Events

Financial Services Coffee Chat: Year-End Tax Planning

December 7, 2021 8:30 am — December 8, 2021 9:30 am

We would like to invite you to our virtual panel event on Financial Services tax planning. As we move closer to year end, the possibility of the tax law changes we’ve notified you about become a nearer possibility.

Planning is somewhat challenging since we still do not know exactly what those law changes will look like, but we are here to help answer any questions you may have.

We’ll provide the tax planning guidance; you just need to show up with your favorite cup of coffee or tea. We encourage attendees to join with your video as we would like to make this as interactive as possible. You will have the opportunity to submit questions in advance and/or ask questions throughout the presentation.

We hope you can join us!

For additional information, please contact Kimberly Elardo at 212.863.1455 or by email at [email protected].


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