Ken Shapiro, CPA and Financial Planner, to Speak to Professional Group -Monumental Changes Are Afoot!
Kenneth B. Shapiro, CPA/PFS, CFP®*, Toms River, president of Shapiro Financial Security Group, Inc., with meeting locations in Hazlet, Toms River, and throughout New Jersey, and Elder Care attorney Robert Brogan, Point Pleasant, will be addressing more than 100 members of the Monmouth Ocean Chapter of New Jersey CPA Society (NJCPA) in a joint session as part of the CPA continuing education program, Season Pass, at Jumping Brook Country Club, 210 Jumping Brook Road, Neptune, N.J., from 8:30 to 10:30 a.m., Thursday, May 4, 2017.
Shapiro and Brogan will cover such topics as Advising Aging Clients and Their Families;
Proposed Changes to Income Tax, Medicaid and Medicare; How These Changes Affect Special Needs Planning; Asset Protection and Bloodline Trust; Recent and Pending Changes in Federal and NJ Estate/Income Tax Laws. A question and answer session will follow.
Shapiro, a CPA (Certified Public Accountant), holds designations as a Personal Financial Specialist (PFS) and a Certified Financial Planner (CFP). He is the president of the Monmouth Ocean County Chapter of NJCPA and serves on the Investment Committee, which oversees the financial investments for the Society.
A past two-term board member for FPANJ (Financial Planning Association of New Jersey), Shapiro has been awarded the organization’s “Heart of Financial Planning” and its “Lifetime Achievement” awards. In 2014, the New Jersey Society of Certified Public Accountants (NJSCPA) named Shapiro one of only six top financial planners in New Jersey. He has more than 30 years’ experience in the financial industry in the public, private, and educational sectors.
For further information, contact Kenneth Shapiro at 732-739-8991 or visit www.ShapiroFSG.com.
About Shapiro Financial Security Group (SFSG): Founded in 1982, Shapiro Financial Security Group, Inc. (SFSG), with meeting locations in Hazlet, Toms River, and throughout New Jersey, offers investment management services, comprehensive fee-based financial planning, and tax preparation services. It specializes in providing individualized tax, financial planning, and investment services to pre-retirement and retirement aged clients in New Jersey and throughout the United States. Staffed by CPAs and Certified Financial Planners®, SFSG places a high priority on client education, including alternatives for developing prudent and tax efficient planning strategies. SFSG does not receive commissions or sell any investment products. Visit SFSG at www.ShapiroFSG.com or call 732-739-8991 for more information.
CPA Licensing Requirements: According to NJ CPA, “CPAs licensed in the state of New Jersey are required to renew their license every three years per the New Jersey State Board of Accountancy. They must show proof of having taken 120 hours of continuing professional education (CPE) by an approved CPE provider within the relevant triennial period, and it must include a live New Jersey Law & Ethics course.”