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DTSTART:20171114T123000Z
DTEND:20171114T140000Z
LOCATION:Spinellis, Route One, Lynnfield
UID:1553720171114T123000ZYear End Tax Planning
DTSTAMP:20260503T140923Z
DESCRIPTION:------\n\nPlease 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. \n \nBreakfast will be served at 7:30am, followed by our distinguished speakers at 8am. \n ------\n\nRegistration\n \nRegistration is required for this event. \n \nFees 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. \n \nGuests of members attending an event for the first time will be admitted free. \n ------\n\nOnline 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:  \nMichelle Xiarhos Curran \nEssex County Estate Planning Council \nP.O. Box 1598 \nNewburyport, MA 01950 \n  \n ------\n\nAbout our Speakers\n \n\n \nJerry Mahan has more than 11 years of experience in public accounting. In his role at MFA, Jerry provides\n 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.\n \nPrior 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.\n \nJerry holds an MBA in accounting from Southern New Hampshire University and a B.S. in Business Administration and Accounting from Mount Washington College. \n ------\n\nRyan Swartz is director and vice chair of the Trusts & Estates Department and managing director of the Boston office at\n 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. \n \nRyan 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). \n ------\n\nThank you to our Sponsors\n \n       \n \n \n ------\n
SUMMARY:Year End Tax Planning - Essex County Estate Planning Council 
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DESCRIPTION:Reminder
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