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Tuesday, May 7, 2024 In-personHudson Chapter

Estate Planning with Retirement Assets (E2405129)

8:00 AM - 11:40 AM EDT

Registration: 8:00 AM EDT

VFW - Secaucus

1400 Paterson Plank Rd
Secaucus , NJ 07094

4 CPE Credits in TX

OVERVIEW

Learn new ways to manage and distribute retirement assets more efficiently and minimize taxes. Strategies for 2024 and beyond will be discussed.

DESIGNED FOR

All CPAs

BENEFITS

- Create efficient distribution of retirement savings and investments.
- Minimize tax burdens through strategic estate planning.
- Avoid probate, ensuring a smoother transfer of assets to beneficiaries.
- Protect retirement assets from creditors and potential legal challenges.

HIGHLIGHTS

  • Impact of Secure Act 2.0 on various retirement plans
  • New post-death option for surviving spouse beneficiaries
  • Roth planning for 2024 and beyond
  • Estate Planning for retirement accounts

COURSE LEVEL

Basic

INSTRUCTORS

Tara Sinah

Tara S Sinah, Esq.

Witman Stadtmauer P.A.

Tara S. Sinha is a Partner of Witman Stadtmauer, P.A., in Florham Park, New Jersey. She concentrates her practice in the areas of estate planning and administration, estate and probate litigation, and federal and state taxation. Ms. Sinha is admitted to practice in the States of New Jersey and New York, as well as the United States District Court for the District of New Jersey. She is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”) and serves on the Board of Consultors of the Real Property, Trust and Estate Law Section of the New Jersey State Bar Association. Ms. Sinha is a member New Jersey, New York and Morris County Bar Associations. Ms. Sinha has been published in the New Jersey Law Journal and has also lectured for the New Jersey Institute for Continuing Legal Education, New York City Bar, Practising Law Institute, and other organizations. Ms. Sinha received her B.S. in Administration of Justice from Rutgers College and her J.D. from Rutgers School of Law - Newark, where she was the Senior Articles Editor of the Womens Rights Law Reporter and a Teaching Assistant for the Legal Research and Writing program. She was a Law Clerk to the Honorable Walter R. Barisonek, J.S.C.

Len Witman

Len Witman

PRICING

$75.00 - Member

$100.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on May 7 at 7:30 AM.

Registrations will be accepted at the door.

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