Del Mar Foundation to host free seminar: ‘Tax Changes And What To Do Now’

Join the Del Mar Foundation on Nov. 27 for a free seminar titled “Tax Changes and What To Do Now” as part of its Tax and Estate Planning Seminar Series. The seminar will be held at the Del Mar Powerhouse Community Center from 4-6 p.m. and will feature Cory Grant Esq., managing partner of Grant, Hinkle and Jacobs, Inc., as moderator. A panel of experts representing specializations in law, insurance, wealth management, and tax and accounting will cover a variety of timely topics in their area of expertise.  Handouts will be provided to all participants and light refreshments will be served.

Panel members include estate planning attorney Joy Paeske; Patrick Casinelli, vice president and principal of Cavignac & Associates, a risk management insurance agency;  Paul Thiel, senior director of Wealth Management at BNY Mellon; and Troy T. Faris, CPA, partner at Considine & Considine, Certified Public Accountants.

During the formal presentation, attendees will hear a discussion of current topics in estate and tax planning as well as health care and tax law changes that will come into play in 2013. Each speaker will cover “10 things you need to know for 2013.”

The Del Mar Foundation’s Tax and Estate Planning Educational Series covers different topics on a quarterly basis.  Each presentation will include a question and answer period allowing participants to ask questions directly of speakers. Reservations are required to ensure that sufficient space and materials are on hand. To reserve your seat for Nov. 27, contact the Del Mar Foundation at 858-635-1363 or by email at info@delmarfoundation.org.

No personal information will be gathered at the presentations. This is a public service program as part of the Del Mar Foundation’s 30th Anniversary Celebration and is intended to provide residents of Del Mar with the education they need to understand tax changes and to make informed decisions regarding estate planning.

As Del Mar’s oldest 501(c)(3) non-profit, the Del Mar Foundation sponsors programs, makes grants, and manages over $1,000,000 in endowment funds to benefit the community and the San Dieguito Lagoon. The community endowment provides long-term funding stability for community needs.

Related posts:

  1. Del Mar Foundation announces free tax and estate planning seminar series
  2. Del Mar Foundation’s free tax and estate planning seminar series is Oct. 10
  3. Del Mar Foundation sponsors Summer Meet & Greet
  4. Del Mar Foundation sponsors Summer Meet & Greet
  5. Prudential experts to hold free seminar July 18 on avoiding pitfalls when buying a home

Short URL: http://www.delmartimes.net/?p=42396

Posted by Staff on Nov 15, 2012. Filed under Community, Events, Life, North Coast Life. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

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