Registration: 8:30 AM EST
Vendor Platform
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent’s death.
This course features a live instructor and has been specifically designed for the NJCPA.
Any finance or accounting practitioner advising clients with respect to estate planning and administration
Basic
None
Specialist Professor
Monmouth University
Douglas (Doug) Stives, CPA, M.B.A. is a full-time professor of accounting at Monmouth University in West Long Branch, New Jersey, where he joined the faculty in 2006. Doug was honored as Monmouth’s Outstanding Business Professor of the Year in 2009 and 2016 and was awarded an Outstanding Educator award in 2021 by the New Jersey Society of CPAs. He graduated from Lehigh University with a B.S. in 1968 and an MBA in 1969. Doug started his career at PricewaterhouseCoopers in 1969 and later joined a small CPA firm that became The Curchin Group, located in Red Bank, New Jersey, where he was a partner for 34 years and continues as a consultant. In 1989 and 1990, Doug was the youngest president of the New Jersey Society of CPAs. He served the AICPA as a representative to Council, a member of the Tax Division Executive Committee, and chair of several committees. Doug is a frequent speaker for many state CPA societies. He’s been quoted in the New York Times, the Wall Street Journal, Forbes, and other national publications and has appeared on CNN, CNBC, PBS, NBC, Fox, CBS, ABC, and several cable networks. Doug remains active with his college fraternity, the Kappa Alpha Society, where he served as national president for several years. He also served on many charity boards and was chairman of the Community YMCA in Red Bank, New Jersey. Doug enjoys competitive sailing and downhill skiing.
$152.00 - Member
$208.00 - Nonmember
Note: Online pre-registration will close on November 13 at 8:30 AM.
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