36th Annual Tax and Financial Planning Seminar Series 2013-2014

May 19, 2014
Fox Rothschild LLP, Management Planning, Inc. and LifeSpring Financial

Professional Education for Tax Professionals Provided by Fox Rothschild Attorneys

Financial Adviser’s Role in Modern Financial and Tax Planning and Compliance

Complimentary Evening Sessions for CPAs, Attorneys, Life Underwriters and Financial Planners

Three Sessions Remaining in the Series:

October 21 (3 tax credits)
November 18* (2 auditing credits)
May 19 (3 tax credits)
5:30 to 8 p.m.
(*Special auditing session for accountants only – 5:30 to 7:30 p.m.)

A light dinner and hors d’oeuvres will be served at each session.

Speakers:


Jerome A. Deener
Adam M. Grenker
Harvey M. Katz

Our Tax and Financial Planning Seminar Series is designed to meet the demands of your clients in a highly competitive and vastly changing tax world.

Accountants: 8 CPE credits remaining for the series – New York and New Jersey(6 Credits Tax – 2 Credits Auditing for Accountants)

Attorneys: All programs in the series, excluding the auditing session, are eligible for CLE credit in New Jersey and Pennsylvania and reciprocal credit in New York. Detailed credit information will be available closer to the date of the actual program.

Financial Planners: All programs in the series, excluding the auditing session, are eligible for CFP credit.