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Thursday, July 21, 2016 Live

Hot Topics: Estate and Retirement Planning (E1607154)

12:00 PM - 1:00 PM EDT

Registration: 11:45 AM EDT

Webcast


1 CPE Credits in TX

OVERVIEW

Planning for the future starts today. Make sure you're well versed in the latest estate and retirement planning news.

DESIGNED FOR

CPAs who want to stay updated on Estate and Retirement Planning issues.

HIGHLIGHTS

Topics to be covered include:
  • Current Federal and NJ Estate Tax landscape
  • Estate Planning Tips
  • Documents that everyone should have
  • Retirement planning
  • ROTH conversion update

COURSE LEVEL

Basic

ADDITIONAL NOTES

This webinar is part of the Hot Topics for New Jersey CPAs webinar pass.

INSTRUCTOR

Thomas Spychalski

Thomas A. Spychalski, CPA

Thomas A Spychalski, CPA is a Firm Director of Tax Services at Baker Tilly Virchow Krause, LLP. He has more than 30 years of experience in public accounting and services as a Valued Business Advisor to many high net worth individuals, family businesses, not-for-profits and professional service firms.

His areas of expertise include:

  • Estate and gift planning
  • Tax compliance
  • Tax expertise sought out by national and local media outlets
Mr. Spychalski is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJCPA). He is an NJCPA Education Foundation Executive Committee member and was included in the NJCPA's 2014 "A" List for taxation. He is also part of the New York Estate Planning Council and the New Jersey Estate Planning Council.

PRICING

$25.00 - Member

$39.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form