PLEASE NOTE: Most of our live programs have been paused due to COVID19. Events show below are available. You may schedule “Strategies to Survive and Prosper” program by appointment. Call (978) 468-6528.
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June 2022
2022 Trust Basics
Explore the Definitions and Types of Trusts;Case Study, etc. - CEU .4
Find out more »2022 Medicaid Planning Update
MassHealth 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
Find out more »Estate Planning Essentials: Fed & Mass Issues (706 & M706)
Join us in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4
Find out more »Financial Planning Update
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 »Ethics: Designed for Mandatory Compliance
(Mandatory Compliance) -Supplemental Materials: An Ethics Quiz, and MA Board of Public Accountancy Website: (Code of Ethics and Rules of Professional Conduct)
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.
