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Oct 25th Tax Law CLE Seminar
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Split Dollar Insurance Plans

10/25/2016
When: Tuesday, October 25, 2016
8:00 AM until 9:15 AM
Where: Law Offices of Greenberg & Schulman
90 Woodbridge Center Drive
Suite 200
Woodbridge, New Jersey  07095
United States
Contact: Jonathan Cowles
732.828.3433, x. 102


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Split Dollar Insurance Plans
Tuesday, October 25th @ 8:00 a.m.
Law Offices of Greenberg & Schulman, 90 Woodbridge Center Dr, Suite 200, Woodbridge
Online Registration | Download RSVP Form

Speakers:


Kenneth Horowitz, CLU, ChFC, RICP­
Integrated Benefits Consultants

Richard Harris, CLU, AEP, TEP
Richard L. Harris, LLC

The discussion will include the following:

  • Split-dollar and zero gifting
  • Split- dollar - the rules are to your advantage
  • The Morrissette case - a taxpayer victory
  • Intergenerational split-dollar
  • Split-dollar and proposed regs Section 2704

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit. (Please note that approved courses in NJ are recognized for CLE credit in NY.)

Cost to attend: $5-Young Lawyers; $10-MCBA Members; $10-All Others

To RSVP: Online Registration | Download RSVP Form | Call 732.828.3433, x. 102

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