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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Estate Planning Essentials: Fed & Mass Issues (706 & M706)

June 10 @ 9:00 am – 1:00 pm

Note this is part of a Certificate in Trust & Estate Planning®  – Register for any 4 at $1,195
  1. Filing Release of Liens, General Information & Elections
  2. Real Estate – Schedule A
  3. Stocks, Bonds –  Schedule B
  4. Mortgages, Notes, Cash – Schedule C
  5. Life Insurance –  Schedule D
  6. Joint Property – Schedule E
  7. Other Miscellaneous Property – Schedule F
  8. Lifetime Transfers – Schedule G
  9. Powers of Appointment – Schedule H      
  10. Pensions & Annuities – Schedule I                       
  11. Deductions, Admin. Expenses & Debts & Losses – J,K,L
  12. Bequests to Surviving Spouse – Schedule M
  13. Charitable Deductions – Schedule O 
  14. Generation Skipping Transfers – Schedule R
  15. Credits for Taxes on Prior Transfers – Schedule P and G
  16. Hypothetical Problem & Federal & State Computations in Detail
  17. Questions and Answers                                
CEU .4

Tuition: $295.00 includes Print or PDF Materials Or Buy the Program Materials of over 500 pages for only $150.00

Details

Date:
June 10
Time:
9:00 am – 1:00 pm
Cost:
$295
Event Category:
Certificate

Organizer

Todd Lusky, Esq., LL.M

Marriot Residence Inn: Natick

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

Event Navigation

  • « Income Taxation of Trusts & Estates: The Probate Process
  • Estate Planning – Intermediate issues you must consider in your practice »

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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