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