Edelstein’s Tax Timely Topic Breakfast
On November 14, 2017, three Edelstein team members presented a tax timely topic update to an audience of clients and business contacts. Glenn Gates provided an International Tax Update, Kate Rooney presented on Qualified Tuition Plans (“529”) and Retirement Planning, and IT Director Michael Bisso discussed Security Awareness. The breakfast was moderated by tax supervisor Bethany Kelly. Attendees had the opportunity to hear from and network with our thought leaders, as well as each other. We look forward to the next annual tax timely topic event.