Glenn Schwier Presents Estate Planning and Tax Strategies Seminar

Glenn Schwier CPA, JD, and Tax Partner partnered with Heath Village to host an Estate Planning & Tax Strategies seminar on Tuesday, August 9th. It was an excellent educational opportunity to learn about the importance of estate planning including Wills and other documents, protecting your assets, trusts, and more, and the many different tax implications. Glenn shared…

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The Financial Implications of Divorce: Part 2 Webinar Recording

On Thursday, March 3rd, Harlene Stevens, CPA, Matheu Nunn, Esq., and Alyssa Engleberg, Esq., partnered to host part-two of a two part webinar series, The Financial Implications of Divorce. Our presenters discussed the many different financial aspects of a divorce/break-up from both a tax and legal perspective. Whether you or someone you know is already…

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Virtual CMFO Roundtable

Please join us on from 10am to 12pm on Tuesday, June 9, 2020 for another Virtual CMFO Roundtable. Below, you will find the webinar agenda. Ways to Manage Through a Revenue Starvation Event The CARES Act, The Smart Act, and more Presented by Dan Mariniello of NW Financial Group Strategies for Avoiding Deficits During a…

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Virtual CMFO Roundtable – April 24, 2020

We are pleased to announce that we will be hosting a virtual roundtable on Friday, April 24 via Zoom. We will be discussing Financial Realities and Strategies as a Result of COVID-19. To register, please click the registration link below. Please note that you will receive the Zoom information in your confirmation email. Register Here If…

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CMFO Roundtable

Please join us for our upcoming Certified Municipal Finance Officer Roundtable. The Roundtable is an opportunity to meet with your peers in a small forum to share ideas and gain valuable knowledge on a variety of topics.   Friday, December 13, 2019 8:30 am – 9:00 am • Continental Breakfast 9:00 am – 12:30 pm…

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