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SAVE THE DATE!
Fri., November 8, 2019
8 a.m. - 12:30 p.m.
Hearst Media Center
645 Albany Shaker Rd., Albany, NY 12211
How are current tax laws affecting individuals and businesses? What planning opportunities are now available for families to preserve wealth, reduce risk and lower taxes?
On November 8th, 2019, two of Marvin and Company’s leading experts on tax law will be featured on a panel of experts that will explore these topics through a unique multigenerational case study approach, that provides real world applications for today’s families and businesses.
James E. Amell, CPA, Director at Marvin and Company, P.C. and Kristin A. LeBrou, EA, CFP, Tax Manager at Marvin and Company, P.C. will be sharing high net worth planning strategies at the Intergenerational Estate Planning Conference at the Hearst Media Center in Colonie, 8am-12:30pm. Mr. Arnell and Ms. LeBrou will be joined by leaders in Wealth Management, Estate Planning, Insurance and Business Valuation to demonstrate how advisors can work together to achieve maximum results for today’s families and businesses.
This professional conference, hosted by Pierro, Connor & Strauss, is free to attend and breakfast will be served. If you want to stay current in your practice areas, expand your client base and network with the area’s leading experts in the legal, tax, valuation, insurance and wealth management fields, please reserve your seat today.
To register, email email@example.com.