Marks Paneth's Avery E. Neumark Invited to Present at AICPA's Premiere Annual Employee Benefit Plans Conference on May 9April 28, 2017
Leading accounting, tax and advisory firm, Marks Paneth LLP, is pleased to announce that Avery E. Neumark, CPA, JD, LL.M., Partner with the firm’s Tax Group, will provide insight into 401(k) distributions, retirement and estate planning at the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plans Conference in Nashville, Tennessee on Tuesday, May 9.
In his first session, “Are You Ready for Retirement? Retirement & Estate Planning,” Mr. Neumark will discuss the assessment of retirement readiness and cash flow needs; the evaluation of investments and plan types and their impact on planning; and Roth conversion and estate planning considerations.
His second session, “Distributions A-Z,” will provide an overview of in-service distributions – including loans, hardship distributions and other permissible in-service distributions. Speaking from his more than 35 years’ experience with employee benefits and executive compensation, he will discuss distribution options upon termination of participation; taxation and reporting issues; coordination of pre-tax, after-tax and Roth distributions; rollover options and tax considerations; and beneficiary and estate pre- and post-mortem planning.
Mr. Neumark is a member of the American Bar Association’s Employee Benefits Committee, and is the past chairman of the Fringe Benefits Sub-Committee. He has served on the Board of Directors of the New York State Society of CPAs, and is a member of its Employee Benefits Committee.
About Marks Paneth LLP
Marks Paneth LLP, a premier accounting firm with origins dating back to 1907, is ranked the 30th largest accounting firm in the nation and one of the top 10 largest in the Mid-Atlantic region, as reported by Accounting Today. With a team of nearly 700 professionals, including more than 90 partners, Marks Paneth provides a full range of audit, accounting, tax, consulting, trade remediation and valuation services, as well as litigation, forensic accounting and financial advisory services. We primarily serve domestic and international middle market, privately-held and family-owned businesses, as well as high-net-worth individuals and their families. Readers of the New York Law Journal have ranked Marks Paneth as one of the area's top three forensic accounting firms for six consecutive years.
Our firm takes pride in its depth of industry knowledge, and has developed specialized practices across a range of industries including real estate; hospitality; manufacturing, wholesale and distribution; retail; theater, media and entertainment; nonprofit, government and healthcare; and financial and professional services.
Marks Paneth’s Advisory Services Group helps public company CEOs, CFOs and audit committee members proactively manage complex financial transactions and reporting requirements.
The firm also provides information technology consulting services to small and medium-sized companies and nonprofit organizations through its subsidiary, Tailored Technologies, LLC.
Marks Paneth’s membership in Morison KSi Ltd., a leading international association for independent business advisers, financial consulting and accounting firms, facilitates service delivery to clients throughout the United States and around the world.
Marks Paneth is headquartered in New York City, with additional offices in New York State, New Jersey, Pennsylvania and Washington, DC. For more information, please visit markspaneth.com.