About the Webinar

The average annual property tax bill in New Jersey recently topped $10,000, much higher than the national average. In 2026, tax law changes are expected to take effect that could impact income, estate, and business planning.  

These pressures are prompting many New Jersey business owners to reevaluate where they want to live, operate, and ultimately retire to improve their long-term financial position. 

Join us for “Leave NJ or Stay? The Math of Retiring in the Garden State,” a panel discussion that examines the financial implications behind both paths. 

Our panelists will break down: ​​​​​​​

• The trajectory of New Jersey property taxes and their impact on long-term retirement income 

• The 2026 tax changes and how they influence retirement, succession, and exit planning 

• How residency affects where your income is taxed 

• The impact of business structure and deal timing on taxes across state lines 

• When staying in New Jersey makes more financial sense—and vice versa 

Who Should Attend:  

• New Jersey business owners and CEOs 

• Senior leadership teams involved in long-term financial decision-making 

• High-net-worth New Jersey residents evaluating residency decisions 

• CPAs, attorneys, and CFOs advising business owners 

Bobby Mascia, Founder & CEO, Green Ridge Wealth Planning 
Bobby works closely with founder-led companies to align business value with long-term financial independence, with a focus on succession, exit readiness, and integrated planning. As a Certified Family Business Specialist, he advises New Jersey business owners on the financial decisions that shape retirement, liquidity, and legacy. 

Michelle Everman, Managing Director, Mercadien’s Individual Services and Family Office Group 
Michelle provides tax, estate, and strategic planning for high-net-worth individuals and families. She serves as a trusted financial quarterback, coordinating advisors and translating complex financial matters into clear, actionable guidance. Michelle previously worked at a Big Four firm and brings an entrepreneurial perspective from her culinary industry background. 

Len Garza, Principal and Managing Attorney, Garza Law 
Len advises entrepreneurs and family-owned businesses on business and estate planning. His client-first practice focuses on succession planning, trusts, and tax-efficient wealth transfer. Len is a frequent speaker and has been featured in Forbes, Entrepreneur, and Law Insider. 

J. Michael Fischer Jr., Managing Director, DBD Investment Bank 
Michael specializes in middle-market corporate finance and capital solutions. He has structured several billion dollars in complex financial transactions and previously held Vice President roles at First Bank and Columbia Bank. He is an active leader with the Association for Corporate Growth in New Jersey.