Presenters
Donald Kent & Thomas Pauloski of Bernstein Private Wealth Management
With sweeping changes to the tax law being discussed in Congress, what advice can you provide your clients in this time of uncertainty?
Join Donald Kent and Thomas Pauloski of Bernstein as they discuss the most up to date information on the proposed tax legislation, if any, as well as various wealth preservation tactics and charitable planning techniques to help guide your clients before the end of the year.
This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.
Questions? Contact Jacqueline Yahr at jyahr@associated.org or 410-369-9248.
Live-captioning is available through Maryland Relay Service. Generally, 48 hours advance notice is required to set this up. In lieu of registration costs, please consider a donation to the The Associated. The needs of our community continue to grow as the COVID-19 pandemic expands. The Associated is positioned to respond quickly to these needs. Our Annual Campaign needs your financial support now more than ever.
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PK Law
Tucker & Meltzer
Uprising in Iran: A Struggle Over Identity
Regional Guest: Meir Javedanfar Ph.D., Iranian-Israeli Lecturer, Author and Commentator
Join us as we hear from author Charles King about his book which encompasses the secular and Jewish history of Odessa.
Join The Associated’s Insight Israel Forum for a virtual journey through Israel’s 75 year history, live from Israel with Israeli tour guide Shai Nahon. Bring […]
Join The Associated’s Insight Israel Forum for a virtual journey through Israel’s 75 year history, live from Israel with Israeli tour guide Shai Nahon. Bring […]