Presenters: Donna Yetter, CPA, CES & Seunghee Cha, LLM
Thursday, October 21, 2021, 8:15am
Location: Zoom (You will receive a link via email)
Donna Yetter, CPA and Partner with the Melanson accounting firm, has over 30 years of experience in the field of public accounting in the areas of business and individual taxation, estate and trust planning, financial and business management, accounting, buying and selling businesses and other related business assistance required will be current and relevant. Her practice provides trusted, proactive and responsive advice to a myriad of accounting needs, using state-of-the-art technology to create the utmost efficiencies. She is passionate about her work, and strives to understand her clients’ business and personal objectives, and collaborates with them on the process of how to achieve their goals.
Seunghee Cha is a partner at Bulkley, Richardson & Gelinas, LLP and a member of the firm’s Trusts and Estates and Special Needs Planning practice areas. Seunghee represents clients in estate planning, estate settlement, trust administration, charitable planning, and guardianship and conservatorship proceedings, and has extensive experience in working with individuals with special needs and their families on a wide range of legal issues relating to trusts and estates. She currently serves on the board of directors of the Center for Human Development, The Loomis Communities, and the Estate Planning Council of Hampden County.
Members: Free; Non-Members: $35:00 payable in advance via Paypal: berkshirestateplanning.org/events or check to BCEPC c/o Donna Turner, Smith Watson & Company, 7 North Street, Suite 205, Pitsfield, MA 01201.
RSVP mfresia@leebank.com by October 20.
Co-Sponsors Lee Bank & Renaissance Investment Group