BRIDGING THE GAP BETWEEN GENERATIONS
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Tax ● Estate and Succession Planning ● Elder Law and
Special Needs Planning ● Probate and Estate Administration ● Business Agreements and Transactions
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A guardianship may not only be a useful tool in many situations, but for some it may be the only option. A guardianship is an arrangement where the court appoints a person to make various decisions for another individual. The types of decisions the guardian may make, as well as the extent of the power to make those decisions, depends on the type of guardianship and the abilities of the individual over whom the guardianship is sought (this individual is referred to as the “ward”).
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Marie Katz is the Business Manager at Katz, Smith & Chwat, P.C. Marie joined Katz, Bernstein & Katz, LLP in 1998 as an Administrator with primary responsibility for Katz Tax Seminars, LLC. Marie took a leave of absence in 2007 to focus on her own business, Makeup by Marie Katz, and raising her daughters. Marie returned to KBK in 2015, and since the formation of KSC she has been an integral part of overseeing the business of the firm. As the firm’s Business Manager, her principal duties focus on the general office management, human resource issues, office system management and bookkeeping.
When not working on the business of KSC, Marie continues to run her own business of 19 years and has now expanded to not only provide makeup services but spray tanning as well. Marie, of course, enjoys spending her non-working time with her daughters, Emmi (16) and Olivia (15)
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The attorneys at KSC frequently conduct seminars for professionals, professional organizations, schools, hospitals, civic organizations, and the community. Below is a schedule of our upcoming presentations.
SEPTEMBER 23, 2019
Crisis Planning and Assistance
Kim M. Smith will be presenting on Crisis Planning and Assistance at the National Business Institute Seminar, “Protecting Assets While Qualifying for Medicaid” at Four Points by Sheraton Melville Long Island. This seminar begins at 9:00am and will focus on the latest Medicaid application and asset planning tactics. Register
Here
.
OCTOBER 8, 2019
Trust and Estate Planning Strategies
Kim M. Smith will discuss Trust and Estate Planning Strategies to provide for you and your family during your lifetime and after your death. Most people spend decades saving for retirement, the education of children or grandchildren and providing for their families. Yet, the same people, so diligent in growing assets and managing their family affairs, often neglect to prepare an estate plan to protect their financial security and well-being during their lifetime and to distribute their estate upon their death. This seminar is at 6:00pm at Lindenhurst Senior High School.
Visit our
website
for a complete list of upcoming Seminars.
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Katz Tax Seminars is a leading provider of live Continuing Professional Education seminars in Taxation.
JULY 17, 2019
This seminar will cover everything you need to know when planning for the long-term care needs of your clients as they age. The percentage of Americans reaching traditional retirement age continues to grow steadily. The practice of elder law encompasses a broad array of issues such as Medicaid and asset protection planning; long-term care and nursing home care; and the use of Estate planning documents. This program will educate you on the basics of elder law planning in order to be able to better assist your clients.
AUGUST 8, 2019
This seminar will cover the many federal tax issues that remain as a result of the provisions of the Tax Cuts and Jobs Act. In addition, we will discuss any recent state tax changes for the current and future years that will impact your clients. We will also discuss the latest cases and rulings that affect the income taxation of individuals and entities in 2018 and later years, to provide you with an update of the latest developments that have an impact on their practices. Participants must have a basic knowledge of Federal and NYS income taxation.
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During the summer months, Long Island becomes one big beach town with trips to the shore becoming a regular activity for residents and visitors. A day at the beach is absolutely among one of the best things to do, but that's just the beginning. There is no shortage of fun things to do on Long Island in the summer. Here are a few of our favorite activities throughout Nassau and Suffolk County.
Montauk Lighthouse
, Montauk State Park – The oldest lighthouse in New York State (authorized by President George Washington in 1792) and a National Historic Landmark, it is understandably one of the most popular destinations (and
Robert Moses State Park, Fire Island
picture spots) on Long Island. Paired with
the expansive scenic views of the Atlantic
Ocean, it’s hard to beat. While you’re there, you can climb to the top, walk the park or visit the museum, which is located in the 1860 keepers’ house.
White Post Farms
, Melville –Little ones get the opportunity to hand and bottle feed goats, interact with birds in the free flight aviary and encounter more exotic animals like kangaroos and lemurs. Plus, they have a great cafe and farmers market.
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Old Bethpage Village Restoration
allows visitors to step back in time. This “living history museum” consists of 36 houses, barns and buildings dating from 1765 through 1865, in which you’ll find costumed interpreters that deliver facts and stories about the people who occupied them. And on weekends in the summer, you can catch an old timey baseball game.
And it just wouldn’t be summer on Long Island without a stop at
Freeport’s Nautical Mile
, a literal mile’s worth of bars, beachy little gift shops & waterside restaurants.
With a beautiful place like Long Island, full of history and entertainment, there are endless opportunities. Be sure to check out something new this summer!
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Planting Fields Arboretum, Oyster Bay
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From Monday June 3
rd
through Friday August 30
th
our office will operate under our Summer Schedule
and our regular business hours will be as follows:
Monday - Thursday: 9:00am - 5:00pm
Friday: 9:00am - 3:30pm
Saturday-Sunday: Closed
Of course our Partners and Associates are flexible in their scheduling should you need to meet or speak to them outside of normal business hours.
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Katz, Smith & Chwat, PC | 175 Broadhollow Road, Suite 130, Melville, NY 11747 |
Website
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