The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
Certificate
Estate Planning – Intermediate/Advanced
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesIntermediate to Advanced Estate Planning - CEU .6
Income Taxation of Trusts & Estates
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United States"Including Preparing of Fiduciary Returns Issues" - Administration, Examples, Filled in 1041 Forms - CEU .4
2024 Trust Basics
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesExplore the Definitions and Types of Trusts;Case Study, etc. - CEU .4
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.