Beacon Pointe Advisors is honored to host for its Partners an exclusive Women's Advisory Institute Event.  Carrie Gallaway, CFP®, and Alison Schrag, Esq. will discuss the needle movers that will help prioritize you and your financial well-being throughout each milestone decade.

Thursday, March 12, 2026 - 5:30pm - 8:30pm
Sarabeth's Garden Room - New York, NY 

Speakers:
Alison Schrag, Partner, Sherman Atlas Sylvester & Stamelman LLP
Carrie Gallaway, Partner & Managing Director, Beacon Pointe 

In this issue:

• 2023 Gift Tax Return Filing Reminder
• To Give or Not to Give (Before the Estate Tax Exemption is Reduced at the End of 2025)?
• Sherman Atlas is Proud to Announce the Election of Allison Clayton to the Partnership
• Sherman Atlas Proudly Announces that Kathleen Clark has Joined the Firm's Tax and Trusts & Estates Group
• Sherman Atlas Proudly Welcomes Joanna Kessler to the Firm's Tax and Trusts & Estates Group

In this issue:

• The New Corporate Transparency Act
• 2024 Inflation Adjustments for Tax Items
• New Attorneys at Sherman Atlas in our Tax and Trusts & Estates Group

Alison Schrag and Raymond Schrag, formerly of The Law Offices of Raymond V.J. Schrag, are joining the firm as a Partner and Of Counsel. Alison and Raymond will primarily work out of our expanded New York office.