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Event Calendar

Year-End Tax Planning 11-19

November 19, 2014.

Presenter: Cheryl A. Jankowski, CPA

Summary: The 50 minute presentation will focus on practical tax updates with a focus on New York State tax laws.

Intent: To give financial advisors and CPA’s ideas for practical tax strategies designed for people other

than the 1%. The presentation will also give updates on New York State tax credits and exemptions as a reminder not to overlook them.

In order to start on time and give you an opportunity to network as well as enjoy your lunch, we start the buffet at 11:20 AM at Protocol Restaurant, 6766 Tarnsit Road, Williamsville, NY 14221.  The program starts at NOON and ends by 1:30 PM.

This program is open to FPA WNY members and first-time guests (prospective members) with a $25 charge for non-members paid by cash or check at the door.

This program will be eligible for one hour of CFP Board Continuing Education credit, New York State Insurance credit approved and CPA CPE credit.

Click here to register

Case Study Discussion, 12/19/14

A facilitator-led discussion of a case study will be offered on December 19, 2014.

Details to follow.

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