Up To 12 CPE Credits For CPA's

Monday, August 31st, 5:00 p.m.
Tuesday, Sept. 1st, 5:00 p.m.
Wednesday, Sept. 8th, 5:00 p.m.
Wednesday, Sept. 16th, 2:00 p.m.
Wednesday, Sept. 23rd, 5:00 p.m.

RSVP: Libby Paskes
(646) 213-0028 or (718) 387-7385
Email: libby.pts@verizon.net

PENSION & ESTATE PLANNING

PENSION PLAN OPPORTUNITIES – Increase Tax-Deferred Retirement Savings • Maximize Pension Contributions • Design 401(k) Plans • Minimize Estate Tax on Retirement Plan Distributions Income

ESTATE PLANNING – Minimize Federal Estate Tax on Assets • Transfer Assets Without Probate Court • Qualify for Medicaid Long-Term Care and Home Care • Eliminate Estate Taxation of Insurance Policies

EXCLUSIVELY FROM PENSION SOLUTIONS The Speaker is Yisroel Grossman, a former IRS Estate & Gift Tax Attorney with a Masters degree in tax law from New York University School of Law and over twenty years of experience in pension and estate planning for major New York City law firms and consulting firms. Mr. Grossman has provided estate and retirement planning for Columbia University professors, major brokerage houses and has assisted business owners, celebrities and others with millions of dollars of income or assets to reduce or minimize substantial income and estate taxes.