Advanced Estate Planning Conference 2011
View Description
This comprehensive program will provide attendees with the opportunity to gain the most advanced technical training on all current aspects of estate and gift planning and compliance issues. Top speakers in the estate planning field and stellar educational materials will show CPAs how to provide the highest caliber of service to their clients.
Browse Exhibitors
PLATINUM SPONSOR
BNY Mellon Wealth Management
Booth:
1
Address:
BNY Mellon Wealth Management
10250 Constellation Boulevard, Suite 2710
Los Angeles, CA 90067
Phone:
877-267-0198
Website:
BNY Mellon Wealth Management’s expert capabilities encompass all areas of wealth management and are grounded in centuries of experience. We are committed to continually enhancing and building upon these capabilities to ensure complete and excellent resources for the management of our clients’ wealth.
SILVER SPONSOR
Sterling Foundation Management, LLC
Booth:
2
Address:
Sterling Foundation Management, LLC
2325 Dulles Corner Blvd., Ste. 670
Herndon, VA 20171
Phone:
703-437-9720
Website:
Sterling creates and administers private, charitable foundations. It also facilitates sales of non-charitable interests in charitable trusts on the behalf of clients with existing CRTs/CLTs.
BRONZE SPONSOR
Fidelity Charitable
Booth:
3
Address:
Fidelity Charitable
200 Seaport Blvd
Boston, MA 02210
Phone:
800-682-4438
Website:
Fidelity Charitablesm (FC) is a leader in providing charitable solutions for individuals, advisors, and companies, helping them reach their philanthropic goals. FC encourages philanthropy through a Giving Account®, a donor-advised fund at the Fidelity® Charitable Gift Fund (“Gift Fund”), an independent public charity.
SPONSOR
Connell Foley LLP
Booth:
4
Address:
Connell Foley LLP
85 Livingston Avenue
Roseland, NJ 07068
Phone:
(973) 535-0500
Website:
Established in 1936, Connell Foley LLP has achieved success in litigation, corporate law, and a broad range of specialty areas. Comprising more than 110 lawyers, who are organized into 21 distinct practice areas, Connell Foley is proud of our continued ability to deliver the highest levels of legal representation and satisfaction for our clients.
BASIC LISTING
AICPA Insurance Trust
Booth:
7
Address:
AICPA Insurance Trust
Prudential, 80 Livingston Ave.
Roseland, NJ 07068
Phone:
973-548-6530
Celebrating over 60 years of service, the AICPA Insurance Trust has provided insurance protection to AICPA members and their families. From life insurance to members and their spouses, to long term disability income and long term care insurance, AICPA plans are developed, designed and delivered to meet the needs of today’s CPAs---all at economical group rates.
BASIC LISTING
AICPA PFP Division
Booth:
11
Address:
AICPA PFP Division
220 Leigh Farm Road
Durham, NC 27707
Phone:
919.402.4818
Website:
The AICPA’s Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and closely held entities. Membership is available for purchase to all members of the AICPA.
BASIC LISTING
BNA Tax & Accounting
Booth:
5
Address:
BNA Tax & Accounting
1801 S. Bell Street
Arlington, VA 22202
Phone:
703-341-5906
Website:
BNA Tax & Accounting is the foremost source of tax and accounting research, news, practice tools, and guidance for the tax & accounting community. For more information about our products and services, visit BNA Tax & Accounting at www.bnatax.com.
BASIC LISTING
THOMSON REUTERS ONESOURCE TRUST & ESTATE ADMINISTRATION
Booth:
8
Address:
THOMSON REUTERS ONESOURCE TRUST & ESTATE ADMINISTRATION
6 East Clementon Road Suite E1
Gibbsboro, NJ 08026
Phone:
800-331-2533
Website:
Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. Serving accounting, tax and corporate finance professionals, the Tax & Accounting business of Thomson Reuters is the leading provider of technology, information and integrated tax solutions.
