Fall, 2015
October 20, 2015
Health New England
SFernandes@hne.com
Topics to be covered include:
October 27, 2015
Doherty, Wallace, Pillsbury and Murphy, P.C., Springfield, MA
astafford@dwpm.com
Planning to achieve potential tax savings is only one component to be considered when assisting clients with the distribution of their property. This session will address developing estate planning issues with a focus on preserving and distributing digital assets as well as planning for disability through achieving a better life experience (ABLE) accounts and supplemental needs trusts.
November 3, 2015
Wolf & Company
mputvinski@wolfandco.com
Joe Zazzaro, CIO, First Vice President
PeoplesBank
jzazzaro@bankatpeoples.com
David J. Thibault, Vice President
PeoplesBank
DThibault@bankatpeoples.com
Both security and reputation risks are always factors that need to be considered when running a business. Hackers are growing more and more interested in small and mid-size businesses as they find security controls being placed in larger companies. This session will discuss best practices to protect businesses from the latest security threats.
November 10, 2015
Chase, Clarke, Stewart and Fontana
Springfield MA
pmarshall@chaseins.com
Cyber-attacks aren't limited to high profile businesses like Target, Home Depot and Sony. In fact, small businesses are even more vulnerable. Whether it is your business or your client's business, this session will help you to understand cyber liability and data breach issues.
November 17, 2015
Securian Financial Services, Inc.
Managing Director
Pioneer Wealth Advisors
sylvester.thomas@pioneerwealthadv.com
Kristen McGarry
Pacific Life
kristen.mcgarry@pacificlife.com
This will be a discussion of retirement alternatives for small business owners, including qualified defined benefit and contribution plans, and IRA-based plans.
November 24, 2015
Rich Hellmold
rhellmold@rhellmold.com
Lorraine Travers
lorrainetravers97@gmail.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.org before the program.
2015_C_Corp_Tax_Update.pdf
2015_Estate_and_Gift_Tax_Update.pdf
2015_Individual_Tax_Update.pdf
2015_Partnership_Tax_Update.pdf
2015_Regional_Forums_Bibliography.pdf
2015_S_Corp_Tax_Update.pdf
2015_Tax_Accounting_Update.pdf
2015_Tax_Procedures_Update.pdf
2015_Trust_and_Estate_Income_Tax_Update.pdf
Medicare Made Easy
Sarah Fernandes, Medical Sales ManagerHealth New England
SFernandes@hne.com
Topics to be covered include:
- When can someone sign up for Medicare?
- Who's eligible for Medicare coverage?
- What services does Medicare cover?
- What is the difference between original Medicare, Medicare Advantage and Medicare Supplement?
- Important Medicare enrollment periods, timeframes and penalties to know about
- Extra help in the community and how to apply
October 27, 2015
The Changing Landscape of Estate Planning: Digital Assets & Planning for Disability<
Angelina P. Stafford, Esq.Doherty, Wallace, Pillsbury and Murphy, P.C., Springfield, MA
astafford@dwpm.com
Planning to achieve potential tax savings is only one component to be considered when assisting clients with the distribution of their property. This session will address developing estate planning issues with a focus on preserving and distributing digital assets as well as planning for disability through achieving a better life experience (ABLE) accounts and supplemental needs trusts.
November 3, 2015
Staying Ahead of the Hackers: Keeping Your Business Secure
Matthew Putvinski, CPA, CISAWolf & Company
mputvinski@wolfandco.com
Joe Zazzaro, CIO, First Vice President
PeoplesBank
jzazzaro@bankatpeoples.com
David J. Thibault, Vice President
PeoplesBank
DThibault@bankatpeoples.com
Both security and reputation risks are always factors that need to be considered when running a business. Hackers are growing more and more interested in small and mid-size businesses as they find security controls being placed in larger companies. This session will discuss best practices to protect businesses from the latest security threats.
November 10, 2015
Cyber Complacency Is Not an Option
Peggy Marshall, CPCU, ASLIChase, Clarke, Stewart and Fontana
Springfield MA
pmarshall@chaseins.com
Cyber-attacks aren't limited to high profile businesses like Target, Home Depot and Sony. In fact, small businesses are even more vulnerable. Whether it is your business or your client's business, this session will help you to understand cyber liability and data breach issues.
November 17, 2015
Small Business Retirement Plans Mean Big Business
Sylvester Thomas Jr LUTCF Financial AdvisorSecurian Financial Services, Inc.
Managing Director
Pioneer Wealth Advisors
sylvester.thomas@pioneerwealthadv.com
Kristen McGarry
Pacific Life
kristen.mcgarry@pacificlife.com
This will be a discussion of retirement alternatives for small business owners, including qualified defined benefit and contribution plans, and IRA-based plans.
Managing Lifetime Retirement Income
Single Premium Immediate Annuity taxation and distribution rules will be reviewed,
as well as considerations regarding IRA's and their suitability.November 24, 2015
Annual Tax Update
(4 Hours)Rich Hellmold
rhellmold@rhellmold.com
Lorraine Travers
lorrainetravers97@gmail.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.org before the program.
2015_C_Corp_Tax_Update.pdf
2015_Estate_and_Gift_Tax_Update.pdf
2015_Individual_Tax_Update.pdf
2015_Partnership_Tax_Update.pdf
2015_Regional_Forums_Bibliography.pdf
2015_S_Corp_Tax_Update.pdf
2015_Tax_Accounting_Update.pdf
2015_Tax_Procedures_Update.pdf
2015_Trust_and_Estate_Income_Tax_Update.pdf