December monthly meeting with FPA-CNY (RSVP by 12/12)
Thank you to our sponsor!
EPC CNY Monthly Meeting in conjunction with FPA-CNY
"Opportunities for Collaboration"
December 17th at 11:45am at Drumlins Country Club (in-person only) - Registrations must be received by 12/12/24.
Speakers: Adela McGoldrick, CPA and Mark Gastin, CPA at Bowers CPAs and Advisors
Adela McGoldrick: Adela is a Tax Supervisor with Bowers, where she has been since 2019, bringing 6 years of experience in public accounting. She works with taxation matters for small businesses, foreign entities and individuals, manufacturing and multi-state industries.
Mark Gastin: Mark is a Tax Partner with Bowers, where he has been since 2003, bringing over 24 years of experience in public accounting. He specializes in taxation issues for the transportation, manufacturing, and multi-state industries. In addition to his professional work, Mark serves as a board member of the Griffiss Institute.
Presentation summary:
Effective wealth, estate, and tax planning requires true collaboration between financial advisors, estate-planning professionals, and qualified tax advisors. This presentation higlights key opportunities for collaboration, demonstrates the conflicts and tax consequences that arise when collaboration is missing, and outlines strategic tax-planning opportunities through the OBBBA framework.
One CE credit is pending approval of The CFP Board. You must attend the entire program to receive.
