EFPCSNJ January 23, 2025 Breakfast Meeting

Annual Tax Law Update presented by Kulzer & DiPadova, P.A.

PLEASE CLICK HERE TO REGISTER NOW

Date: Thursday, January 23, 2025
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program 
PLEASE NOTE THE NEW EDUCATIONAL PROGRAM START TIME OF 9AM.

Location: Laurel Creek Country Club, 701 Centerton Rd, Mount Laurel, NJ 08054-1624

Cost: EFPCSNJ Members  - $45.00
Non-Members - $65.00

 

This Meeting is being Generously Sponsored by:







 

Two Sponsorships are available - Contact Tim Bower at [email protected] 

Session Description:
A team of attorneys from Kulzer & DiPadova will be presenting an update on changes to tax laws federally and at the state level.
Planners will learn about the changes to the tax law and be better equipped to help their clients financially plan for the present and for the future.

Speakers:
Michael R. Noto, J.D.
Michael R. Noto is an associate with the firm. He is a member of the Bar of the State of New Jersey.
Mr. Noto is currently pursuing his Master of Law (LL.M.) in Taxation from New York University School of Law. He earned his J.D. from Villanova Law School, where he was a member of Villanova’s Business Law Concentration. Mr. Noto received his bachelor’s degree, summa cum laude, in accounting and finance at Saint Joseph’s University.
Mr. Noto is a member of the American Bar Association, the New Jersey State Bar Association, and the Camden County Bar Association.
Prior to joining the firm, Mr. Noto interned with the United States Securities and Exchange Commission and UGI Corporation.

Kristin L. Schmid, J.D., LL.M.
Shareholder
Kristin L. Schmid is a shareholder in the firm. Ms. Schmid earned her J.D. from Villanova University School of Law specializing in Corporate Law, and has earned her bachelor’s degree at the University of Pennsylvania where she majored in Political Science and Economics.
Ms. Schmid earned her Masters of Law (LL.M.) in Taxation from New York University School of Law. She is a member of the Bar of the Commonwealth of Pennsylvania and the State of New Jersey. Ms. Schmid currently serves as one of the Taxation Law Section’s delegates to the New Jersey State Bar Association General Council.
Prior to joining the firm, Ms. Schmid was a Senior Tax Associate at PricewaterhouseCoopers LLP where she specialized in mergers and acquisitions and international tax. While at PwC, Ms. Schmid handled the federal tax implications of complex merger and acquisition transactions involving Fortune 500 corporations. Her experience includes spin-offs, carve outs, liquidations, taxable transactions, and non-recognition transactions.

Joseph M. Kempter, J.D., LL.M., CPA
Shareholder
Mr. Kempter is a shareholder with the firm and is a graduate of Widener University School of Law. He has earned his LL.M. in Taxation at Villanova University.
Mr. Kempter is a member of the Bars of the State of New Jersey and Commonwealth of Pennsylvania and is admitted to practice before the United States Tax Court and U.S. District Court for the District of New Jersey. Mr. Kempter is a member of the American Bar Association, the New Jersey Bar Association and the Camden County Bar Association.
In addition to being an attorney, Mr. Kempter is also a Certified Public Accountant in the Commonwealth of Pennsylvania and the State of New Jersey.
He is a member of the Society of Financial Service Professionals where he serves on the board and is a Past President of the South Jersey Chapter. He is a member of the New Jersey Society of Certified Public Accountants where he served on the board and is a Past President of the Southwest Jersey Chapter. He is also a member of the Estate and Financial Planning Council of Southern New Jersey where he served on the board and is a Past President.

PLEASE CLICK HERE TO REGISTER NOW

We are applying for this meeting to qualify for the following CE credits:  

1.0 CPE credit (for CPAs), 1.0 CFP credits, NJ & PA CLE credits

Thank you to our CLE Sponsor:
 

 

 

 


 

About Us

The Estate and Financial Planning Council of Southern New Jersey, Inc. is a professional association of estate and financial planning practitioners in the southern NJ region.

The objectives of the Council are: to provide a better understanding of the services its members can render to the general public; to promote cooperation between each of the membership groups of this organization and to foster a better understanding of the proper relationship which each group bears to the other, to its clients and to the general public; to promote the awareness and usage of financial planning through appropriate means, including education; and to promote the interests of its members through the sharing of knowledge and expertise.
For more information click here

EFPCSNJ Upcoming Events
Thursday, February 20, 2025
Topic: Estate Planning Update from Florida Institute
Speakers: Martin Babitz, BNY Mellon and Glenn Henkel, Kulzer & DiPadova
Location: Laurel Creek Country Club
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
PLEASE NOTE THE NEW EDUCATIONAL PROGRAM START TIME OF 9AM.
Sponsors: 

Interested in sponsoring - please email [email protected]

Cost: EFPCSNJ Members - $45.00
Non-Members - $65.00

There are four sponsorship opportunities available for this meeting. Please email Tim Bower at [email protected] to take advantage of this great opportunity

EFPCSNJ Sponsorship Opportunities

Interested in sponsoring an EFPCSNJ event? Please contact Tim Bower at [email protected] or 856-795-0551 today to learn more