Year End Tax Planning
Date: Tuesday, November 14, 2017
Time: 7:30am - 9:00am
Location: Spinellis, Route One, Lynnfield
Speaker: Ryan Swartz, Esq., McLane Middleton; Jerry Mahan, CPA, MFA
Please join the Essex County Estate Planning Council on Nov. 14, 2017 for our annual Year End Tax Planning Meeting featuring Jerry Mahan, CPA, Moody, Famiglietti & Andronico, and Ryan Swartz, Esq., McLane Middleton.
Breakfast will be served at 7:30am, followed by our distinguished speakers at 8am.
Registration is required for this event.
Fees are as follows: Members and first-time guests of members, $35; Non-members, $60. This event is free for "all-inclusive" members. However, you should still register online to ensure an accurate head count. Please select the "pre-paid" option when registering.
Guests of members attending an event for the first time will be admitted free.
Online payment is preferred. Members and guests may also pay by check made out to the Essex County Estate Planning Council and mailed five (5) days prior to the event to:
Michelle Xiarhos Curran
Essex County Estate Planning Council
P.O. Box 1598
Newburyport, MA 01950
About our Speakers
Jerry Mahan has more than 11 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.
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).
Thank you to our Sponsors
See Upcoming Event Calendar