Cummings & Lockwood’s Private Clients Group in Stamford and Greenwich hosted its 2018 Professional Advisors Seminar on Thursday, November 29, 2018, at the Inn at Longshore in Westport, Connecticut.
Cummings & Lockwood’s Private Clients Group held its 2018 Connecticut Estate and Tax Planning Seminars at Wee Burn Country Club in Darien on October 23, the Field Club of Greenwich in Greenwich on October 25, The Inn at Longshore in Westport on October 30, Stamford Yacht Club in Stamford on November 7, and the Roger Sherman Inn in New Canaan on November 8.
Janice Eiseman, a Principal in the Stamford office, gave a CLE program for Strafford in New York City on May 9, 2018 entitled “IRC Section 734 Adjustments: Applying the 754 Election to Distributions of Partnership Property.”
Paul L. Bourdeau, a Principal in the Private Clients Group of the West Hartford Office will be a presenter in a seminar for The Estate and Business Planning Council of Hartford entitled "Federal and Connecticut Estate Tax Audits - Prevention, Treatment and Cure".
The Naples and Bonita Springs Private Clients Group will hold their 2018 Client Estate Planning Seminars on Wednesday, January 31, 2018 at the Hilton Naples and Thursday, February 15, 2018 at the Hyatt Regency Coconut Point..
Paul L. Bourdeau, a Principal in the Private Clients Group of 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".
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.
Avoiding and Fixing Common Estate Planning MistakesMarch 31, 2017
100 Things You Need to Know about Trusts and Estate Planning to Better Serve Your ClientsNovember 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.
Estate Planning - Beyond the BasicsMarch 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.
Help Your Clients Plan for a 2017 DeadlineFebruary 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.