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December 6, 2018 Monthly Program
Dec 6 @ 11:15 am

Post Tax Law Philanthropy

Steven R. Goodman, CPA, CFP

President, Chief Investment Officer

Goodman Financial Corporation

Steve is the Founder and President of Goodman Financial Corporation which was registered in 1989. As President and Chief Investment Officer, his responsibilities include firm management, investment strategy, and maintaining client and firm relationships. Prior to Goodman Financial Corporation, Steve worked in public accounting for Ernst & Young as a tax consultant and subsequently with his own firm.

January 17, 2019 Monthly Program
Jan 17 @ 11:15 am – 1:00 pm

Patricia Annino, Partner

Rimon PC

Patricia M. Annino is a partner in Rimon’s Trust and Estates Group. A nationally recognized authority on estate planning and taxation, Ms. Annino has more than 30 years of experience serving the diverse needs of families, individuals, and owners of closely held businesses. Ms. Annino’s practice includes all aspects of private client work, including estate planning; will and trust planning; incapacity planning; prenuptial and postnuptial agreements; estate litigation; advising executors, trustees and beneficiaries and administration of estates and trusts. Ms. Annino particularly focuses on planning for family business owners, including coordinating their estate planning, corporate and succession needs. In addition, she represents non-profit entities and private family foundations. Ms. Annino testifies as an expert witness in high-stakes divorce cases where trusts and other inherited assets are at risk. Her testimony has been favorably reviewed by the Massachusetts Probate Courts.