MFA’s Jerry Mahan Named President of Essex County Estate Planning Council
The MFA Companies® is pleased to announce Jerry Mahan has been nominated president of the Essex County Estate Planning Council.
The Essex County Estate Planning Council provides educational and networking opportunities to those in the estate planning field, including wealth management and other affiliated professionals based on the North Shore of Massachusetts. With nearly 100 members, the Council’s mission includes promoting idea-sharing, strengthening relationships between members and advancing public knowledge of estate planning practices.
Mahan, a Tax Partner at MFA, has more than 13 years of experience managing compliance requirements and providing strategic tax and estate planning to address complex financial challenges faced by both individuals and their families.
“I’m honored and excited to take the reins as president and bring a fresh perspective to the Essex County Estate Planning Council,” said Mr. Mahan. “I look forward to leveraging my years of experience in tax consulting and estate planning as we work to fuel organizational growth and move forward with our mission of education, insight and collaboration.”
To learn more about the Essex County Estate Planning Council, visit https://www.essexcountyepc.org.
Material discussed in this communication is meant to provide general information and should not be acted on without obtaining professional advice tailored to you or your company’s individual and specific needs. Any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used by any person or entity, for the purpose of (i) avoiding penalties that may be imposed on any taxpayer or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. This information is for general guidance only and is not a substitute for professional advice.
The information contained herein should not be construed as personalized investment advice. Investment in securities involves the risk of loss, and past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this document will come to pass. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There can be no assurances that your portfolio will match or outperform any particular benchmark.
Information presented was obtained from sources deemed qualified and reliable; however, MFA makes no representations as to accuracy, completeness, suitability, or validity of any information within this communication and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Any forward-looking statements are believed to be reasonable; however, MFA gives no assurance that such expectations will prove to be correct.