Alex Keoskey and Jason Marx to exhibit at upcoming TriState Medical Conference
August 31, 2023
Alex J. Keoskey, Esq., Healthcare and Litigation Partner and Jason E. Marx, Esq., Tax, Trusts & Estates Partner at Mandelbaum Barrett PC will be exhibiting at the NJAOPS TriState Medical Conference on September 28th, 2023 at the Hyatt Regency in Morristown, NJ. The New Jersey Association of Osteopathic Physicians and Surgeons (NJAOPS) is the sixth […]
Steven A. Holt to present with Steven Nicokiris from CBIZ on the latest information available on the Employee Retention Tax Credit
June 16, 2023
Don’t miss out on our upcoming webinar on June 28th from 12-1pm, discussing the latest information available on Employee Retention Tax Credit. Employers who retained their workforce during the COVID-19 pandemic may claim cash refunds up to $26,000 per employee under the ERTC program. This lucrative opportunity is available to both commercial and not-for-profit employers, […]
8th Tax, Trusts & Estates Forum
December 9, 2022
For the first time in two years we hosted our Tax Trusts and Estates Forum in person! We were thrilled to see so many familiar faces, and to welcome new ones. This event is focused on helping business owners and financial advisors stay on top of current changes to IRS rules, learn best practices and […]
Martin D. Hauptman, Esq. to present Estate Trust Update
March 28, 2022
Martin D. Hauptman, Esq., partner in the Tax Law and Trusts and Estates departments as Mandelbaum Barrett PC will be presenting an Estate Tax Update to the New Jersey Living Well Club on Wednesday, April 13th, 2022.
Join us for our 6th Annual Tax, Trusts and Estates Breakfast on December 4th!
October 23, 2018
Join Mandelbaum Barrett PC on December 4th for our 6th Annual Tax, Trusts and Estate Planning Forum at Mayfair Farms in West Orange New Jersey!
6th Annual Tax, Trusts & Estate Planning Forum, December 4th
September 27, 2018
Attention CPAs and CFPs: Join us on December 4th for our 6th Annual Tax, Trusts & Estate Planning Forum at Mayfair Farms. This breakfast program is not to be missed! Earn 1.5 CE credits (CPE and CFP) and hear from our panel of experts on timely developments in Estate and Federal taxation that effect your clients. RSVP by November 23rd to firstname.lastname@example.org or by calling 973.243.7951.
Join Us for Our 5th Annual Tax, Trusts and Estate Planning Forum on December 5, 2017
November 3, 2017
Join Us for Our 5th Annual Tax, Trusts and Estate Planning Forum on Tuesday, December 5th from 8:00 a.m. – 10:00 a.m. at Mayfair Farms in West Orange, NJ! Earn up to 1.5 CE credits and hear from our panel of experts regarding guardianships, special needs trusts, irrevocable trusts, latest tax law changes and more! To RSVP, email email@example.com or call 973.243.7951. Seating is limited so RSVP today!
Martin D. Hauptman to Instruct at NJCPA Course
October 5, 2016
Member Martin D. Hauptman will be an instructor at the upcoming NJCPA course “ERISA, the DOL and Building a better Retirement Plan: Updates and Practices.” With the evolving rules from the DOL and new interpretations of ERISA, keep ahead of the changes. Learn how to
Member Martin D. Hauptman Speaking at Upcoming NJCPA and SFSP Events
September 19, 2016
On September 29th, Martin D. Hauptman will be a speaker at Professionals Day 2016, which is being presented by the Society of Financial Service Professionals North Jersey Chapter as a Continuing Education course. Martin will be discussing Trusts as Beneficiaries of Retirement Plans. For registration