Curchin Partner Participates in Case Study for The Estate and Financial Planning Council of Central New Jersey

RED BANK, New Jersey (November 17, 2009) – The Curchin Group, LLC, a mid-sized, full-service accounting firm based in Red Bank, New Jersey, announced today that Partner Lynn A. Conover, CPA, participated in The Estate and Financial Planning Council of Central New Jersey’s (“the Council”) breakfast meeting case study on “Estate Planning Case-Act 1” on November 3 at Jumping Brook Country Club in Neptune, NJ.  Conover participated in a panel with banker, Richard Kelly of PNC Wealth Management, attorney, Frank Fischer of Broege, Newmann, Fischer & Shaver, LLC and financial consultant, Robert Black of National Financial.  The panel presented a hypothetical case outlining a number of facts and circumstances related to estate planning issues to an audience of approximately 70 member of the Council which consisted of accountants, attorneys, bankers and financial planners.  The case drew much lively discussion and additional questions from the audience.  The panel will take the discussed items into consideration along with the other facts and circumstances originally presented and present it suggested solutions to the Council members at the next meeting on December 1, 2009.

Celebrating over 50 years in Monmouth County, New Jersey, The Curchin Group, LLC helps small to mid-sized businesses and individuals reach their financial goals through providing a broad range of Assurance; Tax; Financial Planning; Litigation and Valuation Services and Business Advisory.  The firm is dedicated to giving solid financial advice, sustaining long-term relationships with its clients and employees and giving back to the surrounding community.