Spring, 2016
April 26, 2016
Weatherby & Associates, PC
www.Weatherby-associates.com
This workshop covers frequently asked questions from both clients and professionals regarding wills and trusts, asset protection, nursing home issues, Medicaid qualification, and estate taxes. You'll also learn about several costly mistakes that are commonly made by nearly all clients and their professional advisors.
May 3, 2016
Matthew Putvinski, CPA, CISA
mputvinski@wolfandco.com
Tracy Hall, MBCP
thall@wolfandco.com
Joe Zazzaro, CIO, Senior Vice President
jzazzaro@bankatpeoples.com
David J. Thibault, Vice President
DThibault@bankatpeoples.com
In recent years, concerns of natural disasters, cybersecurity, and terrorist events have led to increased scrutiny to ensure that businesses are prepared to sufficiently recover from interruptions. Companies are required to provide more detailed information and are called to prove their recovery strategy. Regulators, customers, and others are demanding evidence of preparedness that has been tested and proven. Learn areas of a BC program that may require enhancement based on recent audit feedback, changes in industry standards, revisions to regulatory guidelines, and lessons learned.
May 10, 2016
Weatherby & Associates, PC
www.Weatherby-associates.com
The majority of closely held businesses are owned by baby boomers who are now in their late 50s to late 60s. The program is a concise overview of the principal issues every business owner must deal with to realize the value from their life's work. It's important that every one of your business owner clients understand this; if it's not already a buyer's market for closely held businesses, it soon will be.
May 17, 2016
BHE Consulting Inc.
dbeckerman@bheconsulting.com
Topics include: What is cloud computing, ERP trends, questions and concerns about cloud ERP and ROI of cloud ERP. Cloud computing also creates interesting security concerns that will be identified, along with approaches to address and minimize these concerns.
May 24, 2016
Bacon Wilson, P.C., Springfield
HDarling@BaconWilson.com
This presentation will address the ways in which estate, gift and income taxes are related, and estate tax portability between spouses.
Bacon Wilson, P.C., Springfield, MA
JAD@BaconWilson.com
This will offer a discussion of important legal and financial considerations relative to divorce in the Commonwealth, including the formula for child support, alimony, division of assets, and custody/parenting time.
Bacon Wilson, P.C., Springfield, MA
MKatz@BaconWilson.com
This overview of the US Bankruptcy Code will include different types of bankruptcy proceedings, obtaining a Discharge of Debts, Preference Recoveries, and recent developments that impact businesses and individuals who file bankruptcy.
May 31, 2016
American Benefits Group, Northampton
rcummings@amben.com
FSAs, HRAs, HSAs and Commuter benefits accounts provide much more than significant tax savings, they also are critical benefits planning and employer health care cost management tools in the post ACA world. This presentation will offer a solid technical overview and many of the unique planning opportunities that make these accounts a critical core component of employer sponsored health care management and benefits plan design strategies.
June 7, 2016
Consultant & Forensic Accountant
Sarnelli@SarnelliCPA.com
This course satisfies the four-hour ethics requirement. The objective of this seminar is to expose the participant to the most important ethical concepts that influence accountants' decisions and activities as well as the decisions of others in business. The course will develop the student's ability to approach ethical issues in a logical and professional manner. It will include an exploration of some of the recent ethical cases and understand various approaches to ethical decision making.
3 Easy Steps All of Your Clients Should Know … to Protect Themselves, Their Families and Their Stuff
Henry C Weatherby, JD, CLU, ChFC, CEBSWeatherby & Associates, PC
www.Weatherby-associates.com
This workshop covers frequently asked questions from both clients and professionals regarding wills and trusts, asset protection, nursing home issues, Medicaid qualification, and estate taxes. You'll also learn about several costly mistakes that are commonly made by nearly all clients and their professional advisors.
May 3, 2016
Bringing Your Business Continuity Plan to the Next Level
PeoplesBank & Wolf & Company Panel:Matthew Putvinski, CPA, CISA
mputvinski@wolfandco.com
Tracy Hall, MBCP
thall@wolfandco.com
Joe Zazzaro, CIO, Senior Vice President
jzazzaro@bankatpeoples.com
David J. Thibault, Vice President
DThibault@bankatpeoples.com
In recent years, concerns of natural disasters, cybersecurity, and terrorist events have led to increased scrutiny to ensure that businesses are prepared to sufficiently recover from interruptions. Companies are required to provide more detailed information and are called to prove their recovery strategy. Regulators, customers, and others are demanding evidence of preparedness that has been tested and proven. Learn areas of a BC program that may require enhancement based on recent audit feedback, changes in industry standards, revisions to regulatory guidelines, and lessons learned.
May 10, 2016
What Your Business Owner Clients Must Know … to Successfully Exit Their Companies
Henry C Weatherby, JD, CLU, ChFC, CEBSWeatherby & Associates, PC
www.Weatherby-associates.com
The majority of closely held businesses are owned by baby boomers who are now in their late 50s to late 60s. The program is a concise overview of the principal issues every business owner must deal with to realize the value from their life's work. It's important that every one of your business owner clients understand this; if it's not already a buyer's market for closely held businesses, it soon will be.
May 17, 2016
Is the Cloud Right for You Now? And Security Issues in Cloud Computing
Douglas BeckermanBHE Consulting Inc.
dbeckerman@bheconsulting.com
Topics include: What is cloud computing, ERP trends, questions and concerns about cloud ERP and ROI of cloud ERP. Cloud computing also creates interesting security concerns that will be identified, along with approaches to address and minimize these concerns.
May 24, 2016
Taxable Relationships: Connections between Estate, Gift and Income Taxes
Hyman G. Darling, J.D., PartnerBacon Wilson, P.C., Springfield
HDarling@BaconWilson.com
This presentation will address the ways in which estate, gift and income taxes are related, and estate tax portability between spouses.
Divorce: The Legalities of Ending a Marriage
Julie A. Dialessi-Lafley, J.D., PartnerBacon Wilson, P.C., Springfield, MA
JAD@BaconWilson.com
This will offer a discussion of important legal and financial considerations relative to divorce in the Commonwealth, including the formula for child support, alimony, division of assets, and custody/parenting time.
Insolvency & Bankruptcy Proceedings
Michael B. Katz, J.D., PartnerBacon Wilson, P.C., Springfield, MA
MKatz@BaconWilson.com
This overview of the US Bankruptcy Code will include different types of bankruptcy proceedings, obtaining a Discharge of Debts, Preference Recoveries, and recent developments that impact businesses and individuals who file bankruptcy.
May 31, 2016
The ABC's of Consumer Directed Reimbursement Accounts
Bob Cummings, CEOAmerican Benefits Group, Northampton
rcummings@amben.com
FSAs, HRAs, HSAs and Commuter benefits accounts provide much more than significant tax savings, they also are critical benefits planning and employer health care cost management tools in the post ACA world. This presentation will offer a solid technical overview and many of the unique planning opportunities that make these accounts a critical core component of employer sponsored health care management and benefits plan design strategies.
June 7, 2016
Professional Ethics (4 Hours)
Josephine Sarnelli, CPAConsultant & Forensic Accountant
Sarnelli@SarnelliCPA.com
This course satisfies the four-hour ethics requirement. The objective of this seminar is to expose the participant to the most important ethical concepts that influence accountants' decisions and activities as well as the decisions of others in business. The course will develop the student's ability to approach ethical issues in a logical and professional manner. It will include an exploration of some of the recent ethical cases and understand various approaches to ethical decision making.