What Every Family Needs to Know about Healthcare, Taxes, and Wealth

Is your Retirement
Safe from the "One Big Beautiful Bill"?

EVENT IS SOLD OUT

JOIN US FOR A COMPLIMENTARY WORKSHOP and Learn how upcoming tax law changes, market shifts, and healthcare policies could directly impact your family, your retirement, and your estate plan.

SOLD OUT

Due to overwhelming demand, we have unfortunately reached the capacity limit of these events. We appreciate your interest and will work hard to setup more dates to get you this important information quickly!

Understanding Estate Planning, Taxes & Retirement in 2025

You’re invited to a private event exclusively for Stouffer Legal clients and you're welcome to bring friends or family who may benefit from the conversation. Many of you have reached out with questions about the changes coming in 2025, from taxes and estate planning to market shifts and Medicaid. We’ve heard you. We’re bringing together a trusted panel of experts to provide clarity, context, and actionable guidance on what these changes mean for you, your loved ones, and your legacy. This is your opportunity to get answers, stay informed, and move forward with confidence.

FEatured Speaker

Britt Stouffer

Founder / Managing Partner
Stouffer Legal

Britt Stouffer embodies the dynamism and innovation that many law firms aspire to. A decade ago, she laid the foundation of her own firm, driven by her fearless determination and a vision to do things differently. She understands that a solitary journey, no matter how brilliant, can't match the power of a collaborative approach. As a graduate of Loyola College in Maryland, she embraced their tenets for learning wholeheartedly: a multi-disciplinary education to foster a growth mindset, nurturing the entire being—mind, body, and spirit. She also attended University of Baltimore Law School and has taken multiple certifications to continue to elevate her knowledge in law and business. This holistic approach permeates every facet of her life and work.

FEatured Speaker

Kevin Fusco

Vice President
Fusco Financial

Kevin Fusco has extensive experience in portfolio management and investment research. He was instrumental in developing the portfolio management and investment thesis process that Fusco Financial Associates uses to this day. He remains a student and astute observer of the financial markets. He uses this knowledge to not only guide the direction of the firm’s assets under management, but also in speaking with clients individually about their financial goals. Having spent the majority of his life in the wealth advisory industry, Kevin appreciates the many opportunities he has had to connect with people. It has allowed him to create wonderful relationships and friendships with his associates, peers and clients. This welcoming attitude serves as a guiding principle for how we all interact with our clients and the community as a whole.

FEatured Speaker

Dan Callow

Founder / CPA
Callow Consulting

Dan has been a Certified Public Accountant in Maryland for over 40 years, concentrating on tax planning and compliance, with a specialty in trust and estates. He serves as a consultant to individuals, attorneys, small business owners, fiduciaries, and not-for-profit organizations. Owing to his expertise and reputation, Dan is sometimes called to testify as an expert witness on income and estate tax questions before various Maryland courts.  He is also an active conference and seminar speaker, most recently addressing "The Savvy Taxpayer" and "The CPA's Role in the Planning Team". When not working with his clients, Dan enjoys flying and is both a Certified Flight Instructor and an FAA Charter Captain. He and his wife live in Highland.

JOIN US FOR A COMPLIMENTARY EVENT in Maryland

Understanding What’s Next: Estate Planning, Taxes & Retirement in 2025

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