January 30, 2018
Alan Gordon, CPA and Michael Elliano, CPA
"Tax Law Changes for Investors for 2018"
Each year in January we have benefited from the accounting perspectives of Alan
Gordon and Michael Elliano of Alan's accounting firm www.algcpa.com. They have
consistently updated us on recent changes in tax laws that can impact investors, as
well as other salient changes and issues for the current tax filing year, including
exemptions, social security wage base, itemized deduction phaseout, deducting medical
expenses, IRA contributions, annual gift amounts, estate exclusion and mileage rates,
just to mention a few. For those not familiar with Alan and Michael, see their website for
the accounting background.
February 20, 2018
Jon Ellenbogen, President, Impact Capital Strategies
"Socially Responsible Investing"
With over 15 years experience as a Financial Advisor, Jon has helped individuals and organizations manage
their wealth by focusing on socially responsible investments, wealth transfer and risk management. He has
a strong belief in helping his clients successfully invest in accordance with their social beliefs.
In 2009, The Wall Street Journal called Jon a "go-to guy" for socially responsible investing.
He has been recognized at national conferences to share his vision at professional gatherings of financial
advisors as well as individual investors and has helped move the socially responsible investing movement
forward. He notes that a recent Barron's article suggests that more than $22 trillion in global funds are
now managed according to ESG investment strategies. The Calvert Funds have reported that nearly half of
the U.S. Fortune 500 companies "have set renewable energy or carbon-reduction targets ... and cite
significant cost savings from these efforts."
three criteria for screening stocks include:
- E - "Environmental" refers to a company's positive impact on the natural world
- S - "Social" is a company's contribution to its communities, employees and other stakeholders
- G - "Governance" means the performance of a company's leadership
The case for ESG is supported by the fact that companies that incorporate these principles reduce
their social and financial risks and have a strong record of fiscal stability and sustainability. So ESG
principles go way beyond "feel-good" criteria and attract workers and clients that promote a promising future.
Find out which companies, stocks and funds are succeeding in integrating these criteria and "doing well
by doing good." If you want to further develop your criteria for investing, including and going beyond the
bottom line, come and participate in the evening's discussion.