Daniel P. Fitzgerald, Principal in Cummings & Lockwood’s Private Clients Group, to Speak at CTCPA’s Federal Tax ConferenceNovember 24, 2021
Daniel P. Fitzgerald, a Principal in Cummings & Lockwood’s Private Clients Group, will be giving a presentation at the Connecticut Society of CPA’s Live Stream Federal Tax Conference on Wednesday, December 1, 2021, from 10:20 a.m. - 11:20 a.m.
2019 Professional Advisors SeminarNovember 20, 2019
Cummings & Lockwood’s Private Clients Group in Stamford and Greenwich hosted its 2019 Professional Advisors Seminar on Thursday, November 21, 2019, at the Inn at Longshore in Westport, Connecticut.
2019 Greenwich Client Estate Planning Update and ReceptionOctober 15, 2019
Cummings & Lockwood’s Greenwich Private Clients Group held its 2019 Estate Planning Update and Reception for clients on Wednesday, October 16, 2019, at the Greenwich Country Club in Greenwich, Connecticut from 4:00 - 6:30 p.m.
Cool Charitable Contribution Strategies in the New Tax ClimateMay 22, 2019
Conrad Teitell, a Principal in the Stamford office of Cummings & Lockwood spoke at the 38th Annual Attorney/Trust Officer Liaison Conference which was held Thursday, August 22 - Saturday, August 24, 2019 at The Breakers in Palm Beach, Florida.
Effective Charitable Giving Strategies for SeniorsApril 29, 2019
Mary Beth Crawford, a Partner in the Bonita Springs office of Cummings & Lockwood spoke at a luncheon on "Effective Charitable Giving Strategies for Seniors" which was held on May 1, 2019 at 12:00 p.m. at The Terraces at Bonita Springs in the Wagon Wheel Room. Learn the best ways to support your favorite charities.
Federal and Connecticut Estate Tax Audits - Prevention, Treatment and CureFebruary 28, 2018
Paul L. Bourdeau, a Principal in the Private Clients Group of the West Hartford Office was a presenter at a seminar for The Estate and Business Planning Council of Hartford entitled "Federal and Connecticut Estate Tax Audits - Prevention, Treatment and Cure".
WEBINAR - Journal in the Round
Avoiding and Fixing Common Estate Planning MistakesMarch 31, 2017
Caroline Demirs Calio, a principal in Cummings & Lockwood’s Private Clients Group, presented a webinar to members of the Financing Planning Association in March 2017 entitled “Journal in the Round: Avoiding and Fixing Common Estate Planning Mistakes.”