Tips for Preparing New Jersey Estate and Inheritance Tax Returns
GREATER MIDDLESEX/SOMERSET
ESTATE PLANNING COUNCIL
We are pleased to announce our next speaker will be Allison Sheppard, MBA and Tax
Conferee of the Individual Inheritance and Estate Tax Branches of the New Jersey
Division of Taxation. Ms. Sheppard has almost 10 years of progressively responsible
experience as a representative on behalf of the Director of Taxation. Allison is an
experienced liaison to the Deputy Attorney General assigned to defend the Director in
matters involving complex Inheritance and Estate litigation in the Tax Court of New
Jersey. Allison Sheppard holds a BA in Business Administration from Temple
University and a MBA from Stockton University. She is also a 2016 Juris Doctor
candidate at Widener University, Delaware Law School. Allison’s presentation will be on
“Tips for Preparing New Jersey Estate and Inheritance Tax Returns.” Please join us for
this interesting topic.
Date: Wednesday, March 16, 2016
Time: 7:45 am Breakfast
8:15 am Speaker Presentation
Place: Fiddler’s Elbow Country Club
811 Rattlesnake Bridge Road
Bedminster, New Jersey 07921
Cost: Members - No Cost
$85 - Non-members & Guests
This meeting may qualify for CLE, CTFA, CFP, and CPE credits.
---------------------------------------------------------------------------------------------------------------------
Please complete this portion and return with a check payable to Greater
Middlesex/Somerset Estate Planning Council no later than March 11, 2016 to:
Andrew Novick, Esq. RSVP: Jayne C. Kredatus
Brookner Law Offices, LLC Phone: 908-963-5463
991 Route 22 West, Suite 200 Email: jayne.kredatus@gmail.com
Bridgewater, NJ 08807
Member: _________________________________
Guest: _________________________________
Amount of check enclosed: $_________________
