|
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 |
Lectures
