Foundation For Continuing Education

Continuing Education for Legal, Tax, Accounting, Estate & Financial Professionals

978-468-6528

Continuing Education for Tax, Legal, Accounting,
Estate & Financial Professionals.

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Estate Planning: Intermediate & Advanced

by Leo Cushing, Esq., CPA

  • Planning to Eliminate or Reduce Estate Taxes
  • Review of the Basics: Estate Tax Computation
  • Examination of Typical Trust: Federal Marital, Massachusetts Marital, and By-pass Shares
  • The Qualified Terminable Interest Trust in Detail
  • Valuation: Real Estate, Partnerships, Closely-Held Stock
  • Disclaimers
  • Generation Skipping
  • Irrevocable Life Insurance Trusts and Intentionally Defective Irrevocable Grantor Trusts
  • Planning opportunities under the Tax Cuts and Jobs Act

To register call 978-468-6528 or download and fax registration form below

$150.00
Price includes (Shipping/Handling)
(For further information, call 978-468-6528.)

Reference Manual Order Form

Register for a Seminar

To Register for a seminar either call 978-468-6528 or download the registration form below.

2023 Reservation Form

Research Library Materials

  • Trust Basics “The Key to Understanding”
  • Estate Planning Essentials – 706 and M706
  • Income Taxation of Trusts & Estates
  • Massachusetts Medicaid Planning Survival Guide
  • Personal Development – “The Power of a Millionaire Mentality®” Your 10 Keys To Success

View More …

Millionaire Mentality

Programs

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.

IRS Approved Training Vendor

Get In Touch

Any questions, comments or address changes, please mail them to FCE at :
64 Pleasant Street,
PO Box 458,
Wenham, MA 01984

Registration and Conference Center:
Tel. 978-468-6528 *
Fax: 978-468-2573

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