LIAFPN

Live Event: Business After Hours!
2023-04-26 17:30 - 20:00 (America/New_York) | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Hope everyone is enjoying their April! Let’s celebrate the end of tax season with another fun in-person gathering and connect over Happy Hour!
Please join us on Wednesday, April 26th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

2023 Social Security Benefits Seminar & Breakfast: An LIAFPN Gathering!
2023-03-22 08:00 - 11:00 | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
Hosted by Ken Fish & Brian Doherty
Sponsored by NAIFA

We are thrilled to present another fantastic opportunity to connect and learn!
Please join us on Wednesday, March 22nd at 8:00 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Social Security Benefits.
Ken Fish, Regional Vice President for Touchstone Investments, & Brian Doherty, a nationally-recognized authority on Social Security claiming strategies and a speaker and media commentator, will provide the ins and outs of when to take social security benefits.
We hope you can make it! Please let us know by clicking here to confirm your attendance. We look forward to seeing you!

2023 ACLD Poker for a Purpose Kickoff Event
2023-03-01 18:00 - 20:00 | Simplay in Hauppauge
Join us on Wednesday, March 1st at 6 pm for the 2023 ACLD Poker for a Purpose Kickoff Event at Simplay in Hauppauge!
There will be complementary simulator games & hors d’oeuvres and an opportunity for extra chips & casino dollars if you register for the #PokerForAPurpose event in May.
Register below to experience this fantastic evening of networking and fun while supporting ACLD and its mission to provide opportunities for children and adults with autism, learning & developmental disabilities
Register here

Business After Hours - February 2023!
2023-02-22 17:30 - 20:00 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Hope everyone is enjoying their February! Let’s celebrate with another fun in-person gathering. Let’s connect over Happy Hour!
Please join us on Wednesday, February 22nd at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

2023 LTC & Reverse Mortgages Seminar & Breakfast: An LIAFPN Gathering!
2023-02-08 08:30 - 11:00 | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
We are thrilled to present another fantastic opportunity to connect and learn!
Please join us on Wednesday, February 8th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Reverse Mortgages & Long-Term Care Protection Strategies.
Tim Kennedy, Certified Reverse Mortgage Professional and host of “It’s Just A Mortgage” radio show, will provide an overview of reverse mortgage options. He will discuss how a reverse mortgage equity line of credit can assist homeowners over the age of 62 to age in place and maintain financial independence. Additionally, he will cover long-term care protection strategies as well as the legal and financial impacts of loan options.
We hope you can make it! Please let us know by clicking here to confirm your attendance. We look forward to seeing you!

January 2023: Business After Hours!
2023-01-18 17:30 - 20:00 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
2023 has arrived! Time to celebrate with another fun in-person gathering. Let’s connect over Happy Hour!
Please join us on Wednesday, January 18th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

﻿2023 Pension update Seminar & Breakfast
2023-01-11 08:30 - 10:30 | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
CPE Credits available for all CPA’s who attend!
CFP Credits available for Certified Financial Planners who attend!
We are happy to present another fantastic opportunity to connect and learn!
Please join us on Wednesday, January 11th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Qualified Retirement Plan Design for Business Owners!
We are honored to have Andrew Roth, Esq., Partner at Danziger & Markhoff LLP, share ways business owners can withstand the headwinds generated by the current environment while maintaining the ideal qualified retirement plan design for their business.
Topics covered will include:

Benefits of Qualified Retirement Plans

Maximize tax deductions for owners
Asset protection
Recruit and retain staff

2023 IRS Plan Limits

Types of Qualified Retirement Plans

Defined Contribution Plans – Laying the Foundation

401(k) Plans
Traditional 401(k) – Immediate tax deduction / tax-deferred growth
Roth 401(k) – Tax-free growth and withdrawal
ADP testing and top-heavy testing
Safe Harbor designed-based alternative to ADP testing
Profit Sharing Plans – Flexible New Comparability (Age-Weighted) Contributions

Defined Benefit Plans – Maximizing Tax Deferral for Business Owners

Traditional Defined Benefit Plans – owner/spouse only
Cash Balance Plans – businesses with staff

Legal Update – SECURE Act, etc.

Future Trends – How they will impact business owners

Don’t miss this opportunity. Seating is limited, so RSVP as soon as possible.
To confirm attendance, please click here

IP as an Asset with Matthew Asbel
2020-08-26 08:00 - 09:00 | NY
Join us for an exciting Zoom meeting on Wednesday, August 26th at 8:00 am on the topic of intellectual property (IP) with attorney Matthew Asbell. Matthew is consistently ranked among the top intellectual property attorneys both nationally and internationally and will speak specifically about IP as an estate asset.
As always, you will have the opportunity to ask Matthew any questions you may have.
Click here to register

Matthew Asbell assists clients in clearing, obtaining, enforcing, and defending trademark rights in the United States and throughout the world. He also provides advice on patents, copyrights, domain names, and other related areas. With prior background in the entertainment industry, information technology, and medicine, he is comfortable working with a wide range of clients in diverse industries. In addition, his certifications as a Social Media Strategist and software Master Instructor equip him to handle complex intellectual property matters arising in the Web 2.0 space.
Matthew frequently collaborates on and authors articles on intellectual property on subjects ranging from social media and domain names to licensing, branding, and information technology. He is an active speaker and lecturer and is a frequent moderator and panelist at ABA, INTA, and other conferences. He has been an adjunct professor of law at Fordham University, The Benjamin N. Cardozo School of Law, and Columbia University. Matthew co-produced a series of 5 informational videos for the American Bar Association that illustrate intellectual property rights in different settings.
Matthew received his B.S. in Psychology with a minor in Music Composition from Carnegie Mellon University and attended the Medical College of Pennsylvania, (now part of Drexel University). He received his J.D. from the Benjamin N. Cardozo School of Law, where he was president of the Intellectual Property Law Society and Acquisitions Editor of the top-ranked Cardozo Arts and Entertainment Law Journal. As an active alumnus, he serves on the Alumni Executive Committee, chairs the Alumni Intellectual Property Practice Group, and mentors numerous young attorneys and law students.
Prior to becoming a lawyer, he managed emerging singer-songwriters and recording artists, trained corporate employees of a pharmaceutical company to use software applications, and studied medicine. Matthew’s passion for his work in intellectual property arises from a deep appreciation for creativity, whether in the form of invention, design, expression, or marketing. He regularly applies his love of technology, language, and culture.
Outside of work, Matthew, a native of Philadelphia, enjoys spending time with his wife, a Brazilian staff member of the United Nations, and their twin children. His interests range from music (including songwriting, piano, guitar, and percussion), cooking, SCUBA diving, and martial arts.

Valuations in a Volatile Market Zoom Webinar
2020-06-17 08:00 - 09:00 | Zoom
Market volatility through COVID-19 has compromised innumerable businesses. It has also helped businesses reach unanticipated heights.

Join us Wednesday at 8:00 AM for a Zoom meeting with Larry Bloom and Philip Kanyuk, as they walk us through multiple business scenarios and how each scenario effects the sale and purchase prices of a business.

This meeting is interactive, meaning you can ask Larry and Philip questions throughout our time with them!

Cutting Edge Estate Planning Techniques Zoom Webinar
2020-06-03 08:00 - 09:00 | NY
The recent drop in the Applicable Federal Rates (AFR) and Section 7520 Rate make this the best time for your high net worth clients to finance the purchase of their life insurance.

Join us on Wednesday, June 3rd at 8:00 AM for a Zoom meeting with Carly Brooks, JD, CFP of John Hancock Advanced Markets, as she goes over 3 alternative private funding techniques you absolutely have to know that allows your clients to take advantage of these historically low lending rates.

Everyone in attendance will also receive a one-page cost comparison for each financing technique that you can begin using with your clients immediately.

As always, this meeting is interactive – meaning you can ask Carly questions throughout our time with her!

Mitigating Cybersecurity Risk While Working from Home
2020-05-20 08:00 - 09:00 | NY
Join us on Wednesday, May 20th at 8:00 AM for a Zoom meeting with David Steiner of Cypress Grove Technologies on how to ensure your online security is where it needs to be, without breaking the bank.

As always, this meeting is interactive – meaning you can ask David questions throughout our time with him!

Cypress Grove Technologies is a boutique IT firm that provides support, consulting, and services to small & mid-sized businesses throughout Manhattan and Long Island. Some of the services we offer our clientele are encrypted offsite backup; managed anti-virus with guaranteed inoculation; expert level remote desktop support; and 24/7 remote monitoring of servers and equipment. Our clients leverage our ability to proactively manage and maintain their networks, minimize downtime, and allow technology to go to work for them, instead of getting in their way.

CRITICAL information about bankruptcy restructuring during this financial crisis
2020-05-06 08:00 - 09:00 | NY
Join us on Wednesday, May 6th at 8:00 AM for an interactive Zoom meeting with renowned bankruptcy attorney Andrew Thaler. Among the many critical subjects Andrew plans to discuss (listed below), he will also be highlighting the differences between Chapter 11 and the recently introduced Subchapter V reorganization under Chapter 11.

Keep reading for a more detailed overview of what Andrew will educate us on during our meeting, and for a bit about Andrew and his illustrious career. As always, this meeting is interactive – meaning you can ask Andrew questions throughout our time with him.

SPECIAL GUEST: ANDREW M. THALER
Andrew M. Thaler is the founding member of Thaler Law Firm PLLC. With over 30 years of experience in the bankruptcy, insolvency, and restructuring fields, his practice focuses on a wide spectrum of matters, including representation of debtors, creditors, trustees, and creditors’ committees in commercial chapter 11 and 7 cases, consumer chapter 7 and 13 cases, and various situated parties in complex bankruptcy litigation and insolvency matters. He has represented clients and handled matters in diverse industries, including professional and service businesses, manufacturing and retail companies, and financial institutions.
As a federally appointed Chapter 7 Panel Trustee for the United States Bankruptcy Court for the Eastern District of New York since 1990, Mr. Thaler has presided over twenty thousand bankruptcy cases. In addition to his bankruptcy practice, he also serves as a mediator for the United States Bankruptcy Court for the Eastern District of New York and the Mediation Panel of the Commercial Division of the New York State Supreme Court, Nassau County.
Mr. Thaler is active in the Nassau County Bar Association, where he has served as a member of the Board of Directors, former Dean of the Nassau Academy of Law, and Chair of the Bankruptcy Law and Alternative Dispute Resolution Committees. He has lectured on bankruptcy and insolvency topics for the Nassau Academy of Law, the National Business Institute, the New York State Society of Certified Public Accountants, and First American Title Insurance Company of New York. Mr. Thaler is a member of the New York City Bar Association’s Committee on Bankruptcy & Corporate Reorganization. He is Past President (2010) of The Theodore Roosevelt American Inn of Court. In 2003, Mr. Thaler received the Partner in Justice Pro Bono Award from the Nassau/Suffolk Law Services Committee for his pro bono service to the community.
Mr. Thaler is rated “AV Preeminent” by Martindale-Hubbell, the highest level in professional excellence, and was recognized by L.I. Pulse Magazine in 2010 – 2016 as one of the region’s “Top Legal Eagles.” Mr. Thaler was named to the Super Lawyers list for the New York Metro area for excellence in bankruptcy in 2012 and each year thereafter to the present.

Estate & Elder Planning
2020-04-22 08:00 - 09:00 | NY
Join us this Wednesday, April 22nd at 8:00 AM for another interactive Zoom meeting where the highly-esteemed Lawrence J. Scherer will conduct an in-depth review of Estate and Elder Law planning issues in light of COVID-19. You do not want to miss this meeting!

Lawrence will be discussing a number of things including changes to State and Federal laws that could affect your clients, both positively and negatively, and are important for you to be informed about as a professional advisor.

SPECIFIC TOPICS OF DISCUSSION
1. Covid-19 has made it apparent the need for Health Care Proxies, Living Wills and Burial Instruction Directives. The need is even greater for unmarried individuals who may become hospitalized without creating a plan.
2. NY State recently changed the “In Community” or home Medicaid laws, requiring an increased look-back period of 30 months before qualifying for Medicaid. For our elderly family and clients, failure to react to these changes may result in major loss of inheritance.
3. Federal and State Estate Tax laws are sure to change as both national and state debt reaches unprecedented levels. Where the tax laws go from here is unknown, but the client that fails to use the favorable provisions we have now, may regret their delay. This is of real concern whether the current laws sunset, or a change in administration throws the laws into flux again. The US government will need to address ways to reduce their burgeoning debt and the Estate Tax is ripe for the picking.

SPECIAL GUEST: LAWRENCE J. SCHERER
Lawrence J. Scherer, Esq., CPA, LL.M., is the Managing Member of the law firm of SCHERER & PUDELL, PLLC, and is a practicing Estate Planning and Elder Law Attorney in Garden City, New York. Holder of a CPA license since 1985, he received his Juris Doctor degree from Brooklyn Law School in 1989 and his LL.M., in Taxation from the Graduate Law Division of New York University School of Law in 1991.
Prior to establishing SCHERER & PUDELL, PLLC, he had performed both domestic and international tax planning for one of the “Big Six” accounting firms, worked in the tax department of a large NYC law firm, in addition to clinical assignments with the District Counsel Office of the Internal Revenue Service and Law Department of the Nassau County Surrogate’s Court. He has had numerous radio and TV appearances, lectured on various Estate Planning issues and drafted articles on topics from Charitable Remainder Trusts to International Tax Planning for the Expatriate. He works with numerous accountants, attorneys, insurance agents, financial planners and stockbrokers in designing and implementing sophisticated Estate Planning programs. He limits his practice to Estate & Business Succession Planning, Elder Law, Probate and Administration, Real Estate, Corporate and Tax Law.

10 Ways To Improve Your Marketing In Your Downtime
2020-04-16 08:00 - 17:00 | NY
Despite the challenges COVID-19 has forced us all to contend with, this is not the time to pull back on marketing. Yet we do need to change some of our tactics and adapt to new circumstances.
Learn how to stay top of mind with your clients and prospects, boost your online presence and position yourself for a faster economic recovery.
Join us this Thursday, April 16th at 8:00 AM for a free interactive zoom meeting with special guest Edie Reinhardt, Principal of RDT Content Marketing, where you can raise questions and topics for discussion!

SPECIAL GUEST: EIDIE REINHARDT
Edie is a former practicing attorney turned marketer and writer. She specializes in helping attorneys, accountants and financial advisors showcase their expertise and successfully target their marketing so they can attr act more clients. Her services include marketing strategy, content development, social media and websites.
Active in the industry, Edie is Executive Vice President of the Public Relations Professionals of Long Island and a member of the Legal Marketing Association and Social Media Association. She is also former co-chair of the Attorney-Accountant Committee of the Nassau County Bar Association. In 2017, she received the Excellence in Communications Award by Long Island Business News. Edie speaks and writes extensively, educating firms on how to make the most of their marketing resources.

Selling in Uncertainty
2020-04-09 08:00 - 09:00 | NY
Rob Fishman, Partner and Owner, Sandler Training
Business Growth Architect
Author & Keynote Speaker
Sales Trainer, Sales Management
& Leadership Advisor
Drawing on over 35 years of business ownership, Rob Fishman is a partner and owner of Sandler Training of Hauppauge, a Long Island based company that focuses on executive leadership, sales
management and the sales process. He has coached, trained, and
mentored sales and sales management teams, as well as executive
leadership on the Sandler systems and team-building to help his
clients extract the growth and profitability they are seeking.

The Secure Act and the Estate Tax Time Bomb
2020-02-19 07:45 - 10:00 | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
This month’s topic will be: “The Secure Act and the Estate Tax Time Bomb” Uncover the hidden Estate tax consequences and solve the tax time bomb this creates with legal and insurance concepts.
Presenter: Lawrence Scherer, Scherer & Pudell, PLLC
Topic: Estate Tax issues coming up and the charitable gifting of retirement funds
Presenter: Jeffrey Radosevich, Regional VP Prudential Individual Life
Topic: Planning discussions and opportunities.

LIAFPN Joint Conference Event with NAIFA
2020-01-30 16:00 - 20:00 | Heritage Club, 99 Quaker Meeting House Rd, Farmingdale, NY, 11735
Special Remarks
The Honorable Gregory Serio, former NYS Superintendent of Insurance and current NAIFA-NYS Executive Director, will shine light on NAIFA-NYS initiatives to protect producers and their clients and will offer insight into the game-changing Reg 187 best interest standard and the Dept. of Financial Services (DFS) cyber-security rule.

Panel Discussion
An industry panel will explore how carriers have updated and differentiated their indexed life products (via bonuses, multipliers, other incentives) in response to Reg 187, to today’s historically low interest rates, and to a change in the CSO mortality table that affects carrier reserves. Neil Himmelstein, Pres. of Main Street Planning Group, will moderate.

Holiday Happy Hour Get Together
2019-12-04 18:00 - 20:00 | NY
LIAFPN Holiday Happy Hour at Huntington Hilton located at:
598 Broadhollow Rd, Melville, NY 11747
Wednesday, December 4th from 6:00 to 8:00pm
Come network and make some new friends.
Bring your suggestions on educational programs that you would like to see in the future.
Appetizers – Cash Bar
