Bonus Event - Best Practices 60 Days After the Tax Cuts and Jobs Act of 2017
SPECIAL EVENT - BREAKFAST MEETING: MARCH 1, 2018
8:00 AM REGISTRATION, BREAKFAST & Place: PORZIO, BROMBERG & NEWMAN
NETWORKING FIRST FLOOR TOWN HALL
8:30 AM PROGRAM BEGINS 100 SOUTHGATE PARKWAY
10:30 AM PROGRAM ENDS MORRISTOWN, NJ 07962
TOPIC: Best Practices 60 Days After the Tax Cuts and Jobs Act of 2017
PANEL: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD. – Founder of Shenkman Law
Joy Matak, JD, LL.M (Taxation) , Principal and Trusts and Estates National Practice Co-Leader
Matthew Masterson, CFP - RegentAtlantic Wealth Management
Richard L. Harris, CLU AEP TEP – Life Insurance Consultant with Richard L. Harris, LLC
You've been studying the language and nuances of the Tax Cuts and Jobs Act of 2017, but how do you best implement new ideas for your clients? Please join us for a panel discussion with New Jersey experts regarding the specific steps estate planners should take NOW to counsel their clients on taking advantage of or minimizing the ramifications of the TCJA and the 2019 New Jersey budget proposals. This will be a free-flowing discussion, welcoming questions from the audience and focusing on specific action items to take back to your practices. The panel will delve into proactive ideas for all planners from the attorney, accountant, financial advisor and insurance advisor perspectives.
This program has been approved for 2.0 continuing education credits.
***If you have questions in advance for the panel, please respond to this email with your questions and Laura will compile them for our panel. The moderator will also be accepting questions emailed from the audience during the discussion.
Randi Siegel Weniger
First Vice President
Program Chairperson
Respond by Monday, February 26, 2018 Website: www.EPCNNJ.org
Email: epcnnj.laura@gmail.com
No Charge for Members Mail: EPCNNJ, Inc.
*Guests Welcome $25* P.O. Box 855
Bernardsville, NJ 07924
