The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
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 Medicaid Planning Update
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesMassHealth 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
2024/25 Investment Outlook
Boston Conference Center 64 Pleasant St., Wenham, MA, United StatesJoin Investment Guru John Dorfman, Chairman of the Dorfman Value Fund in discussing his investment outlook for 2018 - CEU .2
Employee Benefits & Pension Update
Boston Conference Center 64 Pleasant St., Wenham, MA, United StatesIncluding RMD and Plan Termination - 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.
