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The educational sessions will focus on topics that have an impact on most businesses in New Jersey and Pennsylvania, including updates on recent and pending legislative and administrative actions.

Our one-hour programs are geared toward business owners and business executives, and the professionals who advise them: accountants, financial advisors, bankers, and investors. Attendees will also have the opportunity to network with other business owners and professionals, and earn CLEs and CPEs (1 NJ and PA CPE available; 1 Substantive PA CLE available).

The current tax environment and recent legislative updates offer both opportunities as well as challenges for business owners and wealthy individuals. But, with looming estates and tax changes ahead, taking action now could be advantageous.

The panelists for this seminar will cover estate planning for closely-held business owners and high-net-worth individuals including:

  • Gifting strategies and uses of various trusts.
  • Asset protection and asset preservation.
  • Succession strategies and what business owners who plan to sell or leave the business should know.
  • Relocating to a tax-friendly state like Florida.
  • Reasons to prepare now

Christi Gallagher, CPA, Partner, Marcum LLP
David Neufeld, Esq., Shareholder, Trusts & Estates Practice, Flaster Greenberg PC
Courtney Dolaway, Esq., Shareholder, Trusts & Estates Practice, Flaster Greenberg PC


8:15 - 8:45 AM
Registration and Breakfast
8:45 - 9:45 AM
9:45 - 10:15 AM
Additonal Networking