Latest Past Events
Free Webinar Elder Law, Estate Tax, When’s the time for Assisted living or other options & Selling a home During COVID 19!
Our latest Webinar will feature our own David R. Okrent, Esq., CPA speaking on Estate Planning after the Election, Estate Tax, New 30 month look back for Community Medicaid, Julie Wexler, Director of Business Development at the Bristal Assisted Living will present on when to make the decision to make a move from the family...
Free Webinar Elder Law, Estate Tax and Learn About Oyster Bay Manor and Harbor House Assisted Living Communities
Learn From: Our own David R. Okrent, CPA, Esq & Melissa Schuhmacher, Director of Business Development at Oyster Bay Manor and Harbor House Assisted Living Communities, will speak on the following during a Free Town Hall Style Interactive Webinar on: Big changes coming in Estate Planning and Federal Exemption Amounts, How to Care for a...
Free Webinar – Elder Law Update & Maximizing Social Security Benefits
Learn From: Our own David R. Okrent, CPA, Esq. & Daniel G. Mazzola CFA, CPA & CFP. Mr. Okrent will speak on Elder Law, Estate Planning and Estate Administration and the ever changing "Estate Tax". Mr. Mazzola will present using his Smarter Social Security class which he has presented at tax symposiums, public libraries and...