June 2001

High Net Worth Conference to Attract Finance Pros

The shifts in the economy are affecting everyone, especially individuals who have extraordinary assets. Financial service providers must stay informed on the latest changes and updates in the industry as they relate to pass-through entities, asset protection, and executive tax strategies. CPAs and other financial professionals can take advantage of the rare opportunity to gain first-hand knowledge and information at this year’s High Net Worth Conference, developed by the Foundation for Accounting Education.

The conference, scheduled for Thursday, July 19, at the Sheraton New York Hotel and Towers, will feature Michael Schlesinger of Schlesinger & Sussman. Schlesinger will share information on the individual tax issues created by pass-through entities.

Peter J. Strauss of Epstein Becker & Green will speak on the topic of life planning for aging and incapacitated clients. Detailed issues will include strategies to maintain financial independence, dealing with financial burdens, and long-term insurance.

Attendees at this conference will also obtain a review of planning opportunities available to corporate executives, such as stock options, deferred compensation arrangements, incentive programs, and fringe benefits. All of this will be delivered courtesy of Patrick Kelley. Participants will also gain insight in family limited partnerships and other forms of asset protection from Jerry Marks.

Updates on proposed legislation will be shared by Ron Hegt of Hays & Company, while Mark Klein of Hodgson, Russ, Andrews, Woods & Goodyear and David Evans of Urbach Kahn & Werlin will deliver updates on federal and state tax issues.