This exciting and timely presentation will address the IRS “Dirty Dozen,” a variety of common […]
Town Hall Discussion- Proposed Merger of Nassau and …
Please attend our Town Hall discussion on March 24, 2023 at 9 a.m. to discuss […]
STUDY GROUP- Webinar: “Family Matters: How Business
STUDY GROUP- Webinar: “Family Matters: How Business-Owning Families Can Work Together for a Unified Future” […]
Hot Topics in Estate Planning (Finding Gems in the Ashes …
TCJA, COVID-19, and Congress have and will change everything we know as planners. Significant tax […]
Elder Law & Special Needs Year in Review
December Breakfast Meeting- “Elder Law & Special Needs Year in Review”. Date: Thursday, December 16, […]
STUDY GROUP- Webinar: “Social Security Considerations …
We will address issues such as how the system’s underfunding factors into projecting benefits, how […]
STUDY GROUP Webinar: “Planning for Business Owners
STUDY GROUP Webinar: “Planning for Business Owners and Trusts in Light of Changing Income Tax […]
Webinar: Zen and the Art of Trust Modification
Susan T. Bart Esq. Ms. Bart is a partner in the Private Clients, Trusts & […]
Corporate Transparency Act and Common Law Trusts
The federal government has developed yet another tool to help crack down on money laundering–this […]
Virtual Tour of Planting Fields
Tour an original Gold Coast estate—virtually! Join us for a virtual exploration of Planting Fields, […]