Leveraged Transfers in the Light of Current and Potential New Legislation

Date: Wednesday, January 5, 2011
Time: 6:00 PM - 8:30 PM
Location: Victoria Club , 2521 Arroyo Drive in Riverside)
Speaker: Joseph Falanga, C.P.A.. AEP, President, NAEPC,

You are invited to attend the combined meeting with the Estate Planning Council of San Bernardino County.

We are pleased to welcome the newly elected President of NAEPC, Joseph Falanga, CPA, AEP, Senior Managing Director, FTI Schonbraun McCann Group, New York.

Joseph believes that It is possible that in January we might be back to the $1 million/55% estate tax rates as congress will not know how to fix the estate tax conumdrum. 

Joseph Falanga

Joseph V. Falanga is a Senior Managing Director at FTI Schonbraun McCann Group (SMG), and is based in New York where he is part of the firm’s Private Client Advisory Group and directs its Private Client Tax and Advisory Services Practice.  He has over 25 years of experience as an industry leader in estate planning, the administration of estates and trusts and individual taxation matters.  Mr. Falanga also has extensive experience in supporting family offices and consulting family groups as well as providing expert testimony in litigation support involving estate and trust matters. Prior to joining SMG, Mr. Falanga was at Goldstein Golub and Kessler (GGK) where he was Partner in Charge of the Estates and Trusts Group; subsequently, he was at GGK successor firms American Express Tax and Business Services and RSM McGladrey as a Managing Director. Mr. Falanga gives numerous speeches and presentations at conferences, seminars and forums around the country.  He has lectured for the New York State Society of CPA’s, New York City Bar Association, New York State Bar Association, New York City Estate Planning Council and various Estate Planning councils across the nation.  His topics have included Individual Income Taxation, Efficient Charitable Gifting, Estate Planning, Fiduciary Income Taxation, Grantor Retained Annuity Trusts, and Uniform Principal & Income Act.  Mr. Falanga has a B.B.A. in Accounting from Pace University, an MBA from Fordham University and is a Certified Public Accountant in New York.  Mr. Falanga is President of the National Association of Estate Planners & Councils.  He served as chair of the Estate Planning and Fiduciary Income Taxation Committee of the NY State Society of CPA’s, also chaired the New York City Estate Planning Council and was a member of the Pace University Alumni Association.  He is currently on the Rapid Response Tax Legislation committee and the Estate Planning and Taxation of Individuals committees for New York State Society of CPA’s. 


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