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Estate and Gift Valuation Issues
SPEAKER: Leonard M. Friedman, CPA/ABV CBA

Estate Planning Council of Bergen County, Inc.

Thursday, March 7, 2019 from 4:45 PM to 8:30 PM (EST)

Ticket Information

Ticket Type Sales End Price Fee Quantity
GUEST
Please complete all continuing education information at the time of ticketing. Guest fees are NON-REFUNDABLE.
Mar 7, 2019 $75.00 $6.20
REGULAR MEMBER Estate Planning Council of Bergen County, Inc.
Current paid 2018-19 paid Members of the Estate Planning Council of Bergen County, Inc. Please have continuing education available at the time of ticketing.
Mar 4, 2019 Free $0.00
SENIOR MEMBER Estate Planning Council of Bergen County, Inc.
Senior Members 2018-19 Estate Planning Council of Bergen County, Inc. Select ORDER NOW to pay by credit card. If wishing to pay by check, please contact Gretchen (bergenepc@gmail.com) for ticketing and then please bring your check to the event.
Mar 7, 2019 $75.00 $6.20

Share Estate and Gift Valuation Issues SPEAKER: Leonard M. Friedman, CPA/ABV CBA

Event Details


bio-len

 

Len Friedman (Partner, RRBB Accountants and Advisors) serves as the head of the firm’s Valuation Services Department and has more than 25 years of public accounting experience, including extensive fieldwork in business valuations and forensic accounting.

His forensic work extends from preparing business valuation reports in divorce matters, to stockholder disputes, estate planning and mergers and acquisitions and financial reporting — as well as serving as an expert witness in litigation cases.

Len often lectures on valuations to colleagues in the accounting profession and attorneys.

As a member of the firm’s tax department, he handles some of the firm’s largest individual and corporate clients, handling individual and corporate taxation matters, as well as international tax issues.


CERTIFICATIONS

  • Certified Public Accountant, State of New Jersey
  • Accredited in Business Valuation (ABV)
  • Certified Business Appraiser (CBA)
  • EDUCATION
  • Bachelor of Science in Accounting – Magna Cum Laude, Fairleigh Dickinson University (Madison, NJ)

PROFESSIONAL MEMBERSHIPS AND DESIGNATIONS

  • New Jersey Society of Certified Public Accountants (NJSCPA)
  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Valuation Section – Accredited in Business Valuation (ABV)
  • Institute of Business Appraisers (IBA)

ARTICLES AND PAPERS AUTHORED BY LEONARD FRIEDMAN 


 

Continuing Education:

Applications are pending for  CTFA and NJ Insurance

NJ CPE: 1.0 credit Estate and Gift Valuation Issues (Intermediate Level/Topic Tax Valuations)

CFP: 1.0 credit The CFP Board has granted 1.0 credit for Estate and Gift Valuation Issues. Program ID: 259156

CTFA: (pending) Estate and Gift Valuation Issues has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees/participants.

NJ CLE:  1.2 credits. Estate and Gift Valuations. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.2 hours of total NJ CLE (0.0 Ethics). Course #53


Have questions about Estate and Gift Valuation Issues SPEAKER: Leonard M. Friedman, CPA/ABV CBA ? Contact Estate Planning Council of Bergen County, Inc.

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When & Where


Stony Hill Inn
231 Polifly Road
Hackensack, NJ 07601

Thursday, March 7, 2019 from 4:45 PM to 8:30 PM (EST)


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Organizer

Estate Planning Council of Bergen County, Inc.

Bergen County Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.

Bergen County Estate Planning Council strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. 

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