Latham: 518.785.0134 | Queensbury: 518.792.6595
Financial Roadmap
As part of your estate planning, Marvin and Company, P.C. has developed a Financial Roadmap tool, designed to help our clients collect and summarize the information that will be helpful to their survivors. Please feel free to download a copy of the Financial Roadmap for your personal use. If you have any questions, please contact your Marvin and Company, P.C. representative.
https://www.marvincpa.com/images/uploads/general/Financial_Roadmap_FINAL.xls
Marvin University: Estate and Gift Tax Update
Marvin and Company, P.C. will host the next webinar in its complimentary series titled: “Estate and Gift Tax Update” on Wednesday, November 14th from noon to 1 p.m. Individuals planning for their estates and advisors interested in estate planning are encouraged to participate in this FREE webinar.
Your guide for this webinar will be Christopher L. Cimijotti, CPA, Principal
Marvin University
The Marvin University professors are here to help your organization. see our list of upcoming educational events and download past sessions.
Community Involvement
We not only provide professional services to the not-for-profit industry, we provide our own time and resources.
Learn more here.
Careers
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LATHAM
11 British American Blvd.
Latham, NY 12110-1405
Ph: 518.785.0134 | Fx: 518.785.0299
QUEENSBURY
111 Everts Avenue
P.O. Box 4750
Queensbury, NY 12804
Ph: 518.792.6595 | Fx: 518.792.6635
© 2013, Marvin and Company Certified Public Accountants and Consultants