Professional Advisors' Breakfast - Solving Your Client's Puzzle: Tax and Estate Planning Amidst Uncertainty

Date: Tuesday, May 24, 2022
Time: 7:30am - 11:30am
Location: Powelton Club, Newburgh NY
Speaker: Sam Donaldson

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Professional Advisors' Breakfast - Solving Your Client's Puzzle: Tax and Estate Planning Amidst Uncertainty

Presented by Community Foundations of the Hudson Valley in collaboration with 
the Community Foundation of Orange and Sullivan, and the
Hudson Valley Estate Planning Council

Honoring John Gifford, Esq. for his expertise and dedication to philanthropic estate planning in the Hudson Valley and service to Community Foundations of the Hudson Valley as a trustee and advisor.
Click Here to Register
Join us in this informative and entertaining recap of important developments in the federal income, estate,
and gift tax laws. This session will include discussion of strategies that make especially good sense in the current environment, as well as those that can provide optimal results regardless of future changes in the law.

Presentation by Samuel A. Donaldson; Professor of Law, Georgia State University Atlanta, GA 121019_Samuel_A-_Donaldson_AAE_Headshot_-min-(1).jpg
 
Registration Fee: $75
Members of Hudson Valley Estate Planning Council Registration Fee: $50

7:30-8:30 am Breakfast & Networking  8:30-11:30 am Program
 
This course qualifies for the following credit hours:

3.0 CPR, 3.5 CLE and CFP, 3.75 CISP, CRSP and CTFA **

To Registercommunityfoundationshv.org/events

Or call 845.452.3077

To prevent the spread of COVID-19, local health officials and the CDC recommends wearing masks in indoor public spaces, regardless of vaccine status
 

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