Fall, 2008
October 21, 2008
www.weatherby-associates.com
This presentation focuses on retirement planning issues and specific strategies to help clients achieve their goals while minimizing the impact of income and estate taxes. It is targeted towards financial planners, insurance agents, attorneys and CPAs.
October 28, 2008
www.aeifunds.com
Robert Pingeton, Bayview 1031Exchange Services
Coral Gable, FL
www.bayview1031.com
A 1031 exchange, otherwise known as a tax deferred exchange, is a simple strategy. One property that's qualified is sold and then followed with an acquisition of another qualified property within a specified time. This program will highlight the tax benefits of 1031 exchanges, while examining the process and provision necessary to qualify a real estate transaction under the US Code Title 23 §1031 Exchange of Property Held for Productive Use or Investment.
1031 course overview Recent legeslative updates
November 4, 2008
www.weatherby-associates.com
This program will explore the relationship between estate planning and the facets of elder law that deal with financing long-term care costs. It will illustrate common issues and problems to help you assist your clients in developing an estate plan which accomplishes their goals.
November 11, 2008
Bacon Wilson, PC
Springfield, MA
www.baconwilson.com
Identity theft is the nation's fastest growing crime. Learn what identity fraud is, how it is committed, and how to protect yourself and your clients.
When You Aren't Really You Identity Theft presentation slides (1.1 MB)
Instructions for completing ID Theft Affidavit
November 18, 2008
www.adp401k.com
There are several key forces converging that will increase fiduciary risk: Baby Boomers approaching retirement and looking for security; volatile and recessionary financial markets; and ERISA lawsuits on the rise. What should Plan sponsors do?
Handout (2.4 MB)
November 25, 2008
Federal Tax Committee
www.mscpaonline.org
This well attended program is presented regionally throughout the state by a panel of speakers from the MSCPA's. The extensive research provided by the speakers will be available on the CPE Forum website before the program.
Combined outlines Combined outlines (PDF)
Partners and partnerships Partners and partnerships (PDF)
Update 990 update
Procedure Employee benefits (2.3 MB)
Tax accounting (1.1 MB) S Corp. (1.0 MB)
Estate, Gift Trusts (2.1 MB) Bankruptcy (2.2 MB)
C Corp. (8.2 MB)
For additional information on this seminar, contact:
Rick Hellmold - rhellmold@rhellmold.com
Lorraine Travers - lorrainetravers@yahoo.com
Solving the Income & Estate Tax Issues of IRA's
& Qualified Plans
Henry C Weatherby, JD, CLU, ChFC, CEBS, Weatherby & Associates, PC,
Bloomfield, CT& Qualified Plans
www.weatherby-associates.com
This presentation focuses on retirement planning issues and specific strategies to help clients achieve their goals while minimizing the impact of income and estate taxes. It is targeted towards financial planners, insurance agents, attorneys and CPAs.
October 28, 2008
1031 Tax Deferral Strategies
Bill Mau, AEI Capital, St. Paul, MNwww.aeifunds.com
Robert Pingeton, Bayview 1031Exchange Services
Coral Gable, FL
www.bayview1031.com
A 1031 exchange, otherwise known as a tax deferred exchange, is a simple strategy. One property that's qualified is sold and then followed with an acquisition of another qualified property within a specified time. This program will highlight the tax benefits of 1031 exchanges, while examining the process and provision necessary to qualify a real estate transaction under the US Code Title 23 §1031 Exchange of Property Held for Productive Use or Investment.
1031 course overview Recent legeslative updates
November 4, 2008
Common Failures in Estate Plans that Cost Clients
(and Their Families) Thousands of Dollars
Henry C Weatherby, JD, CLU, ChFC, CEBS, Weatherby & Associates, PC,
Bloomfield, CT(and Their Families) Thousands of Dollars
www.weatherby-associates.com
This program will explore the relationship between estate planning and the facets of elder law that deal with financing long-term care costs. It will illustrate common issues and problems to help you assist your clients in developing an estate plan which accomplishes their goals.
November 11, 2008
Identity Theft
Attorney Gina M. BarryBacon Wilson, PC
Springfield, MA
www.baconwilson.com
Identity theft is the nation's fastest growing crime. Learn what identity fraud is, how it is committed, and how to protect yourself and your clients.
When You Aren't Really You Identity Theft presentation slides (1.1 MB)
Instructions for completing ID Theft Affidavit
November 18, 2008
Navigating the "Perfect Financial Storm": Identifying
& Dealing with Fiduciary Liability in 401(k) Investment Programs
Craig Castner, Director, Retirement Services, ADPwww.adp401k.com
There are several key forces converging that will increase fiduciary risk: Baby Boomers approaching retirement and looking for security; volatile and recessionary financial markets; and ERISA lawsuits on the rise. What should Plan sponsors do?
Handout (2.4 MB)
November 25, 2008
Tax Update
Massachusetts Society of CPA'sFederal Tax Committee
www.mscpaonline.org
This well attended program is presented regionally throughout the state by a panel of speakers from the MSCPA's. The extensive research provided by the speakers will be available on the CPE Forum website before the program.
Combined outlines Combined outlines (PDF)
Partners and partnerships Partners and partnerships (PDF)
Update 990 update
Procedure Employee benefits (2.3 MB)
Tax accounting (1.1 MB) S Corp. (1.0 MB)
Estate, Gift Trusts (2.1 MB) Bankruptcy (2.2 MB)
C Corp. (8.2 MB)
For additional information on this seminar, contact:
Rick Hellmold - rhellmold@rhellmold.com
Lorraine Travers - lorrainetravers@yahoo.com