Fall, 2012
October 16, 2012
www.RoyalLLP.com
This presentation will provide an overview of some of the most common wage hour law mistakes employers make. Even when mistakes are inadvertent, the consequences of not complying with wage hour law are costly. Learn how to avoid these mistakes and reduce your clients' risk of liability.
October 23, 2012
mec@fdas-408b2.com
Stacy Cugno, Sales Director, Pentec: A United Retirement Company
Stacy.Cugno@UnitedRetirement.com
SIMPLE IRA plans are perceived to be extremely easy to implement, administer and an inexpensive benefit to offer. SEP's are perceived to be extremely easy to implement, administer and a simple way to maximize contributions for business owners. In reality, SEP's & SIMPLEs can be expensive. Learn what plan designs are the best value!
October 30, 2012
www.ipx1031.com
At last, a §1031 Exchange course that will give you a strong foundation of knowledge regarding IRC §1031 Tax Deferred Exchanges. This course will give you all of the basic rules and regulations of IRC §1031 and show you how to use that knowledge.
November 6, 2012
www.JimMumm.Sandler.com
This interactive presentation will examine how most, if not all, problems related to business development and sales are created by Business Development and Salespeople. Whether you are a professional practicing your craft but need more clients, or if you are a full time sales professional, this will give you a much deeper understanding of the psychology of business development and sales. It will also help you understand why the most frustrating issues in business development occur, and what to do about them immediately, based on the world renowned Sandler Selling System and David Sandler's principles.
November 13, 2012
ivymarsh@nmfn.com
This presentation will address disability insurance from both a personal and business perspective.
www.cl-law.com
The present $5,120,000 federal estate, gift and GST tax exemptions are set to expire on December 31, 2012. On January 1, 2013, the federal estate and gift exemptions will return to $1,000,000 and the maximum tax rate will increase from 35% to 55%. What can you do to take advantage of these exemptions before they disappear?
November 20, 2012
rhellmold@rhellmold.com
Lorraine Travers
lorrainetravers@yahoo.com
Cathleen Foley
cfoley@cbiztofias.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.com before the program.
2012_Regional_Forums_Bibliography.pdf
2012_Bankruptcy_Update.pdf
2012_C_Corp_Tax_Update.pdf
2012_Employee_Benefits_and_Employment_Tax_Update.pdf
2012_Estate_and_Gift_Tax_Update.pdf
2012_Individual_Tax_Update.pdf
2012_Partnership_Tax_Update.pdf
2012_S_Corp_Tax_Update.pdf
2012_Tax_Accounting_Update.pdf
2012_Tax_Procedures_Update.pdf
2012_Trust_and_Estate_Income_Tax_Update.pdf
Avoiding Common (& Costly) Wage Hour Law Mistakes
Karina L. Schrengohst, Esq., Royal LLPwww.RoyalLLP.com
This presentation will provide an overview of some of the most common wage hour law mistakes employers make. Even when mistakes are inadvertent, the consequences of not complying with wage hour law are costly. Learn how to avoid these mistakes and reduce your clients' risk of liability.
October 23, 2012
The Pitfalls of SEP's and SIMPLE's
Michael E. Callahan, ERPA, FSPA, CPC President, Fee Disclosure Advisory Services, LLCmec@fdas-408b2.com
Stacy Cugno, Sales Director, Pentec: A United Retirement Company
Stacy.Cugno@UnitedRetirement.com
SIMPLE IRA plans are perceived to be extremely easy to implement, administer and an inexpensive benefit to offer. SEP's are perceived to be extremely easy to implement, administer and a simple way to maximize contributions for business owners. In reality, SEP's & SIMPLEs can be expensive. Learn what plan designs are the best value!
October 30, 2012
1031 Exchanges
Patricia Flowers, VP, Investment Property Exchange Services, Inc.www.ipx1031.com
At last, a §1031 Exchange course that will give you a strong foundation of knowledge regarding IRC §1031 Tax Deferred Exchanges. This course will give you all of the basic rules and regulations of IRC §1031 and show you how to use that knowledge.
November 6, 2012
Break the Rules and Get More Business
Jim Mumm, CEO, Sandler Trainingwww.JimMumm.Sandler.com
This interactive presentation will examine how most, if not all, problems related to business development and sales are created by Business Development and Salespeople. Whether you are a professional practicing your craft but need more clients, or if you are a full time sales professional, this will give you a much deeper understanding of the psychology of business development and sales. It will also help you understand why the most frustrating issues in business development occur, and what to do about them immediately, based on the world renowned Sandler Selling System and David Sandler's principles.
November 13, 2012
Disability Income Insurance: Income When You Need It the Most
Ivy R. Marsh, CLU, ChFC Northwestern Mutual Financial Networkivymarsh@nmfn.com
This presentation will address disability insurance from both a personal and business perspective.
The Gifting Window Is Closing
Paul Bourdeau, Esq., Cummings & Lockwood, LLCwww.cl-law.com
The present $5,120,000 federal estate, gift and GST tax exemptions are set to expire on December 31, 2012. On January 1, 2013, the federal estate and gift exemptions will return to $1,000,000 and the maximum tax rate will increase from 35% to 55%. What can you do to take advantage of these exemptions before they disappear?
November 20, 2012
Annual Tax Update (4 Hours)
Rich Hellmoldrhellmold@rhellmold.com
Lorraine Travers
lorrainetravers@yahoo.com
Cathleen Foley
cfoley@cbiztofias.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.com before the program.
2012_Regional_Forums_Bibliography.pdf
2012_Bankruptcy_Update.pdf
2012_C_Corp_Tax_Update.pdf
2012_Employee_Benefits_and_Employment_Tax_Update.pdf
2012_Estate_and_Gift_Tax_Update.pdf
2012_Individual_Tax_Update.pdf
2012_Partnership_Tax_Update.pdf
2012_S_Corp_Tax_Update.pdf
2012_Tax_Accounting_Update.pdf
2012_Tax_Procedures_Update.pdf
2012_Trust_and_Estate_Income_Tax_Update.pdf