Connecting People Who Care with Causes that Matter

Professional Advisor Seminar

When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393

The Community Foundation of Orange and Sullivan’s Professional Advisors Council will host an educational seminar and networking event for accountants, attorneys, financial advisors, and insurance representatives on May 9, 2017. The seminar will feature speakers from the NY State Attorney General’s Office and the NY State Office of Taxation & Finance. It will run from 4:30-7:30 p.m., in the Larkin Conference Room, 30 Scott’s Corners Drive, Montgomery, NY.

Pending approval, the seminar will offer two Continuing Legal Education or Continuing Professional Education credits for attorneys and accountants.

Sandra Giorno-Tocco, from the Attorney General’s office will talk about “The Role of the Attorney General in Detecting and Investigating Fraud, Embezzlement, and Diversion of Charitable Assets.” Afterwards, Mwisa Chisunka will provide an Inside Look at the NY State Tax Office, and provide a detailed discussion on estate taxes.

The event includes a buffet dinner. The cost is $35 for members of the New York State Society of Certified Public Accountants and $40 for non-members. Full and partial scholarships, based on need, are available.  To register online visit http://cfosny.org/event, or call Sarah at (845) 769-9393.


Member or Non-member
Credits being applied for:



This seminar is sponsored by Goldstein, Karlewicz & Goldstein LLP; Orange County Bank & Trust; Blustein, Shapiro, Rich & Barone Attorneys at Law; Judelson, Giordano & Siegel, CPA, PC; and The Misner Agency, Inc. co-Sponsors include the Mid-Hudson Chapter of the New York State Society of Certified Public Accountants, and the Women’s Bar Association of Orange & Sullivan Counties, a chapter of the Women’s Bar Association of the State of NY.

Upcoming Events

May
1
Mon
2017
6th Annual Michael Ryan Zodda Foundation Golf Event @ Blue Hill Golf Course
May 1 @ 12:00 pm
When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393
May
9
Tue
2017
Professional Advisor Seminar @ Orange County Chamber of Commerce Business Center
May 9 @ 4:30 pm – 7:30 pm
When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393
May
17
Wed
2017
Hudson Valley Gives @ Hudson Valley
May 17 all-day
When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393
May
25
Thu
2017
CFOS Full Board Meeting and Annual Retreat @ TBD
May 25 @ 12:15 pm – 1:15 pm
When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393
May
29
Mon
2017
Memorial Day – Office Closed
May 29 all-day
When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393
Jun
3
Sat
2017
Marcello’s Miracle Foundation evening of FUN! @ The Birchwood
Jun 3 @ 6:00 pm
When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393
Jun
15
Thu
2017
CFOS Finance Committee Meeting @ CFOS Conference Room
Jun 15 @ 8:00 am – 9:00 am
When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393
Jun
21
Wed
2017
CFOS Executive Committee Meeting @ Walden Savings Bank Corporate HQ - 2nd Floor Board Room
Jun 21 @ 8:00 am – 9:00 am
When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393
Jul
4
Tue
2017
Independence Day – Office Closed
Jul 4 all-day
When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393
Jul
12
Wed
2017
CFOS Distribution Committee Meeting @ CFOS Conference Room
Jul 12 @ 8:00 am – 9:00 am
When:
May 9, 2017 @ 4:30 pm – 7:30 pm
2017-05-09T16:30:00-04:00
2017-05-09T19:30:00-04:00
Where:
Orange County Chamber of Commerce Business Center
Crossroads Corporate Park
30 Scotts Corners Drive, Montgomery, NY 12549
United States
Cost:
$35/$40
Contact:
Sarah Pruschki
845-769-9393
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30 Scott’s Corners Drive, Suite 203
Montgomery, NY 12549
Ph: (845) 769-9393
Fax: (845) 769-9391
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