CUCINA CALANDRA, Fairfield, NJ
Event Date: Wednesday, December 2nd, 2009 at 6:00pm

Bob Stein, President - Stein DeVisser & Mintz, PC
Raj Kumar, Chief Investment Officer - SageInvest, Inc.

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It's hard to believe but 2009 is almost over and it hasn't been pretty.  Are you ready?  Ready to minimize your taxes for 2009?  Ready to plan for your financial well-being in 2010 and beyond?   Two of the Wharton Club of NJ's own are going to share their knowledge and ideas to arm you with ways to protect and increase your present and future wealth.  Come hear Bob Stein (who wowed us last year with his tax-saving ideas) and Raj Kumar provide their expertise and insight about personal tax and investment strategies.

Bob will once again focus on year-end tax planning for individuals.  He will discuss tax planning by looking at the opportunities on Federal tax form 1040 and several of its oft-used schedules for:
       • Itemized deductions
       • Interest and dividend income
       • Sole proprietorship business income
       • Capital gains and  losses, and
       • Rental properties and pass-through entities.  

Raj will briefly review the current U.S. economic situation and his future outlook.  He will cover the implications of the falling dollar, deflation, inflation, high debt levels, and quantitative easing.  He will then suggest appropriate investment strategies to follow and address questions such as:
       • What is the best way to invest in the current economic environment?
       • What is the “New Normal”?
       • How do I invest for a deflationary or inflationary environment?
       • What if Ben Bernanke can't pull off his exit strategy and we have high inflation?
       • What if I missed the stock market rally?  How can I make money going forward?
       • Is it better to trade stocks or stick to a buy & hold strategy?
       • What is going on with Gold?  Should I buy some?  What is the best way?

Raj will also answer your questions regarding an investment strategy based on your own economic outlook.
Come join your WCNJ friends and colleagues, enjoy dinner and drinks (wine and beer) and leave with ideas and suggestions that could pay for cost of the evening many times over.

Pricing:
Register:
November 26-December 1: Members - $60, Members' Guests - $70, Non-Members - $80
Same day/walk-in: Members - $75, Members' Guests - $85, Non-Members - $95

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Speaker Bios:

A. Raj Kumar
Chief Investment Officer - SageInvest, Inc

Raj Kumar graduated magna cum laude from the University of Rochester with a BA in Economics in 1980.  A few years later he graduated from the Wharton Business School with an MBA in Financial Accounting and Investment Finance.  After graduation he worked for Hay Management Consultants in Center City Philadelphia. Later he moved to Container Corporation of America where he worked as a Financial Manager and Accounting Manager. Next, he worked as a Manager in the Corporate Planning and Treasury Departments of Continental Insurance. Finally, in 1993 the entrepreneurial bug bit him and he started SageInvest to follow his passion for investing. He manages over ten million dollars for families in Central New Jersey. He is a co-founding Board Member of the Wharton Club of New Jersey.

Robert L. Stein, CPA
President - Stein DeViser & Mintz, PC

Bob received his bachelor's degree from the Wharton School of the University of Pennsylvania and studied accounting in the graduate program at Bernard Baruch College. Bob worked for seven years for a “Big Six” international accounting firm, primarily in the tax department, and for three years as manager of corporate taxes for a major publicly-held international service corporation. He handles corporate and individual taxation for the firm and has significant experience in the areas of multi-state taxation and international taxation as it affects both businesses and individuals. Bob also performs estate planning for clients. He became a CPA in 1978, and is a member of The American Institute of Certified Public Accountants and The New Jersey Society of Certified Public Accountants

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