Brews and Tax News - Tax Implications of Fiscal Cliff

January 29, 2013 at 6:00pm8:30pm
SingleCut Beersmiths - 19-33 37th Street, Astoria, NY 11105

Is all the tax talk making you thirsty? Join us at New York City's newest addition to the microbrew scene for pints of freshly brewed beer and a discussion on the recent changes imposed as a result of the ‘Fiscall Cliff'. We will discuss the recent changes, the implications for investors and thoughtful strategies to consider for future Trust and Estate planning.

Speakers will include Wiggin and Dana Partner, Dan Daniels, and Executive Director of Morgan Stanley Private Wealth Management, Nick Altieri.

Dan is a partner in Wiggin and Dana's Private Client Services Department. Dan focuses his practice representing business owners, private equity and hedge fund founders, corporate executives and other wealthy individuals and their families. Dan is included on Worth magazine's list of the top 100 trust lawyers in the United States. He is a Fellow of the American College of Trust and Estate Counsel and is listed in The Best Lawyers in America in the categories of Trusts and Estates and Trust Litigation.  He received his A.B., summa cum laude, from Dartmouth and his J.D., cum laude from Harvard Law School.

Nick is Executive Director of Morgan Stanley Private Wealth Management in the Wealth Strategies Group, where his focus is on tax, trusts and estates. Nick joined Morgan Stanley Private Wealth Management in 2004, prior to which he spent five years at KMZ Rosenman (formerly Rosenman & Colin LLP). Nick received his B.S. in Accounting from St. John's University, where he graduated Cum Laude. He received his J.D. from St. John's University School of Law.