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Paul L. Bourdeau to Present at Connecticut Society of CPAs Personal Financial Planning Conference

December 7, 2017

Paul L. Bourdeau, a Principal in our West Hartford office will be presenting at the Connecticut Society of CPAs Personal Financial Planning Conference on December 7, 2017.  His presentation is entitled "Taxation of and Estate Planning for Distributions from Defined Contribution Plans and IRAs".

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2017 Professional Advisors Breakfast Seminar

The Estate Planning Questions You Ask Us About (Or Should)
November 30, 2017

Cummings & Lockwood’s Private Clients Group is hosting its 2017 Professional Advisors Breakfast Seminar on Thursday, November 30, 2017, at The Inn at Longshore, in Westport, Connecticut, from 7:30 a.m. – 11:30 a.m.

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Webinar - Journal in the Round

Avoiding and Fixing Common Estate Planning Mistakes
March 31, 2017

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2016 Professional Advisors Breakfast Seminar

100 Things You Need to Know about Trusts and Estate Planning to Better Serve Your Clients
November 30, 2016

Cummings & Lockwood’s Private Clients Group is hosting its 2016 Professional Advisors Breakfast Seminar on Wednesday, November 30, 2017, at The Inn at Longshore, in Westport, Connecticut, from 7:30 a.m. – 11:30 a.m.

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FineMark National Bank & Trusts Women's Financial Series

Estate Planning - Beyond the Basics
March 3, 2016

Mary Beth Crawford, a Principal in Cummings & Lockwood's Private Clients Group, will be speaking with Billie Porter, Vice President & Trust Administrator of FineMark National Bank & Trust at a Women's Financial Series.  Session 3:  Estate Planning - Beyond the Basics will be held on Thursday, March 3, 2016 from 10:00 a.m. - 11:30 a.m.

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Implications of the Emergency Economic Stabilization Act

Help Your Clients Plan for a 2017 Deadline
February 18, 2016

Laura Weintraub Beck, a Principal in Cummings & Lockwood's Private Client Group will be giving a presentation to the Fairfield County Community Foundation Professional Advisors Council on the "Implications of the Emergency Economic Stabilization Act" on Thursday, February 18, 2016.

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Bridge-the-Gap

Ethics and Skills for Newly Admitted New York Attorneys 2016
January 27, 2016

Today’s new lawyers are expected to demonstrate a strong understanding of professional skills that aren’t always offered in law school.

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Webinar - IRC Section 743(b) Basis Adjustments

Applying the 754 Election to Distributions of Partnership Property, An Advanced Case Study of Calculations and Considerations
December 15, 2015

This webinar will cover how, and whether, to make a basis adjustment when a partnership distributes a partnership interest under Section 743(b).

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2015 Professional Advisors Breakfast Seminar

December 2, 2015

Cummings & Lockwood’s Private Clients Group is hosting its 2015 Professional Advisors Breakfast Seminar on Wednesday, December 2, 2015, at The Inn at Longshore, in Westport, Connecticut, from 7:30 a.m. – 12:00 p.m.

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Avoiding Bad Heir Days

Thoughtful Planning for Your Clients and Causes They Care About
November 12, 2015

The presentation will be held at the University of Connecticut's Stamford campus and addresses common estate planning traps for the unwary.

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