Attorney Hyman Darling will present on the topic of estate, gift and income tax consequences of
elder law planning.
Attorney Julie Dialessi-Lafley will offer a discussion of financial considerations relative to
divorce, including the formula for child support, alimony, and division of assets.
Attorney Lisa Halbert will talk about beneficiaries (including Trusts) under the SECURE ACT.
October 27, 2020 Understanding the New "Small Business" Chapter 11
Steven Weiss, Esquire, Shareholder,
Shatz, Schwartz and Fentin, P.C.
Subchapter V Chapter 11 Trustee sweiss@ssfpc.com
The Bankruptcy Code now has special provisions for small businesses (debts under $7.5 million) to
reorganize quicker and more efficiently than in traditional Chapter 11 cases. This program will
discuss what sorts of businesses are eligible for "Subchapter V" relief; the similarities with and
differences from traditional Chapter 11 cases; strategic issues in using Subchapter V to reorganize;
and how financial professionals can facilitate the process.
November 3, 2020 US Wealth Market Outlook
Christos Mihopoulos, CIMA
Blackrock Investments Christos.mihopoulos@blackrock.com
Michael Gregory & Steve Alminas,
The Gregory Group at Morgan Stanley michael.gregory.jr@morganstanley.com Steve.Alminas@morganstanley.com
Hear about the four events to monitor that may impact upcoming stock market performance. There
will also be a discussion on how Exchange Traded Funds (ETFs) can be used to diversity investment
portfolios to reduce risk.
November 10, 2020 Deploying Historic and New Markets Tax Credits for Capital Projects
Matthew A. Blumenfeld, Principal,
Financial Development Agency, Inc. www.financialdevelopmentagency.com matthew@financialdevelopmentagency.com
An overview on how non-profits and for-profits can use Tax Credit financing to supplement their
sources of capital for facility projects. New Market Tax Credits (NMTCs) and historic tax credits
can often provide the critical financing needed to enable important building projects to come to
fruition. Acquiring and deploying these mechanisms can be expensive and time consuming, so
understanding the risk, rewards and timing are essential.
November 17, 2020 Email Security
Shawn Weaver
Senior Systems Engineer Northeast IT Systems www.northeastit.net
Whether you are a small business owner or CEO of a major company, no one likes struggling with
productivity because of computer downtime. For this forum we are going to be focusing on email
security and how a simple email could cause major disruption to business.
November 24, 2020 Annual Tax Update (4 Hours)
Deborah Rogers, CPA
Waldron H Rand & Company deborahr@waldronrand.com
Cody D. Belland, CPA
Wolf & Company, P.C. Cbelland@wolfandco.com
These two speakers are from the MSCPA Taxation Committee.
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