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Patriot Events Series

Seizing Opportunities in Times of Uncertainty

Wednesday, November 30, 2016
4-6pm and 6-8pm (This event will be offered twice)
Patriot Bank Scarsdale Branch,

Please join us for an exclusive Patriot Bank community event. It’s an early evening of light refreshments, networking and straight-forward tax strategy talk from one of the best CPAs in the business.

Topics Include:

  • Year-end Tax Planning for Individuals and Businesses
  • Getting the Most From Your 2016 Tax Deductions
  • Positioning Yourself and Your Business Financially for 2017 and Beyond
  • Unique Tax-saving Options and Strategies, and Much More!

At a time of political and economic uncertainty, year-end planning will be especially challenging for this tax year, and Patriot Bank would like to invite you to a special event to help you prepare. Join Edward Heller, CPA and a partner at Heller & Filippone, LLP, to explore ways to reduce your 2016 taxable income, minimize the impact of potential tax hikes, and help you plan for the future.

Please RSVP by November 23rd to Kathleen Reilly, Patriot Bank Vice President and Scarsdale Branch Manager at kreilly@bankpatriot.com or 914-472-3986.

 

Seizing Opportunities in Times of Uncertainty

Giving your nonprofit organization
a funding edge

Tuesday, June 21, 2016
10:30am-1pm
Brooklawn Country Club,
Wednesday, June 22, 2016
10:30am-1pm
Stamford Yacht Club,

Join us at an exclusive Patriot Bank Event for nonprofit leaders featuring guest speaker and nonprofit coach, Michael Davidson. Michael will share his insights on how to secure funding dollars in today’s competitive marketplace.

As our guest at either event you will:

  • Have the opportunity to be selected for a complimentary 2-hour consultation with Michael Davidson and your organization.
  • Receive a copy of our new and not-yet-published nonprofit white paper: Growing Strong: The State of Nonprofits in Connecticut, authored by Patriot Bank.

If you are a Connecticut nonprofit leader or executive, you won’t want to miss this exclusive event!

RSVP – Tuesday June 21

RSVP – Wednesday June 22

Michael Davidson

Michael Davidson

Michael is a renowned expert, educator and coach on all matters that impact nonprofit success; he specializes in nonprofit board development and fundraising; and he is a frequent guest speaker at Cornell University, as well as many other organizations and associations.

Ready, Set, Save: How to do your small business a favor by planning ahead.

Wednesday, May 25, 2016
6pm-8pm
Patriot Bank, Scarsdale Branch,

Tax Day may have come and gone, but it’s never too soon to implement financial planning techniques to prepare for next tax season and beyond. In celebration of Small Business Month, Patriot Bank, N.A. will offer complimentary guidance on important tax concepts and best practices for small businesses to minimize their tax burden and improve their financial outlook.

Participants will review issues related to:

Business Entity Types (Corporations, Partnerships, LLCs, etc.)
Capital Accounts & Tax Basis Considerations
Managing the Timing of Income & Expenses
State and Local Regulatory & Tax Issues
Tax Tips, & Much More!

“Ready, Set, Save!” will be presented by Anthony Cilibrasi, CPA of Citrin Cooperman, a full-service accounting, tax and consulting firm with offices throughout the Northeast. Mr. Cilibrasi is a tax expert with more than a decade of experience in helping businesses of all sizes optimize their approach to taxes and accounting.

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