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DTSTART:20251217T164500Z
DTEND:20251217T183000Z
LOCATION:Drumlins (Ballroom)
UID:2881020251217T164500ZDecember monthly meeting with FPA-CNY (RSVP by 12/12)
DTSTAMP:20260502T163539Z
DESCRIPTION:\nThank you to our sponsor!\n \n\n \nEPC CNY Monthly Meeting in conjunction with FPA-CNY\n \n \n \n"Opportunities for Collaboration"\n \n \n \nDecember 17th at 11:45am at Drumlins Country Club (in-person only) - Registrations must be received by 12/12/24.\n \n \n \nSpeakers:  Adela McGoldrick, CPA and Mark Gastin, CPA at Bowers CPAs and Advisors\n \n \n \nAdela 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.\n \n \n \nMark 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.\n \n \n \nPresentation summary:\n \nEffective 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.\n \n \n \nOne CE credit is pending approval of The CFP Board.  You must attend the entire program to receive.\n
SUMMARY:December monthly meeting with FPA-CNY (RSVP by 12/12) - Estate Planning Council of Central New York 
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DESCRIPTION:Reminder
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