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

Dec
20
Wed
2017
CFOS Executive Committee Meeting @ Walden Savings Bank Corporate HQ - 2nd Floor Board Room
Dec 20 @ 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
Dec
24
Sun
2017
Christmas Eve – Office Closed
Dec 24 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
Dec
25
Mon
2017
Christmas Day – Office Closed
Dec 25 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
Dec
31
Sun
2017
3rd Annual NYE Ball Drop to benefit Illuminate Goshen @ The Village Green & South Church Street between Main Street and Park Place
Dec 31 2017 @ 7:00 pm – Jan 1 2018 @ 12:00 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
e-mail us

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Text CFOSNY to 22828 to sign up for our mailing list – Message and data rates may apply

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