CI CIS Archive - 2018

January 30, 2018

Speaker: Alan Gordon, CPA and Michael Elliano, CPA
Subject: "Tax Law Changes for Investors for 2018"
Presentation Overview

Each year in January we have benefited from the accounting perspectives of Alan Gordon and Michael Elliano of Alan's accounting firm www.algcpa.com. They have consistently updated us on recent changes in tax laws that can impact investors, as well as other salient changes and issues for the current tax filing year, including exemptions, social security wage base, itemized deduction phaseout, deducting medical expenses, IRA contributions, annual gift amounts, estate exclusion and mileage rates, just to mention a few. For those not familiar with Alan and Michael, see their website for the accounting background.

February 20, 2018

Speaker: Jon Ellenbogen, President, Impact Capital Strategies
Subject: "Socially Responsible Investing"
Presentation Overview

With over 15 years experience as a Financial Advisor, Jon has helped individuals and organizations manage their wealth by focusing on socially responsible investments, wealth transfer and risk management. He has a strong belief in helping his clients successfully invest in accordance with their social beliefs. In 2009, The Wall Street Journal called Jon a "go-to guy" for socially responsible investing.

He has been recognized at national conferences to share his vision at professional gatherings of financial advisors as well as individual investors and has helped move the socially responsible investing movement forward. He notes that a recent Barron's article suggests that more than $22 trillion in global funds are now managed according to ESG investment strategies. The Calvert Funds have reported that nearly half of the U.S. Fortune 500 companies "have set renewable energy or carbon-reduction targets ... and cite significant cost savings from these efforts."

The ESG three criteria for screening stocks include:
  • E - "Environmental" refers to a company's positive impact on the natural world
  • S - "Social" is a company's contribution to its communities, employees and other stakeholders
  • G - "Governance" means the performance of a company's leadership

The case for ESG is supported by the fact that companies that incorporate these principles reduce their social and financial risks and have a strong record of fiscal stability and sustainability. So ESG principles go way beyond "feel-good" criteria and attract workers and clients that promote a promising future. Find out which companies, stocks and funds are succeeding in integrating these criteria and "doing well by doing good." If you want to further develop your criteria for investing, including and going beyond the bottom line, come and participate in the evening's discussion.

March 2017

Speaker:TBA
Subject: "TBA"
Presentation Overview

April 2017

Speaker:TBA
Subject: "TBA"
Presentation Overview

May 2017

Speaker:TBA
Subject: "TBA"
Presentation Overview

June 2017

Speaker:TBA
Subject: "TBA"
Presentation Overview

July 2017

Speaker:TBA
Subject: "TBA"
Presentation Overview

August 2017

No Meeting in August

September 2017

Speaker:TBA
Subject: "TBA"
Presentation Overview

October 2017

Speaker:TBA
Subject: "TBA"
Presentation Overview

November 2017

Speaker:TBA
Subject: "TBA"
Presentation Overview

December 2017

No Meeting in in December