Fall, 2018
October 30, 2018
www.Key.com
Carlos Salmon, Daryl Gordon and Katie Farrington
There is a planning BEAST that is always lurking:
B - Buy-sell Planning
E - Estate Planning
A - Asset Protection
S - Succession Planning
T - Tax Minimization
Advanced estate planning strategies will help business owner clients tame the BEAST. A strong emphasis will be placed on building a cohesive business advisory team.
November 6, 2018
Sean Hogan, Hogan Technology, Inc.
Sean@TeamHogan.com
The dark web and breaches are a threat to all of us. Cyber security has never been more critical. This presentation is designed to explain what the dark web is, who created the dark web and how to avoid it. You will also learn what you need to know if your information is available on the dark web.
November 13, 2018
www.StGermainInvestments.com
Timothy Suffish, CFA
Matthew Farkas, CFA
This session will provide an economic update and discussion of equity and fixed income market trends.
William Johnson
Patricia Faginski, AIF
Gary Schiff
Key financial planning priorities and challenges leading into and through retirement will be addressed.
November 20, 2018
Deborah Rogers, CPA
Waldron H Rand & Company
deborahr@waldronrand.com
Cody D. Belland, CPA
Wolf & Company, P.C.
Cbelland@wolfandco.com
These two speakers are from the MSCPA Taxation Committee. Outlines will be available at www.cpeForum.org before the program.
2018_MSCPA_Estate_Gift.pdf
2018_MSCPA_Practice_and_Procedure_Update.pdf
2018_MSCPA_Trusts.pdf
2018_Partnership_Tax_Updates.pdf
C_Corp.pdf
Draft_Business_Loss_Limitation_forms_instructions.pdf
Draft_Form_1040.pdf
Draft_Interest_Limitation_forms_instructions.pdf
Draft_QBI_forms_instructions.pdf
S_Corp.pdf
Tax_Update_Accounting.pdf
Tax_Update_Individuals.pdf
QBI_FAQs.pdf
November 27, 2018
Michael K. Vann and Kevin B. Vann
The Vann Group, LLC & ROCG Partners
www.vann-group.com
This program will provide current data relative to succession and exit planning, along with proven strategies for successful outcomes. A strong emphasis will be placed on finding the right buyer.
December 4, 2018
Michael E. Callahan, FSPA, CPC, EA, RMA®, CWS®
Edu4Retirement, Inc, President
mc@Edu4Retirement.com
This session will cover the document retention and cybersecurity needs of the individual. What records do we need to keep and for how long? How and where do we keep them? Are they secure?
2018 Westfield CPE Forum Cyber Security and Data Retention.pptx
Panel Discussion with Key Bank & Key Private Bank
www.Key.com
Taming the BEAST: Advanced Estate Planning Strategies for Business Owners
Carlos Salmon, Daryl Gordon and Katie Farrington
There is a planning BEAST that is always lurking:
B - Buy-sell Planning
E - Estate Planning
A - Asset Protection
S - Succession Planning
T - Tax Minimization
Advanced estate planning strategies will help business owner clients tame the BEAST. A strong emphasis will be placed on building a cohesive business advisory team.
November 6, 2018
The Dark Web: What it is & how we can avoid it
Sean Hogan, Hogan Technology, Inc.
Sean@TeamHogan.com
The dark web and breaches are a threat to all of us. Cyber security has never been more critical. This presentation is designed to explain what the dark web is, who created the dark web and how to avoid it. You will also learn what you need to know if your information is available on the dark web.
November 13, 2018
Panel discussion with
St. Germain Investment Management
St. Germain Investment Management
www.StGermainInvestments.com
Market & Economic Update
Timothy Suffish, CFA
Matthew Farkas, CFA
This session will provide an economic update and discussion of equity and fixed income market trends.
Current Trends in Financial Planning
William Johnson
Patricia Faginski, AIF
Gary Schiff
Key financial planning priorities and challenges leading into and through retirement will be addressed.
November 20, 2018
Annual Tax Update (4 Hours)
Deborah Rogers, CPA
Waldron H Rand & Company
deborahr@waldronrand.com
Cody D. Belland, CPA
Wolf & Company, P.C.
Cbelland@wolfandco.com
These two speakers are from the MSCPA Taxation Committee. Outlines will be available at www.cpeForum.org before the program.
2018_MSCPA_Estate_Gift.pdf
2018_MSCPA_Practice_and_Procedure_Update.pdf
2018_MSCPA_Trusts.pdf
2018_Partnership_Tax_Updates.pdf
C_Corp.pdf
Draft_Business_Loss_Limitation_forms_instructions.pdf
Draft_Form_1040.pdf
Draft_Interest_Limitation_forms_instructions.pdf
Draft_QBI_forms_instructions.pdf
S_Corp.pdf
Tax_Update_Accounting.pdf
Tax_Update_Individuals.pdf
QBI_FAQs.pdf
November 27, 2018
Succession Planning for Today & Tomorrow
Michael K. Vann and Kevin B. Vann
The Vann Group, LLC & ROCG Partners
www.vann-group.com
This program will provide current data relative to succession and exit planning, along with proven strategies for successful outcomes. A strong emphasis will be placed on finding the right buyer.
December 4, 2018
Data Retention & Security: What we need to know about retaining & protecting
the records we have
Michael E. Callahan, FSPA, CPC, EA, RMA®, CWS®
Edu4Retirement, Inc, President
mc@Edu4Retirement.com
This session will cover the document retention and cybersecurity needs of the individual. What records do we need to keep and for how long? How and where do we keep them? Are they secure?
2018 Westfield CPE Forum Cyber Security and Data Retention.pptx