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CPA Update: Addressing the unique tax planning and employee benefits needs of closely-held businesses

Wells Fargo Advisors, LLC and Flaster Greenberg PC

Flaster Greenberg PC and Wells Fargo Advisors, LLC have joined forces to offer an educational seminar addressing two major problem areas frequently encountered by accountants who represent owner-dominated businesses:

Join Flaster Greenberg and Wells Fargo Advisors on January 9, 2013 for an informative evaluation of the latest updates in estate planning tax laws and government-sponsored correction programs for employee benefits plans. 

In addition to earning continuing education credits, attendees will develop an understanding of these unique tax and regulatory landscapes and will leave better equipped to steer high net-worth and business clients in the right direction. 

Part I: Estate Planning for Business Owners and High Net-Worth Individuals

The future profile of federal tax laws is uncertain. During the first portion of the program, you will be updated on where the tax laws stand post-fiscal cliff, and how your clients’ estate plans could be affected. 

Topics will include:

Fields of study: Tax and Estate Planning

Prerequisites: Appropriate for CPAs and licensed Attorneys

Part II: Voluntary Corrections Programs for Employee Benefits

In this portion of the program, you’ll learn about the government’s compliance programs, including how to help clients avoid steep penalties by identifying and voluntarily correcting problems with their retirement plans—before an IRS audit or DOL investigation.

Topics will include:

Field of study: Employee Benefits

Prerequisites: Appropriate for CPAs and licensed Attorneys


For Accountants: This program has been approved for 2 Continuing Professional Education (CPE) credits.

Level: Intermediate to Advanced

For Attorneys:  This program has been approved for 2 substantive Pennsylvania and New Jersey Continuing Legal Education (CLE) credits.

Level: Intermediate to Advanced

Certificates of attendance will be available.


Flaster Greenberg PC
1810 Chapel Ave. West
Cherry Hill, NJ 08002
2nd Floor


Wednesday, January 9, 2013


12:00 noon: Registration and Lunch
12:30 – 2:30 p.m.: Presentation and Q&A

About the Speakers:

Allen P. Fineberg
Shareholder, Employee Benefits & Executive Compensation and Business & Corporate Practice Groups
Flaster Greenberg PC

Mr. Fineberg's practice includes DOL and IRS benefit plan audits, participation in IRS and DOL self-correction programs, the design and implementation of all types of tax-qualified retirement plans and non-qualified deferred compensation plans, as well as cafeteria plans and other fringe and welfare benefit programs, compliance with ERISA and IRS regulatory requirements affecting employee benefit plans, and addressing benefit plan issues in bankruptcy.


J. Philip Kirchner
Shareholder, Litigation and Labor & Employment Practice Groups
Flaster Greenberg PC

About Wells Fargo Advisors, LLC

Wells Fargo Advisors is a subsidiary of Wells Fargo & Company, one of the nation’s largest and strongest financial institutions.  In business since 1852 and named on Fortune magazine’s 2011 list of the “World’s Most Admired Companies,” our company is known and respected for responsible stewardship of its clients’ assets. 

Flaster Greenberg PC is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN37219-2417, 615-880-4200.

Wells Fargo Advisors is not a tax or legal advisor. Wells Fargo Advisors makes no warranties that any workshop or seminar qualifies for continuing education credits. Please check with your professional organization for qualification requirements.

Wells Fargo Advisors, LLC

Matthew S. Montenero, CFP®, MBA
Associate Vice President – Investment Officer
Wells Fargo Advisors, LLC
525 Route 73 N., Suite 400
Marlton, NJ 08053
Fax:  856-988-8709


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