Tax Update

Date: Thursday, September 19, 2019
Time: 11:30am - 1:00pm
Location: Cypress Lake Country Club
Speaker: Amy Dalen, JD

Amy L. Dalen, JD is a Principal and Tax Advisory Group Chair at HBK CPAs & Consultants and provides support services for the CPAs in all HBK offices. The HBK Tax Advisory Group specializes in estate, gift, trust, and individual taxation.  Ms. Dalen researches complicated tax issues, provides compliance reviews for tax returns and trust accountings, and analyzes and plans for the estates of high net worth individuals. She works closely with the other professionals of HBK, their clients, and the attorneys and other professionals that make up the client’s team of advisors. Prior to joining HBK, she worked for a Top 100 accounting firm in Maine preparing and reviewing complicated tax returns, providing tax planning for high net worth individuals and their businesses, and researching complicated tax issues.

Education

  • University of Maine School of Law Juris Doctor (JD)
  • University of Massachusetts – Amherst B.A. in Legal Studies – Cum Laude
  • University of Massachusetts – Secondary Major in Sociology: Criminal Justice

 

The meeting is September 19.  Please remember the following new policy:

The deadline for reservations is Friday, September 13, Noon.

The website will not accept reservations after that.

Cancellations: If you cannot attend after reserving, please notify the Secretary as soon as possible by email (EstatePlanningLee@gmail.com) or by phone (239.433.4662).  (This will be helpful to the Club; and may save the Council money even if your cancellation is on the day of the meeting.

Colleagues and professional friends are always welcomed guests.  We are proud to share our Council's activities with them.  Should they wish to be considered for membership, an application is available www.epclc.org/members/application.

Reservations: Note that your reservation is not complete until you see ""Event RSVP"  and the "Thank You" for your reservation.  Select one of the menu choices.  Members then select "pre-paid."  Guests ($35) then select either "pay at the door" or "credit card or PayPal". 

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