Fall, 2014
October 21, 2014
Employee Benefits Account Executive
The Gaudreau Group
www.GaudreauGroup.com
Prepare yourselves and your clients for the impending Department of Labor audits on employer sponsored Health and Welfare Benefit plans in the wake of the Affordable Care Act. Learn about the IRS reporting requirements for health insurance plans beginning in 2015, who is exempt, who is delayed, and for how long.
Jenny_Catuogno_DOL_WrapDoc_Presentation.pdf
October 28, 2014
Partners
Clear Vision Alliance, LLC
www.ClearVisionAlliance.com
While most business leaders have the intention of building their businesses to last, a gap exists between intentions and actions. In some cases, this dialogue never even starts. During this program, the core principles and values underlying the building blocks of endurance and growth for business will be addressed, helping you to assist your clients in surviving and thriving through multi-generational transitions.
November 4, 2014
Principal
Retirement Plan Advisory Services
mcallahan@rpasvcs.com
This session will provide an unbiased look at annuities. We will cover all the major forms such as term certain, life only, joint and survivor, variable and fixed annuities, and equity income annuities. We will determine where and when they fit in a portfolio. We will discuss the tax benefits, MRD's and Medicaid planning techniques. Death benefit riders can be used for those that have an insurability issue.
November 18, 2014
Principal
Retirement Plan Advisory Services
mcallahan@rpasvcs.com
This session will illustrate methods to construct an income producing portfolio with limited downside risk. We will use a combination of actively managed stock, bond, and hybrid bond portfolios with a solid foundation of a passively managed approach using what the industry calls "Smart Beta" or Strategic Beta" techniques.
November 25, 2014
www.BaconWilson.com
Attorney Julie Dialessi-Lafley will speak about family law, especially as it relates to divorce and division of assets.
Attorney Spencer Stone will speak about bankruptcy/insolvency.
Attorney Lisa Halbert will speak on estate tax considerations and estate planning.
December 2, 2014
rhellmold@rhellmold.com
Lorraine Travers
lorrainetravers@yahoo.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.org before the program.
2014_C_Corp_Tax_Update.pdf
2014_Estate_and_Gift_Tax_Update.pdf
2014_Individual_Tax_Update.pdf
2014_Partnership_Tax_Update.pdf
2014_Regional_Forums_Bibliography.pdf
2014_S_Corp_Tax_Update.pdf
2014_Tax_Accounting_Update.pdf
2014_Tax_Changes,_Extenders_and_2013_Expired.pdf
2014_Tax_Procedures_Update.pdf
2014_Trust_and_Estate_Income_Tax_Update.pdf
Rev_Proc_2014-16_with_summary_and_updates.pdf
same_sex_marriage_states_SSA_0200210003.pdf
Department of Labor Audits, the Affordable Care Act & IRS
Reporting Requirements
Jenny M. CatuognoEmployee Benefits Account Executive
The Gaudreau Group
www.GaudreauGroup.com
Prepare yourselves and your clients for the impending Department of Labor audits on employer sponsored Health and Welfare Benefit plans in the wake of the Affordable Care Act. Learn about the IRS reporting requirements for health insurance plans beginning in 2015, who is exempt, who is delayed, and for how long.
Jenny_Catuogno_DOL_WrapDoc_Presentation.pdf
October 28, 2014
Thinking Beyond Here & Now: Success Factors for Building an
Enduring Business
Ravi Kulkarni & Lynn Whitney TurnerPartners
Clear Vision Alliance, LLC
www.ClearVisionAlliance.com
While most business leaders have the intention of building their businesses to last, a gap exists between intentions and actions. In some cases, this dialogue never even starts. During this program, the core principles and values underlying the building blocks of endurance and growth for business will be addressed, helping you to assist your clients in surviving and thriving through multi-generational transitions.
November 4, 2014
Annuitization
Michael E. Callahan, FSPA, EA, CPC, MAAAPrincipal
Retirement Plan Advisory Services
mcallahan@rpasvcs.com
This session will provide an unbiased look at annuities. We will cover all the major forms such as term certain, life only, joint and survivor, variable and fixed annuities, and equity income annuities. We will determine where and when they fit in a portfolio. We will discuss the tax benefits, MRD's and Medicaid planning techniques. Death benefit riders can be used for those that have an insurability issue.
November 18, 2014
Asset Modeling Techniques in Retirement
Michael E. Callahan, FSPA, EA, CPC, MAAAPrincipal
Retirement Plan Advisory Services
mcallahan@rpasvcs.com
This session will illustrate methods to construct an income producing portfolio with limited downside risk. We will use a combination of actively managed stock, bond, and hybrid bond portfolios with a solid foundation of a passively managed approach using what the industry calls "Smart Beta" or Strategic Beta" techniques.
November 25, 2014
Legal Topics Every CPA Should Know About
A panel of three attorneys from the law firm of Bacon Wilson, P.C.www.BaconWilson.com
Attorney Julie Dialessi-Lafley will speak about family law, especially as it relates to divorce and division of assets.
Attorney Spencer Stone will speak about bankruptcy/insolvency.
Attorney Lisa Halbert will speak on estate tax considerations and estate planning.
December 2, 2014
Annual Tax Update (4 Hours)
Rich Hellmoldrhellmold@rhellmold.com
Lorraine Travers
lorrainetravers@yahoo.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.org before the program.
2014_C_Corp_Tax_Update.pdf
2014_Estate_and_Gift_Tax_Update.pdf
2014_Individual_Tax_Update.pdf
2014_Partnership_Tax_Update.pdf
2014_Regional_Forums_Bibliography.pdf
2014_S_Corp_Tax_Update.pdf
2014_Tax_Accounting_Update.pdf
2014_Tax_Changes,_Extenders_and_2013_Expired.pdf
2014_Tax_Procedures_Update.pdf
2014_Trust_and_Estate_Income_Tax_Update.pdf
Rev_Proc_2014-16_with_summary_and_updates.pdf
same_sex_marriage_states_SSA_0200210003.pdf