| December 10, 2024 |
Impact of Tax Cuts and Jobs Act Sunset & Tax Planning Considerations to Prepare for it
Alan Pecora CPA, AEP, Esq & Daniel Jones CPA/PFS, CFP, CRPC |
| October 30, 2024 |
New Member Welcome and Networking Event
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| October 23, 2024 |
Special Needs Trusts - Techniques, Taxation and Tales from the Darkside!
Kate McCurdy, Esq, Jacqueline Riorden & Victoria Kleehammer, CPA |
| September 19, 2024 |
IRS updated rules CE program
Martin W. O'Toole |
| July 24, 2024 |
Tax Seminar with The Jewish Federation
Bernie Krooks, LLP |
| May 21, 2024 |
Nominations & Elections for 2024-2025 EPC of Rochester Board
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| May 21, 2024 |
Annual Meeting with CE Course on Eldercare
Maria Caton, EPC President |
| May 15, 2024 |
New Member Welcome and Networking Event
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| March 19, 2024 |
Using Financial and Legal Strategies to Optimize Charitable Giving
Zachary Armstrong, CFP & Marcus Kroll, Esq |
| January 23, 2024 |
Preserving Family Values by Encouraging Social & Fiscal Responsibility with Modern Trust Structures
Al W. King |
| December 5, 2023 |
Corporate Transparency Act
Danielle Ridgely, Woods Oviatt Gilman LLP |
| October 25, 2023 |
Secure Act 2.0 Update - Presented by the MCBA Trusts & Estates Section and the Estate Planning Council of Rochester
Stephen Bennett. Esq. Evans fox LLP and Jamie block, CFP, CPA/PFS, MBA, CDFA, AEP, Sr. Wealth Advisor, Director Mercer Advisors |
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