Thursday morning, May 9th, 2013 brought together a wonderful group of women united by fashion and finance. Tonneson + co’s Yasmin Causer and Amy Phelan, along with Morgan Stanley’s MaryAnn Johnson and Natasha Lessard co-hosted the event at Daniela Corte’s high fashion store on Newbury Street in the heart of Boston’s Back Bay. The boutique graciously hosted the event where the designer herself fitted and styled many of the attendees. The gathering of elegant women, gorgeous clothing, mimosas and cupcakes guaranteed a wonderful time had by all. We are grateful to Daniela Corte, our co-hosts from Morgan Stanley and, above all, our wonderful clients for coming out to our Fashion & Finance event and making it an unforgettable day.
Tonneson + Co is excited to announce that we will be hosting a 5K run/walk around Lake Quannapowitt in Wakefield, MA on Sunday, July 14, 2013 at 10:00 am. All proceeds from the event will be donated to the Wakefield Interfaith Food Pantry to benefit the Kids First program.
If you are interested in volunteering at the event or becoming a sponsor, please contact Karianne Bekier or Brittany Quarantello at 781-245-9999 for more information.
Rick Mastrocola, Marc Bucalo, Lisa Ferraro and Nik Andreas attended the Geneva Group International (GGI) North American Developing Leaders Conference from May 2 to May 4, 2013 held in Boston, Massachusetts. The conference was attended by GGI members from various firms and countries. The featured speakers were Richard Brandt and Carol Ham of Lehigh University, Peter Johnson of Law Practice Consultants, LLC, Rick Mastrocola of tonneson + co, Thomas Shields of Shields & Company, Inc. and David Surprenant of Mirick O’Connell.
Richard Brandt discussed leadership traits and the difference between a manager and a leader using examples from Lee Iacocca. Carol Ham discussed the movement towards an international network of professionals and what higher education is doing to prepare young professionals for today’s international business environment. Peter Johnson discussed approaches to business development and how these strategies have changed with the changes in technology. Rick Mastrocola, Thomas Shields and David Surprenant discussed building a high value network with a focus towards long-term benefits rather than short-term gains, strategies of maintaining a successful business and life balance, and current business ethical governing organizations and how the organizations regulate various professional industries.
The conference was a great opportunity to network among other professionals. We are excited about the growth of these relationships as well as participating in future GGI events.
T+Co staff in attendance from left to right:
Samson Lam, Richard Eagleston, Eric Douglas, Judy Zhu,
Gina DiTullio,John Parker, Lisa Ferraro, Mary May, and Bill Boyer
On March 9, 2013, members of the T+Co staff attended the “Dress to Impress – Fight MS” event. The proceeds from the event benefit the National MS Society, the New England Chapter and was presented by the Five Forward Foundation based out of Peabody. Fun was had by all at the Danversport Yacht Club in Danvers, MA where great food, music, raffles, and silent auctions filled the evening.
Tonneson & Company is pleased to share a tax update letter summarizing certain changes made with the recently enacted 2012 Taxpayer Relief Act. This act features changes that affect both businesses and individuals, with significant emphasis being placed on incentives to invest in machinery and equipment. Please click here for the full letter.
In January, 2013, Rick Mastrocola, Larry Schwartz, Cyndi Almquist and Amy Phelan attended the 47th Annual Heckerling Institute on Estate Planning held in Orlando, Florida. This is the nation’s leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors and wealth management professionals, offering comprehensive coverage of the latest estate planning techniques and strategies. The attendees also experienced unparalleled networking and professional development opportunities, establishing new professional connections as well as reconnecting with their colleagues in the field.