On Wednesday, January 8, top accounting and business advisory firm Margolin, Winer & Evens LLP hosted a private business roundtable at Five Fifty Restaurant in Cedarhurst. The audience was made up of local business owners, executives, and entrepreneurs who live in the area, including many who deal with real estate in the Northeast. Speakers included Yisrael Zwick, MWE partner, Steven Schlachter, CPA, and Mordy Serle, a partner at law firm Meltzer Lippe, Goldstein, & Breitstone LLP.
Mr. Schlachter discussed tax issues and opportunities for real-estate professionals and entrepreneurs, financing, and buying/selling, while Mr. Serle covered trusts and estate planning.
Attendees also engaged in a Q&A and networking session following the presentations.