Professional Advisors Event: Settled Landscape

Lessons from the 2018 Tax Law Changes

Join us for a discussion on the benefits and challenges of the 2018 tax law changes, and the impact on community philanthropy from the perspective of your professional advisor colleagues.

Wednesday, September 4, 2019
4:00 p.m. - 6:30 p.m. (program begins at 4:30 p.m.)
The Blake Hotel
9 High St., New Haven

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Panelists

Attorney Karen L. Clute, Partner, Wiggin and Dana
John D. Gordon, CPA, Partner, Donald L. Perlroth & Company
Peter J. Secrist, Vice President and Senior Portfolio Manager, Halsey Associates, Inc.
Dotty Weston-Murphy, CAP,® Senior Vice President for Development and Donor Services, The Community Foundation for Greater New Haven

Moderator

Attorney Kimberly I. McCarthy, Vice President, Chief Wealth Management Tax and Benefits Officer, Washington Trust Wealth Management

Topics

  • The good, the bad and the lessons from the 2018 tax law changes, including estate tax. 
  • The challenges and opportunities for year-end tax planning.
  • Giving trends as a result of a complex year for charitable giving.
  • Customized, flexible strategies for clients that maximize tax benefits while also supporting informed charitable planning.
  • Continuing Professional Education Credits (CPE) available.
  • Continuing Legal Education Credits (CLE) pending.
Co-sponsored by The Community Foundation for Greater New Haven and Halsey Associates, Inc. (A Part of Washington Trust Wealth Management) 

Washington Trust Wealth Management is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org






Address

253-A Elizabeth Street
Derby, Connecticut 06418
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Contact

203-751-9162
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