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