Our main speaker, Melissa Winn JD. LLM , is a Premier Tax Attorney whose practice revolves around business owners and professionals.
Brief Bio : Melissa is a specialist dealing with high net worth issues and business owner clients in the areas of succession planning and wealth transfer techniques; qualified plans and executive benefits. Melissa earned her law degree from William & Mary Law School in Williamsburg, Virginia; and received her Master of Laws in Taxation from New York University School of Law with a concentration in the taxation of trusts and estates. She earned her Bachelor of Arts (magna cum laude) in English literature from Wellesley College, Massachusetts. Melissa is fluent in French and conversational in Japanese.
Our topic will be "Recent Tax Law Changes And Strategies To Leverage Opportunities." There will be a brief interactive session led by Anthony Spencer, a New York Life Product Consultant, whose specialty includes business planning and organization and structuring.
February 24, 2019
Malbec Argentinean Cuisine - Santa Monica
This lunch event is free and sponsored event by New York Life