Kristin V. Taylor and Matthew F. Cammarata will participate on a panel of accounting and legal experts to discuss current tax developments that impact family offices.

Speakers: 

  • Kristin V. Taylor, Partner; Vice Chair, Family Office and Private Investments, Lowenstein Sandler LLP
  • Matthew F. Cammarata, Partner, Lowenstein Sandler LLP
  • Andrew Clark, CBIZ
  • Michelle Pedigo, Axcelus Financial
  • Dr. Joseph Julian, Altes Capital

Moderator: 

  • Malcom McNeil, Specialty Wealth Advisory

Time: 4 p.m. PT

Location: Napa Valley Marriott Hotel & Spa, 3425 Solano Ave, Napa, CA 94558

*This event is open to the public but requires a registration fee.