Fall, 2020
October 20, 2020
Attorney Panel from Bacon Wilson, P.C.
www.BaconWilson.com
HDarling@BaconWilson.com
JDialessi-Lafley@BaconWilson.com
LHalbert@BaconWilson.com
Estate_Tax_and_Post-Mortem_Planning.pdf
MGL_208_sec_34_Alimony_Child_Support_Worksheet.pdf
SECURE_Act_memo.pdf
October 27, 2020
Understanding the New "Small Business" Chapter 11
Steven Weiss, Esquire, Shareholder,
Shatz, Schwartz and Fentin, P.C.
Subchapter V Chapter 11 Trustee
sweiss@ssfpc.com
The Bankruptcy Code now has special provisions for small businesses (debts under $7.5 million) to reorganize quicker and more efficiently than in traditional Chapter 11 cases. This program will discuss what sorts of businesses are eligible for "Subchapter V" relief; the similarities with and differences from traditional Chapter 11 cases; strategic issues in using Subchapter V to reorganize; and how financial professionals can facilitate the process.
Issue_Relating_to_Subchapter_V_Bankruptcies.pptx
November 3, 2020
US Wealth Market Outlook
Christos Mihopoulos, CIMA
Blackrock Investments
Christos.mihopoulos@blackrock.com
Michael Gregory & Steve Alminas,
The Gregory Group at Morgan Stanley
michael.gregory.jr@morganstanley.com
Steve.Alminas@morganstanley.com
Hear about the four events to monitor that may impact upcoming stock market performance. There will also be a discussion on how Exchange Traded Funds (ETFs) can be used to diversity investment portfolios to reduce risk.
November 10, 2020
Deploying Historic and New Markets Tax Credits for Capital Projects
Matthew A. Blumenfeld, Principal,
Financial Development Agency, Inc.
www.financialdevelopmentagency.com
matthew@financialdevelopmentagency.com
An overview on how non-profits and for-profits can use Tax Credit financing to supplement their sources of capital for facility projects. New Market Tax Credits (NMTCs) and historic tax credits can often provide the critical financing needed to enable important building projects to come to fruition. Acquiring and deploying these mechanisms can be expensive and time consuming, so understanding the risk, rewards and timing are essential.
Using_New_Markets_and_Historic_Tax_Credits_11-10-2020.PPT
Using_New_Markets_and_Historic_Tax_Credits_11-10-2020.pdf
November 17, 2020
Email Security
Shawn Weaver
Senior Systems Engineer Northeast IT Systems
www.northeastit.net
Whether you are a small business owner or CEO of a major company, no one likes struggling with productivity because of computer downtime. For this forum we are going to be focusing on email security and how a simple email could cause major disruption to business.
November 24, 2020
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.
Attorney Panel from Bacon Wilson, P.C.
www.BaconWilson.com
HDarling@BaconWilson.com
JDialessi-Lafley@BaconWilson.com
LHalbert@BaconWilson.com
- Attorney Hyman Darling will present on the topic of estate, gift and income tax consequences of elder law planning.
- Attorney Julie Dialessi-Lafley will offer a discussion of financial considerations relative to divorce, including the formula for child support, alimony, and division of assets.
- Attorney Lisa Halbert will talk about beneficiaries (including Trusts) under the SECURE ACT.
Estate_Tax_and_Post-Mortem_Planning.pdf
MGL_208_sec_34_Alimony_Child_Support_Worksheet.pdf
SECURE_Act_memo.pdf
October 27, 2020
Understanding the New "Small Business" Chapter 11
Steven Weiss, Esquire, Shareholder,
Shatz, Schwartz and Fentin, P.C.
Subchapter V Chapter 11 Trustee
sweiss@ssfpc.com
The Bankruptcy Code now has special provisions for small businesses (debts under $7.5 million) to reorganize quicker and more efficiently than in traditional Chapter 11 cases. This program will discuss what sorts of businesses are eligible for "Subchapter V" relief; the similarities with and differences from traditional Chapter 11 cases; strategic issues in using Subchapter V to reorganize; and how financial professionals can facilitate the process.
Issue_Relating_to_Subchapter_V_Bankruptcies.pptx
November 3, 2020
US Wealth Market Outlook
Christos Mihopoulos, CIMA
Blackrock Investments
Christos.mihopoulos@blackrock.com
Michael Gregory & Steve Alminas,
The Gregory Group at Morgan Stanley
michael.gregory.jr@morganstanley.com
Steve.Alminas@morganstanley.com
Hear about the four events to monitor that may impact upcoming stock market performance. There will also be a discussion on how Exchange Traded Funds (ETFs) can be used to diversity investment portfolios to reduce risk.
November 10, 2020
Deploying Historic and New Markets Tax Credits for Capital Projects
Matthew A. Blumenfeld, Principal,
Financial Development Agency, Inc.
www.financialdevelopmentagency.com
matthew@financialdevelopmentagency.com
An overview on how non-profits and for-profits can use Tax Credit financing to supplement their sources of capital for facility projects. New Market Tax Credits (NMTCs) and historic tax credits can often provide the critical financing needed to enable important building projects to come to fruition. Acquiring and deploying these mechanisms can be expensive and time consuming, so understanding the risk, rewards and timing are essential.
Using_New_Markets_and_Historic_Tax_Credits_11-10-2020.PPT
Using_New_Markets_and_Historic_Tax_Credits_11-10-2020.pdf
November 17, 2020
Email Security
Shawn Weaver
Senior Systems Engineer Northeast IT Systems
www.northeastit.net
Whether you are a small business owner or CEO of a major company, no one likes struggling with productivity because of computer downtime. For this forum we are going to be focusing on email security and how a simple email could cause major disruption to business.
November 24, 2020
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.