Program Calendar
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The Gift Planning Group of Northeastern New York meets approximately five times per year at various locations throughout the Capital Region. Each session offers informative and educational programs for those working at any level in the gift planning community.
*Please Note* AMEX and Discover are not accepted as payment for GPGNNY programs and virtual seminars.
Next Event
March 3, 2020 Insecure about the tax law changes in the SECURE ACT? Let Marty Finn help you secure your knowledge to maximize the tax benefits for your donors a presentation by Martin S. Finn, CPA, JD, LL.M. a nationally recognized trust and estate planning attorney Presented by Martin S. Finn, CPA, JD, LL.M.
Founding Partner Lavelle & Finn, LLP 
Program Description
MARTIN S. FINN, an attorney and CPA, is a founding partner of Lavelle & Finn, LLP. Mr. Finn will present an overview of all the new tax law changes including the SECURE ACT, and advise on important information that development professionals need to know to help their donors make charitable gifts decisions that will maximize the benefits to the donor and to your charitable organization. Mr. Finn’s presentation will cover the impact of the new tax laws on a broad range of charitable giving including simple and sophisticated charitable gifts, as well as charitable giving as part of an estate plan. Mr. Finn has an outstanding presentation style that connects with his audiences and delivers both simple and complex concepts in a way that is easy to understand by everyone. This is a “must attend” event for both up and coming as well as seasoned development professionals. Mr. Finn holds a Bachelor of Business Administration from Siena College (1980), a Juris Doctor from Albany Law School (1983), and a Master of Laws (LL.M.) in Taxation from New York University (1987). He has also been an Adjunct Professor at Siena College, Albany Law School and the State University at Albany, and Past President of the Board of Directors of the Estate Planning Council of Eastern New York, Inc. Mr. Finn counsels clients on estate, financial, tax, business and elder law issues, including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration and estate and business succession planning. A major part of his practice involves assisting elderly clients and their families with tax and tax and legal issues, such as maximizing wealth and retirement income and charitable planning. An award winning attorney, Mr. Finn is a frequent lecturer and, with his partner, John H. Lavelle, he is coauthor of The Complete Trust Course (Foxmoor Continuing Education, 2013), Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006) and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005). Cost
$45 GPGNNY Members ● $65 Nonmembers Donations to the Mark Woroby Memorial Fund are Welcome and Encouraged Location: The Century House | 997 New Loudon Rd | Latham, NY 12110
Time: 12 p.m. Lunch ● 12:30 p.m. Program
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If you would like to make a donation to the Mark Woroby Memorial Fund, please use the donate button below.
If you have suggestions for program topics or presenters, please contact James Kellerhouse, Chair of the Gift Planning of NENY Program Committee and Assistant Vice President for Development at Albany Medical Center Foundation at 518.262.9024 or email: kellerj2@mail.amc.ed |
GPGNNY Payment and Refund Policy
Payment
If you register to attend a program and you do not pay online, payment at the door is required. If you register, but do not attend, you will be invoiced at the non-member rate. Individuals with unpaid balances from prior programs will be required to satisfy past due balances and pay in advance to attend future programs.
If you register to attend a program and you do not pay online, payment at the door is required. If you register, but do not attend, you will be invoiced at the non-member rate. Individuals with unpaid balances from prior programs will be required to satisfy past due balances and pay in advance to attend future programs.
To mail your payment:
Gift Planning Group of Northeastern New York
P.O. Box 3960
Albany, NY 12203
Gift Planning Group of Northeastern New York
P.O. Box 3960
Albany, NY 12203
Refunds
Full refunds or credit for a future program will be issued for cancellations received by or prior to the registration deadline. No refunds will be issued for cancellations received after the registration deadline.
Full refunds or credit for a future program will be issued for cancellations received by or prior to the registration deadline. No refunds will be issued for cancellations received after the registration deadline.