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Tuesday, October 18, 2016 LiveUnion County Chapter

Change of Residency; Trust & Estates (E1610669)

8:00 AM - 12:00 PM EDT

Registration: 7:30 AM EDT

Galloping Hill Golf Course

3 Golf Drive
Kenilworth , NJ 07033

2 CPE Credits in TX
2 CPE Credits in CS
NJCPA Food Drive

OVERVIEW

Discover new ways to help your clients minimize tax liabilities, protect assets, grow investments, prepare for retirement, and much more.

BENEFITS

Earn 4 CPE credits in (2 Taxation/2 Consulting Services).

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early birds save $15 - late fee will be applied after 10/16. Season Pass holders must register for each event.

Course Materials
To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

Help Feed Those in Need
The NJCPA Young CPAs Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTOR

Neel Shah

Neel Shah, J.D., CEPA, CFP®

Trusts & Estate Attorney | Financial Planner | Wealth Management

Shah Total Planning, LLC

Neel Shah is the founder and managing partner of Shah & Associates, P.C. His law practice is concentrated in all aspects of wills, trusts and estate planning with an emphasis on business law. Represented clients range from individuals and families seeking to protect their legacy for current and future generations all the way to established corporations, LLCs, individual entrepreneurs and start-up ventures. Clients value Mr. Shah’s diverse training and expertise across the business, real estate and wealth-planning law disciplines. He foresees and implements business succession techniques for his corporate and individual clients as they initiate different stages of their business ventures. Additionally, Mr. Shah provides relevant estate planning and asset protection strategies for business and real estate investors so their actions do not jeopardize their family’s wealth. Mr. Shah is admitted to the bars of New Jersey, New York, Pennsylvania and the District of Columbia. He is a graduate of Penn State University and the Benjamin N. Cardozo School of Law, Yeshiva University .

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

AREAS OF INTEREST