Booth:

101 & 103

Contact:

Wayne Carson

Address:

BNY Mellon Wealth Management

 

4015 BNY Mellon Center

 

Pittsburgh, PA 15237

Phone:

412-234-4773

Fax:

412-234-2994

E-Mail:

Website:

BNY Mellon Wealth Management ranks among the nation's leading wealth managers, with more than 200 years' experience providing investment management, wealth and estate planning, and private banking and finance capabilities to financially successful individuals and families, their family offices and business enterprises, charitable giving programs, and endowments and foundations.

Booth:

102

Contact:

Andrea Millar

Address:

220 Leigh Farm Road

 

Durham, NC 27707

Phone:

919.402.4818

Fax:

919.490.4329

E-Mail:

Website:

The AICPA’s PFP Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and closely held entities.  The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable personal financial planning services in the highest professional manner.

Booth:

302

Contact:

Mark Carrington

Address:

BNA Tax & Accounting

 

1801 S. Bell Street

 

Arlington, VA 22202

Phone:

(703)341-5906

Fax:

(703)341-1623

E-Mail:

Website:

BNA Tax & Accounting is the foremost source of news, analysis, and practice tools for tax attorneys, estate planners, accountants, and corporate tax and financial accounting professionals. For more than 50 years, BNA Tax & Accounting has offered practitioners expert insights and guidance on every significant issue in tax planning and financial accounting.

Booth:

105

Contact:

Louise Wisla

Address:

CCH, a Wolters Kluwer business

 

2700 Lake Cook Road

 

Riverwoods, IL 60015

Phone:

847.267.2139

E-Mail:

Website:

CCH, a Wolters Kluwer business, is a leading provider of estate tax information and software for research, planning and compliance. The company publishes print and electronic publications, including Federal Estate & Gift Tax Reports, Wealth Management Library, Financial & Estate Planning and ViewPlan Advanced estate planning software.

Booth:

100

Contact:

Ann Siford

Address:

Equity Trust Company

 

225 Burns Road

 

Cleveland, OH 44035

Phone:

440 323-5491 ext. 255

Fax:

440 366-3750

E-Mail:

Website:

As a custodian of alternative assets, Equity Trust teams with CPAs and professionals to help clients diversify their retirement accounts beyond stocks, bonds and mutual funds. Join our professional network www.trustetc.com/pronetwork for resources to expand your business and grow clients' portfolios in assets such as real estate, notes, tax liens, oil/gas, equipment and more.

Booth:

203

Address:

Financial Navigator, Inc.

 

837 N. Shoreline Blvd. Suite D-100

 

Mountain View, CA 94043

Phone:

800.468.3636

Fax:

650.962.0730

E-Mail:

Website:

Financial Navigator is focused on providing software and services to family offices serving high-net-worth clients. The Navigator™ Suite of applications is an integrated general ledger accounting and portfolio management system that tracks, manages, and reports on investment and non-investment assets, allowing you to serve your clients with speed and accuracy.

Booth:

202

Contact:

Doug Himmel

Address:

11845 W. Olympic Boulevard

 

#510W

 

Los Angeles, CA 90064

Phone:

866.511.5990

E-Mail:

Website:

Melville Capital is a Life Settlement Broker focused on monetizing existing Life Insurance Polices in situations where the policy has become unwanted or unneeded. We represent the policy owner, insured and referral source in negotiating and accepting bids from competing Institutional Investors. We handle all aspects of the transaction delivering the client a lump sum cash settlement that is often 2-5x the cash surrender value and relieving them of all future premium payments.

Booth:

104

Contact:

Eleanor M. Spuhler

Address:

National Association of Estate Planners & Councils

 

1120 Chester Ave., Ste. 470

 

Cleveland, OH 44114

Phone:

866-226-2224

Fax:

216-696-2582

E-Mail:

Website:

The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public need for estate planning.

Booth:

300

Contact:

Peter Chung

Address:

1250 Capital of Texas Hwy S.

 

Bldg. 2, Suite 125

 

Austin, TX 78746

Phone:

800.880.0080 x6332

Fax:

512.697.5334

E-Mail:

Website:

Founded in 1998, NFP is a leading independent distributor of financial services products to high net worth individuals and growing entrepreneurial companies. NFP is headquartered in New York and operates a national distribution network with more than 1,400 producers in 40 states and Puerto Rico and consisting of more than 135 owned firms and more than 180 affiliated third-party distributors.

Booth:

200

Contact:

Margherita Angelini

Address:

Thomson Reuters (ONESOURCE Trust & Estate Administration)

 

6 East Clementon Road

 

Gibbsboro, NJ 08026

Phone:

800-831-2553

Fax:

856-805-9050

E-Mail:

Website:

Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. Serving accounting, tax and corporate finance professionals, the Tax & Accounting business of Thomson Reuters is the leading provider of technology, information and integrated tax solutions.

Booth:

204

Contact:

105

Address:

Wachovia Exchange Services

 

100 North Main Street, NC6001

 

Winston-Salem, NC 27101

Phone:

888 693-5566

Fax:

336 732-1031

E-Mail:

Website:

Wachovia Exchange Services has the experience, expertise and financial strength to serve as a qualified intermediary for Section 1031 Like-Kind Exchanges of Real and Personal Property assets.
For additional information, contact us at 1-888-693-5566, or visit our website, www.wachovia.com/1031, if we can assist you in any way.