Free CPE Seminar: Planning for Business Owners, Including Medical Professionals

A program planned by Farrell Fritz will cover trusts and estates, labor and employment, estate litigation and healthcare topics.

The seminar will be Nov. 4, 8 a.m. to 12:15 p.m., at the Long Island Marriott, 101 James Doolittle Blvd., Uniondale, NY 11553

Accountants will receive 4.0 CPE credits (1.0 Taxation; 2.0 Specialized Knowledge & Applications Related to Specialized Industries; 1.0 Advisory Services).

Speakers and topics:

Eric M. Kramer, CPA, Esq., Trusts & Estates Partner | Estate Planning for the Closely-Held Business

Learning Objectives:
– Discuss tax efficient methods of transferring a closely-held business
– Review the non-tax issues encountered among family members

Domenique Camacho Moran, Esq., Labor & Employment Partner | Wage & Hour Issues that Plague Employers

Learning Objectives:
– Summarize Department of Labor’s 2015 Proposed Rules
– Proper classifications of Interns
– Managing Wage & Hour Audits
– Review Recordkeeping Requirements

Eric W. Penzer, Esq., Estate Litigation Partner | Tips to Avoid Estate Litigation

Learning Objectives:
– Recognizing the signs of a will contest
– The effective use of “no contest” clauses
– Special considerations for testators with diminished capacity
– Choosing the right fiduciaries
– Post-death disputes over lifetime gifts
– Joint accounts, convenience accounts & Totten trusts
– Disputes over the “family business”

Jeffrey P. Rust, Esq., Farrell Fritz Healthcare Partner | The Medical Professional: Issues Regarding Ownership, Transition & Regulatory Compliance

Learning Objectives:
– Professional entities under New York Law
– Closure or sale of a medical practice
– Multiple owner professional practices
– The physician landlord and regulatory compliance

RSVP to Carmela Lamberta (clamberta@farrellfritz.com) by 10/21/15 with your complete contact information.

Registered NYS CPE Sponsor ID # 001975

Register for the seminar.