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 Especially for estate planners: updates on estate tax, income tax, and charitable planning laws, regulations
How do lawyers, accountants, and other financial and estate planning experts keep up with the myriad of new laws and regulations governing their work?
The Rhode Island Foundation and Citizens Bank teamed up to offer one such opportunity, the 2009 Estate Planning Round Up. The session featured three panelists:
  (left to right) David T. Riedel, Esq., Adler Pollock & Sheehan, on estate law; Patricia A. Thompson, CPA, Piccerelli, Gilstein & Company, on income tax planning; and Paul A. Silver, Esq., Hinckley, Allen & Snyder, on the nonprofit sector and charitable planning. Thomas P. Fay, CFA, chief investment officer and director of wealth management at Citizens Bank, moderated the session which was attended by more than 140 estate and financial planning professionals. "We are pleased to work with Citizens Bank to make these expert panelists available to the estate planning community. The information shared at this session ultimately will benefit Rhode Islanders who turn to any of these advisors for advice on estate tax, income tax, and charitable planning," stated Neil D. Steinberg, president & CEO of The Rhode Island Foundation. |
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| 'Helping Women Become (and Stay) Financially Independent '
The Foundation, in partnership with Strategic Point Investment Advisors and Partridge Snow & Hahn LLP, recently hosted an evening to educate women about their financial independence.
  Kimberly Butler, vice president, gift planning and stewardship at the Foundation, (left), shared "The Power of Philanthropic Giving." Her fellow panelists, Betsey Purinton of Strategic Point and Deborah Dinardo of Partridge Snow & Hahn (right) discussed "Successful Wealth Management for Women" and "The Importance of Life Care Planning," respectively. Patrice Wood of WJAR/NBC 10 moderated the session. |
