Succession Planning Virtual Round Table

Under Biden’s proposed tax changes, there are moves you should make in 2020 to protect your assets.

In this webinar we’ll cover:

Proposed changes to tax rules
What actions to take now to protect your assets
Estate and tax planning strategies

The end of the year is coming up quickly. It’s important to take action before January 1 in order to stay in front of these potential changes in 2021.

Register Now

About Our Panelists

Henry Rinder

Certified Public Accountant and Member of Firm

Henry is a licensed Certified Public Accountant in New Jersey and New York with more than 30 years of public accounting experience. He services clients in the construction, distribution, manufacturing, and legal services industries. Henry is a member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, the Association of Certified Fraud Examiners and is also a Diplomat of the American Board of Forensic Accountants.

Dan Kruesi

Certified Public Accountant and Member of Firm

Dan Kruesi is member of the firm. He is a licensed Certified Public Accountant and has been practicing public accounting for over 20 years. Dan advises high-net worth individuals, partnerships, S-corporations, and estate planning.

Christine Melilli

Attorney and Certified Public Accountant

Christine Melilli is a Manager of the Firm. She is a licensed Certified Public Accountant in New York. She is also licensed to practice law in New York and New Jersey. She has 22 years of accounting experience, including 5 years of public accounting, 5 years of Fortune 500 experience, and running her own tax and accounting practice as a sole proprietor. Christine is dedicated to serving her clients. Her main industry focus is on manufacturing, retail and distribution clients with focus on High Net Worth Individuals, Partnerships, and S Corp tax planning/prep.