During this seminar, we provided crucial information and discussions that will allow you to take control of your future and move forward with confidence. Gray, Gray & Gray Partners, Kelly Berardi, Derek Rawls, and Brad Carlson presented a Tax Update, discussing the impact of proposed tax changes. A panel of thought leaders also covered a range of additional topics including newly emergent business opportunities, implications of the new economy on personal wealth, the red-hot M&A market, the new imperative for strategic thinking, and more. Panelists included:
- Derrick Rebello– Partner, Gray, Gray & Gray
- Bryan Pearce– Director of Strategic Business Planning, Gray, Gray & Gray
- Dan Romano– Chief Executive Officer & Chief Compliance Officer, Gray Private Wealth
- Harry Hanson– Partner, Feinberg Hanson
- Paul Gabriel– Chief Executive Officer & Co-Founder, Environmental Partners
Personal wealth services are provided by Gray Private Wealth.
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Please complete the brief form below to access the Virtual Year-End Planning Seminar 2021 recording.