Year-End Tax Update

Date: Wednesday, November 3, 2021
Time: 7:30am - 9:00am
Location: Spinelli's of Lynnfield ***
Speaker: Jerry Mahan, The MFA Companies; Ryan Swartz, McLane Middleton

Year-End Tax Update

On Nov. 3, join the Essex County Estate Planning Council for our annual Year-End Tax Update. Jerry Mahan and Ryan Swartz will discuss income and estate tax planning, not only under the current tax code, but also in anticipation of significant tax reform on the horizon. In addition to a conversation about appropriate planning techniques, Jerry and Ryan will also navigate you through income/estate tax mitigation for both pre- and post-tax reform. 

Registration required. This is a members-only event. Please register by Oct. 29 at noon. 

***The ECEPC will carefully monitor the ongoing COVID-19 pandemic and will announce any changes to in-person events on our website and via email to our members. 

Membership Renewal!

Membership Renewal is now open! You can renew your Essex County Estate Planning Council Membership online at Please renew by Sept. 14. We look forward to having you back!


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