Joint program with Estate Planning Council of Central New York
Presentation Summary: Effective wealth, estate, and tax planning requires true collaboration between financial advisors, estate-planning professional, and qualified tax advisors. This presentation highlights key opportunities for collaboration, demonstrates the conflicts and tax consequences that arise when collaboration is missing, and outlines strategic tax-planning opportunities through the OBBBA framework.
Speakers: Adela McGoldrick, CPA and Mark Gastin, CPA, at Bowers CPAs and Advisors
Adela McGoldrick: Adela is a Tax Supervisor with Bowers, where she has been since 2019, bringing 6 years of experience in public accounting. She works with taxation matters for small businesses, foreign entities and individuals, manufacturing and multi-state industries.
Mark Gastin: Mark is a Tax Partner with Bowers, where he has been since 2003, bringing over 24 years of experience in public accounting. He specializes in taxation issues for the transportation, manufacturing, and multi-state industries. In addition to his professional work, Mark serves as a board member of the Griffiss Institute.
One CE credit is awaiting approval from The CFP Board.