Fall, 2022
October 18, 2022
Planning in a Volatile Economic Environment
Kevin D. Quinn, J.D., President
Michael S. Gove, Esq., Partner
Legacy Counsellors, P.C.
kquinn@legacycounsellors.com
mgove@legacycounsellors.com
Proposing inter-family wealth transfers to your clients in times of economic hardship can help your clients preserve wealth while they help the next generation. Understanding the potential of these transfers can help deepen and broaden your relationship with your best clients while offering a service that will benefit them and the next generation.
October 25 2022
Update on a Few Tax Issues
Attorney Hyman G. Darling
Attorney Amanda Carpe
Bacon Wilson
hdarling@baconwilson.com
acarpe@baconwilson.com
The session will include issues on the taxation of Special Needs Trusts, Portability and other Estate Tax Issues, and Gift Tax Returns. The practical aspects of filing 1041's, 706's and 709's will be discussed, along with an update to proposed changes in the Federal and MA estate taxes.
November 1, 2022
Helping Leaders Grow: Some Perspectives to Help You Advise Family-Owned Companies
Ira Bryck
ira@irabryck.com
Studies show that family businesses in distress talk about it with their accountants much more than with attorneys, clergy, or family. This presentation will give you food for thought on how to guide them into more effective ways to resolve tensions, communicate, strategize, and make difficult decisions. Ira led his 4th generation family business, and ran the Family Business Center for 25 years, and will share some lessons shared with him.
November 8, 2022
Understanding Digital Assets & Cryptocurrencies
Alexandra Renders, CEO
Paul Farella, Managing Director
Willow
info@investwithwillow.com
The world of cryptocurrencies is fast paced and constantly evolving. As a disruptive and complex technology, it is already difficult to understand. Paul Farella and Alexandra Renders have been in the digital asset space since 2017 and will share the history, how it works, and help make sense of all the noise out there. They will also dive into what some of the implications may be and answer your pressing questions on what this new thing is all about.
November 15, 2022
Inferential Portfolios
Mark W. Teed, WMS, CRPC®
Senior Vice President
Raymond James & Associates, Inc.
Mark.Teed@RaymondJames.com
Mark will discuss methods of stock selection that he has used for 30 years, current economic conditions and where the market may be in 2023 and beyond. He will mix humor, stories as he talks about myths and symbols that factor into his right-brain approach to the stock market.
November 22, 2022
Annual Tax Update (4 Hours)
Deborah Rogers, CPA
deb@rg-cpa.net
Cody D. Belland, CPA, JD
Wolf & Company, P.C.
cbelland@wolfandco.com
Cody and Deb are active members of the Mass Society of CPAs (Mass CPAs) Tax Committee and will return to present on current tax updates. They will lead a high-level discussion and presentation on current tax law developments at both the Federal and State level. The program will begin at 2:00 and end at 6:00 to qualify for 4 hours of CPE credits.
IRS_Update.pptx
qualified_disaster_losses.pptx
2022-11-03_New_Tax_Gap_Estimates.pdf
More_Electronically_filed_returns_available.pdf
Provisions_Expiring_2021_and_2022.pdf
Summary_of_ Notice_2022-36_Penalty_Relief.pdf
What_the_Secure_Act_2.0_Could_Mean_for_Your_Retirement_Savings_U.S.pdf
Planning in a Volatile Economic Environment
Kevin D. Quinn, J.D., President
Michael S. Gove, Esq., Partner
Legacy Counsellors, P.C.
kquinn@legacycounsellors.com
mgove@legacycounsellors.com
Proposing inter-family wealth transfers to your clients in times of economic hardship can help your clients preserve wealth while they help the next generation. Understanding the potential of these transfers can help deepen and broaden your relationship with your best clients while offering a service that will benefit them and the next generation.
October 25 2022
Update on a Few Tax Issues
Attorney Hyman G. Darling
Attorney Amanda Carpe
Bacon Wilson
hdarling@baconwilson.com
acarpe@baconwilson.com
The session will include issues on the taxation of Special Needs Trusts, Portability and other Estate Tax Issues, and Gift Tax Returns. The practical aspects of filing 1041's, 706's and 709's will be discussed, along with an update to proposed changes in the Federal and MA estate taxes.
November 1, 2022
Helping Leaders Grow: Some Perspectives to Help You Advise Family-Owned Companies
Ira Bryck
ira@irabryck.com
Studies show that family businesses in distress talk about it with their accountants much more than with attorneys, clergy, or family. This presentation will give you food for thought on how to guide them into more effective ways to resolve tensions, communicate, strategize, and make difficult decisions. Ira led his 4th generation family business, and ran the Family Business Center for 25 years, and will share some lessons shared with him.
November 8, 2022
Understanding Digital Assets & Cryptocurrencies
Alexandra Renders, CEO
Paul Farella, Managing Director
Willow
info@investwithwillow.com
The world of cryptocurrencies is fast paced and constantly evolving. As a disruptive and complex technology, it is already difficult to understand. Paul Farella and Alexandra Renders have been in the digital asset space since 2017 and will share the history, how it works, and help make sense of all the noise out there. They will also dive into what some of the implications may be and answer your pressing questions on what this new thing is all about.
November 15, 2022
Inferential Portfolios
Mark W. Teed, WMS, CRPC®
Senior Vice President
Raymond James & Associates, Inc.
Mark.Teed@RaymondJames.com
Mark will discuss methods of stock selection that he has used for 30 years, current economic conditions and where the market may be in 2023 and beyond. He will mix humor, stories as he talks about myths and symbols that factor into his right-brain approach to the stock market.
November 22, 2022
Annual Tax Update (4 Hours)
Deborah Rogers, CPA
deb@rg-cpa.net
Cody D. Belland, CPA, JD
Wolf & Company, P.C.
cbelland@wolfandco.com
Cody and Deb are active members of the Mass Society of CPAs (Mass CPAs) Tax Committee and will return to present on current tax updates. They will lead a high-level discussion and presentation on current tax law developments at both the Federal and State level. The program will begin at 2:00 and end at 6:00 to qualify for 4 hours of CPE credits.
IRS_Update.pptx
qualified_disaster_losses.pptx
2022-11-03_New_Tax_Gap_Estimates.pdf
More_Electronically_filed_returns_available.pdf
Provisions_Expiring_2021_and_2022.pdf
Summary_of_ Notice_2022-36_Penalty_Relief.pdf
What_the_Secure_Act_2.0_Could_Mean_for_Your_Retirement_Savings_U.S.pdf