The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
Medicaid
Latest Past Events
2025 Medicaid Planning Update
Courtyard Marriott Andover 10 Campanelli Drive, AndoverLast Minute Medicaid Techniques: Come learn How To: Drafting & Taxation of Irrevocable Income Only Trusts: Come learn How To: Testamentary Trusts, IRAs, and Life Insurance: Tuition: $395.00 includes Print or PDF Materials Or Buy the Program Materials of over 1,000 pages for $195.00 CEU .4 To register call 978-468-6528 or download and fax registration […]
ZZ Medicaid Planning Update
Courtyard Marriott Andover 10 Campanelli Drive, AndoverMassHealth rules or more specifically the application of these rules are constantly evolving. Between the Supreme Judicial Court decision in the Fournier case and the settlement agreement in the Hirvi case, coupled with required meetings with MassHealth to discuss procedural rules and application of cases and fair hearings to the MassHealth regulations, there appears to be a trend in the right direction. 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.
