Year End Tax Update

Date: Tuesday, October 30, 2018
Time: 7:30am - 9:00am
Location: Spinelli's, Route 1 South, Peabody/Lynnfield Line
Speaker: Ryan Swartz, Esq., McLane Middleton; Jerry Mahan, CPA, MFA

Please join the Essex County Estate Planning Council on October 30, 2018, for our annual Year-End Tax Planning Meeting featuring Jerry Mahan, CPA, of MFA Companies, and Ryan J. Swartz, Esq., of McLane Middleton.  During the presentation, Jerry and Ryan will discuss The Tax Cuts and Jobs Act of 2017, its impact on income and estate tax planning, and year-end opportunities to minimize tax burdens.   Topics will include the new 199A deduction, avoiding the 3.8% net investment income tax, income tax basis and portability planning, and lifetime gifting to irrevocable trusts.  Please join us for this exciting discussion.

Breakfast will be served at 7:30am, followed by our speakers at 8am. 


 

Registration

Registration is required for this event. Members that have renewed for the 2018-2019 membership year ($299 for all members this year) may register at no additional cost. (Select the Pre-Paid option durin gregistration.) Guests are $45; please register and pay for your guests online. 

If you have not yet renewed your ECPEC membership, please do so online before the event. You may also renew your membership by credit card on the day of the event. 

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About our Speakers

Jerry Mahan has 12 years of experience in public accounting. In his role at MFA, Jerry provides
comprehensive tax solutions and technical expertise to both individual and corporate clients. His proactive and responsive leadership approach validates his ability to meet and exceed client expectations efficiently and effectively. In addition to managing compliance issues and implementing tax strategies, Jerry provides experienced family and fiduciary tax consulting to address the most complex financial challenges faced by MFA’s client base.

Prior to MFA, Jerry spent time as a Director at two Massachusetts CPA Firms where he provided tax and assurance services to a diverse client base of closely held businesses, nonprofit organizations, corporations and individuals.

Jerry holds an MBA in accounting from Southern New Hampshire University and a B.S. in Business Administration and Accounting from Mount Washington College. He is also the Vice President of the Essex County Estate Planning Council. 


Ryan Swartz is director and vice chair of the Trusts & Estates Department and managing director of the Boston office at
McLane Middleton where he advises individuals and families regarding various planning matters, including estate, gift, income and generation skipping transfer tax strategies. He advises fiduciaries in conservatorship, probate and trust administration matters. Ryan also counsels individuals and business owners regarding business succession planning and various asset protection techniques, including limited liability companies, asset protection trusts and irrevocable Medicaid trusts. 

Ryan completed a Judicial Clerkship with the Massachusetts Superior Court (2003-2004). He received his J.D. cum laude, from Suffolk University Law School (2003) and his B.A., cum laude, from the University of Massachusetts, Amherst (1999).  He also serve on the Essex County Estate Planning Council Board of Directors. 


 

       

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