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Tax Ethics for the Practicing Attorney
New York City Bar Association
September 18, 2024
William M. Funk
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Advanced Trusts and Estates
Viva La Famiglia! Advising Diverse Clients and their Families in a Changing Estate Planning World
New York University School of Professional Studies
July 18, 2024
Joseph P. Scorese
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Introduction to Trusts and Estates
Multi-Generational Planning and the Generation-Skipping Transfer Tax
New York University School of Professional Studies
July 15, 2024
Joseph P. Scorese
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Advanced Trusts and Estates
Viva La Famiglia! Advising Diverse Clients and their Families in a Changing Estate Planning World
New York University School of Professional Studies
July 20, 2023
Joseph P. Scorese
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Introduction to Trusts and Estates
Multi-Generational Planning and the Generation-Skipping Transfer Tax
New York University School of Professional Studies
July 17, 2023
Joseph P. Scorese
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The Man with the Plan: A Conversation on Estate Planning
Zeta Beta Tau Foundation
April 19, 2023
Allan C. Bell
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19th Annual Trusts and Estates Conference
Ethics for Breakfast: Ethical Considerations of the Attorney-Client Privilege
Calvary Hospital
December 14, 2022
Joseph P. Scorese
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Advanced Trusts and Estates
Viva La Famiglia! Advising Diverse Clients and their Families in a Changing Estate Planning World
New York University School of Professional Studies
July 14, 2022
Joseph P. Scorese
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Introduction to Trusts and Estates
Multi-Generational Planning and the Generation-Skipping Transfer Tax
New York University School of Professional Studies
July 11, 2022
Joseph P. Scorese
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Viva La Famiglia! Advising Diverse Clients and their Families in a Changing Estate Planning World
New York City Bar Association
June 13, 2022
Joseph P. Scorese
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Family Owned Business Forum
New Jersey Jewish Business Alliance
March 9, 2022
Allan C. Bell, Ted Zangari
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Introduction to Trusts and Estates
Generational Trust Planning and the Generation-Skipping Transfer Tax
New York University School of Professional Studies
July 27, 2021
Joseph P. Scorese
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Let’s Talk Philanthropy
Flexibility Wins: The Case for Donor Advisor Funds
Jewish Community Foundation of Greater Metrowest NJ
November 5, 2020
Matthew B. Abrams
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Residency & Related Tax Issues
State Income Taxation of Trusts: Can Any Reliable Residency Rules Be Realized From Kaestner?
Greater Middlesex Somerset County Estate Planning Council
November 4, 2020
Joseph P. Scorese
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Introduction to Trusts and Estates
Essential Knowledge: Income Taxation and Generational Planning for Trusts, Estates and Individuals
New York University School of Professional Studies
July 16, 2020
Joseph P. Scorese
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Special Tax Update
Bergen County Chapter of the New Jersey Society of Certified Public Accountants
February 7, 2019
Richard J. Sapinski, Charles S. Zucker, Robert A. Stern
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Special Tax Update
Bergen County Chapter of the New Jersey Society of Certified Public Accountants
February 8, 2018
Allan C. Bell, Lawrence S. Horn, Richard J. Sapinski, Alan E. Sherman, Robert A. Stern
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How New Plan Sponsor-Level Fee Disclosure Rules Will Affect FAs; and 2012 Trusts and Estates Issues
Lincoln Financial Group, Pathway Retirement Resources and Sills Cummis & Gross
March 26, 2012
Allan C. Bell
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Creative Tax Planning Ideas to Maximize Charitable Giving While Accomplishing Personal Planning Goals
Monmouth Hospital Foundation Board
December 19, 2011
Simon Levin
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2009 Lincoln Financial Advisors Fall Forum for Growth
Estate Planning in Uncertain Times
Lincoln Financial Advisors
September 15, 2009
Allan C. Bell
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2007 Tax Conference for Tax Professionals
Tax Planning for High-Net-Worth Individuals
New York State Society of Certified Public Accountants and St. John's University's Department of Accounting & Taxation
June 1, 2007
Allan C. Bell