633 Route 211 East Middletown, NY 10941

3 Neptune Road Poughkeepsie, NY 12601

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Mon – Sat 8:00 – 18:00
Sun – Closed

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(877) 740-9500

Bonnie J. Orr, CPA, a partner at Judelson, Giordano & Siegel, CPA, PC was a panelist at last night’s seminar on Charitable Tax Planning Strategies (Planned Gift Options & Opportunities). Her portion of the presentation covered Charitable Remainder Trusts and Charitable Lead Trusts. Also in attendance were JGS employees Andrei Adams, Douglas Graber, and Manager Robert Unger. The seminar was sponsored by the SullivanArc Foundation, the Women’s Bar Association of Orange and Sullivan Counties and the Mid-Hudson Chapter of the New York State Society of CPA’s.