Events Archives — RegentAtlantic

December 5, 2019, Wednesday: Year-End Planning for Business Owners Webinar ›

1 min read Business Owners Group Webinar Presentation M&A Market Update Portfolio tax management tips Company 401(k) plan review Upstream gifts to reset cost basis in company stock (and other appreciated assets) Out of State Trusts to Avoid NJ Tax upon Sale of Business…

December 10, 2019, Tuesday: NYC Event – Holiday Open House ›

1 min read Join us at the RegentAtlantic Open House for an evening of holiday cheer. Tuesday, December 10 4:30 – 8:00pm The Penn Club 30 West 44th Street Spruce Room New York, NY 10036 Click here to register

January 2020: Annual Investment Outlook ›

1 min read Click date to RSVP Location: New Jersey, Morristown Morning Presentation: January 8 / January 23 Evening Reception & Presentation: January 8 / January 14 Location: Massachusetts, Boston Dinner Presentation: January 13 Location: New Jersey, Red Bank Dinner Presentation: January 16 Location:…

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