Steve Widdes will be presenting “Life and Living Choices:  End of Life Planning & Decision-Making” at B’nai Shalom of Olney Men’s Club following Morning Minyan.


Caroline Bonaviri and Micah Bonaviri will present "Top Ten Estate Planning Questions" to members of the Leisure World Community on November 12, 2013.


Millard Bennett, Don Sperling and Karen Shapiro to present at the SmartCEO Seminar "Cultivate Growth, Create Value, Cash Out or Cut Back: Don’t Wait Until It’s Too Late to Plan a Future for Your Business" on Wednesday, November 6, 2013.



25 Add to Calendar

Meg Manchester to present at “The End of Federal DOMA and the Effect on the States”

Date: October 25, 2013

Time: 1:30pm - 2:30pm

Meg Manchester, Michael K. Creamer, CPA, CFP, Robin B. Thomas, CDFATM, RP®

Event Type: Speaking Engagement

Sponsored By: Family Law Section of the Bar Association of Montgomery County

Location: The Universities at Shady Grove, 9630 Gudelsky Drive, Rockville, Maryland 20850

Meg will present "Tax consequences for same sex couples: monetary awards, financial planning, filing jointly, amending returns, the state of celebration" with Michael K. Creamer, CPA, CFP and Robin B. Thomas, CDFATM, RP®.


David Torchinsky will speak to members of the Association of Practicing Certified Public Accountants at the organization's 2013 Estate Day on October 24.  He will discuss the "Pros and Cons of Living Trusts."


Ann Jakabcin will lead a session on "Estate Planning for Non-Traditional Households" for attendees of the Association of Practicing Certified Public Accountants' Estate Day. Her presentation will also specifically address the impact of the June 2013 Supreme Court's rulings on United States v. Windsor with regard to income and estate taxes, as well as issues related to immigration, Social Security, Veterans Administration and pension benefits.