Updates and Changes in Pension and Retirement Planning 2018
Leonard J. Witman is a member of the New York and New Jersey Bars. Mr. Witman received his B.A. from Rutgers College, and graduated from New York Law School. He is past Chairman of the New Jersey State Bar Association Taxation Section. He is an adjunct professor at Seton Hall University School of Law and Rutgers University Graduate Business Program and Fairleigh Dickinson University Graduate School of Business. He was a Tax Law Specialist, Instructor and Lecturer with the Internal Revenue Service in the Employee Plans and Exempt Organizations Division. He is the New Jersey Chair and a Fellow of the American College of Trusts and Estates (ACTEC). He is a Fellow of the American College of Employee Benefit Counsel. Mr. Witman is also a past Chairman of the New Jersey State Bar Association Employee Benefits Committee and is a frequent nationally known lecturer and author in the tax and deferred compensation fields. He has written for many tax periodicals and is the author of A Retirement Planning Technique Book (9th Edition) and Roth IRAs published by The Kugler Company and Pension Planning after TEFRA, Top-Heavy Plans published by the American Institute of Certified Public Accountants. He is also annually listed as a "Best Lawyers of America" and "NJ Super Lawyer".* To learn more about the selection process of these awards please click the following - Best Lawyers of America and Super Lawyers.
*No aspect of this advertising has been approved by the Supreme Court of New Jersey.
Areas of Practice
Estate Planning
Pensions, Benefits & Compensation
Estate Administration
Bar Admissions
New Jersey, 1975
New York, 1976
U.S. District Court District of New Jersey, 1976
U.S. District Court Southern District of New York, 1976
U.S. District Court Northern District of New York, 1976
U.S. Court of Appeals 2nd Circuit, 1976
U.S. Federal Courts, 1975
U.S. Supreme Court, 1976
U.S. Tax Court, 1977
Education
New York Law School, New York, New York
J.D. - 1975
Rutgers The State University of New Jersey, New Brunswick, NJ
B.A. - 1972
Published Works
A Retirement Planning Technique Book, The Kugler Company
Roth IRAs, The Kugler Company
Pension Planning after TEFRA, Top-Heavy Plans, American Institute of Certified Public Accountants
References
Bank of America
Classes/Seminars
Adjunct Professor, Seton Hall University School of Law
Adjunct Professor, Graduate Business Program, Rutgers University
Adjunct Professor, Graduate Business Program, Fairleigh Dickinson University
Instructor, The American Society of Pension Actuaries (ASPPA)
Honors and Awards
Best Lawyers of America*, 1995 - Present
New Jersey Super Lawyers*
*No aspect of this advertising has been approved by the Supreme Court of New Jersey.
Professional Associations and Memberships
The American College of Trust and Estate Counsel (ACTEC), New Jersey State Chair
New Jersey State Bar Association, Taxation Section, Past Chairman
New Jersey State Bar Association, Past Chairman, Employee Benefits Committee
Past Employment Positions
Brach Eichler, Partner, 1980 - 1989
Lampf, Pleva, Associate, 1977 - 1980
Internal Revenue Service, Employee Plans and Exempt Organizations Division, Tax Law Specialist, Instructor and Lecturer, 1975 - 1977
Witman Stadtmauer, P.A.
26 Columbia Turnpike, Suite 100
Florham Park, NJ 07932-2246
Telephone: 973-822-0220
Fax: 973-822-1188
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Continuing Education:
NJ CPE - 1.0 credit Updates and Changes in Pension and Retirement Planning 2018
(Program Level: Intermediate /Topic: Tax)
CFP- 1.0 credit. The CFP Board has granted credit for the Program Name: Updates and Changes in Pension and Retirement Planning 2018. Program ID: 249067
NJ CLE - 1.0 credit. Updates and Changes in Pension and Retirement Planning 2018. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hours of total NJ CLE (0.0 Ethics). Course #49.
CTFA - 1.25 credits. " Updates and Changes in Pension and Retirement Planning 2018 has been approved for 1.25 CTFA credits. This statement should not be viewed as an endorsement of this program or its sponsor." Certification holders must report these credits at aba.csod.com. CTFAs are no longer required to break down and report their continuing education (CE) credit by knowledge area.
