Past Events

November 4, 2025 Year-End Tax Planning Updates
Jesse J. Wheeler, CPA, CFE, Co-managing Partner Davidson-Fox
October 14, 2025 Transfer of Closely Held Business Interests
Nate Cook & Michael Veruto
September 9, 2025 Recognizing Elder Financial Abuse
Eric Anderson, Tompkins Co. Office for the Aging
May 13, 2025 Working with International Clients
David Evans, CPA and Jason Nicholson, CPA from Insero Advisors
March 11, 2025 What happens after you pass away... people are dying to know!
Ryan Smith, Independent Funeral Director
February 11, 2025 Estate Planning for the LGBT Community
Mariette Geldenhuys, Esq.
January 14, 2025 Tax Law Updates with Sciarabba Walker
Amy Iles, CPA
November 12, 2024 Planning for Pets
Kimberly Rothman, Esq., Bousquet Holstein
October 8, 2024 Cyber Security Needs a Seat at the Table
Lynne Caputi and Derek Meixell
September 10, 2024 Sharing information to create an impact in a community you love.
George Ferrari, Perri LoPinto, Michael Ramos, and Megan Barber
May 14, 2024 Estate Planning Tips and Nuggets
Marty M. Shenkman, CPA, MBA, PFS, AEP, JD
March 12, 2024 Insights and Updates on Gift Planning
Carine Hails, Esq.
February 13, 2024 What Every Estate and Financial Planning Professional Should Know About Special Needs Planning
Tara Anne Pleat, Esq.
January 16, 2024 Tax Law Updates
Sciarabba Walker & Co., CPAs
November 14, 2023 Do Your Clients (or YOU!) Have Unclaimed Funds?
October 10, 2023 Long Term Care Planning
Whicliff Bihayi
September 12, 2023 Medicaid Planning
Kristen K. Luce, Partner, Coughlin & Gerhart, LLP
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