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September 26, 2023
STUDY GROUP- Webinar: "What’s Trending in Charitable Planning – Tips for Advisors on Need to Know Strategies"
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®
See Event Details
October 19, 2023
Breakfast Meeting- IRS Report
October 24, 2023
STUDY GROUP- Webinar: "Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith"
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
November 9, 2023
Dinner Meeting- "Life Insurance Update"
Scott Laffie, CFP®, RICP®, CEPA®, CLU®, CLTC® and Scott Kohn- The Laffie Financial Group
November 21, 2023
STUDY GROUP- TBD
December 19, 2023
STUDY GROUP- Webinar: "International Tax Concerns for High Net Worth Individuals"
Chaya Siegfried, CPA, MS
December 21, 2023
Breakfast Meeting- Cyber Security
Kenneth N. Rashbaum, Esq. -Barton, LLP
January 18, 2024
Dinner Meeting- TBA
William P. LaPiana, Esq.- New York Law School
February 15, 2024
Breakfast Meeting- Fiduciary Accounting Panel
Richard G. Chalifoux, J.D. AEP®. Joseph T. La Ferlita, Esq.- Rivkin Radler, LLP and Lisa Rispoli, CPA, AEP®- Grassi
March 21, 2024
Dinner Meeting- "Diversity" Presentation
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD
April 18, 2024
Breakfast Meeting- "Surrogates' Update"
Nassau and Suffolk County Surrogates
May 21, 2024
Annual Officers' Conferment Dinner
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