Free Seminar on Tax Strategies for 2017.

Share

Fred Hopkins

University of Maryland Memorial Hospital Foundation will host a free seminar, “Tax Strategies for 2017” on Saturday, November 18 from 10 a.m. to 12 p.m. at the Talbot Country Free Library in Easton. Guest speakers for the seminar will include Fred Hopkins, JD, CFA, managing director of Wealth and Fiduciary Planning and national director of Business Owner Planning, Wilmington Trust; Darian L. Sump, CPA, owner of Sump & Associates, PC; and Deborah Walsworth, CPA, CFP, CPC, managing director and tax practice leader, CBIZ MHM LLC & Mayer Hoffman McCann, PC.

At Wilmington Trust, Hopkins oversees the delivery of comprehensive wealth advisory services to individuals and families in several different regions of the country. He holds a Juris Doctorate from the University of Maryland School of Law and is a CFA® Charterholder and a member of the CFA Institute, the Baltimore CFA Society, the Maryland State Bar Association, and the Baltimore Estate Planning Council. He currently serves as chairman of the Investment Committee for the Episcopal Diocese of Maryland and serves on the Board of Trustees of Friends of Clifton Mansion.

 

Darian Sump

 

Sump’s firm, Sump & Associates, PC, in Easton, provides tax and accounting services to individual, small businesses and non-profits. Sump is currently serving as a Court Appointed Special Advocate in Talbot County and has previously served on the board of directors for that organization. A graduate of Shore Leadership and LEAD Maryland, Sump is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.

 

 

 

 

Deborah Walsworth

During her nearly three decades in public accounting, Walsworth has developed a diverse client base that includes individuals, businesses, trusts, estates and retirement plans. She provides tax compliance and consulting services, including financial and retirement benefit planning. She presently serves on the Board of Directors for the Talbot County Chamber of Commerce and For All Seasons, Inc.

 

To register for the seminar or for more information, please contact Janet Andrews at the UM Memorial Hospital Foundation (410) 822-1000, extension 5792 or by email at janet@umm.edu. This event is free to all attendees; seating is limited and pre-registration is required.  Light refreshments will be served.

Write a Letter to the Editor on this Article

We encourage readers to offer their point of view on this article by submitting the following form. Editing is sometimes necessary and is done at the discretion of the editorial staff.