Addressing the Concerns of Professional Clients (Physicians, Attorneys, Dentists, Executives and Bus

When:  Apr 24, 2024 from 08:30 AM to 10:00 AM (ET)
Associated with  NASSAU/SUFFOLK

Five (5) Problems that can be solved:

  • Lower their tax bracket! Is your client is in a high effective tax bracket.  Learn how your client can reposition assets to generate tax free income and grow their assets tax

  • What does your client do with money after they've maxed out qualified plan options? Non-qualified option with the same features and benefits of a Roth IRA without the income restrictions or contribution limits!

  • Does your client have an Inefficient Portfolio? Your client owes taxes even when their portfolio is flat or negative? Learn how to eliminate those 1099s on non-qualified accounts. 

  • Do you have a client that needs Creditor Protection? Learn about new legislation pending in NYS that may affect many of your clients. Learn how they can protect their families and their assets from creditors while maintaining full liquidity!

  • Using Trusts to avoid federal, state, capital gains and estate/inheritance taxes!

                                                Credits: 1.5 CPE SK 

    DISCLAIMER: These programs are issuing CPE credit under the CE License of the Educational Foundation of the Nassau/Suffolk Chapter of NCCPAP licensed as a CE provider in New York & New Jersey.  If you have a CPA license from another state, please be advised that this CPE may not be accepted by your home state Board of Accountancy/Department of Education. Therefore, please check with your home state Board of Accountancy/ Department of Education as to their policies on acceptance of credit from an out of state CE provider.
    New York State License Number: 000216
    New Jersey License Number: 20CE00046700
    For a complete copy of the Educational Foundation of N/S NCCPAP education program policies including refund policy and complaint resolution policy, contact Kathy Casey at 516-997-9500 or email


Kathy Casey