CPE         CONTINUING PROFESSIONAL EDUCATION FORUM

FORUM                  Sponsored by American International College and

                                                                                MassMutual Financial Group

 

10/16/07          Federal & Massachusetts Employment Law Update

                        Brian Kane, Beth Ann Johnson, Matthew Marianni, ADP

This program will provide a summary of new federal and state laws.  It will also offer alternatives designed to minimize business exposure to employment liability due to non-compliance with OSHA regulations, the Department of Labor  and employment law.


 

10/23/07          Creating Tax Deductions for the Small Business Owner with ERISA Governed Plans

Joe Vasko, VP, American Fiduciary Corporation, Worcester, MA

Attorney David Neufeld, J.D., LL.M (Taxation), Vice Chair, IFP

Explore the advantages of two diverse ERISA governed plans.  Update yourself on the 2008 rules for Qualified Retirement Plans and find out why fiduciary claims are skyrocketing.  Also hear about recent final rulings from the IRS that have brought the 419e plan back to the forefront as a viable tax planning tool. 


 

10/30/07          The World, The Economy, The Markets & Your Money - Bringing Them All Together Again

                        J. Garry Heiney, Skroback & Associates, West Springfield, MA

                        Zachery Karabell, Ph.D, Chief Economist & Joe Stein, VP, Fred Alger & Co, NY

                        Megan Hopps, Divisional VP, JANUSINTEC, Denver, CO

This will be an up to the moment review and examination of the factors that influence, even determine, investment success.  Special Note: Dr. Karabell runs the 5-star Alger US/China Growth Fund with one year performance of 57%. 


 

11/06/07          Asset Allocation Using Exchange Traded Funds

                        Thomas Manzi, VP Investments, A.G. Edwards, Springfield, MA

EFT's are not technically mutual funds, but they offer some of the same advantages while trading like a stock.


                        Retirement Solutions

                        Steve Parnell, Consultant for PLANCO, Hartford Life, Inc

Small business retirement plans will be reviewed.


 

11/13/07          Portfolio Engineering and Investment Selection

                        Thomas Cymer, Financial Advisor and  Jeremy Ditullio, Field VP

                         Ameriprise Financial Service, Inc., East Hartford, CT

This program will cover sophisticated investment disciplines, including asset allocation, security selection, risk management, and reallocation.  In particular, our speakers will explore how Active Accumulation Portfolio investments offer access to a level of money management once available exclusively to institutional investors.


 

11/20/07          The Annual Tax Update

Lorraine Travers, Richard Hellmold, and Mark Misselbeck

Massachusetts Society of CPA Federal Tax Committee

Expect a lively discussion of recent Federal tax developments at this popular session. Click here for tax presentation outlines.
Click here for IRS Inflation Adjustments for 2008 (PDF).

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Sessions are held at American International College in the Courniotes Hall Auditorium at the Health Science Complex (corner of Homer & State Streets) from 3:00 to 6:00 and are offered for a fixed $30 fee for all or any part of the six-week series.  Contact Jo Sarnelli, CPA, 162 Sumner Avenue, Springfield, MA at (413) 746-9067 or info@cpeForum.org for more information.