GMAG has a dedicated Wealth Strategies Team, built around advising our clients on estate and tax planning matters.
As part of our commitment to being up to date on today’s most important tax and non-tax planning issues. GMAG’s Managing Director, Chris Castellano , CFP, CPA, Private Wealth Advisor, Charles Scarallo, CFP, CPA, and Wealth Strategies Associate, Juliana Gadaleta, are attending the Heckerling Institute on Estate Planning at the University of Miami.
Heckerling Institute on Estate Planning at the University of Miami is the premier conference for estate planning professionals across the nation, covering topics presented by the nation’s leading experts of timely interest to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals.
To learn more about the Hecklerling Institute, please click here.