The Programs Below are available by Appointment
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Latest Past Events
Income Taxation of Trusts & Estates: The Probate Process
Marriot Residence Inn: Natick 1 Superior Drive, NatickNote this is part of a Certificate in Trust & Estate Planning® - Register for any 4 at $1,195 CEU .4
Income Taxation of Trusts & Estates: Preparing 1041’s – Return Examples
Marriot Residence Inn: Natick 1 Superior Drive, Natick"Including Preparing of Fiduciary Returns Issues" - Administration, Examples, Filled in 1041 Forms - CEU .4
Trust Administration
Marriot Residence Inn: Natick 1 Superior Drive, NatickHow to be a Good Trustee and How to Add Fiduciary Services to your Practice Note this is part of a Certificate in Trust & Estate Planning® - Register for […]
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.