February 28, 2018 Platinum Sponsor

Lunch Meeting - Heckerling Institute Conference Report

Date: Wednesday, February 1, 2017
Time: 12:30pm - 2:00pm
Location: Crowne Plaza Hotel

RESISTRATION IS NOW CLOSED

For information contact Diane at 914-664-6193.

This lunch meeting will be our second education seminar of the 2016-2017 council year.  Reservations are limited to Estate Planning Council members only, on a first come, first served basis.  In addition, guest reservations may be accepted if space is available.

Seating is limited. Please submit your reservation as soon as possible so that we can make arrangements for food service.  Due to our commitment to the Crowne Plaza, we will be unable to make a refund after a reservation has been accepted.

NO RESERVATIONS WILL BE ACCEPTED AT THE DOOR.

Michael K. Rosenman, CLU
Chair, Education Committee

 


TOPIC:

Heckerling Institute Conference Report

Gail M. Boggio, Jose A. Reynoso and Gabe M. Wolosky will report on the Heckerling Conference they attended in January.  With many tax issues on the table for possible reform, this will be a fascinating summary of the prestigious annual tax conference.  Topics may include:  Developments and proposed changes to the estate tax; Section 2704 proposed regulations; charitable giving; elder law; personal and corporate income tax reform, and other areas of interest to planners.  Join us for an informative and stimulating discussion and a delicious buffet lunch.


 

SPEAKERS:

 

GAIL M. BOGGIO, J.D., CPA
Partner

McCARTHY FINGER, LLP

                Prior to becoming an attorney, Gail, who is also a Certified Public Accountant, worked at national and regional accounting firms, where her practice areas included SEC reporting, banking, manufacturing and not-for-profit organizations.
                By appointment from Gail Prudenti, as the then Presiding Justice in the Appellate Division, Second Department, Gail is an Article 81 Court Examiner for Westchester County, in which her duties include examining the reports of court-appointed guardians of the person and/or property of individuals determined to be incapacitated, to insure that guardians timely and accurately file reports and annual accountings as required by Article 81 of the Mental Hygiene Law.
                Gail is an active member in bar associations both in our region and throughout New York State, and served as President of the Women's Bar Association of the State of New York from 2008-2009.
                Gail has also been recognized as a New York Super Lawyer in the areas of Estate & Trust Litigation/Estate Planning & Probate/Elder Law.


JOSE A. REYNOSO J.D., LL.M. (Taxation)
Managing Director
CLARFELD FINANCIAL ADVISORS

            Jose A. Reynoso is a Managing Director and Partner at Clarfeld. In addition to managing family relationships, Mr. Reynoso leads the Advanced Tax and Estate Planning (ATEP) division and the overall Personal Financial Planning (PFP) practice. Mr. Reynoso manages the process, delivery, policy-making and administration of our sophisticated estate and trust planning and PFP practice. The ATEP division is also charged with integrating best thinking and best ideas at the firm while providing thought leadership across the multi-disciplinary financial, tax and investment planning practice of the firm. Mr. Reynoso serves as Chief Risk Officer for Clarfeld and is on the Executive Committee of the firm.
            An attorney and a seasoned financial planning professional, for over 20 years Reynoso has been providing comprehensive financial planning advice to wealthy clients in the U.S. and internationally.
            Prior to joining Clarfeld, Mr. Reynoso was a regional director (Team Leader) of a wealth management team at the Bank of New York/Mellon; Vice President in the Global Wealth Structuring group at the Citigroup Private Bank; and a Principal Tax Consultant at Price Waterhouse.
            Recognized as an expert in income, gift and estate tax planning, Mr. Reynoso has written for several media outlets and regularly leads seminars to professional groups, business owners and families. Most recently, he has participated in discussions regarding philanthropic planning (see cover of November/December 2013 issue of Private Wealth Magazine) and the use of GRATs, CLATs and sales to grantor trusts as powerful estate planning strategies.
            In 2008, Mr. Reynoso was named a Rising Star in Business by The Business Council of Westchester. The list honors Westchester business leaders for their professional accomplishments, leadership qualities and outstanding success – all achieved before the age of 40.
            Mr. Reynoso earned a B.S. from Cornell University and a J.D. and an LL.M specializing in taxation from New York University School of Law. He is admitted to practice law in New York and before the US Tax Court. In addition, he is a member of various Bar Associations, a member of the international Society of Trust and Estate Practitioners (STEP) and belongs to the Estate Planning Councils of New York City and Westchester County (2015-2016 President).


GABE WOLOSKY, CPA, JD, LLM, AEP, TEP, PFS, CGMA
Partner
PRAGER METIS CPAS, LLC

          Gabe M. Wolosky is a Partner in the Tax, Advisory Services and International
Departments of Prager Metis CPAs, LLC a member of Prager Metis International LLC. He has been practicing since 1976.
            Mr. Wolosky specializes in providing compliance, planning, and advisory services in private and family wealth. He is a trusted advisor to his clients including, individuals, closely held businesses, foundations and fiduciaries on a wide range of matters, including personal financial planning, estate, trusts, gifts and foundation and business matters He understands the complexities associated with and works closely with clients on multinational, cross border and multistate issues. He has an expertise in several industries including art dealers and collectors, antique dealers, professional services, estates, and entertainers. Mr.Wolosky has also participated in the valuation of intellectual property.
            Mr. Wolosky takes great pride in working effectively with multiple generations of a family. He establishes “rules of engagement” so that a trust can be built by each level. He strongly believes in working collaboratively with other professionals to create a team approach to his ensure his clients receive the big picture service they deserve.
            Mr. Wolosky is a noted expert and has presented and participated in panels for New York State Bar Association, CMJ, New York State Society of Certified Public Accountants, as well as several law firms and trust companies.


This meeting is sponsored in part by ...


Reservations must be made on-line no later than Friday, January 27, 2017.

  • Members: Log-In using your UserName & Password
  • Members unable to attend should select the reservation option “Unable to attend” to avoid automatic reminder emails.
  • Members must register all guests.

CONTINUING EDUCATION:

  • Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Financial Advisory Services.  Our New York State CPE Sponsor license number is 000783.
  • Certified Financial Planners will receive (1) CE credit subject to approval.
  • Lawyers will receive (1) CE credit subject to approval.

COST: $40 (includes parking)

CREDIT CARD PAYMENTS ACCEPTED:  MasterCard, Visa, Discover

CHECK PAYMENTS:

DO NOT MAIL CHECKS TO ADDRESS ON YOUR RECEIPT

Checks should be made payable to the Estate Planning Council of Westchester County, Inc. and mailed along with a copy of your online registration receipt to:

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY, INC.
c/o Michael K. Rosenman, CLU

Northwestern Mutual
400 Atlantic Avenue, Suite 3
Stamford, CT 06901


 

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