Fall, 2021
November 2, 2021
Attorney Panel from Bacon Wilson, P.C.
www.BaconWilson.com
acarpe@baconwilson.com
ifleisher@baconwilson.com
lhalbert@baconwilson.com
Attorneys Amanda Carpe and Lisa Halbert will discuss probate and estate administration.
Attorney Isaac Fleisher will discuss accounting issues for cannabis companies.
November 9, 2021
Update on Employment & Labor Law
Attorney Meghan Sullivan
Meghan.Sullivan@sullivanandhayes.com
Attorney Sullivan will discuss the recent and anticipated changes in workplace laws and regulations, the existing and anticipated claims against employers arising from the COVID-19 pandemic and Delta surge; and developments related to workplace vaccine mandates.
November 16, 2021
Attorney Panel from Bulkley, Richardson and Gelinas, LLP & guest
lostberg@bulkley.com
daparke@bulkley.com
rbarry@bulkley.com
cwisneski@wadvising.com
Cybersecurity
Attorney Lauren Ostberg and Chris Wisneski, CPA of Whittlesey Advising address the risks to the security of your, & your clients' data, & some safeguards-many of which are required by law-you can put in place to mitigate those risks.
Transitional Law for CPA's
Attorney David Parke will discusss the merger & acquisition process including possible transaction structures; the timeline from NDA, letter of intent, due diligence, acquisition agreement & closing; common deal terms to consider, & where professional accounting & tax advice is important to a client considering a sale or acquisition of a business. Attorney Ryan Barry will address transition planning in the healthcare context.
November 23, 2021
Buffet Style (Financial Issues)
The Wealth Transition Collective
info@twealthtc.com
With Thanksgiving 48 hours away, we went into our pantry of goodies to provide you a 3-course menu of treats that is sure to appeal to even the most particular of tastes.
Appetizer - Medicare Planning Basics
Social Security - What's your strategy?
Entrée - What is values based financial planning?
Succession - What G2 leaders want from you
Dessert - Leadership Gold
November 30, 2021
Resurrection of the ILIT
Kevin D. Quinn, J.D.
President, Legacy Counsellors, P.C.
www.legacycounsellors.com
The Irrevocable Life Insurance Trust, or the ILIT, may be the answer to many of the proposed changes coming from the Biden Administration. If these proposals pass, many average people will be affected by taxes at death. ILITs may be the solution, and it is time to resurrect this old trick in your practice.
December 7, 2021
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. The program will begin at 2:00 and end at 6:00 to qualify for 4 hours of CPE credits.
Attorney Panel from Bacon Wilson, P.C.
www.BaconWilson.com
acarpe@baconwilson.com
ifleisher@baconwilson.com
lhalbert@baconwilson.com
Attorneys Amanda Carpe and Lisa Halbert will discuss probate and estate administration.
Attorney Isaac Fleisher will discuss accounting issues for cannabis companies.
November 9, 2021
Update on Employment & Labor Law
Attorney Meghan Sullivan
Meghan.Sullivan@sullivanandhayes.com
Attorney Sullivan will discuss the recent and anticipated changes in workplace laws and regulations, the existing and anticipated claims against employers arising from the COVID-19 pandemic and Delta surge; and developments related to workplace vaccine mandates.
November 16, 2021
Attorney Panel from Bulkley, Richardson and Gelinas, LLP & guest
lostberg@bulkley.com
daparke@bulkley.com
rbarry@bulkley.com
cwisneski@wadvising.com
Cybersecurity
Attorney Lauren Ostberg and Chris Wisneski, CPA of Whittlesey Advising address the risks to the security of your, & your clients' data, & some safeguards-many of which are required by law-you can put in place to mitigate those risks.
Transitional Law for CPA's
Attorney David Parke will discusss the merger & acquisition process including possible transaction structures; the timeline from NDA, letter of intent, due diligence, acquisition agreement & closing; common deal terms to consider, & where professional accounting & tax advice is important to a client considering a sale or acquisition of a business. Attorney Ryan Barry will address transition planning in the healthcare context.
November 23, 2021
Buffet Style (Financial Issues)
The Wealth Transition Collective
info@twealthtc.com
With Thanksgiving 48 hours away, we went into our pantry of goodies to provide you a 3-course menu of treats that is sure to appeal to even the most particular of tastes.
Appetizer - Medicare Planning Basics
Social Security - What's your strategy?
Entrée - What is values based financial planning?
Succession - What G2 leaders want from you
Dessert - Leadership Gold
November 30, 2021
Resurrection of the ILIT
Kevin D. Quinn, J.D.
President, Legacy Counsellors, P.C.
www.legacycounsellors.com
The Irrevocable Life Insurance Trust, or the ILIT, may be the answer to many of the proposed changes coming from the Biden Administration. If these proposals pass, many average people will be affected by taxes at death. ILITs may be the solution, and it is time to resurrect this old trick in your practice.
December 7, 2021
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. The program will begin at 2:00 and end at 6:00 to qualify for 4 hours of CPE credits.