• Estate Planning for Today webinar on September 21

    MIDDLETOWN, N.Y. – JGS, CPA and Jacobowitz and Gubits, LLP will present valuable estate planning information during their second joint webinar.

    The first online collaboration between Bonnie Orr, CPA, partner at JGS, CPA and Michael Wagner, Esq., senior counsel at Jacobowitz and Gubits, LLP, was back in February. They will host the second free webinar on Tuesday, September 21 at 4 p.m. EST. The September webinar will blend estate planning basics, presented in February, with enough new information to appeal to former attendees.

    “Our mission at JGS is to provide tax advice that is personally tailored to each client’s personal financial lifestyle,” Orr said.

    Topics include:

    • Revocable, irrevocable, grantor and non-grantor trusts
    • Tax-efficient charitable giving
    • Multi-generational planning
    • New power of attorney rules
    • Medicaid Asset Protection Trusts
    • Estate planning and probate
    The webinar is open to the public, but registration in advance is required. To register, visit: https://www.jacobowitz.com/events/

    “For presentations like these, we always try to save a little time at the end for questions from attendees,” Michael Garofalo, marketing manager at JGS, CPA, said.

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