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December 17, 2024
Study Group-Webinar- "101 Tax Savings Ideas"
Julie A. Welch, CPA/PFS, CFP®, AEP®
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December 19, 2024
Breakfast Meeting- "Charitable Giving"
Long Island Community TBA
January 23, 2025
Dinner Meeting- "Post Mortem Tax Planning"
"-Brian Conboy, TO and Elisa Pickel, Esq. - Fiduciary Trust Company Interrnational
February 13, 2025
Breakfast Meeting- "Mental Health in Estate Planning"
TBA
March 20, 2025
Dinner Meeting- "Planning for Foreign Clients"
Avi Kestenbaum, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP
April 24, 2025
Breakfast Meeting- "Surrogates' Court Update"
Surrogates Hon. Vincent J. Messina, Jr. & Hon. Margaret C. Reilly
June 3, 2025
Annual Officers’ Conferment Dinner
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