Posts Tagged: Client Care Program

Stephen R. Elville & Elville and Associates Present: Client Care Program Continuing Legal Education Event “2019 End-of-Year Tax Planning – What Clients Need to Know”

December 7, 2019

Topics will include: – End-of-year tax planning advice and tips in the aftermath of the 2017 Tax Cuts and Jobs Act; – Overview of the often-misunderstood minimum distribution rules, – Stretching IRAs – Roth conversion strategies – Charitable planning and IRAs – The proposed Secure Act – what is it and what are the main …

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Elville and Associates’ Client Care Program – Providing the Highest Level of Service, Working to Exceed Every Expectation, and Offering Benefits that Matter to Our Members

November 7, 2019

By:  Jeffrey D. Stauffer – Community Relations Director As one of only fifty (50) Client Care Programs in the United States accredited by the Client Care Academy in Boston, Elville and Associates’ Client Care Program (CCP) mission is to provide Members with the comfort and assurance that their estate and elder law plans will stay …

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