News & Events

Presentation Name Conference Date
IIT Bombay Alumni Association of Greater New York (IITBAA-GNY) invites you to iPlan, iPreserve, iProtect – A Financial Planning Seminar IIT Bombay Alumni Association of Greater New York (IITBAA-GNY) invites you to iPlan, iPreserve, iProtect – A Financial Planning Seminar 2015
Supercharge Your Practice with the Trusts & Estates Boot Camp For Advisors Supercharge Your Practice with the Trusts & Estates Boot Camp For Advisors 2013
Estate Planning – What’s New & What Now New Jersey Society of CPAs/NJSCPA Education Foundation 2013
The Hidden Secrets of Veterans Benefits FPANJ Regional Meeting 2012
Coordinating Retirement Plans with Wealth Transfer “Retiring Right” 2012
Introduction to Estate Planning with Islamic Law Considerations Islamic Society of Central Jersey 2011
You’ve Earned It – Now Protect It! Estate Planning Dinner Seminar 2011
Estate Planning & the Family Love Letter Estate Planning & the Family Love Letter 2011
Estate Planning with Sharia’h Considerations Dar-ul-Islah, Teaneck, NJ 2011
Estate Planning and Asset Protection Planning for Physicians Association of Physicians of Pakistani Descent of North America – New Jersey executive committee meeting 2011
Congratulations! Your Business Venture is a Success!!! Now… How Will You Protect It? Asian-Indian Chamber of Commerce July Meeting 2011
What Every Indian-American Business Owner Should Know About the 2011 IRS Tax Amnesty Program (co-presenter) AICC Monthly Meeting 2011
Keeping the Family Hotel in the Family: What hoteliers should know about estate taxes, asset protection, wealth transfer planning & business succession Asian American Hotel Owners Association Mid-Regional Meeting 2010