September 18 2019 - Regional Breakfast Meeting (Florham Park & Red Bank)
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 Export to Your Calendar 9/18/2019
When: Wednesday, September 18, 2019
8:30 AM - 10:00 AM
Where: United States


Online registration is available until: 9/18/2019
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Date: Wednesday, September 18, 2019

  

Time: 
8:00 - 8:30 AM - Networking
8:30 – 9:30 AM - Presentation
9:30 AM - Q&A

Topic: Tax Planning Considerations for Clients in their Sixties

 

Credit Information:
Accepted for 1 CFP® CE by the CFP Board of Standards. 
This meeting also qualifies for 1 Accounting CPE CE.

   
Our Featured Speakers

  • Florham Park: William LaChance, CFP® - WJL Financial Advisors, LLC - Principal

Bill LaChance is an independent financial advisor. Bill's firm offers a unique flat fee program that combines financial planning, investment management, tax planning and tax preparation. Prior to launching his financial planning practice, Bill spent twenty two years in corporate finance in the retail industry and before that was a CPA with a large accounting firm. Bill has a B.S. in Accounting from Bryant University and an MBA in Finance from Indiana University. Bill is a Certified Financial Planner as well as an Enrolled Agent authorized to represent taxpayers before the IRS.

  • Red Bank: Jim Moore, CPA - WJL Financial Advisors, LLC - Principal

Jim Moore is an independent financial advisor. WJL offers a unique flat fee program that combines financial planning, investment management, tax planning and tax preparation. Prior to joining WJL, Jim also had a long career in corporate finance including as a VP Finance with Coca Cola Enterprises and as CFO for a subsidiary of an international public company. Jim started his career with a large accounting firm. Jim has a B.S. in Economics from the University of Pennsylvania and completed the Financial Planning Certificate program at Fairfield University. Jim is a licensed CPA.


Program Description: 
This presentation will review tax planning strategies that arise for clients in the transition period between full time work and 70 1/2 when required minimum distributions must begin. Included in the discussion will be strategies that are designed to take advantage of the shift in marginal tax rates during this period as well as income thresholds to consider related to the Affordable Care Act, Medicare, NJ Retirement Income Exclusion, and Social Security Income exclusion.
 
Level of Complexity: Advanced
 
Registration Fees:
FPANJ Member – Free
Non-Members – $20

 

Cancellation Policy: ALL cancellations must be made 72 hours prior to the event. Any cancellations made within the 72 hour period of the event unfortunately can NOT be refunded.  

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