CANCELLED DUE TO INCLEMENT WEATHER FORECAST: "Members Only" Breakfast Meeting: Estate and Gift Tax Planning Under Tax Reform

Date: Wednesday, March 7, 2018
Time: 8:00am - 9:00am
Location: U.S. Trust Offices, One Gorham Island, 2nd Floor, Westport, CT
Speaker: Howard P. Klein, CPA, MST, & Barbara Lane, CPA, MST, Tax Partners CitrinCooperman

IMPORTANT NOTICE: Our breakfast meeting scheduled for 3/7 has been cancelled due to inclement weather forecast. We will be rescheduling this program, so please check back for new date.

We are pleased to announce that Howard P. Klein, CPA, MST, and Barbara Lane, CPA, MST, both of whom are tax partners at CitrinCooperman, will be the guest speakers on Estate and Gift Tax Planning under Tax Reform at our “members only” breakfast meeting on Wednesday, March 7, 8:00 a.m. to 9:00 a.m., at the U.S. Trust Offices located at One Gorham Island, 2nd Floor, in Westport.

This presentation will provide an overall view of the 2017 tax reform act and specific changes that impact estate and gift tax planning. The speakers will also lead a discussion of the opportunities and challenges that the new law created.  Finally, there will be questions and answers with the audience covering ways to optimize your existing plan or to create a new plan. 

Reservations to attend can be made by contacting me by email (; “first come, first served.” As a courtesy to those who attend, we request that cell phones be silenced during the session. We also request that “No Shows” be minimized.

Council Breakfast Meetings are held at the U.S. Trust Offices located at One Gorham Island, 2nd Floor, in Westport, from 8:00 a.m. to 9:00 a.m. Please feel free to bring coffee, tea, bagels, etc. to the meeting.

If we must cancel a breakfast meeting, an email will be sent to all registrants for whom we have an email address and we will make every effort to contact all registrants by phone as well. If you are unable to check your email or voice messages, please visit our website at where the cancellation announcement will be posted on our home page under “Next Meeting.” Except in unusual circumstances, we would know about the cancellation by 4:00 p.m. the afternoon prior to a breakfast meeting.

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