
Upcoming Events
Medicare Planning Update -2018
Every year Medicaid planning and the ability to obtain MassHealth benefits become more difficult. The Status and regulations seem clear but case workers continue to identify flaws in Medicaid plans and they are looking for ways to deny benefits. Come to this survival seminar to learn what you need to know, and what type of planning techniques MassHealth is challenging and what arguments they are making, along with viable planning techniques and much more. How to draft an effective Irrevocable…
Find out more »Estate Planning Essentials: Fed & Mass Issues (706 & M706)
Join us in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4
Find out more »Medicare Planning Update -2018
Every year Medicaid planning and the ability to obtain MassHealth benefits become more difficult. Come to this survival seminar to learn what you need to know, and what type of planning techniques MassHealth is challenging and what arguments they are making, along with viable planning techniques and much more. CEU .4
Find out more »All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.