In the wake of the Great Recession and ensuing recovery, many of the fundamentals for investment, tax, and estate planning have changed dramatically. Join us for a discussion led by a panel of distinguished investment and legal experts who will provide valuable, practical insights regarding the changing financial and tax landscape. Topics of interest will include:
- Positioning investment portfolios to manage risk and generate yield in uncertain times
- The twin threats of inflation and higher interest rates
- The potential impact of rising national debts and increasing budget deficits
- Tax and estate planning in light of the Tax Relief Act of 2010
- Latest tax strategies and planning for further changes in the tax laws
Please RSVP by March 9 to Chrisana Watson at 866.671.7787 (RSVP) / firstname.lastname@example.org
Michael J. Nathanson, CEO & President
The Colony Group, LLC
Harry S. Miller, Partner
Burns & Levinson LLP
Wednesday, March 16, 2011
Burns & Levinson LLP
125 Summer Street, 8th Floor
5:00 - 5:30 pm
5:30 - 6:30 pm
Presentation, Panel Discussion and Q&A
6:30 - 7:00 pm
About The Colony Group
Since its founding in 1986, The Colony Group has provided investment, wealth management, and other advisory services to high net worth individuals, corporate clients, profit-sharing plans, charitable organizations, and other institutions. Winner of the 2010 Schwab Best-in-Business Award, The Colony Group is an SEC Registered Investment Advisor, owned and managed by a group of professionals dedicated to providing objective advice and exceptional service to clients.
The Colony Group develops strategies and solutions based on the combined expertise of seasoned professionals with designations including Chartered Financial Analyst, Chartered Market Technician, Certified Financial Planner, Attorney, and Certified Public Accountant. With offices in Boston, MA, Washington, DC, Naples, FL, and West Palm Beach, FL, The Colony Group has over $1.2 billion in assets under management.
About Burns & Levinson
Burns & Levinson is a full-service law firm with over 125 attorneys based in Boston with additional offices in Providence and New York. The firm has grown steadily and strategically throughout the years and has become a premier law firm with regional, national and international clientele. The firm has expertise in corporate law, finance, venture capital, private equity, tax, bankruptcy, lending and leasing, real estate, business litigation, government investigations and white collar crime defense, intellectual property - including patent law, and a large private client group - including estate planning, probate and trust litigation, divorce and other family law issues. In addition, the firm has a wholly-owned subsidiary office in Montreal, Quebec, to service its Canadian clients. For more information, visit Burns & Levinson at burnslev.com.