Marvin University: It’s Not All About Taxes - 2017 Estate and Gift Update 11/15 at Noon 

Posted on: 10/26/17 by Christopher L. Cimijotti, CPA

Marvin and Company, P.C. will host the next webinar in its complimentary series, "It's Not All About Taxes - 2017 Estate and Gift Update" on Wednesday, November 15 from noon to 1 p.m.  Individuals planning for their estates and advisors interested in estate planning are encouraged to participate in this complementary webinar.

Your guides for this webinar will be:

         

Christopher L. Cimijotti, CPA, Principal with special guest Thomas W. Donovan, CPA, Director

This session will touch on an array of estate and gift topics, including a brief review of federal and NYS estate and gift taxes as they currently stand, planning for digital assets, and how to put together a financial roadmap for survivors. We’ll also touch on what’s happening (or not) in Washington and in Albany.

“Everyone should have an estate plan. It's not all about taxes. It's about those you leave behind,” said Cimijotti.

Cimijotti has provided estate, trust, personal and business planning and taxation services to an array of clients for more than 31 years. Donovan has more than 40 years' experience advising hundreds of the firm's clients on a variety of personal and business matters.

One hour of continuing professional educational credit is available for CPAs.

Space is limited. Reserve your seat now by visiting: https://attendee.gotowebinar.com/register/246724196372788226
Webinar ID: 921-570-355

After registering, you will receive a confirmation email containing information about joining the session.

For more information, call 518-785-0134 or email clc@marvincpa.com or twd@marvincpa.com.

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