Entries tagged “estate planning seminars”
Estate Planning Conference
events Patricia Annino · March 28, 2018
Host: Foundation for Accounting Education Location & Time: 601 Lexington Avenue New York NY, 10022 3:30-4:20 p.m. (ET) Rimon Partner Patricia Annino will share her expertise on the topic “Estate Planning” Highlights: Estate planning under the 2017 Tax Reform Act and its temporary doubling of the federal estate, gift and generation-skipping transfer (GST) tax exemptions The new 20% deduction for…
Get Informed About Tax Reform
events Patricia Annino · March 28, 2018
Host: Dana Farber Cancer Institute Location & Time: Wellesley Country Club 300 Wellesley Avenue Wellesley, MA 4:30-6:00 p.m. (ET) Rimon Partner Patricia Annino will share her expertise on the topic “Tax Reform” Join Patricia Annino, Esq., a nationally recognized authority on taxation and estate planning, and John J. Czyzewski, CPA, MST, MBA, a certified public accountant with over…
Women and Money: A Practical Guide to Estate Planning, Philanthropic Planning Group of Greater New York
events Patricia Annino · February 14, 2018
Host: Philanthropic Planning Group of Greater New York Location & Time: 3 West Club 3 West 51st Street New York, NY 10019 Noon – 2 p.m. Rimon Partner Patricia Annino will share her expertise on the topic “Women and Money: A Practical Guide to Estate Planning” We all know it. Women will outlive men and control major wealth decisions…
Wealth Management Seminar, Museum of Fine Arts – Boston
events Patricia Annino · January 30, 2018
Location & Time: Museum of Fine Arts – Boston 465 Huntington Ave, Boston, MA 02155 1:30- 3 p.m. Rimon Partner Patricia Annino will share her expertise on the topic “Planning Considerations for Your Art and Collectibles.” Important estate planning considerations for those who own art, antiques, or collectibles • Understand how art can impact gift and estate taxes.…
Seminar for Estate Planning Professionals | Bremerton, WA. January 26, 2017
events Filmore E. Rose · January 6, 2017
Rimon’s Tax and Estate Planning Partner Filmore E. Rose will be a guest speaker at the Kitsap Estate Planning Professionals Seminar on January 26, 2017. During the presentation of his topic: “Charitable Contributions of Interests in Real Estate”, Mr. Rose will discuss the different options that charitable organizations have to increase their levels of contributions…