04/25/06 The Personal and Financial Rewards of Capturing Your Practice's Full Potential Common Needs ...   Shared Opportunities PART ONE    Andrew E. Skroback CLU, ChFC & J. Garry Heiney CSA, FBS AIG Financial Advisors, Skroback & Associates, West Springfield Building on past material, the Emotions, Expectations and Economic details of why and how CPAs can profitably expand their practice to serve the broader needs of their clients.      5/02/06 The Macro Asset Perspective    James Allen, CSA, LUTCF, Financial Advisor, Allen Financial Group Karen Curran, Registered Representative, NYLife Securities Most people today practice the concept of "vertical diversification," that is diversification of risk. But risk allocation is just part of the story. This interactive workshop will help attendees discover the value of proper "horizontal diversification," that is, diversification among tax treatments.      5/09/06 The Personal and Financial Rewards of Capturing Your Practice's Full Potential Best Practices When Offering Clients Financial Services PART TWO    J. Garry Heiney CSA, FBS - AIG Financial Advisors, Skroback & Associates Garrett R. D'Alessandro, CPA, CFA, President, ROCHDALE Investment, NYC Hear a leader with nearly $2 Billion of assets under management testify about the best path to adding greater value to your clients and your practice by capitalizing on past accomplishments.      5/16/06 This is NOT Your Father's Mortgage    Nora MacKay, Home Loan Consultant, Countrywide Home Loans The world of mortgages has undergone a revolution since your parents first got a mortgage, and maybe since you got your first mortgage. Borrowers now can choose from fixed adjustables, interest-only, pay-option adjustables, negative amortization as well as standard fixed-rate mortgages. Learn how to use these products - along with low or no documentation and down payment options - to help your clients climb out of debt, increase tax savings, and accumulate wealth.      5/23/06 What Your Clients Want You To Know About Charitable Giving    Kent W. Faerber, LLB, President, Kristin B. Leutz & Katie Allan Zobel, Directors Community Foundation of Western Massachusetts Jay Primack, CPA, Moriarty & Primack, P.C. Ronald P. Weiss, JD, Bulkley, Richardson & Gelinas, LLP Most clients know how to make direct cash gifts to charities, and take a tax deduction for them. Research indicates that today's donors (particularly high net worth donors) want advice about more options from their professional advisors. This session, organized by the Community Foundation of Western Massachusetts, will address some of the issues commonly explored by donors who have more sophisticated charitable needs or ambitions.      5/30/06 The New MA Principal & Income Act: What It Means to Your Clients    Jeffrey M. Siegel, Esq. & Debra l. Purrington, Esq., Trust Officers, The Private Bank at Bank of America The Massachusetts Principal and Income Act became effective 2006 and created a unified statutory scheme as to what constitutes income and what constitutes principal in trusts; and, gave power to trustees to adjust between principal and income in making distributions to beneficiaries. The speakers will discuss how this affects accounting for trusts and trust beneficiaries, as well as the power to adjust under the Act and the interaction of IRC §643.   Sessions are held at American International College in the Breck Hall of Science from 3:00 to 6:00 and are offered for a fixed $30 fee for all or any part of the six-week series. Contact Jo Sarnelli, CPA, 162 Sumner Avenue, Springfield, MA at (413) 746-9067 or sarnelli@SarnelliCPA.com for more information. Use the following links for Directions and a Campus Map.