Crossroads: A Multidisciplinary Approach to Estate Planning, Wealth Management and Real Estate Value

Join EisnerAmper professionals as they highlight our cross-practice collaboration and multidisciplinary approach to trust and estate planning, wealth management, asset transfer management, and real estate value considerations. Throughout this series, attendees will gain a comprehensive understanding of the planning process and practical strategies for now and the future.

Part 1 | Trust & Estate Planning and Valuation Strategies

September 9 | 1:00 - 2:00 PM (ET)

Join EisnerAmper for a timely session that dives into today’s most important trust and estate planning trends and valuation strategies. We’ll explore commonly missed opportunities, new requirements, and proactive steps individuals and advisors can take to protect wealth and optimize outcomes.  

Learning Objective: Participants will gain a clear understanding of how coordinated trust, estate, and valuation planning can create a stronger, more efficient long‑term strategy. 
 
Learning Outcomes:

• Learn about key trends and requirements impacting trust and estate planning
• Explore common missed opportunities and how to proactively plan for the future
• Understand comprehensive strategies to trust and estate planning and valuation services

Speakers:

• Joseph Cecere | Director, EisnerAmper
• Derek M. Dockendorf | Partner, EisnerAmper

This course qualifies for 1.0 CPE credit in Taxes.

Part 2 | Integrating Wealth Management Into Your Advisory Team

September 16 | 1:00 - 2:00 PM (ET)

This session explores how integrating a wealth management perspective early in the planning process can create efficiencies, reduce friction between personal and entity-level financial goals, and strengthen the overall strategy for you and your other advisors. 

Learning Objective:  Participants will understand how early integration of wealth management into a planning team — alongside tax, trust and estate, and real estate advisors — can improve coordination, reduce redundancy, and create a more cohesive long-term strategy. 
 
Learning Outcomes:

• Identify where gaps or inefficiencies commonly emerge when wealth management is introduced later in the planning process
• Evaluate existing portfolios through an objective, second-opinion review — independent of any requirement to transfer assets
• Recognize how streamlined communication across advisory disciplines can save time and support stronger, more consistent decision-making

Speakers:

• Hubert Klein | Partner, EisnerAmper
• Michele Martin | Partner, EisnerAmper

This course qualifies for 1.0 CPE credit in Finance.

^{Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity – An EisnerAmper Company. Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC.}  

Part 3 | Valuations, Real Estate & Advanced Tax Strategies

September 30 | 1:00 - 2:00 PM (ET)

Real estate and closely held business interests often make up the largest share of an estate, yet they're also the hardest assets to value and transfer efficiently. This session examines how accurate valuations shape every downstream planning decision, from gift and estate tax exposure to funding trusts. 

Learning Objective:  Estate planning decisions rarely involve just one discipline. When real estate appraisal and business valuation work in tandem with tax and legal strategy from the onset, clients get valuation conclusions that hold up under scrutiny and planning that reflects the full picture of what they own. 
 
Learning Outcomes:

• How valuations could unlock potential tax savings
• The role of real estate and business valuations in tax planning
• How accurate valuations support compliance and strategy.

Speakers:

• Neil Axler | Managing Director, EisnerAmper
• Joseph Cecere | Director, EisnerAmper

This course qualifies for 1.0 CPE credit in Specialized Knowledge.