Breakfast Meeting Rescheduled
NEW DATE - RESCHEDULED DUE TO STORM
Seats still available...Register Now!
COST: $40.00 (includes parking)
This will be the second breakfast seminar of the 2010-2011 season. 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 7 days prior to meeting date.
Only thirty seats are available as we are striving for a seminar-like, informal session, with participation by all in attendance. We look forward to an enlightening group discussion.
No reservations will be accepted at the door and no one may attend without an advance reservation and payment. There will be no refund after a reservation has been accepted.
As these programs are usually over-subscribed, we suggest that you submit your reservation as soon as possible.
Michele A. Lazzara, CPA
This Breakfast Meeting is Sponsored in Part by a Grant from...
SPEAKER'S BIO: Jay Fenster, Esq. is a partner with the White Plains, New York law firm of Danziger & Markhoff LLP. Mr. Fenster has been practicing law for over twenty-five years and concentrates in the area of employee benefits, executive compensation matters and employee stock ownership plans (ESOPs).
Jay has overall responsibility for the firm's ESOP practice which includes representation of ESOP sponsors and ESOP trustees as well as third-party administration of ESOPs. He has lectured extensively to professional groups on this topic and has vast experience in the design and implementation of ESOPs to deal with a broad range of business succession issues.
Jay also has extensive experience in all types of pensions and qualified plans, including 401(k) plans, non-qualified deferred compensation, health and other welfare benefit plans, stock options, restricted stock and other equity compensation arrangements. He regularly counsels clients regarding plan design, ERISA fiduciary issues and employee benefits in mergers and acquisitions, and advises both companies and individuals with respect to employment agreements, bonus plans, and long term and short term incentive arrangements. He has represented multiple businesses and business owners in Internal Revenue Service and Department of Labor audits. His clients include a wide range of companies and executives.
Jay has been a featured presenter at lectures and seminars throughout the country. Jay co-authored "Compensation Committee Essentials", a book on executive compensation (Lexis Nexis 2005) and has had articles published in numerous business and legal journals.
Jay is a member of the ESOP Association and a member of the New York State Bar Association.
Jay obtained his B.A., magna cum laude, from Yeshiva University and his J.D. from Fordham University School of Law, magna cum laude, Law Review, and his LL.M. in Taxation from New York University School of Law.
TOPIC HIGHLIGHTS: An Employee Stock Ownership Plan (ESOP) is a qualified, defined contribution employee benefit plan that invests primarily in the stock of the employer company. This presentation will discuss the benefits of ESOPs to business owners and their companies.
Topics will include:
- How does an ESOP work?
- How an ESOP provides liquidity to business owner
- The significant tax advantages of ESOPs
- ESOPs in the current M & A environment
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.
PAYMENTS MADE BY CHECK:
Mail your registration receipt with your check payable to the Estate Planning Council of Westchester County, Inc., to Michele A. Lazzara, CPA, Marks Paneth & Shron LLP, 660 White Plains Road, Tarrytown, NY 10591.
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