New England

Join us for an engaging evening of insights, connections, and open discussion at our Financial Planning Roundtable. We will commence the meeting with brief presentation on macro industry trends followed by open discussion between attendees on tax and financial planning, While we will consider the impact of changes for both businesses and individuals that cross the transatlantic divide,…

11:00 am - 3:00 pm EST Join us for a festive and traditional British-American Christmas luncheon to celebrate our 38th year of bringing together business leaders.This unique event presents a great opportunity for client entertainment. Invite your friends and colleagues, too! We do the work, you have the fun! As this event is very well…