ESTATE PLANNING COUNCIL OF RHODE ISLAND

Estate Planning Council of Rhode Island

2025-2026

       Joanne Speroni-Woody, CTFA, President; Caitlyn R. Beauregard, J.D., Vice President; Kate N. Kishfy, Esq., Treasurer; Kristen Prull Moonan, Esq., Secretary; Bridget L. Mullaney, Esq., Immediate Past President

Directors

Jason E. Archambault, CFP®, CPA/PFS; Caitlyn R. Beauregard, J.D.; Lisa Roth Blackman; Grant E. Brown, CPC, ERPA, CFP®; Kate N. Kishfy, Esq.; Kristen Prull Moonan, Esq.; Bridget L. Mullaney, Esq.; Darah L. Schofield, Esq.; Joanne Speroni-Woody, CTFA

Dinner Meeting

Date:  Monday, November 3, 2025

Place:  Hope Club
            6 Benevolent Street
            Providence, RI

Time:  5:30-8:00 p.m.

Who:  This is an EPCRI Member Only event. 

One Big Beautiful Bill Act …  Clients Be Nimble, Clients Be Quick

The One Big Beautiful Bill Act was signed into law on July 4, 2025.   Coming in at just under 1000 pages, with over 300 separate provisions, at least 60 of which become effective January 1^st, there is a lot to learn and not much time to do it.  

What’s changing?   How does it affect estate planning considerations such as retirement plans, gifting to individuals and charities, business succession planning, and income, estate, and gift taxes?   When will the new provisions take effect?

Join us for this timely review of the major changes to the tax law and their implications, and a lively discussion of strategies estate planning clients should be considering now to take full advantage of the opportunities provided by the One Big Beautiful Bill Act.

Our Speaker

Kim McCarthy, Esq. is an ERISA, employee benefits, and tax attorney.  She is a partner at Parker Brown Macaulay & Sheerin, a Rhode Island boutique law firm concentrating exclusively in ERISA and employee benefits law.   

Kim completed her undergraduate degree at Brown University, her law degree at Boston College Law School, and her Master of Laws in Taxation at Boston University School of Law.   She has been a practicing lawyer and member of the Rhode Island bar for over 30 years.

During her professional career, Kim has received various honors and awards, including PBN’s 40 Under 40, PBN Leaders & Achievers, Tax Lawyer of the Year, and Best Lawyer in Rhode Island in four separate categories.  Most recently, she was honored with the 2025 Rhode Island Bar Association Dorothy Lohmann Community Service Award.

Kim enjoys spending time with her family, traveling with her husband, and reading as many murder mysteries as she can.