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.

View/Order “Your 10 Keys to Success”
View/Order “Strategies to Survive & Prosper”

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Ethics: Designed for Mandatory Compliance

June 27 @ 9:00 am – 1:00 pm

Topics Include:

  • Independence, objectivity & Integrity;
  • Discreditable acts;
  • Billing, contingent fees and commissions;
  • Advertising and Solicitation;
  • Style of doing business, form of organization and name
  • Confidentiality;
  • Error and omission/malpractice insurance issues.

Supplemental Materials: An Ethics Quiz, and MA Board of Public Accountancy Website: (Code of Ethics and Rules of Professional Conduct);

CEU .4

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

2025 Reservation Form

Details

Date:
June 27
Time:
9:00 am – 1:00 pm
Cost:
$245
Event Category:
Ethics

Organizer

Rick Solano, CPA

Boston Conference Center

64 Pleasant St.
Wenham, MA 01984 United States
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978-468-6528
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Event Navigation

  • « Executive Financial Planning 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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