Thursday, October 22, 2026
8:00 A.M. – 12:00 P.M.
Estate, Gift & Trust Planning: Advanced Compliance Issues, Form 709 Preparation Challenges and Estate Planning with Retirement Assets

Jennifer Lota will serve as one of two keynote speakers at a Continuing Education Program held at Fairleigh Dickinson University for New Jersey CPAs. The program will explore advanced tax filing and estate planning concepts, including common pitfalls in preparing gift tax returns (Form 709), complex compliance issues, and tax-efficient estate planning strategies involving retirement accounts. Jennifer will share insights on navigating these challenges and key considerations for CPAs advising clients on estate, gift, and trust planning.

For more information or to register, please click here.

As the law continues to evolve on these matters, please note that this article is current as of date and time of publication and may not reflect subsequent developments. The content and interpretation of the issues addressed herein is subject to change. Cole Schotz P.C. disclaims any and all liability with respect to actions taken or not taken based on any or all of the contents of this publication to the fullest extent permitted by law. This is for general informational purposes and does not constitute legal advice or create an attorney-client relationship. Do not act or refrain from acting upon the information contained in this publication without obtaining legal, financial and tax advice. For further information, please do not hesitate to reach out to your firm contact or to any of the attorneys listed in this publication. No aspect of this advertisement has been approved by the highest court in any state.