2008 Reservation Form
Mail to P.O. Box 458, Wenham, MA 01984 - Call (978) 468-6528
or FAX (978) 468-2573
No. |
Program |
Speaker |
CEU |
Location |
Date |
Cost |
Time |
Total |
| |
MEDICAID PLANNING |
|
|
|
|
|
|
|
| ** |
Medicaid
Planning Update |
Todd Lutsky, Esq., LLM |
.4 |
Peabody
Holiday Inn
Natick:
Crown Plaza |
Sept. 16
Oct. 28 |
$225 |
9-1
9-1 |
$ |
| |
ASSET PROTECTION STRATEGIES |
|
|
|
|
|
|
|
| |
Asset Protection Strategies
|
Dan Doherty, Esq., CPA |
.4 |
Natick:Marriott Court
Peabody:
Holiday Inn |
Oct. 22
Nov. 5 |
$225 |
9-1
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Business Succession
Planning
|
Robert Adelson, Esq. |
.4 |
Braintree:
Tara
Natick: Crown Plaza |
Sept. 14
Oct. 28 |
$225 |
9-1
1-5 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Employee Benefits & Pension PlanUpdate
|
Joseph O. Scardino, Esq. |
.4 |
Braintree:
Tara
Natick:Marriott Court |
Sept. 25
Oct. 22 |
$225 |
9-1
1-5 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Certificate in Trust &
Estate PlanningTM |
|
--- |
All - 4 - $895 |
|
|
|
|
| |
Trust Basics:
(The Key to Understanding) Definitions/ Trust Handout/Types of Trusts:
Revocable/ Irrevocable/etc., Case Study |
Joel Bernstein, Esq., CFP |
.4 |
Peabody Holiday Inn
Braintree
Tara
Natick:Marriott Court |
Sept. 17
Oct. 16
Nov. 12 |
$225
$225
$225 |
9-1
9-1
9-1 |
$ |
| |
Basic Estate Planning Essentials
(706 & M706 Example) |
Todd Lutsky, Esq. |
.4 |
Braintree: Tara
Natick:Marriott Court
|
Oct. 21
Nov. 13 |
$225
$225 |
9-1
9-1 |
$ |
| ** |
Estate
Planning - Intermediate/Advanced |
Daniel Doherty, Esq., CPA |
.8 |
Natick:Marriott Court |
Nov. 18 |
$245 |
9-5 |
$ |
| |
Income Taxation of Trusts & Estates (Admin & 1041 Issues) |
Joel Bernstein, Esq., CFP |
.4 |
Natick:Marriott Court |
Nov. 19 |
$245 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
2008
Federal Tax Update
800-Page Manual
|
Lori Feehan, Esq., CPA and
Mark Merric, Esq., CPA
AES - University of Denver - Grad. Tax
|
.8
.8
.8 |
Boston: Hyatt
Woburn: Hilton
Boston: Hyatt |
Nov. 20
Dec. 8
Jan. 13
2009 |
$235
$235
$235 |
8:30-4:30
8:30-4:30
8:30-4:30 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Massachusetts Tax
Update |
Phil Dardeno, CPA |
.4 |
Braintree:
Tara |
Dec.3 |
$225 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Massachusetts Tax
Update |
Phil Dardeno, CPA |
.4 |
Peabody:
Holiday Inn |
Dec.10 |
$225 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
27th Annual
Individual Tax
Refresher |
Ronald Tockman, CPA |
.8
.8 |
Braintree: Tara
Peabody Holiday Inn |
Dec. 10
Dec. 17 |
$175
$175 |
9-5
9-5 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Ethics: Designed for
Mandatory Compliance |
John Kelleher, Esq., CPA |
.4 |
Braintree:
Tara |
Dec. 16 |
$150 |
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:
____________________
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______________________
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
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