Greater New Jersey Estate Planning Council (GNJEPC)

Description

The Greater New Jersey Estate Planning Council,Inc. is a member of the National Association of Estate Planning Councils (NAEPC). The organization consists of professionals involved in the many facets of financial and estate planning; including attorneys, accountants, investment advisers, financial planners, trust officers, business valuation,a mediator and insurance specialists.

Through its monthly luncheon presentations, at The Bacari Grill in Washington Township (201-358-6330), the Council offers a forum within which to learn from each other and from industry leaders about planning techniques, current events, and shared experiences pertaining to the many disciplines of estate planning. Continuing education credits are provided, if approved by supervising authority for CPA , CFP, NJ Attorney and NJ Life Insurance practitioners.



Our meetings provide the opportunity to visit with friends and establish new relationships in the New Jersey/New York financial and estate planning community. Non-members are welcome to attend our meetings to learn more about the organization and attend presentations of special interest.

Member benefits

NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is a web-based collection of cutting-edge technical materials appropriate for every estate planning-related discipline.

A Parents Guide to Wills & Trusts by Don Silver

Acquire Seminar Marketing

Our focus is to provide a very select group of top producers with unique, high-impact, response-driving seminar invitations, accurate mailing lists and turn-key production solutions. We also use time-tested direct mail advertising techniques and strategies to drive a great response, versus using a meal as the main attraction. This common-sense approach simply yields top-notch attendees, more appointments and more new clients.

Amicus Creative Media

Amicus Creative Media has designed the most comprehensive, feature-packed attorney website system that is also appropriate for other professional disciplines. Your firms online marketing success requires a quality website with content, tools and features.

Business Week Magazine

Subscribe to Business Week magazine today at a special NAEPC member rate! As an added benefit, you will also receive FREE access to Business Week Online with every subscription. Log on for expanded news stories, previews of the upcoming edition, and a searchable archive of issues dating back more than 5 years! It is a library of history and information available for retrieval 24-hours a day!

BVR Guide to Business Valuation Issues in Estate & Gift Tax edited by Linda Trugman, CPA/ABV, CBA, ASA, MBA

While estate and gift tax issues is still one of the top revenue producers for business appraisers, this area of the valuation industry continues to face new challenges.
Issues such as tax-effecting S-Corporations, non-signing tax preparer penalties, and legal challenges from the IRS continue to complicate the estate and gift arena. It is crucial for appraisers practicing in this area to stay current with the legal arguments, regulations and technical theory that apply to estate and gift issues relating to the business valuation profession.