Preparing Your Clients for the 2018 Tax Season
Hear from fellow advisors on May 24, 2018 from 7:45-9:30 am
Join us May 24 for a special program for Professional Advisors
A Whole New World: Preparing Your Clients for the 2018 Tax Season
Join us for a discussion with special guests Helene Augustine, CTFA, VP, Sr. Fiduciary Relationship Specialist, Wells Fargo; Crystal Germanese, CPA, Tax Partner, BlumShapiro; and Eric Green, Attorney, Green & Sklarz LLC.
Thursday, May 24, 2018
7:45 a.m. - 9:30 a.m.
JCC of Greater New Haven
360 Amity Road, Woodbridge, CT 06525
Breakfast will be provided.
This event is co-sponsored with our partner in philanthropy, The Community Foundation for Greater New Haven, and the Jewish Foundation of Greater New Haven.