Join us on Tuesday, November 10, 2015 for a complimentary networking breakfast and educational seminar, Smart Year End Tax and Financial Planning Moves for Individuals and Businesses, presented by Deborah Haines and Steve Pugliese of CST Group.
About Your Presenters:
Debbie Haines joined CST Group in 1988 and has more than 30 years of public accounting experience. Debbie specializes in pass-through entities as well as estate, gift, and fiduciary income taxes. She has extensive experience working with real estate partnerships and with individual clients. Debbie is designated a Certified Specialist in Estate Planning® (CSEP®) through the National Institute for Excellence in Professional Education, LLC.
Steven Pugliese joined CST Group in the summer of 2015 as a Director. Steve specializes in providing income tax planning and compliance and investment consulting to high-income individuals and high net worth families. Steve also has over 30 years of experience working in partnership taxation, aircraft ownership and use issues, and complex individual income tax returns. In addition to being a licensed CPA, Steve is a Certified Financial Planner and AICPA Personal Financial Specialist.
Date: November 10, 2015
Schedule:
7:30AM – 8:00AM Registration, Breakfast & Networking
8:00AM – 9:00AM Presentation and Q&A
Location:
Mon Ami Gabi, Reston Town Center
11950 Democracy Drive
Reston, VA 20190
---
The information contained in the Knowledge Center is intended solely to provide general guidance on matters of interest for the personal use of the reader, who accepts full responsibility for its use. In no event will CST or its partners, employees or agents, be liable to you or anyone else for any decision made or action taken in reliance on the information in this Knowledge Center or for any consequential, special or similar damages, even if advised of the possibility of such damages.