WHAT: Astoria Bank will be hosting a special presentation entitled “Financial Planning: Legacy & Taxes.” This presentation will focus on strategies to maximize financial legacies and how to minimize taxes. The panel includes Sandra Busell, JD , CPA, Trust and Estate Attorney of Davidoff Hutcher & Citron LLP and Ronald Finkelstein, CPA, JD, Partner of Marcum, LLP. Joseph Clements, VP Banking Division of Astoria Bank, will be hosting the event.
WHEN: Wednesday, June 25, 2014, from 9 :00 am to 10:15 am
WHERE: Astoria Bank, 4 Great Neck Road, Great Neck, NY 11021
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WHO: Sandra N. Busell specializes in Trusts & Estates and Elder Care law as a Partner at the law firm of Davidoff Hutcher & Citron LLP. Her focus in the areas of Trusts includes Supplemental Needs Trusts, Estates (including contested Estates), Medicaid planning, Elder Care, Guardianships (both contested and not), and Real Estate. Ms. Busell is also a Certified Public Accountant, and as such brings unique tax knowledge to all planning.
Ronald M. Finkelstein is a Tax Partner at Marcum LLP and a member of its Trusts and Estates Practice Group. His extensive experience as an attorney and certified public accountant helps clients address their estate planning needs and make informed decisions for the future of their families and their businesses. As a trusted advisor to fiduciaries and estate and trust beneficiaries, Mr. Finkelstein handles all aspects of estate and trust administration.
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Both Ms. Busell and Mr. Finkelstein are available to speak about financial legacies and tax implications from both a legal and accounting perspective.
For media wishing to attend & cover the event please contact:
Roger Ardan/Alexandra Patchen
Middleberg Communications
(646) 385-8273/(212) 812-5677
rardan@middlebergcommunications.com / apatchen@middlebergcommunications.com
About Astoria Financial Corporation
Astoria Financial Corporation (NYSE: AF), with assets of $15.7 billion, is the holding company for Astoria Bank. Established in 1888, Astoria Bank, with deposits in New York totaling $9.7 billion, is the second largest thrift depository in New York and provides its customers and local communities it serves with quality financial products and services through 86 convenient banking branch locations, one business banking office, and multiple delivery channels, including its website, www.astoriabank.com. Astoria Bank commands a significant deposit market share in the attractive Long Island market, which includes Brooklyn, Queens, Nassau and Suffolk counties with a population exceeding that of 38 individual states. Astoria Bank originates residential mortgage loans through its banking and loan production offices in New York, a broker network in four states, primarily along the East Coast, and correspondent relationships covering 10 states and the District of Columbia and multi-family and commercial real estate loans, primarily on rent-controlled and rent-stabilized apartment buildings, located in New York City and the surrounding metropolitan area.
About Davidoff Hutcher & Citron LLP
Davidoff Hutcher & Citron LLP www.dhclegal.com, which has over 50 attorneys in offices in New York City, Albany, Washington D.C., and Garden City, Long Island, provides legal and government relations services for a varied clientele that include Fortune 500 companies, financial institutions, prominent real estate organizations, developers, leading health and educational institutions, associations and services organizations, as well as other industries throughout the greater metropolitan area.
About Marcum, LLP
Marcum LLP is one of the largest independent public accounting and advisory services firms in the United States. Ranked #15 nationally, Marcum LLP offers the resources of 1,300 professionals, including over 160 partners, in 23 offices throughout the U.S., Grand Cayman and China. Headquartered in New York City, the Firm's presence runs deep, with full-service offices strategically located in major business markets. Marcum is a member of the Marcum Group, an organization providing a comprehensive range of professional services spanning accounting and advisory, technology solutions, wealth management, and executive and professional recruiting. The Marcum Group companies include Marcum LLP; Marcum Technology LLC; Marcum Search LLC; Marcum Financial Services LLC; Marcum Bernstein & Pinchuk LLP; and MarcumBuchanan Associates LLC.
