Lectures

Date

Presenter

Topic

Organization

6/04/08

John DeSantis

Basic Estate Planning

The Prudential Insurance Company of America

6/10/08

Gil Levine

Hot Topics in Estate Taxation

UBS

6/10/08

John DeSantis

Income Taxation of Trusts and Estates

Lorman Education Services

6/17/08

John DeSantis

The Medicaid Rules Made Easy

Marjess Lectures, Inc.

6/19/08

Gil Levine

Hot Topics in Estate Planning

Sagemark Consulting

06/24/08

Gil Levine

New Jersey Transfer Taxes

Sagemark Consulting

7/9/08

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

David Lerner Associates, Inc.

7/30/08

John DeSantis

Income Taxation of Trusts and Estates

Lorman Education Services

8/04/08

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

Emerald Financial Resources

8/15/08

John DeSantis

Recent Developments in Taxation

Fazio, Mannuzza, Roche, Tankel, LaPilusa LLC

8/19/08

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

David Lerner Associates, Inc.

9/08/08

John DeSantis

Understanding the New Minimum Required Distribution Rules

Emerald Financial Resources

9/08/08

Gil Levine

Ten Reasons To Plan Your Estate Now

UBS

9/23/08

John DeSantis

Dealing with S Corporation Built-In Gains Tax

Marjess Lectures, Inc.

9/24/08

Gil Levine

Elder Law Basics

Janney Montgomery Scott

9/25/08

John DeSantis

Dealing with S Corporation Built-In Gains Tax

Nisivoccia & Company LLP

10/02/08

Gil Levine

Estate Planning Essentials

Professional Economic Growth Group

10/02/08

John DeSantis

Business Planning

Emerald Financial Resources

10/02/08

John DeSantis

Basic Estate Planning

Emerald Financial Resources

10/13/08

John DeSantis

Planning With Life Insurance: Avoiding the Pitfalls

Emerald Financial Resources

10/16/08

John DeSantis

Basic Estate Planning

Emerald Financial Resources

10/21/08

John DeSantis

Built-In Gains Tax/FDIC

Marjess Lectures, Inc.

10/24/08

John DeSantis

Trusts and Trust Planning

Courses 4 CE

10/24/08

John DeSantis

The Responsibility of a Fiduciary

Courses 4 CE

10/30/08

John DeSantis

Recent Developments in Taxation

NJSCPA

10/30/08

John DeSantis

Built-In Gains Tax/FDIC

Nisivoccia & Company LLP

11/11/08

Gil Levine

Sophisticated Estate Planning

Smith Barney

11/12/08

Gil Levine

Basic Estate Planning

Lincoln Investment Planning

11/17/08

John DeSantis

Business Continuity Planning with Buy-Sell Agreements

Emerald Financial Resources

12/01/08

John DeSantis

Understanding the New Minimum Required Distribution Rules

David Lerner Associates, Inc.

12/02/08

John DeSantis

Basic Estate Planning

Emerald Financial Resources

12/03/08

Gil Levine

Estate Tax Alert

Sagemark Consulting

12/06/08

John DeSantis

Basic Estate Planning

David Lerner Associates, Inc.

12/10/08

Gil Levine

Gift Tax Return Preparation

Sagemark Consulting

12/10/08

Gil Levine

Nuts and Bolts of Gift Tax Planning Wachovia Securities

Wachovia Securities

12/11/08

John DeSantis

Maximizing the Use of Retirement Plan Money in Estate Planning

Nisivoccia & Company LLP

12/19/08

John DeSantis

Estate Tax Updates

New Jersey Society of CPAs - Hudson Chapter

1/13/09

John DeSantis

Income Taxation of Estates and Trusts I

Marjess Lectures, Inc.

1/14/09

John DeSantis

Understanding the New Minimum Required Distribution Rules

David Lerner Associates, Inc.

1/22/09

John DeSantis

Income Taxation of Estates and Trusts I

Nisivoccia & Company LLP

2/10/09

John DeSantis

Income Taxation of Estates and Trusts II

Marjess Lectures, Inc.

2/11/09

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

The Prudential Insurance Company of America

2/24/09

Gil Levine

Secure Your Legacy

Morgan Stanley

3/10/09

Gil Levine

Broker Seminar

UBS

3/18/09

John DeSantis

Understanding the New Minimum Required Distribution Rules

The Prudential Insurance Company of America

4/01/09

John DeSantis

Basic Estate Planning

Merrill Lynch Wealth Management

4/02/09

John DeSantis

Planning With Life Insurance

David Lerner Associates, Inc.

4/15/09

John DeSantis

Planning With Life Insurance: Avoiding the Pitfalls

NAIFA

4/21/09

John DeSantis

The Generation-Skipping Transfer Tax Made Easy

Marjess Lectures, Inc.

4/30/09

Gil Levine

Basic Estate Planning

Emerald Financial

5/06/09

John DeSantis

Planning With Life Insurance: Avoiding the Pitfalls

The Prudential Insurance Company of America

5/07/09

John DeSantis

Basic Estate Planning

Emerald Financial Resources

5/12/09

John DeSantis

Planning with Life Insurance: Avoiding the Pitfalls

David Lerner Associates, Inc.

5/19/09

Gil Levine

Basic Estate Planning

Morgan Stanley

5/20/09

Gil Levine

Business Owner Seminar

Sagemark Consulting

5/21/09

Gil Levine

Planning for the Declining Client

Sagemark Consulting

5/21/09

John DeSantis

Income Taxation of Estates and Trusts II

Nisivoccia & Company LLP

5/28/09

Gil Levine

To Gift or Not to Gift

Sagemark Consulting

6/10/09

John DeSantis

Charitable Giving Trusts

The Prudential Insurance Company of America

6/16/09

John DeSantis

Medicaid Planning: Five Traps for the Unwary

Marjess Lectures, Inc.

6/17/09

John DeSantis

Basic Estate Planning

Fidelity Investments

6/24/09

Gil Levine

Estate Planning Essentials

Morgan Stanley

7/14/09

John DeSantis

Basic Estate Planning

The Prudential Insurance Company of America

7/16/09

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

Wells Fargo

7/28/09

John DeSantis

Preparing Audit Proof Gift Tax Returns and Understanding the Generation-Skipping Transfer Tax

Academy for Continuing Professional Education

9/16/09

Gil Levine

Patricia Markho

New Jersey Death Tax A to Z

New Jersey ICLE

9/16/09

John DeSantis

Basic Estate Planning

Morgan Stanley

9/17/09

Gil Levine

Patricia Markho

New Jersey Death Tax A to Z

Bergen Chapter of N J Society of CPA's

9/22/09

John DeSantis

FLP's Maximizing Your Client's Success Against IRS Attack I

Marjess Lectures, Inc.

9/24/09

John DeSantis

FLP's Maximizing Your Client's Success Against IRS Attack I

Nisivoccia & Company LLP

10/16/09

John DeSantis

Basic Estate Planning

Emerald Financial Resources

10/20/09

John DeSantis

FLP's Maximizing Your Client's Success Against IRS Attack II

Marjess Lectures, Inc.

10/21/09

John DeSantis

Basic Estate Planning

Amper Financial

10/22/09

John DeSantis

FLP's Maximizing Your Client's Success Against IRS Attack II

Nisivoccia & Company LLP

11/14/09

Gil Levine

2009 Estate and Gift Tax Update

Bergen Chapter of N J Society of CPA's

12/04/09

John DeSantis

Trust and Trust Planning

Courses 4 CE

12/04/09

John DeSantis

The Responsibility of a Fiduciary

Courses 4 CE

12/08/09

John DeSantis

Accounting Methods - General Principles

Marjess Lectures, Inc.

12/14/09

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

Financial Principles, LLC

12/16/09

Gil Levine

Patricia Markho

New Jersey Death Tax Return Preparation

New Jersey ICLE

12/17/09

Gil Levine

Patricia Markho

New Jersey Death Tax Return Preparation

New Jersey ICLE

12/17/09

John DeSantis

Planning With Life Insurance

Nisivoccia & Company LLP

1/12/10

John DeSantis

Planning With Life Insurance

Marjess Lectures, Inc.

1/14/10

John DeSantis

Five (5) Mistakes To Avoid When Preparing Gift Tax Returns

Nisivoccia & Company LLP

1/18/10

John DeSantis

IRA Options & Distributions

Emerald Financial Resources

1/27/10

John DeSantis

Planning for the Elderly - Avoiding the Five Pitfalls

LLI Advisory Group

1/29/10

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

Bleakley, Schwartz, Cooney & Finney, LLC - Northwestern Mutual

02/12/10

John DeSantis

Understanding the New Minimum Required Distribution Rules

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

02/18/10

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

02/25/10

John DeSantis

Understanding the New Minimum Required Distribution Rules

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

03/1/10

John DeSantis

Nuts and Bolts of Gift Tax Planning

Emerald Financial Resources, Bridgewater, New Jersey

03/4/10

John DeSantis

Anatomy of a Will and Anatomy of Durable POA

Vogel Agency, South Orange
(Courses 4CE)

03/16/10

John DeSantis

Understanding the Minimum Required Distribution Rules

Marjess Seminar Series

03/22/10

John DeSantis

Funding Buy-Sell Agreements With Life Insurance

Emerald Financial Resources, Bridgewater, New Jersey

03/23/10

John DeSantis

Planning With Life Insurance: Avoiding the Pitfalls

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

04/6/10

Gil Levine

Planning Techniques to Maximize the Protection of Assets

Morgan Stanley Smith Barney
Paramus, New Jersey

04/7/10

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

The Olson Financial Group, Summit, New Jersey

04/20/10

John DeSantis

Estate Tax Repeal – Is it Real(?)

Marjess Seminar Series

04/27/10

John DeSantis

Funding Buy-Sell Agreements with Life Insurance

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

05/4/10

Gil Levine

Estate Taxes and Planning In A Changing Environment

UBS
Red Bank, New Jersey

05/6/10

John DeSantis

Understanding the New Minimum Required Distribution Rules

The Olson Financial Group, Morristown, New Jersey

05/7/10

John DeSantis

Legal Issues in the State of New Jersey

Vogel Agency, South Orange, New Jersey (Courses 4CE)

05/18/10

John DeSantis

Charitable Giving Trusts

David Lerner Associates, Inc. Princeton, New Jersey

05/20/10

John DeSantis

Estate Tax Repeal – Is it Real(?)

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

05/25/10

John DeSantis

Estate Tax Repeal – Is it Real(?)

NJSCPAs – Roseland, New Jersey

05/27/10

John DeSantis

Charitable Giving Trusts

The Olson Financial Group, Morristown, New Jersey

06/3/10

Gil Levine

Estate Tax and Planning in an Uncertain Environment

SageMark Consulting
Rochelle Park, New Jersey

06/9/10

John DeSantis

Planning With Life Insurance: Avoiding the Pitfalls

The Olson Financial Group, Morristown, New Jersey

06/10/10

Gil Levine

Gift Tax Returns A to Z and Avoiding Taxation of Life Insurance

SageMark Consulting
Rochelle Park, New Jersey

06/15/10

Gil Levine

Estate Taxes and Planning in a Changing Environment

UBS
Summit, New Jersey

06/15/10

John DeSantis

Succession Planning for Closely Held Businesses

Marjess Seminar Series

06/16/10

John DeSantis

Planning Techniques to Maximize the Protection of Assets

David Lerner Associates, Inc. Princeton, New Jersey

06/22/10

John DeSantis

Charitable Giving Trusts

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

07/7/10

John DeSantis

Funding Buy-Sell Agreements with Life Insurance

The Olson Financial Group, Morristown, New Jersey

07/16/10

John DeSantis

Legal and Fiduciary Issues

Vogel Agency, South Orange, New Jersey (Courses 4CE)

7/21/10

Gil Levine

Charitable Remainder Trust

Wells Fargo
Pompton Plains, New Jersey

07/27/10

John DeSantis

Avoiding the Nine Hidden Traps When Advising Your Client's on Buy-Sell Agreements

ACPE

08/31/10

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

The Olson Financial Group, Morristown, New Jersey

9/16/10

Gil Levine

The Building Blocks of Estate Planning

Morgan Stanley Smith Barney
Paramus, New Jersey

09/21/10

John DeSantis

Grantor Trusts – The Good, the Bad and the Ugly

Marjess Seminar Series

09/23/10

John DeSantis

Understanding the New Minimum Required Distribution Rules

The Olson Financial Group, Morristown, New Jersey

9/30/10

Gil Levine

Insurance Trusts the CPA's Requirements

Morgan Stanley Smith Barney
Paramus, New Jersey

09/30/10

John DeSantis

Grantor Trusts – The Good, the Bad and the Ugly

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

10/5/10

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

Baypark Financial Group
Short Hills, New Jersey

10/14/10

John DeSantis

Planning with Life Insurance: Avoiding the Pitfalls

The Olson Financial Group, Morristown, New Jersey

10/19/10

John DeSantis

Inherited Retirement Accounts – Beyond the Basics

Marjess Seminar Series

10/26/10

John DeSantis

Understanding the New Minimum Required Distribution Rules

Baypark Financial Group
Short Hills, New Jersey

10/28/10

John DeSantis

Legal and Fiduciary Issues

Vogel Agency, South Orange, New Jersey (Courses 4CE)

11/3/10

Gil Levine

Insurance Trusts The CPA's Requirements

Morgan Stanley Smith Barney
Paramus, New Jersey

11/4/10

John DeSantis

Inherited Retirement Accounts – Beyond the Basics

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

11/17/10

John DeSantis

Funding Buy-Sell Agreements With Life Insurance

The Olson Financial Group, Morristown, New Jersey

11/30/10

John DeSantis

Planning With Life Insurance: Avoiding the Pitfalls

Baypark Financial Group
Short Hills, New Jersey

12/2/10

John DeSantis

Fixing What Is Broken – Post-Mortem Estate Planning

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

12/7/10

Gil Levine

The CPA's Obligation to Elderly Clients

SageMark Consulting
Rochelle Park, New Jersey

12/14/10

Gil Levine

Resolving Critical Issues in Business Succession

SageMark Consulting
Rochelle Park, New Jersey

01/6/11

John DeSantis

Business Continuity Planning With Buy-Sell Agreements

Baypark Financial Group
Short Hills, New Jersey

01/11/11

John DeSantis

Fixing What Is Broken – Post-Mortem Estate Planning

Marjess Seminar Series

01/13/11

John DeSantis

Medicaid Planning: Five Traps for the Unwary

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

01/18/11

John DeSantis

IRA Options and Distributions

The Olson Financial Group, Morristown, New Jersey

02/8/11

John DeSantis

Understanding the New Transfer Tax Laws

Marjess Seminar Series

02/14/11

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

MetLife Wall, New Jersey

2/15/11

Gil Levine

The 2010 Tax Act

Morgan Stanley Smith Barney
Paramus, New Jersey

02/23/11

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

MetLife Paramus, New Jersey

02/25/11

John DeSantis

??

NJICLE

3/1/11

Gil Levine

The 2010 Tax Act

UBS
Westfield, New Jersey

03/7/11

John DeSantis

The 2010 Tax Act

David Lerner Associates, Inc. Princeton, New Jersey

03/8/11

John DeSantis

Understanding the New Transfer Tax Laws

Marjess Seminar Series

03/14/11

John DeSantis

Understanding the New Minimum Required Distribution Rules

MetLife Wall, New Jersey

03/15/11

John DeSantis

The 2010 Tax Act

The Olson Financial Group, Morristown, New Jersey

03/30/11

John DeSantis

Understanding the New Minimum Required Distribution Rules

MetLife
Paramus, New Jersey

4/8/11

Gil Levine

The 2010 Tax Act

Acorn Financial Services
Livingston, New Jersey

04/13/11

John DeSantis

The 2010 Tax Act

Prudential
East Hanover, New Jersey

04/18/11

John DeSantis

Planning With Life Insurance: Avoiding the Pitfalls

MetLife
Paramus, New Jersey

04/20/11

John DeSantis

Planning With Life Insurance: Avoiding the Pitfalls

MetLife
Wall, New Jersey

05/16/11

John DeSantis

The 2010 Tax Act

Emerald Financial Resources, Bridgewater, New Jersey

05/19/11

John DeSantis

The 2010 Tax Act

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

5/11/11

Gil Levine

The 2010 Tax Act

Wells Fargo
Rockaway, New Jersey

05/24/11

John DeSantis

Planning Techniques to Maximize the Protection of Assets

The Olson Financial Group, Morristown, New Jersey

05/25/11

John DeSantis

Planning Techniques to Maximize the Protection of Assets

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

05/25/11

John DeSantis

The 2010 Tax Act

NJSCPAs Roseland, New Jersey

06/8/11

John DeSantis

Planning for the Elderly: Avoiding the Five Pitfalls

Prudential
East Hanover, New Jersey

06/10/11

John DeSantis

Legal and Fiduciary Issues

Vogel Agency, South Orange, New Jersey (Courses 4CE)

06/14/11

John DeSantis

Hot Topics in Wealth Preservation

Marjess Seminar Series

06/28/11

John DeSantis

The 2010 Tax Act

Wells Fargo Advisors, LLC
Warren, New Jersey

07/6/11

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

MetLife Cranford, New Jersey

07/12/11

John DeSantis

Charitable Giving Trusts

Emerald Financial Resources, Bridgewater, New Jersey

7/13/11

Gil Levine

The Benefits of Life Insurance in Estate Planning

UBS
Westfield, New Jersey

07/19/11

John DeSantis

The 2010 Tax Act

Stifel Nicolaus Florham Park, NJ

08/1/11

John DeSantis

Business Continuity Planning With Buy-Sell Agreements

MetLife Wall, New Jersey

08/8/11

John DeSantis

Business Continuity Planning With Buy-Sell Agreements

MetLife Paramus, New Jersey

08/15/11

John DeSantis

Understanding the New Minimum Required Distribution Rules

MetLife Cranford, New Jersey

08/24/11

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

MetLife Piscataway, New Jersey

08/29/11

John DeSantis

Planning Techniques to Maximize the Protection of Assets

Strategic Wealth Group Roseland, New Jersey

09/12/11

John DeSantis

Charitable Giving Trusts

Strategic Wealth Group Roseland, New Jersey

9/13/11

Gil Levine

Estate and Gift Tax Aspects of the 2010 Tax Act

Schonbraun, Safris, McCann, Bekritsky
Roseland, New Jersey

09/20/11

John DeSantis

Avoiding the Nine Hidden Traps When Advising your Client's on Buy-Sell Agreements

Marjess Seminar Series

09/21/11

John DeSantis

The 2010 Tax Act

NAIFA

09/28/11

John DeSantis

Funding Buy-Sell Agreements With Life Insurance

MetLife Wall, New Jersey

10/7/11

John DeSantis

Income Taxation of Trusts and Estates

Lorman Education Services

10/13/11

John DeSantis

Avoiding the Nine Hidden Traps When Advising your Client's on Buy-Sell Agreements

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

10/17/11

John DeSantis

Nuts and Bolts of Gift Tax Planning

Strategic Wealth Group Roseland, New Jersey

10/18/11

John DeSantis

Planning With Life Insurance

Marjess Seminar Series

10/19/11

John DeSantis

Business Continuity Planning with Buy-Sell Agreements

Prudential East Hanover, New Jersey

11/7/11

John DeSantis

Planning Techniques for Business Succession

MetLife Paramus, New Jersey

11/30/11

John DeSantis

Income Taxation of Trusts and Estates

Lorman Education Services

12/1/11

Gil Levine

Estate Taxes Now

SageMark Consulting
Rochelle Park, New Jersey

12/6/11

John DeSantis

Must-Know Estate Planning for Individuals Subject to New Jersey Estate/Inheritance Tax

Marjess Seminar Series

12/7/11

John DeSantis

Fixing What Is Broken – Post-Mortem Estate Planning

Prudential East Hanover, New Jersey

12/8/11

Gil Levine

New Jersey Death Taxes

SageMark Consulting
Rochelle Park, New Jersey

12/8/11

John DeSantis

Must-Know Estate Planning for Individuals Subject to New Jersey Estate/Inheritance Tax

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

12/12/11

John DeSantis

Planning for the Elderly: Avoiding the Five Pitfalls

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

12/14/11

John DeSantis

Planning Techniques to Maximize the Protection of Assets

MetLife Wall, New Jersey

12/21/11

John DeSantis

Planning With Life Insurance: Avoiding the Pitfalls

MetLife Cranford, New Jersey

12/22/11

John DeSantis

Business Continuity Planning With Buy-Sell Agreements

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

01/10/12

John DeSantis

2012 Business Opportunity Checklist

Marjess Seminar Series

01/11/12

John DeSantis

The Benefits of Life Insurance in Estate Planning

Strategic Wealth Group Roseland, New Jersey

01/12/12

John DeSantis

2012 Business Opportunity Checklist

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

01/19/12

John DeSantis

Understanding the New Minimum Required Distribution Rules

Regent Atlantic Capital, LLC Morristown, New Jersey

01/26/12

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

Barnum Financial Group Elmwood Park, New Jersey

02/7/12

John DeSantis

Understanding Section 121 and Intentionally Defective Income Trusts

Marjess Seminar Series

02/21/12

John DeSantis

Understanding the Basics of Elder Law

MetLife Paramus, New Jersey

02/29/12

John DeSantis

Nuts and Bolts of Estate Planning and Using Qualified Plan Assets in Estate Planning

Prudential East Hanover, New Jersey

03/6/12

John DeSantis

Understanding Section 121 and Intentionally Defective Income Trusts II

Marjess Seminar Series

03/14/12

John DeSantis

Business Continuity Planning With Buy-Sell Agreements

MetLife Cranford, New Jersey

03/15/12

John DeSantis

The Benefits of Life Insurance in Estate Planning

Prudential East Hanover, New Jersey

03/16/12

John DeSantis

Nuts and Bolts of Gift Tax Planning

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

03/21/12

John DeSantis

Understanding the Basics of Elder Law

MetLife Wall, New Jersey

04/13/12

John DeSantis

IRA Options & Distributions

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

04/17/12

John DeSantis

Wealth Preservation Planning After the 2010 Tax Act

Marjess Seminar Series

04/25/12

John DeSantis

Understanding the Basics of Elder Law

Prudential East Hanover, New Jersey

05/7/12

John DeSantis

Planning for the Elderly: Avoiding the Five Pitfalls

Emerald Financial Resources, Bridgewater, New Jersey

05/22/12

John DeSantis

Nuts and Bolts of Estate Planning and Using Qualified Plan Assets in Estate Planning

The Olson Financial Group, Morristown, New Jersey

05/23/12

John DeSantis

Planning for the Elderly: Avoiding the Five Pitfalls

Strategic Wealth Group Roseland, New Jersey

05/24/12

John DeSantis

Understanding Section 121 and Intentionally Defective Income Trusts

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

06/6/12

John DeSantis

Funding Buy-Sell Agreements With Life Insurance

Prudential East Hanover, New Jersey

06/7/12

John DeSantis

Understanding the New Minimum Required Distribution Rules

Prudential, Warren, New Jersey

06/13/12

John DeSantis

Planning Techniques to Maximize the Protection of Assets

MetLife Paramus, New Jersey

06/27/12

John DeSantis

Planning for the Elderly: Avoiding the Five Pitfalls

MetLife Cranford, New Jersey

07/18/12

John DeSantis

Planning Techniques for Business Succession

Prudential

East Hanover, New Jersey

07/26/12

John DeSantis

Planning for the Elderly: Avoiding the Five Pitfalls

David Lerner Associates, Inc.

Syosset, New York

08/02/12

John DeSantis

Buy-Sell Agreements

ATA Conference

Chicago, Illinois

08/23/12

John DeSantis

Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act

Prudential

Warren, New Jersey

08/29/12

John DeSantis

Planning Techniques to Maximize the Protection of Assets

Prudential

East Hanover, New Jersey

09/06/12

John DeSantis

Using Qualified Plan Money in Estate Planning

Modera Wealth Management

Westwood, New Jersey

09/18/12

John DeSantis

Single Member LLCs

Marjess Seminar Series

09/19/12

John DeSantis

Preparing Gift Tax Returns (709s)

NJSCPAs - Roseland, New Jersey

Webinar

09/21/12

John DeSantis

Fixing What is Broken - Post Mortem Estate Planning

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

10/2/12

John DeSantis

Understanding the New Minimum Required Distribution Rules

Regent Atlantic Capital LLC

Morristown, New Jersey

10/12/12

John DeSantis

IRA Options and Distributions

Strategic Wealth Group Roseland, New Jersey

10/20/12

John DeSantis

Understanding the New Minimum Required Distribution Rules

Levine DeSantis, LLC

10/27/12

John DeSantis

Nuts and Bolts of Estate Planning and Using Qualified Plan Assets in Estate Planning

Levine DeSantis, LLC

11/15/12

John DeSantis

Single Member LLCs

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

11/16/12

John DeSantis

Planning Techniques for Business Succession

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

11/30/12

John DeSantis

Income Taxation of Trusts and Estates

Lorman Education Services

12/04/12

John DeSantis

Income Taxation of Estates and Trusts

Marjess Seminar Series

12/06/12

John DeSantis

Single Member LLCs II

Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ)

06/13/13

John DeSantis

Basic Estate Planning

Thompson & Thompson Consulting, Inc.

Biagio's - Paramus, NJ

06/22/13

John DeSantis

Understanding the Basics of Elder Law

Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey

01/8/13

John DeSantis

Income Taxation of Estates and Trusts II

Marjess Seminar Series