Trusts and Estates – Edelstein & Company, LLP https://www.edelsteincpa.com Accounting for You Wed, 07 Oct 2020 17:38:00 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.3 Scott Kaplowitch to present at virtual “Board of Advisors” roundtable discussion https://www.edelsteincpa.com/scott-kaplowitch-to-present-at-virtual-board-of-advisors-roundtable-discussion/?utm_source=rss&utm_medium=rss&utm_campaign=scott-kaplowitch-to-present-at-virtual-board-of-advisors-roundtable-discussion Wed, 07 Oct 2020 05:37:12 +0000 https://www.edelsteincpa.com/?p=5406 Today, Wednesday October 7, 2020, Managing Partner, Scott Kaplowitch will be presenting at a virtual “Board of Advisors” roundtable discussion. This event will include a select group of business advisors coming together to assess the legal, tax and M&A issues facing private businesses during these challenging times.

Topics for discussion will include:

  • The State of the M&A and PE market,
  • Rethinking products and initiatives,
  • Effective estate planning and tax strategies to consider, and
  • Raising funds in a constrained growth cycle.

Scott will be focusing his discussion on effective estate planning and tax strategies. If you are a business decision maker and would like to discuss these topics with one of our team members, email info@edelsteincpa.com to start the conversation.

]]> Scott Kaplowitch presents at AGN fall Symposium https://www.edelsteincpa.com/scott-kaplowitch-presents-at-agn-fall-symposium/?utm_source=rss&utm_medium=rss&utm_campaign=scott-kaplowitch-presents-at-agn-fall-symposium Thu, 24 Oct 2019 13:01:07 +0000 https://www.edelsteincpa.com/?p=4186 Earlier this week, Managing Partner, Scott Kaplowitch, presented at AGN‘s Fall Symposium.  The event took place in Atlanta, Georgia and Scott shared his expertise on Trusts & Estates.  The symposium included agenda items such as:

  • Federal Income Tax Update,
  • International Tax Opportunities and Challenges,
  • State and Local Tax in 2019,
  • Understanding the R&D Credit, and
  • Opportunity Zones.

We always look forward to the opportunity to network and learn with our AGN colleagues.  We are proud to be a member firm of this global organization of independent accounting firms.  As an AGN Member firm, we have access to the most up-to-date regulations and best practices throughout the world, allowing us to serve clients no matter where they live or conduct business. We have access to business advice globally through the nearly 200 member firms in over 80 countries worldwide.

 

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