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Join us in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4Find out more »
A review of the essential areas of Financial Planning: Insurance Planning, Tax Planning, Planning for Retirement, Investment Planning, Estate Planning including a detail discussion of crypto currencies such as Bitcoin, Etherium, LiteCoin, etc and whether or not they should be part of you and your client' financial plan.Find out more »
"Including Preparing of Fiduciary Returns Issues" - Administration, Examples, Filled in 1041 Forms - CEU .4Find out more »
Why Attend: The 2018 Federal Tax Update Workshop covers all new tax legislation, including a comprehensive review of the changes made by the Tax Cuts and Jobs Act (TCJA), any changes to the ACA, and Qualified Small Employer Health Reimbursement Arrangements. All significant regulations, cases, and rulings in federal taxation through October 15, 2018 are covered. Discuss the new deduction under 199A for qualified business income. Describe new developments in pension and IRA rules. Explain new developments that affect S…Find out more »
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.