Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

MEET THE EXPERT: Estate Planning in an Income Tax Planning World

  • Thursday, January 28, 2016
  • 3:00 PM - 6:00 PM
  • PAPA RAZZI TRATTORIA & BAR, 16 Washington Street, Wellesley, MA 02481


Registration is closed

About our speakers:

Lawrence A. Schwartz, CPA

Perry Ganz, Esquire

Join us to hear some real life examples of the estate and income tax concerns our client's face in the current tax planning environment.  With the adoption of The American Taxpayer's Relief Act of 2012 and an increase in income tax rates, the focus of the conversation has shifted.  One size does not fit all. 

Click here for Meeting Details

Meet The Expert, 3:30 pm to 5:30 pm, Seminar

Networking & Cocktail Reception, Immediately Following

3:00 pm  - Meet and Greet

3:30 pm – Panel Discussion

5:15 pm – Reception and Networking

6:00 pm – Networking in the Lounge

This meeting has been sponsored by:


Boston Chapter of the Society of Financial Service Professionals

Phone: 617.285.2845  Email:

Boston FSP is a 501(c)6 non-profit organization.

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