Solution Focused Strategies for
Financial Health & Well-Being

A Planned Giving Speaker Series

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Part 1: Year End Tax Tips… What to Expect When Changes Are Coming

Tuesday, November 16, 2021

4:00 - 5:00 pm ET/ 1:00 - 2:00 pm PT

 

Learn how to reduce your tax liability and get closer to your financial and philanthropic goals with helpful year-end tax tips from Mitchell Weinstein, President of Chuhak & Tecson, P.C. and Lindsey Paige Markus, a principal with the firm.

Featured Guest Speakers

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Lindsey Paige Markus

Principal, Chuhak & Tecson, P.C.

 

Lindsey assists business owners and families in planning their estates, protecting assets, transferring wealth and minimizing taxation. She works closely with clients to formulate succession plans, advise on business formation, maximize wealth preservation and minimize gift and estate taxation. Lindsey leverages her knowledge of charitable planning to help a variety of philanthropic endeavors. Lindsey received her juris doctorate from Loyola University, Chicago. She has a national practice and is licensed to practice in Illinois, Florida and New York.

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Mitchell Weinstein

President, Chuhak & Tecson, P.C.

 

Mitch is a seasoned business, tax and estate planning attorney and practice group leader of the firm's Corporate Transactions & Business Law group. He has been a hands-on leader in the firm for many years, chairing numerous committees and taking active roles in firm governance, management and operations. His practice encompasses a wide range of estate planning, federal and state taxation, general corporate and real estate transaction matters. Both in his firm leadership role and as valued counsel for his clients, Mitch is unwavering in his commitment to providing sound judgment, clear communication, and prudent guidance for those who have placed their trust in him.


Save the Dates

Part 2: March 2022

Part 3: June 2022

 

Contact Jayne Papa at [email protected] for updated event information.


More Information

 

Cynthia Hizami, Esq., Director, Planned Giving, West Coast

[email protected] • 888.563.2008

 

Bill Adolph, Director, Planned Giving, Midwest

[email protected] • 888.563.0830

 

Robin Dermer, Esq., Director, Planned Giving, Florida

[email protected] • 888.563.5640

 

REGISTRATION REQUIRED
NO COST TO ATTEND