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Continuing Education Classes

Class Information

Orange County Trust Company and Hudson Valley Investment Advisors, Inc., subsidiaries of Orange County Bancorp, Inc., sponsor many educational opportunities for attorneys and accountants, including complimentary CPE and CLE seminars.

Invitation:   Free CPE Seminar for CPAs at OCTC Middletown Branch.    
Date:             Tuesday May 19, 2015 from 5:30pm to 9pm 
Course 1:     “Divorce and Estate Planning” by Katherine Eisold Miller Collaborative Lawyer and Family Mediator.
Course 2:     “Trusts, Estates and Risk Management for Accountants” by Peter Larkin, Esq., Wilson Elser.
Location:       OCTC., Trust Way Branch,  33 Trust Way, Middletown, NY 10940.
 
Host:               Michael M Rundle, CFP, VP Hudson Valley Investment Advisors and OCTC
 
CPE Sponsor: Wilson Elser, Qualifies 3 NY CPE; Light Dinner Will be served!
 
RSVP:              Jimmy Wagner at jwagner1962@gmail.com or 551-804-4510.

 

Objectives: The “Divorce and Estate Planning” segment will provide information on tax issues important in these two areas often encountered by accountants. The “Trust, Estates and Risk Management for Accountants” segment will focus on ethical issues, best practices and other risk management considerations in the trusts and estates areas.

Description: This presentation will provide insights into tax issues that arise and must be addressed in divorce and estate planning, while also providing ethical considerations, best practices advice and risk management suggestions.

For more information, please call Candice Varetoni at 845-341-5043, or email cvaretoni@orangecountytrust.com.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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