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January 31, 2008
WILLIAM PATERSON UNIVERSITY’S CENTER FOR CLOSELY HELD BUSINESS PRESENTS BREAKFAST PROGRAM ON ESTATE PLANNING ON FEBRUARY 21
--Special Program Features Ira Herman and Andrew Wolfe, trust and estate professionals from J.H. Cohn LLP
The importance of estate planning for closely held and family businesses will be the topic of a breakfast roundtable, “Ten Mistakes You Cannot Afford to Make: The Dos and Don’ts of Estate Planning for the Closely Held Business Owner,” on Thursday, February 21, 2008 at William Paterson University in Wayne. The event is conducted by the University’s Center for Closely Held Business.
The seminar will be held in the University’s building at 1600 Valley Road. The cost is $40 per person; .2 CEUS or 2 professional development hours are available for an additional $30. The registration fee includes breakfast. The program is geared to the privately owned business sector.
Two trust and estate professionals from J.H. Cohn LLP – Ira Herman, CPA, partner and trust and estate practice director, and Andrew Wolfe, CPA, partner and trusts and estate planning attorney, will lead the program. Sam Basu, dean of the University’s Christos M. Cotsakos College of Business, will introduce the speakers and moderate the discussion, along with David Konikow, CHFC, AEP, a principal of New Jersey Life & Casualty Associates who has more than 25 years of experience in estate planning for family and closely held businesses.
The roundtable will focus on a number of estate planning topics, including:
*Company structure and what it means to an estate
*Passing on the family business—who should own it and who should run it
*The tax costs of transferring a business
The Center for Closely Held Business at William Paterson University was developed by and for successful closely held and family business leaders. It draws on the strengths of the Christos M. Cotsakos College of Business at William Paterson University—including faculty expertise and research, the William Paterson University Small Business Development Center, the College’s world-class facilities and the Russ Berrie Institute for Professional Sales—as well as local closely held and family businesses.
For additional information on the conference, or for reservations, visit the Center’s Web site at www.wpunj.edu/closelyheld.
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www.wpunj.edu
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