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Entries tagged “Estate Planning”

Forecast of Three Future Trends for Family-Owned Enterprises

Event
Oct 25, 2018 9:00AM - 11:20PM BST

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Host: Family Firm Institute Location & Time: Park Plaza Riverbank 18 Albert Embankment London  9:00-11:00 a.m. (BST) Rimon Partner Patricia Annino will share her expertise on the topic "Forecast of Three Future Trends for Family-Owned Enterprises" This session will address forecasting future trends: You can’t litigate love

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Estate Planning Conference

Event
May 24, 2018 3:30PM - 4:20PM ET

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Host: Foundation for Accounting Education Location & Time: 601 Lexington Avenue New York NY, 10022  3:30-4:20 p.m. (ET) Rimon Partner Patricia Annino will share her expertise on the topic "Estate Planning" Highlights: Estate planning under the 2017 Tax Reform Act and its temporary doubling of the federal estate, gift and

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Get Informed About Tax Reform

Event
Apr 19, 2018 4:30PM - 6:30PM ET

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Host: Dana Farber Cancer Institute Location & Time: Wellesley Country Club 300 Wellesley Avenue Wellesley, MA  4:30-6:00 p.m. (ET) Rimon Partner Patricia Annino will share her expertise on the topic "Tax Reform" Join Patricia Annino, Esq., a nationally recognized authority on taxation and estate planning, and John J. Czyzewski, CPA,

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Women and Money: A Practical Guide to Estate Planning, Philanthropic Planning Group of Greater New York

Event
Apr 18, 2018 12:30PM - 2:00PM ET

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Host: Philanthropic Planning Group of Greater New York Location & Time: 3 West Club 3 West 51st Street New York, NY 10019 Noon - 2 p.m. Rimon Partner Patricia Annino will share her expertise on the topic "Women and Money: A Practical Guide to Estate Planning" We all know it. Women will outlive men and control major wealth decisions

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Wealth Management Seminar, Museum of Fine Arts - Boston

Event
Mar 20, 2018 1:30PM - 3:00PM ET

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Location & Time: Museum of Fine Arts - Boston 465 Huntington Ave, Boston, MA 02155 1:30- 3 p.m. Rimon Partner Patricia Annino will share her expertise on the topic "Planning Considerations for Your Art and Collectibles." Important estate planning considerations for those who own art, antiques, or collectibles • Understand how art can

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Tax Cuts and Jobs Act: Application to Estate Planning and Gift Planning

Insight Scott D. Ross Scott D. Ross · January 08, 2018
The most important parts of estate planning aren’t related to taxes.  Instead, they focus on identifying the people who will care for our children, structuring customized provisions so that inherited wealth has a positive impact on the lives of our beneficiaries, and thinking through the overall division of our estate between heirs and

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Rimon Adds Tax and Estate Planning Attorney Lisa Weinstein Burns as Partner in Boston Office

News March 26, 2015
Expanding its team of top wealth and estate planning attorneys, Rimon, P.C. has added Lisa Weinstein Burns as a partner in the firm’s Boston office. Ms. Burns will work in Rimon’s Private Client Group. Ms. Burns joins Rimon from the firm of Ruberto, Israel & Weiner, P.C., where she was a shareholder and co-chair of the

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