Foundation For Continuing Education

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

978-468-6528

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

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The Programs Below are available by Appointment

Call (978) 468-6528 or click links below.

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Estate Planning – Intermediate issues you must consider in your practice

June 13 @ 9:00 am – 1:00 pm

Note this is part of a Certificate in Trust & Estate Planning®  – Register for any 4 at $1,195
  • Planning to Eliminate or Reduce Estate Taxes
  • Review of the Basics: Estate Tax Computation
  • Examination of Typical Trust: Federal Marital, Massachusetts Marital, and By-pass Shares
  • The Qualified Terminable Interest Trust in Detail
  • Valuation: Real Estate, Partnerships, Closely-Held Stock
  • Disclaimers
  • Generation Skipping
  • Irrevocable Life Insurance Trusts and Intentionally Defective Irrevocable Grantor Trusts
  • Planning opportunities under the Tax Cuts and Jobs Act
CEU .4

To register call 978-468-6528 or download and fax registration form below

2025 Reservation Form

Details

Date:
June 13
Time:
9:00 am – 1:00 pm
Cost:
$295
Event Category:
Certificate

Organizer

MIke Monteforte, Esq.

Marriot Residence Inn: Natick

1 Superior Drive
Natick, 01760 United States
+ Google Map
(508) 651-5250
View Venue Website

Event Navigation

  • « Estate Planning Essentials: Fed & Mass Issues (706 & M706)
  • Employee Benefits & Pension Update »

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.

Register for a Seminar

To Register for a seminar either call 978-468-6528 or download the registration form below.

2025 Reservation Form

Research Library Materials

  • Trust Basics “The Key to Understanding”
  • Estate Planning Essentials – 706 and M706
  • Income Taxation of Trusts & Estates
  • Massachusetts Medicaid Planning Survival Guide
  • Personal Development – “The Power of a Millionaire Mentality®” Your 10 Keys To Success

View More …

Millionaire Mentality

Programs

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.

IRS Approved Training Vendor

Get In Touch

Any questions, comments or address changes, please mail them to FCE at :
64 Pleasant Street,
PO Box 458,
Wenham, MA 01984

Registration and Conference Center:
Tel. 978-468-6528 *
Fax: 978-468-2573

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