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Upcoming and Recent Presentations
February 5, 2013: Family Office Conference
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs FamilyOfficeConf2.2013
December 6, 2012: “Generation Skipping Transfer Tax”
Presented on “Generation Skipping Transfer Tax” at the Estate and Trust Administration Conference — Foundation for Accounting Education, in NYC.
NOVEMBER 13, 2012: FAMILY OFFICE EVENING NETWORKING RECEPTION
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs NYSSCPA invitation 11.2012
November 2012: Private Family Meeting of a Single Family Office
Planned, organized, facilitated and presented at this two-day multi-generational Private Family Meeting of a Single Family Office.
Incorporated learning sessions, workshops, business and social/team-building.
Feedback: “Best family meeting we’ve ever had!”
September 10, 2012: “Prudent Investing for the Fiduciary in the 21st Century”
Speaker on “Prudent Investing for the Fiduciary in the 21st Century” at the 43rd Annual Estate Planning Institute — Practising Law Institute (PLI)
July 19, 2012: “Donor Advised Funds”
Speaker on “Donor Advised Funds” for the Family Office Committee of the NYS Society of CPAs
May 15, 2012: “Women and Wealth Luncheon”
Women and Wealth Luncheon Event organizer and speaker (at the Colony Club, NYC) — Bessemer Trust