Opening Dinner Meeting
Case Study

Date: Wednesday, September 25, 2019
Time: 6:00pm - 8:30pm
Location: Crowne Plaza, 66 Hale Avenue, White Plains

 

RESERVATIONS CLOSED Wednesday, September 18, 2019

Questions - call Diane at 914-664-6193


“The Modern Family: Innovative Planning Techniques Utilizing Cash Flows from Real Estate and
Business Interests to Minimize Taxes”

Once again, the Estate Planning Council of Westchester County starts off the year with the always popular Case Study. 

Issues for discussion will include new corporate tax regulations, use of GRATs and SLATs, Trustee liability, change of residence, intergenerational business and real estate planning, second marriage planning, and lots more.  

Each table will have a diversity of professions to offer their insights as to the fact pattern.

We look forward to your attendance.


Moderators:

Neil Robert Lubarsky, Esq.

Neil is an estate planning, elder law, and tax attorney, received his college degree from Columbia University in 1977, his law degree from Harvard University in 1980 and his Masters of Law in Taxation (LL.M.) from NYU in 1984, and has been engaged in the practice of law for over thirty-five years.  He is admitted to the bar in both New York and Connecticut.

Neil is a frequent lecturer for various continuing education programs designed for attorneys, CPAs, financial planners, and laypersons.  For many years, he served as the Director of Education for the Westchester/Rockland branch of the International Association for Financial Planning.  He also taught for the Harvard International Tax Program.
His office is in Purchase, NY.

 

Barbara E. Bel , CPA

Barbara is a Tax Partner of PKF O'Connor Davies, LLP providing tax and management advisory services for 30+ years. She specializes in providing tax and planning advice for privately held companies across a wide range of industries serving small to middle market clients, individuals and families, not-for-profit organizations and private foundations. Barbara consults on matters related to divorce and social security strategies.

An active member of various professional organizations, Barbara frequently speaks at industry events and seminars and is a board member of the UJA-Federation Westchester Business and Professional Division and President of the Estate Planning Council of Westchester. She contributes regularly to newspapers and industry publications, and is co-author of the book Cash Management in the Middle Market.

Professional Affiliations &
Civic Involvement
·American Institute of Certified Public Accountants (AICPA)
-Council Member 2015-2018
·The New York State Society of Certified Public Accountants (NYSSCPA)
-Vice-President and Executive Committee Member 2019/2020
-Past President, Westchester Chapter
-Former Vice-President and Board Member, Political Action Committee
-Past Board Member
-Past Executive Board Member
·UJA-Federation New York’s Westchester Business and Professional Division Executive Board
·Estate Planning Council of Westchester Couunty Board, 2018/2019 President

Accreditations
·Certified Public Accountant (New York)
Education
·New York University Stern School of Business, Master of Business Administration degree in Finance
·Adelphi University, Bachelor of Arts degree in Psychology

 

Edward W. Avery, Jr.
Senior Trust Officer

Ed began his career with Manufacturers Hanover Trust Company (now J.P. Morgan Chase) as a Trust and Estate Administrator in 1982.  While employed at various financial institutions, which have included Chemical, Bankers Trust, Deutsche Bank, Citibank, and most recently Reliance Trust Company of Delaware, Ed has managed Trusts, Estates, Charitable Trusts, Custody, Investment Management and IRA accounts.  He has worked closely with many Attorneys, CPAs and Financial Advisors in assisting mutual clients meet their financial needs.  He received his B.A. from New York University.  Ed subsequently earned his Juris Doctor from Pace University School of Law and is admitted to practice law in New York.  He holds the designation of a Certified Trust Financial Advisor (CTFA) issued by the Institute of Certified Bankers and has been recognized as an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils. He is a past President of the Estate Planning Council of Westchester County, Inc.

 

Michael K. Rosenman, CLU®, ChFC®, CASL®, AEP®   

Mike is a Financial Advisor with Northwestern Mutual since 2001, based in Stamford CT.  He specializes in Estate and Business Planning and Long-Term Care planning, working with families and family businesses of all types.  He is a member of NAIFA, the Million Dollar Round Table, and serves on the Board of the Estate Planning Council.  Mike lives in Pleasantville, is active in community service, enjoys playing the piano and road cycling.

 


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 Specialized knowledge.  Our New York State CPE Sponsor license number is 000783.

  • (1) CE credit for Certified Financial Planners.


This meeting is sponsored in part by...

 

 

 


RESERVATION POLICY:
In order to give the Crowne Plaza a more accurate count and avoid having the Council pay for meals for members who are not attending, it is respectfully requested that; all attendees register for all meetings no later than the RSVP date and, if necessary, cancel your attendance no later than 48 hours prior to the meeting if possible.

BUFFET DINNER COST: (includes parking): 
Even though this is a buffet, you must RSVP online to give an accurate count to the Crowne Plaza.
Members - no charge.
Guest - $100.00


CREDIT CARD PAYMENTS ACCEPTED: 
Guest fees reserved online through the website may be paid by credit card.
The guest fee at the door must be paid by cash or check only.

CHECK PAYMENTS:
Mail your check, made payable to the Estate Planning Council of Westchester County, Inc.,
along with a copy of your online receipt to:

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY, INC.
c/o Diane M. Iozzo, 415 Gramatan Avenue, #3D, Mount Vernon, NY 10552


PHOTOS:  By attending a meeting of the Estate Planning Council of Westchester County (hereinafter “EPC Westchester”), you hereby: (1) give consent for EPC Westchester to use your photograph or image in its print, online and video publications; (2) release EPC Westchester, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you.


 

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