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Tuesday, May 7, 2024 In-personHudson Chapter

Estate Planning with Retirement Assets (E2405129)

8:00 AM - 11:40 AM EDT

Registration: 8:00 AM EDT

VFW - Secaucus

1400 Paterson Plank Rd
Secaucus , NJ 07094

4 CPE Credits in TX

OVERVIEW

Learn new ways to manage and distribute retirement assets more efficiently and minimize taxes. Strategies for 2024 and beyond will be discussed.

DESIGNED FOR

All CPAs

BENEFITS

- Create efficient distribution of retirement savings and investments.
- Minimize tax burdens through strategic estate planning.
- Avoid probate, ensuring a smoother transfer of assets to beneficiaries.
- Protect retirement assets from creditors and potential legal challenges.

HIGHLIGHTS

  • Impact of Secure Act 2.0 on various retirement plans
  • New post-death option for surviving spouse beneficiaries
  • Roth planning for 2024 and beyond
  • Estate Planning for retirement accounts

COURSE LEVEL

Basic

INSTRUCTORS

Tara Sinah

Tara S Sinah, Esq.

Witman Stadtmauer P.A.

Tara S. Sinha is a Partner of Witman Stadtmauer, P.A., in Florham Park, New Jersey. She concentrates her practice in the areas of estate planning and administration, estate and probate litigation, and federal and state taxation. Ms. Sinha is admitted to practice in the States of New Jersey and New York, as well as the United States District Court for the District of New Jersey. She is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”) and serves on the Board of Consultors of the Real Property, Trust and Estate Law Section of the New Jersey State Bar Association. Ms. Sinha is a member New Jersey, New York and Morris County Bar Associations. Ms. Sinha has been published in the New Jersey Law Journal and has also lectured for the New Jersey Institute for Continuing Legal Education, New York City Bar, Practising Law Institute, and other organizations. Ms. Sinha received her B.S. in Administration of Justice from Rutgers College and her J.D. from Rutgers School of Law - Newark, where she was the Senior Articles Editor of the Womens Rights Law Reporter and a Teaching Assistant for the Legal Research and Writing program. She was a Law Clerk to the Honorable Walter R. Barisonek, J.S.C.

Leonard Witman

Leonard J. Witman, Esq.

Witman Stadtmauer P.A.

Leonard J. Witman, J.D., is senior tax partner at the firm of Witman, Stadtmauer, P.A. located in Florham Park. He is a nationally noted lecturer and author in the tax, estate, elder planning and deferred compensation fields. He serves as an adjunct professor of law at Seton Hall Law School, Rutgers University and Fairleigh Dickinson University Graduate Business Schools. He formerly was a tax law specialist, instructor and lecturer with the Internal Revenue Service in the Employee Plans and Exempt Organizations Divi¬sion. Mr. Witman is a member of the New York and New Jersey Bars, and a former Chairman of the New Jersey State Bar Association Taxation Committee. He is an arbitrator for the American Arbitration Association, the New Jersey State Chair Elect of the American College of Trust and Estate Counsel, and a member of the Academy of Elder Law Attorneys. Mr. Witman has written extensively for numerous periodicals and is the author of A Retirement Planning Technique Book published by The Kugler Company and Pension Planning after TEFRA, Top-Heavy Plans published by the American Institute of Certified Public Accountants. He is also a member of the Editorial Board of The Practical Accountant and has been quoted in financial columns. He has been listed in “Best Lawyers of America”, “Best Lawyers in the New York Metropolitan Area” and “NJ Super Lawyer”. Mr. Witman is a graduate of Rutgers College and New York Law School.

PRICING

$75.00 - Member

$100.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

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