Spring 2010 Reservation Form
Mail to P.O. Box 458, Wenham, MA 01984 - Call (978) 468-6528
or FAX (978) 468-2573
No. |
Program |
Speaker |
CEU |
Location |
Date |
Cost |
Time |
Total |
| |
Strategies to Survive the
Downturn in the Economy |
Rick Solano, CPA, MST, |
.4 |
Wenham:
FCE Conf. Ctr. |
July 28 |
$495 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Wealth Accumulation
and
Protection |
Rick Solano, CPA, MST, |
.9 |
Wenham:
FCE Conf. Ctr. |
Aug. 24 |
$895 |
9-6 |
$ |
| |
|
|
|
|
|
|
|
|
| ** |
Medicaid
Planning Update |
Todd Lutsky, Esq., LLM |
.4 |
Waltham:
Hilton Garden Inn |
Aug. 26 |
$225 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Strategies to Survive the
Downturn in the Economy |
Rick Solano, CPA, MST, |
.4 |
Waltham:
Hilton Garden Inn |
Aug 26 |
$495 |
1-5 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Wealth Accumulation
and
Protection |
Rick Solano, CPA, MST, |
.9 |
Lake Tahoe:
Grand Sierra Hotel |
Aug. 28 |
$895 |
9-6 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Certificate in Trust &
Estate PlanningTM |
|
--- |
All - 5 - $895 |
|
|
|
|
| 1. |
Trust Basics:
(The Key to Understanding) Definitions/Types of Trusts/Case Study, etc. |
Joel Bernstein, Esq., LLM |
.4 |
Natick: Crowne Plaza |
TBA |
$225 |
9-1 |
$ |
| 2. |
Fed & Mass Issues
(706 & M706):
With Practical Example & Estate Planning Essentials |
Todd Lutsky, Esq. |
.4 |
Natick: Crowne Plaza |
TBA |
$225 |
9-1 |
$ |
| 3.* |
Estate
Planning - Intermediate
(Also Includes Asset Protection Materials) |
Daniel Doherty, Esq., CPA |
.4 |
Natick: Crowne Plaza |
TBA |
$225 |
9-1 |
$ |
| 4.* |
Estate
Planning - Advanced
(Also Includes Asset Protection Materials) |
Daniel Doherty, Esq., CPA |
.4 |
Natick: Crowne Plaza |
TBA |
$225 |
9-1 |
$ |
| 5. |
Income Taxation of Trusts & Estates
Administration, Examples, Filled-in 1041 Forms |
Nancy Kelleigh Esq. |
.4 |
Natick: Crowne Plaza |
TBA |
$245 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
LLC's & FLP's Workshop:
Beyond The Estate & Gift Tax Issues: A Detailed Analyssis of Formation, Operational, and
Dissolution issues |
Leo Cushing, Esq, CPA
Brian Hammell, Esq. |
.4 |
Natick:
Crowne Plaza |
TBA |
$225 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Living Trust Administration:
Bringing it All Together
|
Joel Bernstein, Esq., LLM |
.4 |
Natick:
Marriott |
TBA |
$225 |
9-1 |
$ |
Total _______
**Also Approved
for Mass. Insurance
(Call for exact number of credit hours.)
(You may print this page and either mail to the above address or Fax directly to us at
978-468-2573.
or call 978-468-6528 to register immediately.
Check ____ MC ___VISA___AMEX___Card No.
___________________________Exp. __/__/__
Signature ______________________________________
If sending a check, please make it payable to:
Foundation for Continuing Education and send to P.O. Box 458, Wenham, MA 01984
|
Name:___________________________________________________________
Company _____________________________________________________________
Address: _________________________________________ Phone:
____________________
City/State/Zip _____________________________________ FAX
______________________
E-mail _____________________ |
MAP to the Conference Center
All
Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State
Boards of Accountancy, State Bar Associations, The Director of Practice in
Washington, D.C., and the Institute of Certified Bankers.
** Qualifies for Massachusetts Insurance Credit |
Any questions, comments or address changes, please send
Fax to 978-468-2573 or E-mail adele@fce.org
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