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Business Education Seminar and After Hours

Poughkeepsee Tennis Club 135 South Hamilton Street, Poughkeepsie, NY

SDG Law is a sponsor of the upcoming Dutchess County Region Chamber of Commerce Business Education Seminar and After Hours. This month's topic is: Networking: Get out of your comfort zone! There will be 4 panelist presentations, followed by a break-out session, during which attendees can practice their networking and put valuable networking practices to the test with the panelists and each other. This is a wonderful opportunity to learn about networking from panelists from all different industries. Attendees that stay for the after-hours will have the opportunity to put what they learned to the test. This is a wonderful opportunity to learn about networking from panelists from all different industries. Hope to see you there. Business Education Seminar is 3:30 pm-5:00 pm After Hours is 5:00-7:00 pm

How to set-up and launch your new business

The Pines at Poughkeepsie 100 Franklin Street, Poughkeepsie, NY, United States

You're Invited.... What: How to set up and start your new business When: June 13 Where: All Sport Fitness Cost: Free to registered attendees. Space is very limited. Today, More and more women are becoming entrepreneurs. In the past 20 years, the number of women-owned firms in the US has increased 114% (Inc. magazine, August 13, 2018). Are you eager to turn your dream into a reality and start your own business? Taking this leap can feel daunting, and we recommend making sure you set things up properly based on your unique situation. Topics include: Business formation Partnerships Operating agreements Purchase and sale negotiations Contract negotiations Commercial leases Business versus Hobby Business Structure & Tax Year Business Taxes Recordkeeping & Accounting Methods Whether you are considering this career change or have started down the road already, you are invited to join Jessica Glass, business attorney at SDG Law and Heather Green Kirk, CPA/Director, Citrin Cooperman. This non-intimidating discussion is an opportunity to ask questions, hear success stories, learn about common mistakes (and how to avoid them), access best practices and network with women in similar situations. Bring your business cards and be entered to win a complimentary 30-minute consultation (legal, tax, marketing) with one of our speakers. Welcome & Introductions Amy Zucchi-Justice Marketing, SDG Law Founder, The Karlyn Group     Opening Nicole Lichwick Drun5K       Main Speaker Jessica J. Glass Attorney SDG Law     Main Speaker Heather Green Kirk CPA/Tax Partner, Citrin Cooperman Citrin Cooperman       *Nicole will discuss how she started her business followed by some trivia (ie: how many miles do you have to run to burn off wine/pizza/donuts etc.). Have a pressing question? Please send it to us in advance and we will make sure to address it at the event. If you are not able to attend but would like to receive information about this topic in the future please send us an Email or visit our site here.

Free

Trusts from A to Z

Poughkeepsie Grand Hotel 40 Civic Center Plaza,, Poughkeepsie, United States

Two days, two locations: Poughkeepsie, NY August 6,2019 For more information and to register click here Albany, NY August 9, 2019 For more information and to register click here Understand All the Wealth Planning Options Available to Your Clients Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today! Speakers include: STEPHEN E. DIAMOND is a partner in the law firm of Stenger, Diamond & Glass LLP KATHERINE C. CARPENTER is an attorney at the law firm of Wilcenski & Pleat PLLC, MICHAEL T. BROCKBANK is a sole practitioner in Schenectady, New York ANTAR P. JONES is the founder of the Law Office of Antar P. Jones, PLLC KYLE STELLER is an attorney with Mackey Butts & Wise LLP EPHIE TRATAROS is the principal with The Trataros Law Firm PLLC Who Should Attend? Attorneys Accountants and CPAs Trust Officers Tax Managers Wealth Managers Agenda includes: What are Trusts? Main Trust Principles Simple Testamentary Trusts and Revocable Living Trusts Tax Reduction with Trusts Grantor Trusts Special Needs Trusts (SNTs) Other Trust Structures and Issues Legal Ethics

Trusts from A to Z

Hilton Garden Inn Albany/SUNY Area 1389 Washington Ave., Albany, NY, United States

Two days, two locations: Poughkeepsie, NY August 6,2019 For more information and to register click here Albany, NY August 9, 2019 For more information and to register click here Understand All the Wealth Planning Options Available to Your Clients Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today! Speakers include: STEPHEN E. DIAMOND is a partner in the law firm of Stenger, Diamond & Glass LLP KATHERINE C. CARPENTER is an attorney at the law firm of Wilcenski & Pleat PLLC, MICHAEL T. BROCKBANK is a sole practitioner in Schenectady, New York ANTAR P. JONES is the founder of the Law Office of Antar P. Jones, PLLC KYLE STELLER is an attorney with Mackey Butts & Wise LLP EPHIE TRATAROS is the principal with The Trataros Law Firm PLLC Who Should Attend? Attorneys Accountants and CPAs Trust Officers Tax Managers Wealth Managers Agenda includes: What are Trusts? Main Trust Principles Simple Testamentary Trusts and Revocable Living Trusts Tax Reduction with Trusts Grantor Trusts Special Needs Trusts (SNTs) Other Trust Structures and Issues Legal Ethics

Making your (or your Parents’) golden years are golden.

The Pines at Poughkeepsie 100 Franklin Street, Poughkeepsie, NY, United States

 Making Your (or your Parents') Golden Years Are Golden As parents age, children take on more responsibility and decision making. There are many tools available to protect assets as we age. Whether it be taxes, long term care expenses, family disagreement, a property related issue or special needs, the sooner you begin to plan, the better. You can be protected at the current time but should be aware of the five-year look-back rule. Proper estate planning documents Mistakes commonly made in improperly planned estates Protect family assets for generations to come Selecting an assisted living facility Difference between Skilled Nursing Facility and Long-term care Financial payments Helping your loved one to adapt Presenters:              Stephen E. Diamond, Attorney, SDG Law Elaine Zambrano, Business Administrator, The Pines at Poughkeepsie Center for Nursing and Rehabilitation Samantha Cerbone, Director of Admissions, The Pines at Poughkeepsie Center for Nursing and Rehabilitation

Business Education Seminar

Dutchess County Regional Chamber of Commerce 1 Civic Center Plaza Suite 400, Poughkeepsie, United States

Business Education Seminar: Using Your Personal Brand To Build Your Marketing Plan   This seminar will focus on how your personal brand should be a key aspect of your company’s marketing plan, and how good personal branding can lead to success in the work place. Presenter: Stephen E. Diamond, Attorney, SDG Law Sponsored by: Stenger, Diamond & Glass LLP and Rondout Savings Bank

Business Education Seminar

Dutchess County Regional Chamber of Commerce 1 Civic Center Plaza Suite 400, Poughkeepsie, United States

SDG Law will be sponsoring the upcoming Dutchess Regional Chamber of Commerce Business Education Seminar. This complimentary seminar, aptly named “Chamber 102: From a Member’s Perspective,” will be a roundtable from Chamber staff and members. They will give an overview of the Chamber, The Chamber Foundation, and The Workforce Development Center. They will discuss the advocacy of the Chamber, what SCORE/SBDC is, volunteering and being a part of committees, Ribbon Cuttings for new businesses, Member News, and Radio and Marketing opportunities. This is a great opportunity to build and develop your membership and involvement with the Chamber. Click here for more information and to save your seat.

Tool’s for Today’s Female Entrepreneur

Seven21 Media Center 721 Broadway, Kingston, United States

Business Fluent: Tool's for Today's Female Entrepreneur. Take a Leap in 2020.The purpose of this event is to provide free empowering entrepreneurial education to women in our community (and league members). Panelists include: Jessica Glass, Corporate Attorney, SDG Law Katie Zell, Corporate CPA, Zell CPA Dara Ellenbogen, Marketing & Website Design Ashley Knox, New Business Owner Access the event flyer here.

Making Sure Your Estate Plans Remain in Good Health

Zoom Virtual Event

Making Sure Your Estate Plans Remain in Good Health Life will go on and if nothing else is learned from the recent experience our advice remains the same, “plan for the unexpected”.  Have a flashlight and batteries, a couple of gallons of extra water in the house, properly stocked pantry and freezer and making sure your estate plans are in order.  While you have some extra time, consider getting these important documents in place as soon as possible. Do you have the proper documents to match your need?  Have they been updated?  Do you still need your parents to be in charge of your 30 something year old children? Well, maybe!  You want to ensure that your assets are distributed and that your descendants are cared for in the manner that is best for them when you're gone—while assuring yourself you've done all you can. Join Stephen E. Diamond, Estate Planning Attorney at SDG Law, for a virtual discussion covering proper estate planning documents to prepare today, mistakes commonly made in improperly planned estates, protecting family assets for generations to come, preventing family disputes by communicating your wishes, assigning health care and financial power of attorneys, what to consider if you need a guardian for younger or disabled children, how to give “gifts” tax free and more. We will close with questions from attendees. If you have something you want covered, please send us your questions ahead of time here. This is an informative seminar. Please consult an attorney for legal advice about your individual situation. Stenger, Diamond & Glass LLP is a debt relief agency. We help people file for relief under the Bankruptcy Code.    

Guidance on NYS Liquor Licenses during Phase 2

Zoom Virtual Event

Is your establishment ready for Phase 2? This complimentary zoom webinar presented by the Dutchess County Regional Chamber of Commerce will provide guidance regarding New York State laws on liquor licenses during phase 2 for restaurants, bars, breweries, and venues who are reopening with outdoor seating. Presented by Jessica J. Glass, partner at Stenger, Diamond & Glass, LLP/SDG Law. Please register in advance, as space is limited.