Wolferts Roost Country Club
Estate and Business Succession Planning is a combination of many moving parts, and at the center of it all are your clients. You want to do what’s best for them, they want to do what’s best for their business AND for their family. Get an up close and personal view of those moving parts and how to best serve your clients while honoring their intents. Please join us for a lively, in-depth discussion by a distinguished panel of experts who are seeking the most tax efficient estate and business succession plan for their client.
Meet our panel of experts:
The Moderator and CPA: Howard Klein, CPA, MS, Partner, Citrin Cooperman
Howard P. Klein, a tax partner, has more than 30 years of experience in the areas of tax, financial, estate, and succession planning. His clients include closely held businesses and business owners in a diverse array of industries, including real estate, health care, law firms, apparel, and manufacturing and distribution. He also works with high net worth individuals.