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LOCATION:The Villages Regional Hospital Auxiliary Foundation, 1501 N. U.S. Highway 441, Bldg 1800, second floor, The Villages, FL 32159
UID:2697620250121T170000ZTax Considerations and Planning After the Election
DTSTAMP:20260427T182147Z
DESCRIPTION:\nKaren Havey is a senior wealth strategist for BNY Mellon Wealth Management. Karen joined the firm in 2016 bringing ten years of experience as a practicing tax attorney. In this role, she works to develop innovative strategies in wealth transfer analytics and ownership structures to maximize our clients’ wealth after taxes and across generations. \n \nKaren has over ten years of experience providing comprehensive wealth planning advice to individuals and families. Most recently, she was a partner at a national tax law firm where she advised high net worth clients and families in regard to wealth and estate planning with emphasis on the estate, gift and income tax laws. She spent substantial time assisting fiduciaries with post mortem planning and tax filings. Her practice was also heavily focused on advising entrepreneurs in regard to asset protection and business succession planning through the use of trusts. In addition, Karen frequently advised clients on the implementation, structuring and repair of captive insurance companies.\n
SUMMARY:Tax Considerations and Planning After the Election - Tri-County EPC of The Villages 
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DESCRIPTION:Reminder
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