Spring, 2024
May 7, 2024
Kevin D. Quinn, J.D., President
Legacy Counsellors, P.C.
kquinn@legacycounsellors.com
Attendees will learn why off-shore planning is generally not effective tax planning, but can be effective creditor protection planning. There will be an explanation of how your assets can stay in the country, under your personal management and control, but not be subject to U.S. creditor claims. The purpose of this course is to demonstrate how these strategies work and to dispel the common misunderstanding about creditor protection planning.
May 14, 2024
Pete Miller, CEBS, ChFC
Peaked Ridge Insurance, LLC
pmiller@peakedridge.com
This presentation will explain how employers can enhance their benefits plans, add tangible financial incentives for continued employment, and manage risk associated with key employees.
May 21, 2024
Amelia J. Holstrom, Esq.
Meaghan E. Murphy, Esq
www.Skoler-Abbott.com
Employment laws are constantly changing and employers who do not keep up with those changes can create legal liability for their businesses. Attorney Holstrom will provide important information about the changes to the PFML law; how to lawfully address suspected PFML abuse; and address some of the ambiguities in the law. Attorney Murphy will provide important updates related to employee handbooks and identify steps you should take to keep your handbooks legally compliant.
May 28, 2024
Steven Friedman, Esq.
Platinum Filings LLC
steven@PlatinumFilings.com
The CTA was enacted by Congress in January 2021 to help curtail money laundering. It requires millions of businesses to file a beneficial ownership information report with the Department of Treasury’s Financial Crimes Enforcement Network (FinCEN). Steven is a sought-after speaker and hosts weekly webinars on the CTA and its implications.
June 4, 2024
Joseph Verri, Morgan Stanley
advisor.morganstanley.com/the-128-group
Tabitha M. Croscut, Esq.
www.devinemillimet.com/tcroscut
Chuck Coyne, Sr. Managing Director, Empire Valuation Consultants
www.empireval.com
This session will provide an introduction to the tax advantages of an employee stock ownership plan (ESOP), the structure of an ESOP stock purchase transaction, and a step-by-step for the process of completing an ESOP transaction. The experienced panel of ESOP advisors will spend some time covering the primary considerations an owner should focus on when considering to utilize an ESOP for ownership transition.
June 11, 2024
Attorney Michael McAndrew
Bulkley, Richardson and Gelinas, LLP
mmcandrew@Bulkley.com
Michael McAndrew is a commercial litigator who seeks to understand the implications and risks of businesses adopting AI. He will examine Legislation in Massachusetts and Connecticut concerning its use.
June 18, 2024
Josephine Sarnelli, CPA
Sarnelli@SarnelliCPA.com
In many cases, a person facing an ethical dilemma may not use a reasoning process but rather do what they simply feel is best at the time. Others may use principles they learned from their family, peers, religious teachings or own experiences. This program will address adherence to an ethical framework for professional conduct. (4 Hours fulfills Ethics Requirement)
Asset Protection
Kevin D. Quinn, J.D., President
Legacy Counsellors, P.C.
kquinn@legacycounsellors.com
Attendees will learn why off-shore planning is generally not effective tax planning, but can be effective creditor protection planning. There will be an explanation of how your assets can stay in the country, under your personal management and control, but not be subject to U.S. creditor claims. The purpose of this course is to demonstrate how these strategies work and to dispel the common misunderstanding about creditor protection planning.
May 14, 2024
Executive Benefits: Key Employee Retention and Risk Management
Pete Miller, CEBS, ChFC
Peaked Ridge Insurance, LLC
pmiller@peakedridge.com
This presentation will explain how employers can enhance their benefits plans, add tangible financial incentives for continued employment, and manage risk associated with key employees.
May 21, 2024
Hot Topics in Employment Law: PFML & Medical Leave Updates & How to (Lawfully)
Curb Abuse & Keeping your Employee Handbooks Legally Compliant
Amelia J. Holstrom, Esq.
Meaghan E. Murphy, Esq
www.Skoler-Abbott.com
Employment laws are constantly changing and employers who do not keep up with those changes can create legal liability for their businesses. Attorney Holstrom will provide important information about the changes to the PFML law; how to lawfully address suspected PFML abuse; and address some of the ambiguities in the law. Attorney Murphy will provide important updates related to employee handbooks and identify steps you should take to keep your handbooks legally compliant.
May 28, 2024
Corporate Transparency Act
Steven Friedman, Esq.
Platinum Filings LLC
steven@PlatinumFilings.com
The CTA was enacted by Congress in January 2021 to help curtail money laundering. It requires millions of businesses to file a beneficial ownership information report with the Department of Treasury’s Financial Crimes Enforcement Network (FinCEN). Steven is a sought-after speaker and hosts weekly webinars on the CTA and its implications.
June 4, 2024
ESOP - A flexible taxefficient ownership succession strategy
Joseph Verri, Morgan Stanley
advisor.morganstanley.com/the-128-group
Tabitha M. Croscut, Esq.
www.devinemillimet.com/tcroscut
Chuck Coyne, Sr. Managing Director, Empire Valuation Consultants
www.empireval.com
This session will provide an introduction to the tax advantages of an employee stock ownership plan (ESOP), the structure of an ESOP stock purchase transaction, and a step-by-step for the process of completing an ESOP transaction. The experienced panel of ESOP advisors will spend some time covering the primary considerations an owner should focus on when considering to utilize an ESOP for ownership transition.
June 11, 2024
Artificial Intelligence: Legislation Concerning the “Responsible Use” of AI
Attorney Michael McAndrew
Bulkley, Richardson and Gelinas, LLP
mmcandrew@Bulkley.com
Michael McAndrew is a commercial litigator who seeks to understand the implications and risks of businesses adopting AI. He will examine Legislation in Massachusetts and Connecticut concerning its use.
June 18, 2024
An Ethical Framework for CPA’s
Josephine Sarnelli, CPA
Sarnelli@SarnelliCPA.com
In many cases, a person facing an ethical dilemma may not use a reasoning process but rather do what they simply feel is best at the time. Others may use principles they learned from their family, peers, religious teachings or own experiences. This program will address adherence to an ethical framework for professional conduct. (4 Hours fulfills Ethics Requirement)