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Thursday, October 22, 2015 LivePassaic County Chapter

Pension Update (E1510489)

8:30 AM - 10:30 AM EDT

Registration: 8:00 AM EDT

Brownstone House

351 W. Broadway
Paterson , NJ 07522

2 CPE Credits in TX

OVERVIEW

BENEFITS

Earn 2 CPE credits.

HIGHLIGHTS

Learn about advanced distribution planning opportunities for Qualified Plans and IRAs. Followed by a primer on Estate Planning with retirement assets.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$10 late fee applied after 10/20. Season Pass holders must register for each event.

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTOR

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

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form