Partner Adam Swaim Participated in Legacy Planning Panel at Round House Theatre Event

Partner Adam Swaim participated in a panel at Round House Theatre on Tuesday, June 26, discussing recent tax law changes, legacy planning, and the advantages of charitable giving. Other panelists included Michael Beriss, Private Wealth Advisor, Ameriprise, and Brad L. Mendelson, CPA, MST, Mendelson & Mendelson, CPAs.