Press Releases and Media

“ESOPs as an EXIT PLANNING TOOL” Presented by: Joseph E. Godfrey III, MBA, CLU, AEP and Lloyd S. Foight, MBA, CPA THE ROSS COMPANIES Date: Thursday, June 9, 2016 Time: 8:00AM-10:30AM Networking: 8:00AM-8:45AM Committee Meeting: 8:45AM-9:00AM Special Presentation: 9:00AM-9:50AM Networking: 9:50AM-10:30AM Sponsored by: Gregory Hoffman, TD Bank, Vice President Commercial Banking Group – Relationship Manager Location: Beatriz Pallares, Relationship...

Anthony J. Citrolo, CPA/CMAA/CBI presented a comprehensive analysis of the benefits derived by CPA’s when considering introducing Exit Planning & Succession concepts to their clients.   The discussion focused on the core steps involved in the Exit Planning process, how to present these concepts to clients,...

Anthony J. Citrolo, CPA/CMAA/CBI had completed two years as president of The Accountant/Attorney Networking Group (AANG).  The Accountant Attorney Networking Group is comprised solely of practicing accountants and practicing attorneys who service multiple clients. The purpose of the group is to facilitate networking between and...

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