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 […]
Join us for our 6th Annual Tax, Trusts and Estates Breakfast on December 4th!
October 23, 2018
Join Mandelbaum Barrett 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!
Member Martin D. Hauptman to Speak at the 2nd Annual Estate Planning Summer Institute
June 18, 2016
Member Martin D. Hauptman is one of the featured speakers at the 2nd Annual Estate Planning Summer Institute on July 21st & 22nd at the NJ Law Center. Part of the objective for attorneys participating in the institute is to refresh areas that can expand