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

Aug
17
Thu
2017
CFOS Finance Committee Meeting @ CFOS Conference Room
Aug 17 @ 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
Aug
21
Mon
2017
The 19th Annual Willie Carter Tuskegee Airmen Memorial Golf Classic @ West Hills Country Club
Aug 21 @ 9:00 am – 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
Aug
23
Wed
2017
CFOS Executive Committee Meeting @ Walden Savings Bank Corporate HQ - 2nd Floor Board Room
Aug 23 @ 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
Sep
4
Mon
2017
Labor Day – Office Closed
Sep 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
Sep
16
Sat
2017
Aviation Scholarship Reception: Marius Ivascu Aviation Foundation @ Old Rhinebeck Aerodrome
Sep 16 @ 4:30 pm – 7:00 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
Sep
28
Thu
2017
CFOS Full Board Meeting @ Orange County Chamber of Commerce Business Center- Larkin Conference Room
Sep 28 @ 4:00 pm – 5:00 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
Oct
4
Wed
2017
CFOS Distribution Committee Meeting @ CFOS Conference Room
Oct 4 @ 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
Oct
9
Mon
2017
Columbus Day – Office Closed
Oct 9 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
Oct
19
Thu
2017
CFOS Finance Committee Meeting @ CFOS Conference Room
Oct 19 @ 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
Oct
25
Wed
2017
CFOS Executive Committee Meeting @ Walden Savings Bank Corporate HQ - 2nd Floor Board Room
Oct 25 @ 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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