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Networking & Roundtable on Taxes for 2019
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1/16/2019
When: Wednesday, January 16, 2019
8:30 - 10:00 A.M.
Where: New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street
Room 433
New York, New York  10036
United States


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Networking & Roundtable on Taxes for 2019

 

Join us for a light networking breakfast (bagels and coffee will be available) followed by a presentation and open-forum session with speaker and CPA Perry Shulman on the new tax laws.  A great opportunity for financial planners to ask tax questions at no charge!

 

Date: Wednesday, January 16, 2019  

Time: 8:30 AM - 10:00 A.M.

Location: 
New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street (between 5th and 6th Avenues)

Room 433

New York, New York 10036

 

Program: Networking & Roundtable on Taxes for 2019

 

The new tax law is the largest piece of tax reform legislation in 30 years and was signed into law on December 22, 2017. Overall, the changes associated with the new tax law may lower taxes for individuals and small businesses.But the loss of some prized tax breaks and new caps on others like state and local taxes could result in higher tax bills in April 2019 for some older taxpayers, particularly those living in states with high tax rates. And over time, some of the benefits of the new tax bill will fade away; experts project that a majority of taxpayers will pay more within 10 years.


Speaker: Perry Shulman, CPA,  MBA and Certified Financial PlannerTM

 

Perry A. Shulman, CPA,  MBA and Certified Financial PlannerTM is the creator of the Concierge CFO™ Program.  This unique program combines sound financial strategies with sophisticated tax planning and compliance experience.  The program is designed to assist clients in achieving their personal and financial objectives combined with increasing the freedom in their lives.

Over two decades of experience as Managing Partner of a highly respected Long Island, New York based tax consulting practice, Mr. Shulman advises high-net-worth individuals, business owners and entrepreneurs.  In addition, his knowledge is also sought after in the area of estate and trust planning and administration.  He also advises not-for-profit organizations.  Mr. Shulman addresses professional organizations and has been quoted in various national news and professional publications.

Mr. Shulman holds an MBA in Taxation and is both a Certified Public Accountant and a Certified Financial Planner.  He received his professional training in the personal financial planning tax practice of Ernst & Young, LLP.  Mr. Shulman is a member of the American Institute of Certified Public Accountants’ Personal Financial Planning and Tax specialty sections, the New York State Society of Certified Public Accountants, New York City chapters, Society of Trust and Estate Practitioners and the Estate Planning Council of New York City.  He has served on the Program Committee of the Estate Planning Council of Nassau County and as Treasurer of the Estate and Personal Financial Planning Committee of the New York State Society of Certified Public Accountants – Nassau Chapter.

 


Continuing Education Credits:
Applying for 1 CFP® CE credit with CFP Board.  Eligible for 1 CPE credit for NY licensed CPAs. CTFA credits are self-reported.

 

Registration Fees:
FPANY Member - Free
Non-FPANY Member - $50
NYU Student - Free (Please contact us at info@fpametrony.org to register.)

CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

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New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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