Fall, 2010
October 19, 2010
Susan Bellows & Associates
www.SusanBellows.com
This practical, informative workshop provides proven, affordable, easy-to-implement strategies to increase business from present and future clients, as well as techniques to generate more referrals.
CPE_30-Second_Commercial_Suggested_Format.doc
CPE_DISC_Primer.doc
CPE_Ten_Tips_Referrals.doc
CPE_Workshop_Generating_More_Business_10-18-10_Rev-12-flash.pptx (1.5 MB)
CPE_Perfecting_30-Second_Commercial_ARTICLE.pdf
Importance_COI_Marketing_June_2008.pdf
October 26, 2010
Stacy Cugno, Sales & Marketing Director
Pentec, Inc.
www.Pentec-inc.com
This seminar will offer ideas for tax savings (A Primer on Cash Balance Plans) and ways of investing plan assets (Traditional IRA's vs. Roth Conversions).
Crevier & Ryan, LLP
elacombe17@cox.net
On July 16, 2010, the U.S. Department of Labor issued interim final regulations under Section 408(b)(2) requiring that service providers to pension, 401(k) and other retirement plans disclose information to assist plan fiduciaries in assessing the reasonableness of the service providers' compensation and potential conflicts of interest (Fee Disclosure Regulations). This program will provide an overview of the regulations, including what plans and service providers are impacted, as well as what the new rules require from a practical perspective.
November 2, 2010
Skroback, Hale & Associates
West Springfield, MA
Key legal and financial insights will be explained as they relate to current law and the rude realities this century has revealed about managing risk.
November 9, 2010
Small Business Administration
www.SBA.gov
This seminar will introduce some of the many resources available to help your client businesses increase their sales by exporting into foreign markets. Presentations will address business counseling and training programs, international marketing assistance, as well as export financing and foreign credit insurance. The speakers will be representatives of the U.S. Small Business Administration (SBA), the Massachusetts Export Center (part of the Small Business Development Center), the U.S. Department of Commerce Commercial Service, the Export-Import Bank of the United States, the Massachusetts Department of Agriculture (also representing the Foreign Agricultural Service) and MassDevelopment.
Speaker handouts and contact information
November 16, 2010
Small Business Administration
p.edgardo.tarrats@sba.gov
This workshop will help you gain a better understanding of the various SBA programs and services that are available to prospective or current entrepreneurs who need assistance in starting or expanding their businesses, as well as a discussion on possible sources of capital. We will discuss the many types of financing programs available to help get a business up and running, and growing, and will also cover all of the resources and services our agency has available to help prepare a business plan.
November 23, 2010
rhellmold@rhellmold.com
Lorraine Travers
lorrainetravers@yahoo.com
This session will be presented by two outstanding speakers from the MSCPA. Outlines will be available for printing by attendees at www.cpeForum.com.
2010_Regional_Forums_bibliography.pdf
2010_Individual_Tax_Update.pdf
2010_C_Corp_Tax_Update.pdf
2010_S_Corp_Tax_Update.pdf
2010_Partnership_Tax_Update.pdf
2010_Estate_Trust_Gifts_Tax_Update.PDF
2010_Tax_Accounting_Update.pdf
2010_Bankruptcy_Update.pdf
2010_Procedure_Update.pdf
2010_Employee_Benefits_and_Employment_Taxes.pdf
Strategies for Generating More Business
Susan Bellows, Sales & Marketing Strategist,Susan Bellows & Associates
www.SusanBellows.com
This practical, informative workshop provides proven, affordable, easy-to-implement strategies to increase business from present and future clients, as well as techniques to generate more referrals.
CPE_30-Second_Commercial_Suggested_Format.doc
CPE_DISC_Primer.doc
CPE_Ten_Tips_Referrals.doc
CPE_Workshop_Generating_More_Business_10-18-10_Rev-12-flash.pptx (1.5 MB)
CPE_Perfecting_30-Second_Commercial_ARTICLE.pdf
Importance_COI_Marketing_June_2008.pdf
October 26, 2010
Why You Should Love to Work with a Third Party Administrator
Michael Callahan, Sr Sales ConsultantStacy Cugno, Sales & Marketing Director
Pentec, Inc.
www.Pentec-inc.com
This seminar will offer ideas for tax savings (A Primer on Cash Balance Plans) and ways of investing plan assets (Traditional IRA's vs. Roth Conversions).
Fee Disclosures for Plan Fiduciaries
Elizabeth LaCombe, Esq.Crevier & Ryan, LLP
elacombe17@cox.net
On July 16, 2010, the U.S. Department of Labor issued interim final regulations under Section 408(b)(2) requiring that service providers to pension, 401(k) and other retirement plans disclose information to assist plan fiduciaries in assessing the reasonableness of the service providers' compensation and potential conflicts of interest (Fee Disclosure Regulations). This program will provide an overview of the regulations, including what plans and service providers are impacted, as well as what the new rules require from a practical perspective.
November 2, 2010
The World Has Changed! 21st Century Financial Security
DEFENSE: Client Incapacity - Ways to Protect Under the New Conservator Laws
Attorney Eileen Sullivan-BossWestDEFENSE: Client Incapacity - Ways to Protect Under the New Conservator Laws
OFFENSE: The New A, B, C's for Financial Security in the 21st Century
J. Garry Heiney, AIF, CMA, FBSSkroback, Hale & Associates
West Springfield, MA
Key legal and financial insights will be explained as they relate to current law and the rude realities this century has revealed about managing risk.
November 9, 2010
Successfully Expanding into Export Markets
John Joyce, Export Finance Program Manager,Small Business Administration
www.SBA.gov
This seminar will introduce some of the many resources available to help your client businesses increase their sales by exporting into foreign markets. Presentations will address business counseling and training programs, international marketing assistance, as well as export financing and foreign credit insurance. The speakers will be representatives of the U.S. Small Business Administration (SBA), the Massachusetts Export Center (part of the Small Business Development Center), the U.S. Department of Commerce Commercial Service, the Export-Import Bank of the United States, the Massachusetts Department of Agriculture (also representing the Foreign Agricultural Service) and MassDevelopment.
Speaker handouts and contact information
November 16, 2010
SBA Programs - From Planning to Financing
P. Edgardo Tarrats, Branch Manger,Small Business Administration
p.edgardo.tarrats@sba.gov
This workshop will help you gain a better understanding of the various SBA programs and services that are available to prospective or current entrepreneurs who need assistance in starting or expanding their businesses, as well as a discussion on possible sources of capital. We will discuss the many types of financing programs available to help get a business up and running, and growing, and will also cover all of the resources and services our agency has available to help prepare a business plan.
November 23, 2010
Annual Tax Update
Rich Hellmoldrhellmold@rhellmold.com
Lorraine Travers
lorrainetravers@yahoo.com
This session will be presented by two outstanding speakers from the MSCPA. Outlines will be available for printing by attendees at www.cpeForum.com.
2010_Regional_Forums_bibliography.pdf
2010_Individual_Tax_Update.pdf
2010_C_Corp_Tax_Update.pdf
2010_S_Corp_Tax_Update.pdf
2010_Partnership_Tax_Update.pdf
2010_Estate_Trust_Gifts_Tax_Update.PDF
2010_Tax_Accounting_Update.pdf
2010_Bankruptcy_Update.pdf
2010_Procedure_Update.pdf
2010_Employee_Benefits_and_Employment_Taxes.pdf