ESTATE PLANNING COUNCIL OF HAMPDEN COUNTY

Join us on December 12 for an interesting discussion on:

Corporate Transparency Act and Good Governance

NOTE:  The location for this meeting has been changed to the Twin Hills Country Club in Longmeadow, MA.

SPEAKER BIOGRAPHIES

ATTORNEY KATIE McDONOUGH

Estate Planning and Administration: Katie serves as counsel to families and individuals at all stages of the estate planning and probate processes. After a detailed assessment of your estate planning goals and circumstances, Katie and the Egan Flanagan team provide the support and understanding necessary to assess the issues with you and implement the most cost-effective plan for the future.

Corporate & Business Law: Katie provides general legal advice to corporate clients of all sizes. She has advised public and private companies and understands the level of service necessary to effectively serve market leaders. Katie can provide counsel and support in executing transactions, reviewing and negotiating contracts, leading diligence efforts, and streamlining business and legal processes. Her goal is to provide top-tier service efficiently and with excellence.

JULIE QUINK, ESQ., CPA

Julie is the Managing Principal of Burkhart Pizzanelli, with 26 years of experience in public accounting and 3 years of private, corporate accounting experience.

Julie earned her Bachelor of Science degree in Accounting from Elms College. She previously worked 4 years for an international accounting firm and 16 years for a medium-sized local firm.

Julie is involved in the accounting and consulting aspects of the practice and manages engagements of various sizes and complexity. She also performs services relative to forensic and fraud-related engagements.

Julie is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants and the Association of Certified Fraud Examiners. She is licensed to practice in the Commonwealth of Massachusetts and is a Certified Fraud Examiner.

Julie serves as a member of the Board of Directors of the Quaboag Hills Chamber of Commerce, a member of the Board of Directors of Square One, a member of the School Committee of Pathfinder Regional Vocational Technical High School, a member of the Finance Committee of the East Quabbin Land Trust, a member of the Board of Directors for Greater Springfield Senior Services, Inc., Treasurer of Hardwick Rescue & Emergency Squad, Inc. and Treasurer of the Estate Planning Council of Hampden County and a Selectperson for the Town of Hardwick. She is an adjunct faculty in the MBA Accounting program at Elms College. Julie serves as a Corporator of Monson Saving Bank.

Julie was a 2017 recipient of the MSCPA’s Women to Watch awards.

COST

Members: $40        Non-Members:  $45       Guests:  $45

NOTE:  If you paid the six-for-five option, check Prepaid for Payment Method.

If you need special meal considerations, please let us know as soon as possible.

FUTURE MEETINGS: (Please mark your calendars.)

January     9, 2024
February 13, 2024
March      12, 2024
May         14, 2024