Deirdre R. Wheatley-Liss, CELA
Porzio, Bromberg & Newman, P.C.
Deirdre R. Wheatley-Liss, CELA
Business

100 Southgate Pkwy
PO Box 1997
Morristown, NJ 07962-1997
(973) 889-4278
[email protected]

Additional Locations

Extra Locations
There are no records.

Contributions:

o
The SECURE Act Webinar - 01/10/2020
State/Local Deduction - 01/23/2018
Taxes on Pass-Through Business Income - 01/23/2018

Professional Information

Website
www.pbnlaw.com
About the Practice
Deirdre is a "concierge lawyer" empowering clients to use the legal system and tax code to protect their wealth and businesses from life's uncertainties, and maximize the value of investment and business transactions by minimizing taxes and compliance costs. Her passion is empowering families to build legacies with clarity, confidence, and care.
Professional Biography
Deirdre R. Wheatley-Liss, Esq., LL.M. (Taxation), CELA, is a passionate advocate for families navigating aging, incapacity, and legacy planning. With over 25 years of experience in elder law, estate planning, and business succession, she empowers clients to make confident, informed decisions that protect their wealth and values. A Certified Elder Law Attorney and national speaker, Deirdre is also Chair of NAELA’s Tax Steering Committee, where she helps shape thought leadership at the intersection of elder law and tax strategy. She brings a concierge, client-first approach to every matter, blending empathy with efficiency.

Chapter Membership

Chapter
New Jersey Chapter

Sections

Sections
Tax Section Membership