Continuing Education for Legal, Tax, Accounting, Estate & Financial Professionals.

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2009 Spring Reservation Form

Mail to P.O. Box 458, Wenham, MA 01984 - Call (978) 468-6528
or FAX (978) 468-2573

Spring Schedule Below - See Programs on Medicaid Planning; Estate Planning, Ethics and Tax & Financial Planning

No.

Program

Speaker

CEU

Location

Date

Cost

Time

Total
 

Tax & Financial Planning

 3 Days $495            
  Asset Protection Strategies Dan Doherty, Esq., CPA

.4

 Braintree:  Tara June 4 $225

9-1

 $
  Ethics: 
Mandatory Compliance		 Rick Solano, CPA. MST

.4

 Braintree:  Tara June 4   1-5 $
 ** Medicaid Planning Update Todd Lutsky, Esq., LLM

.4

 Braintree:  Tara June 9 $225

9-1

 $
  Ethics: 
Mandatory Compliance		 Rick Solano, CPA, MST

.4

 Braintree:  Tara June 9   1-5 $
  YOUR  10 KEYS TO SUCCESS Rick Solano, Author

 .4

 Braintree: Tara June 10 $495

9-1

 $
  Real Estate Appraisal Techniques: Focus on Real Estate Tax Abatements Rocco Beatrice, CPA

.4

 Braintree:  Tara June 10 $295

1-5

 $
  Employee Benefits  & Pension Update Joseph O. Scardino, Esq.

.4

 Braintree: Tara June 11 $225 9-1 $
  Understanding Form 5500 Workshop William Clifford, Esq.

.4

 Braintree: Tara June 11   1-5 $
 

 

              
  LLC's & FLP Workshop Leo Cushing, Esq, CPA
Brian Hamel, Esq.

.4

 Braintree: Tara June 16 $225 9-1 $
  Ethics: 
Mandatory Compliance		 Rick Solano, CPA, MST

.4

 Braintree:  Tara June 16   1-5 $
 

Certificate in Trust &
Estate PlanningTM

    --- All -  5 -  $895        
1.  Trust Basics: (The Key to Understanding) Definitions/ Trust Handout/Types of Trusts: Revocable/ Irrevocable/etc., Case Study Joel Bernstein, Esq., CFP

.4

 Braintree  Tara

Natick: Marriott
Courtyard		 May 21

June 17		 $225

$225		 9-1

9-1		 $
2.  Fed & Mass Issues (706 & M706):  With Practical Example & Estate Planning Essentials Todd Lutsky, Esq.

.4

 Natick: Marriott
Courtyard 		June 18 $225

9-1

 $
3.  Estate Planning - Intermediate Daniel Doherty, Esq., CPA

.4

 Natick: Marriott
Courtyard		 June 23 $225

9-1

 $
4.  Estate Planning - Advanced Daniel Doherty, Esq., CPA

.4

 Natick: Marriott
Courtyard		 June 25 $225

9-1

 $
5.  Income Taxation of Trusts & Estates  Admin., Examples, Filled-in 1041 Forms Joel Bernstein, Esq., CFP

.4

 Natick: Marriott
Courtyard		 June 30 $245

9-1

 $
 

 

              
  Ethics: 
Mandatory Compliance		 Rick Solano, CPA, MST

.4

 Natick:  Marriott Courtyard June 17 $225 1-5 $
  Ethics: 
Mandatory Compliance		 Rick Solano, CPA, MST

.4

 Natick:  Marriott Courtyard June 18 $225 1-5 $
  Ethics: 
Mandatory Compliance		 Rick Solano, CPA, MST

.4

 Natick:  Marriott Courtyard June 23 $225 1-5 $
  Ethics: 
Mandatory Compliance		 Rick Solano, CPA, MST

.4

 Natick:  Marriott Courtyard June 25 $225 1-5 $
  Ethics: 
Mandatory Compliance		 Rick Solano, CPA, MST

.4

 Natick:  Marriott Courtyard June 30 $225 1-5 $
 

 

              
  Ethics: 
Mandatory Compliance		 Rick Solano, CPA, MST

.4

 Wenham: FCE Ctr. June 24 $225 9-1 $
  YOUR  10 KEYS TO SUCCESS Rick Solano, Author & Educator

 .4

 Wenham: FCE Ctr. June 24 $495

1-5

 $
 

MEDICAID PLANNING

              
 ** Medicaid Planning Update Todd Lutsky, Esq., LLM

.4

 Natick:  Crown Plaza July 16 $225

9-1

 $
 

 

              

Total _______          

**Also Approved for Mass. Insurance
(Call for exact number of credit hours.)

(You may print this page and either mail to the above address or Fax directly to us at 978-468-2573.
or call 978-468-6528 to register immediately. 

Check ____ MC ___VISA___AMEX___Card No. ___________________________Exp. __/__/__
                                                                    Signature ______________________________________
If sending a check, please make it payable to:
Foundation for Continuing Education and send to P.O. Box 458, Wenham, MA 01984
Name:___________________________________________________________
Company _____________________________________________________________
Address: _________________________________________    Phone: ____________________
City/State/Zip _____________________________________    FAX   ______________________
                                                                                                          E-mail _____________________

MAP to the Conference Center

All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations,   The Director of Practice in Washington, D.C., and the Institute of Certified Bankers.
** Qualifies for Massachusetts Insurance Credit

Any questions, comments or address changes, please send
Fax to 978-468-2573 or E-mail adele@fce.org


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