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Seminar on Tax Saving Strategies in the New Environment

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tax flyer

November 5, 2013 5:30 pm - 7:30 pm

Bernstein Global Wealth Management
1345 Avenue of the Americas (54th and 55th St), 41st Floor, New York, NY
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Registration and Refreshments: 5:30 - 6:15 pm
CLE/CPE Program: 6:15 - 7:30 pm

Tax Savings - Current Opportunities and Avoiding Traps
Moderator: Sidney Kess, CPA, JD, LLM, Counsel to Kostelanetz & Fink, LLP
Instructors: Robert S. Barnett, CPA, JD, MS(Taxation) Partner at Capell, Barnett Matalon & Schoenfeld, LLP
                  Mark Horowitz, Principal and Senior Investment Advisor, Bernstein Global Wealth Management
                  Perry Shulman, CPA

Sponsored by: Capell Barnett Matalon & Schoenfeld LLP

This complimentary program is CLE accredited through New York Legal Assistance Group for 1.5 Credits, Professional Practice and CPE accredited through Loeb & Troper, LLP for 1.5 Credits, Taxation.
Accountants: newly admitted and experienced attorneys are welcome.

For more information, contact Ella Newman, Director of Major Gifts, at or 212.879.9305 x502.



Contact the Greater New York Region:

Serving: New York City, Long Island, Westchester, Fairfield, Rockland, Bergen, Sussex and Hudson.

42 East 69th Street, New York, NY 10021
[p] (212) 879-9300
[f] (212) 570-1673

Michael Feinman, Executive Director, Greater New York
Jodi Perlmuth Popofsky, Senior Campaign Executive, Greater New York
Jason Freeman, Campaign Executive, Greater New York

Howard Ingram, Associate Executive Director, Long Island

Stephanie Risa Balkin
, Director, Westchester/ Southern Connecticut

In Northern New Jersey (Bergen, Passaic and Sussex Counties):
Jocelyn Inglis, Director, Northern New Jersey


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