Daniel P. Fitzgerald, Principal in Cummings & Lockwood’s Private Clients Group, to Speak at CTCPA’s Federal Tax ConferenceNovember 24, 2021
Daniel P. Fitzgerald, a Principal in Cummings & Lockwood’s Private Clients Group, will be giving a presentation at the Connecticut Society of CPA’s Live Stream Federal Tax Conference on Wednesday, December 1, 2021, from 10:20 a.m. - 11:20 a.m.
Cummings & Lockwood’s Private Clients Group in Stamford and Greenwich hosted its 2019 Professional Advisors Seminar on Thursday, November 21, 2019, at the Inn at Longshore in Westport, Connecticut.
Cummings & Lockwood’s Greenwich Private Clients Group held its 2019 Estate Planning Update and Reception for clients on Wednesday, October 16, 2019, at the Greenwich Country Club in Greenwich, Connecticut from 4:00 - 6:30 p.m.
Conrad Teitell, a Principal in the Stamford office of Cummings & Lockwood spoke at the 38th Annual Attorney/Trust Officer Liaison Conference which was held Thursday, August 22 - Saturday, August 24, 2019 at The Breakers in Palm Beach, Florida.
Mary Beth Crawford, a Partner in the Bonita Springs office of Cummings & Lockwood spoke at a luncheon on "Effective Charitable Giving Strategies for Seniors" which was held on May 1, 2019 at 12:00 p.m. at The Terraces at Bonita Springs in the Wagon Wheel Room. Learn the best ways to support your favorite charities.
Paul L. Bourdeau, a Principal in the Private Clients Group of the West Hartford Office was a presenter at a seminar for The Estate and Business Planning Council of Hartford entitled "Federal and Connecticut Estate Tax Audits - Prevention, Treatment and Cure".
Avoiding and Fixing Common Estate Planning MistakesMarch 31, 2017
Caroline Demirs Calio, a principal in Cummings & Lockwood’s Private Clients Group, presented a webinar to members of the Financing Planning Association in March 2017 entitled “Journal in the Round: Avoiding and Fixing Common Estate Planning Mistakes.”