EPCRI: October Lunchtime Learning
Estate Planning Council of Rhode Island
2020-2021
Robert J. Tyler, Jr., President; Karen J. Bacon, Vice President; Bridget Mullaney, Treasurer; Ashley Abbate Macksoud, Secretary; George Warner, Past President
Directors:
George F. Warner; Robert J. Tyler, Jr.; Karen J. Bacon; Ashley Abbate Macksoud; Caitlyn R. Beauregard; Judith P. Higgins; Anthony R. Mignanelli; Bridget L. Mullaney, Joanne Speroni-Woody
NOTICE OF MEETING
| DATE: | Thursday, October 29, 2020 |
| PLACE: | VIA Zoom |
| TIME: | 1:00pm - 2:00 PM |
| SPEAKER: | Gregory A. Porcaro, CPA |
| TITLE: | Year-End Tax Planning – How Should Our Clients Prepare? |
As 2020 draws to a close, join us for a timely discussion of tax considerations and planning tips.
Bio:
Gregory A. Porcaro has been the principal in charge of all tax, business valuation, and business consulting services for Otrando, Porcaro & Associates, Ltd., an accounting and consulting firm located in Warwick, RI since 1987. Since 1990, he as also been a Professor of Taxation in the Bryant University Graduate School’s Master of Taxation Program.
Greg has written extensively on various taxation topics and has served as an editorial advisor for The Tax Adviser, a national magazine covering all aspects of tax planning. He is a frequent lecturer on a variety of tax and business valuation issues for state and national professional associations. Greg is a regular guest on Fox Providence’s “Successful Living” talk show discussing income tax and financial planning issues.
Greg earned his bachelor’s degree in accounting and his master’s degree in taxation from Bryant University and has earned the designation Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) from the AICPA.
If you have not yet paid your membership dues, please do so at your earliest convenience.
Checks should be payable to:
Estate Planning Council of RI
PO BOX 8723
Warwick, RI 02888
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