND PARTIAL SCHOLARSHIPS BASED ON NEED ARE AVAILABLE. FOR GUIDELINES INFORMATION, PLEASE CONTACT MAUREEN CRUSH AT 845-790-9122. ALL REQUESTS ARE CONFIDENTIAL.