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2015 Private Wealth & Taxation Institute

May 21, 2015 @ 3:00 pm - 4:00 pm


Kevin M. Quinn and Jill Bergman, CEBS® will be presenting “Structuring Business Operations under Affordable Care Act” at this year’s Private Wealth & Taxation Institute. This two day continuing professional education series will take place at Hofstra University’s Maurice A. Deane School of Law and is presented by Long Island’s chapter of the Society of Trust & Estate Practitioners (STEP) and Meltzer, Lippe, Goldstein & Breitstone, LLP. The Private Wealth & Taxation Institute will feature multiple programs designed to enlighten and educate commercial real estate & business owners, financial advisors, CPAs and attorneys. To learn more, click here.

About “Structuring Business Operations under Affordable Care Act”:

Alongside faculty members of Meltzer, Lippe, Goldstein & Breitstone, LLP, Jill Bergman and Kevin M. Quinn will discuss how the Affordable Care Act will impact both business decisions and mergers & acquisitions, how to prepare for the 40% excise Cadillac Tax on healthcare plans and other ACA influences.  This presentation is part of the PM Session on May 21st entitled Planning for Owners of Businesses and Real Estate. CLE/CPE credit is offered for attending this session. To attend, RSVP here at this e-mail address. Please note that registration is $25 per day and includes breakfast and lunch.






Kevin M. Quinn is a Partner in the Health & Benefits and the Transaction Services divisions. Leading a talented team of Employee Benefits consultants, he assists clients in creating sophisticated financial and strategic benefits designs while providing client-specific solutions to benefits challenges facing the middle-market employer. Kevin has extensive knowledge of the Affordable Care Act provisions and its impact on plan sponsors. He develops viable benefit plan design alternatives by evaluating financing arrangements, benefit structure, pricing, vendor contracts and the risk characteristics of each group.




Jill Bergman, CEBS®, is Vice President of Compliance in the Health & Benefits division. As a Certified Employee Benefits Specialist®, Ms. Bergman monitors federal and state-level employee benefit plan legislation and regulations to help clients understand and comply with the ever-changing health and welfare plan requirements as well as continuing to closely watch and report on the progress of healthcare reform implementation under the Affordable Care Act (ACA).


May 21, 2015
3:00 pm - 4:00 pm


Hofstra University’s Maurice A. Deane School of Law
121 Hofstra University
Hempstead, NY 11549 United States
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(516) 463-5858