Daniel Makoski
Samuel Buchbauer

Beyond the Numbers: Estate Planning Strategies For Owners of Solo and Small Firms

August 11, 2026 – 7:00pm to 9:45pm
Dan Makoski & Samuel Buchbauer
3 Taxation Credits

Estate planning is not just for clients; it is an essential component of every professional’s personal, financial, and business planning. This program will explore the unique estate, tax, succession, and incapacity planning issues facing CPAs, accountants, and owners of solo and small professional firms. Attendees will gain practical insight into business succession planning, retirement and trust planning, beneficiary designation pitfalls, and strategies to minimize estate, inheritance, and income tax exposure. The seminar will also highlight key distinctions between New York and New Jersey law. Whether planning for yourself, your practice, or your clients, this program will provide actionable guidance to help protect assets, preserve continuity, and avoid costly mistakes.

Location:
Delta Hotels by Marriott Woodbridge
515 US Highway 1 South, Iselin, New Jersey 08830 USA

$90.00

Speaker Bios:

Daniel Makoski
Daniel Makoski is counsel to Porzio, Bromberg & Newman, P.C. and a member of the firm’s Wealth Preservation Group. His primary areas of concentration are tax planning, tax controversy, transactional business matters, wills, trusts, and estate planning. Mr. Makoski has extensive experience advising clients on personal income tax matters, including tax-efficient methods of acquiring and distributing assets; negotiating with tax authorities to minimize or eliminate tax deficiencies; appearing in the U.S. Tax Court; and handling IRS appeals. He has also drafted many estate plans, living wills, health care proxies, and powers of attorney. In addition, Mr. Makoski has significant expertise counseling business clients on business formation, mergers and acquisitions, restructuring, governance, and dissolution.
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Samuel Buchbauer
Samuel Buchbauer focuses his practice on estate planning, estate administration, and real estate matters primarily in New York state. He is committed to helping clients protect their assets and navigate the complexities of estate and tax planning with tailored legal solutions.

Samuel has extensive experience guiding clients through estate planning, assisting individuals and families with drafting Wills, Powers of Attorney, Health Care Proxies, and Trusts to ensure their wishes are carried out. He advises on strategies to minimize tax liabilities and preserve wealth.

In estate administration, Samuel works closely with executors and trustees, guiding them through the Surrogate’s Court probate process, handling necessary filings with tax agencies, and managing fiduciary responsibilities. He regularly researches and drafts legal memoranda on estate administration issues, such as domiciliary jurisdiction and executor commissions, to ensure the smooth administration of estates.

Samuel advises clients on the planning and structuring of real estate transactions, including strategies to minimize tax liabilities related to real estate and financial assets. He also assists clients in transferring real estate into trusts and ensuring compliance with tax requirements and divorce agreements.

Samuel is deeply committed to advancing diversity and inclusivity within the legal profession through his leadership as Chair of the LGBTQ+ Law Section of the New York State Bar Association (NYSBA) and his previous role as Co-Chair of NYSBA’s Diversity, Equity, and Inclusion Committee. He has actively led educational programs, policy initiatives, and advocacy efforts aimed at promoting inclusive legal practices and ensuring that all clients, regardless of background, receive fair and equitable representation. His leadership in these roles highlights his ongoing dedication to creating a more diverse, accessible, and equitable legal environment for both professionals and clients.

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