Join the IEEE Foundation on Friday, 8 November, at 11:30 a.m. EST for an IEEE Foundation Estate Planning Luncheon at the beautiful Bell Works venue in Holmdel, NJ. This event is an opportunity for IEEE Members and friends to gather and connect with peers before the holidays and to see how investing in the future could keep many of the IEEE activities and programs thriving for generations to come.
Estate planning encompasses various components, and knowing which ones apply to you and the correct order in which to address them is essential. Often, people focus on reducing inheritance taxes at the expense of maximizing retirement cash flow and lowering effective tax rates. It is crucial to understand how properly structuring assets and cash flows can lead to increased retirement cash flow and reduced tax rates during your lifetime.
Our keynote speaker is Shaun Scutellaro, CPA and Partner at Cohn Reznick, LLP. Shaun has extensive career experience in public and private accounting and domestic and foreign tax. He is a member of the AICPA and NJCPA and is beginning a term on the board of Trustees for NJCPA compliance for individuals. Shaun will guide us through his expertise in a brief and insightful seminar on estate planning.
Event Details:
Speaker: Shaun Scutellaro, CPA
Moderated by: Danny DeLiberato
Location: Bell Works
101 Crawfords Corner Rd
Holmdel, NJ 07733
Quantum Room
Date: 8 November 2024
Time: 11:30 a.m. Eastern Standard Time
(https://secure.ieeefoundation.org/site/Calendar?id=100202&view=Detail)
If you are unable to attend the scheduled event, you can still receive materials by visiting the (https://www.ieeefoundation.org/our-supporters/ieee-goldsmith-legacy-league/).
For additional information, contact Laura Bessey, Donor Engagement Specialist, at [email protected] or +1 732-465-7817.
Warmest Regards,
Joe Jesson
Room: Quantum Room, Bldg: Bell Works, 101 Crawfords Corner Rd, Holmdel , New Jersey, United States, 07733
