Fall, 2016
October 25, 2016
The Gaudreau Group
jmackay@GaudreaGroup.com
In the wake of ACA, companies must comply with many DOL & IRS regulations. This program will cover a variety of topics, including the latest versions of §6055 & §6056, regarding offers of coverage and affordability.
November 1, 2016
Pacific Life
kristen.mcgarry@pacificlife.com
Sylvester Thomas Jr LUTCF
Managing Director
Pioneer Wealth Advisors
sylvester.thomas@pioneerwealthadv.com
In the first topic, the speaker will discuss how IRA's are designed for retirement and not wealth transfer.
The second portion of the program will address planning for health care costs, along with Medicare and long term care.
Owner_RMDs_from_IRAs_CEpaclife.pptx
Health_Care_in_Retirement_CE_Presentationpacificlife.pptx
(If you have trouble opening these Powerpoint documents, try downloading them to your desktop, and opening them there.)
November 8, 2016
Jackson
Joel.Beck@Jackson.com
The first portion of this program wealth accumulation and transfer topics, including estate taxation and adding value.
Annuity strategies will include:
166472_Sample_20160127-1418249537jacksonlife.pptx
169892_Sample_20160506-1621483314Jacksonlife.pptx
(If you have trouble opening these Powerpoint documents, try downloading them to your desktop, and opening them there.)
November 15, 2016
Innovative Business Systems
ddelvecchio@for-ibs.com
The days of setting up depreciation schedules for capital expenses related to IT hardware and software may be a thing of the past. We'll discuss the impact of mainstream cloud adoption by businesses of all sizes and the move to IT hardware as a service can have in terms of cash flow and tax savings for your clients.
November 22, 2016
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.
2016_C_Corp_Tax_Update.pdf
2016_Employee_Benefits_Tax_Developments_Update.pdf
2016_Estate_and_Gift_Tax_Update.pdf
2016_Estate_and_Trust_Income_Tax_Developments.pdf
2016_Exempt_Organization_Tax_Update.pdf
2016_Individual_Tax_Update.pdf
2016_Partnership_Tax_Update.pdf
2016_Regional_Forums_Bibliography.pdf
2016_S_Corp_Tax_Update.pdf
2016_Tax_Accounting_Update.pdf
2016_Tax_Practice_and_Procedures_Update.pdf
November 29, 2016
Life Fellow, American Br Foundation
President, Nicolai Law Group, PC
Paul.Nicolai@niclawgrp.com
This program will address startup issues, including management, intellectual property, contracting, risk management and the changing landscape of crowdfunding, both business and regulatory.
Affordable Care Act & Your Client Responsibilities
Jenny MacKayThe Gaudreau Group
jmackay@GaudreaGroup.com
In the wake of ACA, companies must comply with many DOL & IRS regulations. This program will cover a variety of topics, including the latest versions of §6055 & §6056, regarding offers of coverage and affordability.
November 1, 2016
Required Minimum Distributions Rules; Health Care in Retirement
Kristen McGarryPacific Life
kristen.mcgarry@pacificlife.com
Sylvester Thomas Jr LUTCF
Managing Director
Pioneer Wealth Advisors
sylvester.thomas@pioneerwealthadv.com
In the first topic, the speaker will discuss how IRA's are designed for retirement and not wealth transfer.
The second portion of the program will address planning for health care costs, along with Medicare and long term care.
Owner_RMDs_from_IRAs_CEpaclife.pptx
Health_Care_in_Retirement_CE_Presentationpacificlife.pptx
(If you have trouble opening these Powerpoint documents, try downloading them to your desktop, and opening them there.)
November 8, 2016
Estate Planning Play Book; Annuity Opportunities and Strategies
Joel Beck, Regional VPJackson
Joel.Beck@Jackson.com
The first portion of this program wealth accumulation and transfer topics, including estate taxation and adding value.
Annuity strategies will include:
- Tax deferral
- Retirement income options
- Annuities as funding tools for IRA's
- Social Security amendments
- Death benefit distributions
- Control from the grave
- Trusts
- Pass in kind
- Charitable Remainder Trusts
166472_Sample_20160127-1418249537jacksonlife.pptx
169892_Sample_20160506-1621483314Jacksonlife.pptx
(If you have trouble opening these Powerpoint documents, try downloading them to your desktop, and opening them there.)
November 15, 2016
The Move from CapEx to OpEx: Trends of Mainstream Cloud Adoption & Other As-A-Service Offerings
Dave DelVecchio, PresidentInnovative Business Systems
ddelvecchio@for-ibs.com
The days of setting up depreciation schedules for capital expenses related to IT hardware and software may be a thing of the past. We'll discuss the impact of mainstream cloud adoption by businesses of all sizes and the move to IT hardware as a service can have in terms of cash flow and tax savings for your clients.
November 22, 2016
Annual Tax Update (4 Hours)
Rich Hellmold rhellmold@rhellmold.comLorraine Travers lorrainetravers97@gmail.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.org before the program.
2016_C_Corp_Tax_Update.pdf
2016_Employee_Benefits_Tax_Developments_Update.pdf
2016_Estate_and_Gift_Tax_Update.pdf
2016_Estate_and_Trust_Income_Tax_Developments.pdf
2016_Exempt_Organization_Tax_Update.pdf
2016_Individual_Tax_Update.pdf
2016_Partnership_Tax_Update.pdf
2016_Regional_Forums_Bibliography.pdf
2016_S_Corp_Tax_Update.pdf
2016_Tax_Accounting_Update.pdf
2016_Tax_Practice_and_Procedures_Update.pdf
November 29, 2016
The Startup Landscape
Attorney Paul Peter Nicolai, J.D.Life Fellow, American Br Foundation
President, Nicolai Law Group, PC
Paul.Nicolai@niclawgrp.com
This program will address startup issues, including management, intellectual property, contracting, risk management and the changing landscape of crowdfunding, both business and regulatory.