Virtual Dinner Meeting
Charitable Giving Amid Tax Reform: Key Strategies to Consider Before Year End

Date: Wednesday, December 8, 2021
Time: 5:30pm - 7:30pm
Location: zoom invite will be emailed Tuesday & Wednesday


     THANK YOU to OUR DECEMBER 8, 2021 VIRTUAL DINNER SPONSORS . . .

 

 

 


RSVP DUE Monday: December 6, 2021

Reservations are on a first come, first served basis.
For this event EPCWC members may invite a guest at no charge.


5:30 PM – Zoom Room Opens
5:45 PM – Opening Remarks / Announcements 
6:00 PM – Panel Discussion Begins


Topic

Charitable Giving Amid Tax Reform: Key Strategies to Consider Before Year End

About the Topic
More to follow


About the Panel

 

 

 

Paulina Mejia, Regional Managing Director and Trust Counsel, serves as office leader for Fiduciary Trust in New York City, where she is trust counsel, working closely with clients to develop complex trust and estates strategies. Paulina is a member of Fiduciary Trust’s Management and Operating Committees, and of the board of Fiduciary Trust Company of Delaware. She has over 15 years of trusts and estates practice and advisory experience.

 

 

 

Jennifer L. McCarthy, Managing Director and Trust Counsel at Fiduciary Trust International in New York City works closely with clients in connection with their estate planning and trust administration. Prior to joining Fiduciary Trust, Jennifer focused her practice for over 15 years on advising private foundations and assisting clients with estate planning, the administration of trusts and estates and residential real estate transactions.

 

 

Taylor Custis, Managing Director, Trust Counsel and Senior Relationship Manager has over 20 years of experience in estate and wealth transfer planning, trust administration and client management.  Taylor is responsible for delivering a comprehensive suite of trust, estate, tax and planning advisory services to clients of Fiduciary Trust.  Taylor is based in Atlanta, Georgia where she is helping to build out a new office for Fiduciary Trust as it continues to expand its national presence.


CPE and CFP Continuing Education -  MEMBERS ONLY

  • Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Specialized knowledge.  Our New York State CPE Sponsor license number is 000783.
  • (1) CFP CE 

Cost:

EPCWC - Member - no charge

CPE and CFP CE -  Not available for guests:

EPCWC - Guest – no charge


 

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