FREE SEMINAR; Estate/tax issues arising from divorce.
July 26th, 8:00am
Love and lockdown clearly don’t mix. With divorce applications at record highs now would be a good time to think about what would happen to your estate (and tax bill) if your relationship was to break down. Burying your head in the sand won’t help you if the worst were to happen. Come and join us for an informative seminar about issues arising from D.I.V.O.R.C.E and strategies to avoid unnecessary pain if divorce is on the cards. The seminar will cover:
- Revising Existing Documents
- Reviewing and Understand Beneficiary Designations
- Income and Estate Tax Issues
- Law on Equitable Distribution of Retirement Assets
- Retirement Plan Concerns
- QDROs and the Court Process
- Prenups and Post-nups
Encore Luxury Living, 300 Jericho Turnpike, Jericho, NY 11753
Neil D. Katz, J.D., LL.M., CPA
Neil D. Katz is the Managing Partner of Katz Chwat, PC and is responsible for the administration of the firm’s overall practice. He serves as lead attorney for the firm’s estate planning matters, as well as tax controversy and planning, corporate sales and acquisitions, and business planning and transactions. Niel is a regular contributor and speaker for numerous professional organizations including the NYSSCPA, NCCPAP, the Nassau and Suffolk Bar Associations and the Nassau and Suffolk Estate Planning Councils. Neil is also the primary lecturer for Katz Tax Seminars, LLC.
Jacqueline Harounian, Esq.
Jacqueline is Managing Partner of the Law Firm of Wisselman Harounian Family Law and is a recognized leader in the field of matrimonial and family law. Her unique multidisciplinary background, including a graduate degree in Behavioral Forensic Psychology and Family Systems Therapy, enables her to adeptly handle – and successfully resolve – complex divorce, custody and support matters in the Family and Supreme Courts on Long Island and New York City.
Dr Ronald K. Stair
PhD., MLT, EA, ERPA
Ron is the Principal and CEO of Creative Plan Designs, Ltd., an actuarial consulting, and third-party administration firm for retirement plans. With over forty years of experience in the actuarial, retirement and third-party administrative arenas, Dr. Stair leads an expert team of credentialed retirement consultants who serve clients nationwide. Creative Plan Designs, Ltd, has been CEFEX certified for the last ten years, which means that it voluntarily subscribes to the highest fiduciary standards in the industry.