COVID-19 Financial Response Webinar Series

    April 30, 2020 10:00 AM to May 28, 2020 11:30 AM
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    The coronavirus, also known as COVID-19, is presenting unexpected and extreme challanges for households, communities, and businesses around the world.  In a recent study 9 out of 10 Americans say that the pandemic is causing them financial stress, with half reporting they are worried about paying their bills. We have created this COVID-19 Financial Response Webinar Series to provide our members with the most up to date Financial Resources to help you and your clients get through this pandemic and to address the ever-changing economic effects of COVID-19.

    Join us for this series and earn
    up to (3) CE Credits. 

    All sessions will take place via Zoom.

    $10 per member, per session
    or join all three sessions for $25

    $20 per Non-member, per session
    or Join all THree Sessions for $50

    Session 1 

    Thursday, April 30th - 10:00am - Zoom Call
    Presented by: Evan N. Rogdakis, J.D., The Center for Wealth Preservation 


    "Coronavirus Aid, Relief and Economic Security ("CARES') Act
    -Business Provisions & Families first COronavirus Response Act and the Extension of Time to File and Pay Federal Taxes"

    Review of two of the three legislative responses to COVID-19.  Specifically, Phase 2, the Families First Act (estimated $100 billion) which provides paid sick leave, tax credits, and free COVID-19 testing; expands food assistance and unemployment benefits; and increases Medicaid funding.  While Phase 3, CARES (estimated $2.2 trillion), includes provisions for public health and education as well as provisions intended to assist individuals, businesses (including nonprofits) of all sizes, certain industries, state and local governments. Also, understand how W2 clients may be affected and review legislative options which may be available for Financial Professionals as business owners. 

    Evan N. Rogdakis, J.D. is the Director of Financial Planning at The Center for Wealth Preservation (CWP), headquartered in Syosset, New York.  Mr. Rogdakis has held this position since May of 2007.  

    Prior to joining CWP, Mr. Rogdakis was an associate at Ruffo, Tabora, Mainello & McKay, PC, where he was primarily responsible for handling general ligitation, estate claims and guardianships.  While in Law School, Mr. Rogdakis clerked for The Honorable John M. Cygier, Jr., the Surrogate of Suffolk County and participated in the Elder Law Clinic.

    Admitted to practice law in the State of New York, Mr. Rogdakis obtained his Juris Doctorate in 2006 from Touro College Jacob D. Fuchsberg Law Center.  Prior to that, he received a Degree in Business Economics from Hofstra University in 2003.  Mr. Rogdakis is currently a board member for the Suffolk County Estate Planning Council. 

    Sponsored by:


    Session 2

    Thursday, May 14th - 10:00am - Zoom Call
    Presented by:  Karen Tenenbaum, Esq., LL.M. (Taxation), CPA and
    Leo Gabovich, Esq., Tenenbaum, P.C.

    "COVID-19 Tax Releif for Small Businesses and Individuals" 

    Leading Long Island tax attorneys will give guidance and tips on navigating the updates and changes to the State and Federal tax changes as a result of COVID-19.

    Karen J. Tenenbaum, Esq., LL.M. (Taxation), CPA founded Tenenbaum Law, P.C., a leading tax firm, which helps individuals and businesses facing IRS and New York State tax problems.  Karen and her team have successfully represented clients in matters including: IRS and NYS Tax Collection, Individual and Business Tax Audits, IRS Appeals, NYS and NYC Residency Audits and New York State Sales Tax Audits.  

    Karen is a frequent speaker on IRS and NYS Tax Issues for numerous professional groups on topics such as New York State Residency and IRS and NYS Collections.  Her knowledge and leadership have established her as a leading tax attorney in the New York area she was recently selected as a New York Super Lawyer as a practitioner in Tax Law.  Karen has been quoted in numerous articles in Bloomberg Business News, Money Magazine, Long Island Business News, NY Daily News and more on the topics of NYS Residency and NYS Tax Collection issues.

    Karen received her LL.M. (Taxation) from New York University School of Law and her J.D. from Brooklyn Law School.  Karen is admitted to the State Bar of New York and to the U.S. Tax Court.  Karen is also a Certified Public Accountant. 

    Leo Gabovich, Esq. is an associate attorney at Tenenbaum Law, P.C., concentrating in the resolution of Federal and New York State tax controversies, including Offers in Compromise, Installment Agreements, Liens, Levies and Warrants. 

    Prior to joining Tenenbaum Law, P.C., Mr. Gabovich worked for the New York State Department of Taxation and Finance as a litigator in the Office of Counsel.  His work included representing NewYork State at hearings before the Division of Tax Appeals and the Tax Appeals Tribunal.

    He graduated with CUNY Honors from Baruch College with his Bachelors in Finance and Investments in 2010.  In 2013, he obtained his Juris Doctor from Fordham University School of Law, where he was recognized for the Archibald R. Murray Public Service Award and his Summa Cum Laude efforts.  Mr. Gabovich is admitted to practice in New York State, Southern District of New York and the Eastern District of New York.

     

    Session 3

    Thursday, May 28th - 10:00am - Zoom Call
    Presented by:  Brian Levitt, Global Market Strategist, Invesco

    "Coronavirus: IMpact on the Markets"

    The current market volatility is unprecedented.  The last days remind us of the efficacy of policy even in times of great uncertainity.  And it reminds us that perhaps long-term short in this type of an environment is betting against science, human ingenuity, and really betting against policymakers.  What does this mean for the market one year from now?  How does this compare to other recessions?  How will the shutdown affect the economy and markets and what additional government support maybe coming?  Invesco's great thought leader, Brian Levitt will explain his thinking and offer insights to help you weather this storm. 

    Brian Levitt is a Global Market Strategist for North America at Invesco.  In this role, he is responsible for the development and communication of the firm's investment outlooks and insights.

    Mr. Levitt joined Invesco when the firm combined with OppenheimerFunds in 2019.  He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the marco and investment strategy group in 2005.  Mr. Levitt has been quoted in the press, including Barron's, Financial Times, and The Wall Street Journal.  He has appeared on CNBC, Bloomberg, and Yahoo! Finance.

    Mr. Levitt earned a BA degree in economics from the University of Michigan and a MBA with honors in finance and international business from Fordham University.  

     

    Sponsored by:

     

    $10 per member, Per session
    or Join all three sessions for $25

    $20 per non-Member, per session
    or JOin all THree sessions for $50