Spring, 2022
May 3, 2022
Lynn Whitney Turner
CORE XP Business Solutions, LLC
lynn@corebusinessxp.com
www.corebusinessxp.com
You've provided the data and laid out the best strategy but why does the execution rarely go as planned? During this session, we'll discuss the complicated elements of every business - People and Culture!
May 10, 2022
Michael A. Rousseau, CFP® Financial Planner
CCR Wealth Management, LLC
mrousseau@ccrwealth.com
As part of a wholistic financial plan, understanding Social Security, Medicare, and retirement plans is crucial to having a well-rounded strategy ensuring that you make the most out of your retirement. Our specialists will cover a 2022 Market Outlook as well as review best practices for benefits planning at the group and individual level. We will review retirement planning options, group benefit strategies and next steps towards Social Security and how to plan for transitioning to Medicare.
May 17, 2022
HDarling@baconwilson.com
JRoby@baconwilson.com
JDialessi-Lafley@baconwilson.com
www.BaconWilson.com
Attorney Hyman Darling will review 10 important tax issues relative to seniors and a few of the Biden proposals that didn't get passed. There will also be some planning tips to assist clients in minimizing taxes prior to the end of the year and a few projections.
During the second hour, Attorney Jocelyn Roby will speak in her area of expertise, Real Estate & Zoning.
In the final hour, Attorney Julie Dialessi-Lafley will address the finances of divorce.
May 24, 2022
Allison Ebner
Employers Association of the NorthEast
www.eane.org
Kevin Lynn
MassHire Springfield
www.masshire.org
Jenny MacKay
USI Insurance
www.usi.com
Workforce and staffing issues are impacting nearly every business across all industries today. So where have all the workers gone? Will they be coming back? And what do we do in the meantime? Our panelists will address all these questions and more during this session. You'll learn the reasons for the current workforce 'crunch' for talent and the steps every business can take to attract and retain talent to compete successfully in today's market. You'll learn about local and regional resources that can partner with you to help you navigate these turbulent waters. And finally, we'll address how you build a better benefits plan that will help you meet the needs and expectations of the workforce of today and the future.
May 31, 2022
Delcie Bean
Paragus Strategic I.T.
dbean@paragusit.com
www.paragusit.com
In the past 3 years technology has evolved at a rapid pace. On the one hand we must address increased risk from cyber-attacks and failure to comply with rapidly changing cyber-compliance. On the other, even the smallest businesses now have access to automation, data analytics, and artificial intelligence. In this presentation we'll discuss the many challenges and opportunities facing the accounting community and try and provide some strategies regarding where to invest your time and resources.
June 7, 2022
Josephine Sarnelli, CPA, Consultant & Forensic Accountant
Sarnelli@SarnelliCPA.com
This course satisfies the 4-hour ethics requirement. This interactive program will include an exploration of some of the recent ethical cases and introduce various approaches to ethical decision making. The course will develop the participant's ability to approach ethical issues in a logical and professional manner.
(Program begins at 2:00)
June 14, 2022
Kevin D. Quinn, J.D., President, Legacy Counsellors, P.C.
kquinn@legacycounsellors.com
Michael S. Gove, Esq., Partner, Legacy Counsellors, P.C.
mgove@legacycounsellors.com
www.legacycounsellors.com
The irrevocable grantor trust remains one of the most powerful and effective tools for preserving and protecting wealth. Whether in a Medicaid context or for estate tax planning, the irrevocable grantor trust is a powerful and effective tool. In this class, we will both review the fundamentals and recent changes in reporting or entities held by grantor trusts.
Why the Numbers Don't Matter and Strategies Fail
Lynn Whitney Turner
CORE XP Business Solutions, LLC
lynn@corebusinessxp.com
www.corebusinessxp.com
You've provided the data and laid out the best strategy but why does the execution rarely go as planned? During this session, we'll discuss the complicated elements of every business - People and Culture!
May 10, 2022
Financial Planning: Navigating the changing benefits landscape to maximize your retirement
plan
Michael A. Rousseau, CFP® Financial Planner
CCR Wealth Management, LLC
mrousseau@ccrwealth.com
As part of a wholistic financial plan, understanding Social Security, Medicare, and retirement plans is crucial to having a well-rounded strategy ensuring that you make the most out of your retirement. Our specialists will cover a 2022 Market Outlook as well as review best practices for benefits planning at the group and individual level. We will review retirement planning options, group benefit strategies and next steps towards Social Security and how to plan for transitioning to Medicare.
May 17, 2022
Attorney Panel from Bacon Wilson, P.C.
HDarling@baconwilson.com
JRoby@baconwilson.com
JDialessi-Lafley@baconwilson.com
www.BaconWilson.com
Attorney Hyman Darling will review 10 important tax issues relative to seniors and a few of the Biden proposals that didn't get passed. There will also be some planning tips to assist clients in minimizing taxes prior to the end of the year and a few projections.
During the second hour, Attorney Jocelyn Roby will speak in her area of expertise, Real Estate & Zoning.
In the final hour, Attorney Julie Dialessi-Lafley will address the finances of divorce.
May 24, 2022
The Demographic Drought: Winning the War for Talent
Allison Ebner
Employers Association of the NorthEast
www.eane.org
Kevin Lynn
MassHire Springfield
www.masshire.org
Jenny MacKay
USI Insurance
www.usi.com
Workforce and staffing issues are impacting nearly every business across all industries today. So where have all the workers gone? Will they be coming back? And what do we do in the meantime? Our panelists will address all these questions and more during this session. You'll learn the reasons for the current workforce 'crunch' for talent and the steps every business can take to attract and retain talent to compete successfully in today's market. You'll learn about local and regional resources that can partner with you to help you navigate these turbulent waters. And finally, we'll address how you build a better benefits plan that will help you meet the needs and expectations of the workforce of today and the future.
May 31, 2022
Cyber Hygiene in 2022
Delcie Bean
Paragus Strategic I.T.
dbean@paragusit.com
www.paragusit.com
In the past 3 years technology has evolved at a rapid pace. On the one hand we must address increased risk from cyber-attacks and failure to comply with rapidly changing cyber-compliance. On the other, even the smallest businesses now have access to automation, data analytics, and artificial intelligence. In this presentation we'll discuss the many challenges and opportunities facing the accounting community and try and provide some strategies regarding where to invest your time and resources.
June 7, 2022
Professional Ethics (4 CPE hours)
Josephine Sarnelli, CPA, Consultant & Forensic Accountant
Sarnelli@SarnelliCPA.com
This course satisfies the 4-hour ethics requirement. This interactive program will include an exploration of some of the recent ethical cases and introduce various approaches to ethical decision making. The course will develop the participant's ability to approach ethical issues in a logical and professional manner.
(Program begins at 2:00)
June 14, 2022
Life, Death & the Irrevocable Grantor Trust
Kevin D. Quinn, J.D., President, Legacy Counsellors, P.C.
kquinn@legacycounsellors.com
Michael S. Gove, Esq., Partner, Legacy Counsellors, P.C.
mgove@legacycounsellors.com
www.legacycounsellors.com
The irrevocable grantor trust remains one of the most powerful and effective tools for preserving and protecting wealth. Whether in a Medicaid context or for estate tax planning, the irrevocable grantor trust is a powerful and effective tool. In this class, we will both review the fundamentals and recent changes in reporting or entities held by grantor trusts.