2012 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 Economy |
Rick Solano, CPA, MST, |
.8 |
Wenham:
FCE Conf. Ctr. |
Jan. 30
2012 |
$495 |
9-5 |
$ |
| |
|
|
|
|
|
|
|
|
| ** |
Medicaid
Planning Update |
Todd Lutsky, Esq., LLM |
.4 |
Plymouth:
John Carver Inn |
Feb.23 |
$225 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| ** |
Medicaid
Planning Update |
Todd Lutsky, Esq., LLM |
.4 |
Andover:
Marriott
Courtyard |
Mar. 27 |
$225 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Certificate in Trust &
Estate PlanningTM |
|
--- |
All - 4 - $895 |
|
|
|
|
| 1. |
Trust Basics:
(The Key to Understanding) Definitions/Types of Trusts/Case Study, etc. |
Joel Bernstein, Esq., LLM |
.4 |
TBA |
TBA |
$225 |
9-1 |
$ |
| 2. |
Fed & Mass Issues
(706 & M706):
With Practical Example & Estate Planning Essentials |
Todd Lutsky, Esq. |
.4 |
Waltham:: C&D Conference Ctr. |
TBA |
$225 |
9-1 |
$ |
| 3 |
Estate
Planning - Intermediate/Advanced
|
Leo Cushing, Esq., CPA |
.8 |
Waltham: C&D Conference Ctr. |
TBA |
$245 |
9-5 |
$ |
| 4. |
Income Taxation of Trusts & Estates
Administration, Examples, Filled-in 1041 Forms |
Nancy Kelleigh Esq. |
.4 |
TBA |
TBA |
$245 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Employee Benefits - 2011 How To Protect Your Company
This workshop is crucial to your organization's success! |
Joseph O. Scardino, Esq. |
.4 |
Peabody:
Holiday Inn |
TBA |
$295 |
1-5 |
$ |
| |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| |
Tax & Financial Planning |
|
|
|
|
|
|
|
| |
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 |
TBA: |
TBA |
$225 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| |
Ethics:
Mandatory Compliance |
Rick Solano, CPA, MST |
.4 |
TBA |
TBA |
$225 |
9-1 |
$ |
| |
|
|
|
|
|
|
|
|
| |
Real Estate Appraisal Techniques:
Including Real Estate Tax Abatements
|
Rocco Beatrice, CPA, MBA |
.4 |
TBA |
TBA |
$225 |
1-5 |
$ |
| |
|
|
|
|
|
|
|
|
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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