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

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
Oct
26
Thu
2017
Make Philanthropy Great Again! @ Orange County Chamber of Commerce Larkin Conference Room
Oct 26 @ 3:00 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
28
Sat
2017
Give Back to the Youth Trunk or Treat @ New Wonders Learning Center
Oct 28 @ 12:00 pm – 2:00 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
Boos & Booze Halloween Bash! @ Stony Ford Golf Course
Oct 28 @ 7:30 pm – 11:30 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
Oct
29
Sun
2017
Women’s University Club of Middletown Fall Luncheon @ The Table
Oct 29 @ 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
Nov
3
Fri
2017
“Leaving a Legacy for Youth” Dress Down Day
Nov 3 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
Nov
10
Fri
2017
Veterans Day – Office Closed
Nov 10 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
Nov
15
Wed
2017
CFOS Full Board Meeting @ Anthony's Pier 9
Nov 15 @ 3:30 pm – 5:30 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
2017 Annual Reception @ Anthony's Pier 9
Nov 15 @ 5:30 pm – 8:30 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

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30 Scott’s Corners Drive, Suite 203
Montgomery, NY 12549
Ph: (845) 769-9393
Fax: (845) 769-9391
e-mail us

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