Tea & Taxes: A Forum on Tax Reform’s Impact on Charitable Giving

Tea & Taxes: A Forum on Tax Reform’s Impact on Charitable Giving

A special donor event

Join us for Afternoon Tea and a chance to have your questions about tax reform’s impact on charitable giving answered by a panel of local financial experts.

Panelists from Canandaigua National Bank, Nixon Peabody Financial Advisors and Two Point Capital Management will offer their expert opinions and analysis on what you need to know most about what’s happening with tax reform as it relates to charitable giving, deductions and continuing to invest in the causes you care about most.

Tuesday, March 13
2:00-4:00 PM
City Grill Ballroom
384 East Ave, Rochester, NY 14607

Enjoy complimentary tea and coffee, finger sandwiches and pastries while our experts discuss what you need to know about tax reform. The event is FREE to attend, but registration is requested. Reserve your seat today by emailing Moiet James at [email protected] or calling 585-258-0338.

More on our panelists:

James Terwilliger, a Canandaigua native, joined CNB as a personal financial planner following a 30-year career as a scientist and research manager at the Kodak Research Laboratories. Prior to joining CNB, he was a tax preparer and financial advisor at the Canandaigua office of a national financial services firm. Jim works with clients to develop and implement personal financial plans. He authors regular financial columns for CNB in local publications and hosts "Ask the Experts" broadcasts for CNB on local radio.

Daniel N. Jones is Vice President and Director of Tax and Financial Planning of Nixon Peabody Financial Advisors    LLC, a subsidiary of Nixon Peabody. He is also a Tax and Financial Planning Specialist in the Rochester, NY, Private  Clients group of Nixon Peabody LLP. Prior to joining Nixon Peabody, Dan spent time with Merrill Lynch in Washington,  DC, and PricewaterhouseCoopers LLP in Rochester, NY. Dan provides comprehensive financial planning services to  high net worth individuals and corporate executives, with a focus on individual tax planning, tax compliance and  retirement planning.

Jack McGowan has 30 years’ experience as a portfolio manager and equity analyst. He is a Chartered Financial  Analyst® (CFA®) accredited by CFA Institute, was educated as an economist, and over the course of his career has  worked for several of the leading investment management firms in the Rochester area. Before founding Two Point  Capital Management, Jack also worked for a number of years as a consultant to public and private companies, gaining  invaluable knowledge about the considerations companies weigh as they present themselves to investors. Jack served  two years as President of the Rochester Society of Security Analysts (now CFA Society of Rochester), and an additional  eight years as a board member. He has also served as a board member of the World Affairs Council of Rochester. He  is a member of CFA Institute (formerly Association for Investment Management Research or AIMR). Jack has managed  funds solely under the Two Point Approach since 1999.

Special thanks to our panelists' companies: