<html><head></head><body><div class="ydp2022af69yahoo-style-wrap" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><div style=""><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><font color="#26282a">Dear Tribal "Taxadermists,"</font></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><font color="#26282a"><br></font></div><div dir="ltr" data-setdir="false" style=""><font color="#26282a" style="">In need of taxation wizardry and peace of mind? Don't miss this invaluable Gotham Business </font><font color="#26282a">Seminar!</font></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><span><span style="color: rgb(38, 40, 42); font-family: Helvetica Neue, Helvetica, Arial, sans-serif;"><br></span></span></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><span><span style="color: rgb(38, 40, 42); font-family: Helvetica Neue, Helvetica, Arial, sans-serif;">I have worked closely with both Warren Bergstein and his partner Jack Gold (real estate) for over twenty five years as a corporate banker at JPMChase; a risk manager at Northwestern Mutual and financial advisor for high net worth individuals and businesses and as a client. Both men bring exceptional taxation expertise and peace of mind </span></span><span style="color: rgb(38, 40, 42);">to every </span><span style="color: rgb(38, 40, 42);">client's</span><span style="color: rgb(38, 40, 42);"> unique tax needs. Every client</span></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><span style="color: rgb(38, 40, 42);">I have referred is beyond grateful.</span></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><span style="color: rgb(38, 40, 42);"><br></span></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><font color="#4c76a2"><b><i>To Your Financial Health!</i></b></font></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><font color="#4c76a2"><b><i><br></i></b></font></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><font color="#4c76a2"><b><i>Kelly Welles, LUTCF</i></b></font></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif;"><font color="#4c76a2" style="" size="2"><b style=""><i style="">Serving Asset Protection & Longevity Planning Needs</i></b></font></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif;"><font color="#4c76a2" size="2"><b><i>for 30 Years</i></b></font></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif;"><font color="#4c76a2" size="2"><b><i>Co-chair & GC, Gotham NY Health & Longevity</i></b></font></div><div dir="ltr" data-setdir="false" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif;"><font size="2"><font color="#4c76a2"><b><i>Accountants Club of America, Board of Adviso</i></b></font><font color="#26282a">rs </font></font></div><div dir="ltr" data-setdir="false" style=""><font size="2" style=""><font color="#4c76a2"><b><i>2006 Gotham Networker of The Year</i></b></font><font color="#26282a" style="">.</font></font></div><div style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><br></div><div class="ydp2022af69signature" style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><div style="font-size:13px;font-family:Helvetica, Arial, sans-serif;"><div dir="ltr"><div class="ydp2473519apasted-link"><p style="margin-bottom:0in;margin-top:0in;background:white;" class="ydp2473519aMsoNormal"><b><i><span style="font-size:7.5pt;font-family:sans-serif;color:black;">Kelly Welles, President
</span></i></b><span style="font-size:10.0pt;font-family:sans-serif;color:black;"><br>
</span><b><i><span style="font-size:9.0pt;font-family:sans-serif;color:black;"><a href="http://wellesfinancialservices.com/" rel="nofollow" target="_blank"><span style="font-size:7.5pt;color:#196AD4;">wellesfinancialservices.com</span></a></span></i></b><span style="font-size:10.0pt;font-family:sans-serif;color:black;"><br>
</span><b><i><span style="font-size:7.5pt;font-family:sans-serif;color:black;">Trusted Advisor to
Attorneys and Accountants </span></i></b><span style="font-size:10.0pt;font-family:sans-serif;color:black;"><br>
</span><b><i><span style="font-size:7.5pt;font-family:sans-serif;color:black;">Specializing in
Insurance and Benefits</span></i></b><span style="font-size:10.0pt;font-family:sans-serif;color:black;"><br>
</span><b><i><span style="font-size:7.5pt;font-family:sans-serif;color:black;">Cell </span></i></b><b><i><span style="font-size:7.5pt;font-family:sans-serif;color:blue;">917-626-8590 </span></i></b><b><i><span style="font-size:7.5pt;font-family:sans-serif;color:black;">Fax</span></i></b><b><i><span style="font-size:7.5pt;font-family:sans-serif;color:blue;"> 646-518-1889</span></i></b><span style="font-size:10.0pt;font-family:sans-serif;color:black;"></span></p>
<p style="margin-bottom:0in;margin-bottom:0in;margin-top:0in;background:white;" class="ydp2473519aMsoNormal"><u><span style="font-size:8.0pt;font-family:sans-serif;color:#196AD4;"><a href="http://www.linkedin.com/in/kelly-welles" rel="nofollow" target="_blank">http://www.linkedin.com/in/kelly-welles</a>
</span></u></p>
<p style="margin-bottom:0in;background:white;" class="ydp2473519aMsoNormal"><b><i><span style="font-size:9.0pt;font-family:sans-serif;color:red;">_______________________________________<span> </span></span></i></b><span style="font-size:9.0pt;font-family:sans-serif;color:red;"></span></p>
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<p style="margin-bottom:0in;margin-bottom:0in;margin-top:0in;background:white;" class="ydp2473519aMsoNormal"><span style="font-family:serif;color:black;">Business & Personal Financial Strategies</span><span style="font-size:10.0pt;font-family:sans-serif;color:black;"></span></p></div><br><blockquote type="cite" style="margin:0px;padding:8px;"><blockquote type="cite" style="font-size:13px;margin:0px;padding:8px;"><div class="ydpb6cceeeepasted-link"><p style="font-family:Arial, Helvetica, sans-serif;margin-bottom:0in;background:white;" dir="ltr" class="ydpb6cceeeeMsoNormal"></p><p></p></div></blockquote></blockquote></div></div></div></div>
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On Friday, January 28, 2022, 09:10:55 AM EST, Nancy Schess <nschess@kleinzelman.com> wrote:
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<p class="ydpd454d655yiv5485266480MsoNormal">Welcome to the next program in our 2022 Gotham Seminar Series (as always, sponsored by
<b><i>Raj Goel and Brainlink International Inc.</i></b>)! We continue with our full agenda planned for you this year.</p>
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<p class="ydpd454d655yiv5485266480MsoNormal">Please join us on <b> <i>February 17<sup>th</sup> from 12 pm \u2013 1:30 pm
</i> </b>for a program presented by Gotham\u2019s Warren Bergstein and his partner Jack Gold.
<b><i> </i></b>Feel free to invite your friends and colleagues, Gothamites and non-Gothamites alike, to this informative program.</p>
<p class="ydpd454d655yiv5485266480MsoNormal">Warren and Jack will be leading a conversation around the following topic.</p>
<p align="center" style="margin-left:1.5in;text-align:center;" class="ydpd454d655yiv5485266480MsoNormal"><b><i><span style="letter-spacing:.4pt;">STRATEGIES AND TECHNIQUES FOR TAX PREPARATION FOR INDIVIDUAL AND SMALL BUSINESSES
</span></i></b></p>
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<p style="margin-left:1.0in;" class="ydpd454d655yiv5485266480xmsonormal">Jack Gold, CPA and Warren Bergstein, CPA, AEPŠ, partners in the New York CPA Firm, Adelman Katz and Mond LLP, will discuss the various tax acts passed over the last several years and their effect on 2021 tax returns
for individuals and small business entities. They will focus on strategies for tax planning under current tax law and in light of pending legislation. Jack and Warren will share and make available an easy to follow PowerPoint presentation to help make sense
of otherwise very complicated rules.</p>
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<p style="margin-left:1.0in;" class="ydpd454d655yiv5485266480xmsonormal"><i>Warren</i> is involved in the firm\u2019s tax and trust and estate practices. His clients are high net worth individuals, entrepreneurs, and business owners. He is also an adjunct professor in taxation at Long
Island University, New Jersey City University and Rutgers Business School. Warren is a member of the Gotham Virtual Group and the Philadelphia group. He lives in Langhorne, PA with his wife Susan. He has two children, Sam and Robin and a grandchild, Reily.</p>
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<p style="margin-left:1.0in;" class="ydpd454d655yiv5485266480xmsonormal"><i>Jack</i> is also involved with individuals and entrepreneurs but also works with companies in technology, manufacturing and real estate as well as financial organizations. Jack works with clients to manage
critical business processes, such as obtaining financing, and raising capital through public offerings and private placements. He helps new business owners and veteran business owners to implement technology systems that save money and make it easier to track
and analyze information. Jack lives in Bellmore, NY with his wife Randi. They have three children and three grandchildren.</p>
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<p class="ydpd454d655yiv5485266480MsoNormal">Please RSVP to <a href="mailto:memberservices@gothamnetworking.com" rel="nofollow" target="_blank">
memberservices@gothamnetworking.com</a> no later than 5 pm on 2/16. Gotham HQ will make sure to get you the link for the event. </p>
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<p class="ydpd454d655yiv5485266480MsoNormal">You won\u2019t want to miss this program! Hope to see you all on February 17!</p>
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<p class="ydpd454d655yiv5485266480MsoNormal">Nancy B. Schess, Esq.</p>
<p class="ydpd454d655yiv5485266480MsoNormal">Partner</p>
<p class="ydpd454d655yiv5485266480MsoNormal">Klein Zelman Rothermel Jacobs & Schess LLP</p>
<p class="ydpd454d655yiv5485266480MsoNormal"><i>Representing Management in Labor/Employment Law for Over 30 Years</i></p>
<p class="ydpd454d655yiv5485266480MsoNormal">485 Madison Avenue - Suite 1301</p>
<p class="ydpd454d655yiv5485266480MsoNormal">New York, New York 10022</p>
<p class="ydpd454d655yiv5485266480MsoNormal">T: 212-935-6020 x219</p>
<p class="ydpd454d655yiv5485266480MsoNormal">C: 516-238-3036</p>
<p class="ydpd454d655yiv5485266480MsoNormal">F: 212-753-8101</p>
<p class="ydpd454d655yiv5485266480MsoNormal"><a href="http://www.kleinzelman.com" rel="nofollow" target="_blank">www.kleinzelman.com</a></p>
<p class="ydpd454d655yiv5485266480MsoNormal"><a href="mailto:nschess@kleinzelman.com" rel="nofollow" target="_blank">nschess@kleinzelman.com</a></p>
<p class="ydpd454d655yiv5485266480MsoNormal">Listed in NY Metro Super Lawyer 2011-19 (Employment & Labor Law)</p>
<p class="ydpd454d655yiv5485266480MsoNormal"> </p>
<p class="ydpd454d655yiv5485266480MsoNormal"><i> </i></p>
<p class="ydpd454d655yiv5485266480MsoNormal"><i>Klein Zelman Rothermel Jacobs & Schess LLP is currently operating remotely for the safety and health of our staff and our larger community. We are fully operational and available to serve our clients through our existing email addresses
and phone contact information. We know that these are difficult times with constant change. Please do not hesitate to reach out to any of us.</i></p>
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