Retirement Plans Mini-Course (3.5 hrs)
This course integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.
Courses
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Family Estate Planning (2 hrs)
This 2 hr CPE course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator.
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Installment Sales (2 hrs)
A discussion of the particulars of installment sales, including requirements, calculation, and pitfalls.
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Retirement Income: Maximizing Tax Saving Strategies (2.5 hrs)
Retirement income needs are analyzed; Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored.
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Estate Planning with Business Issues (2 hrs)
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Ethics for Massachusetts (4 hrs)
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Balance Sheet: Reporting Assets (5 hrs)
This course discusses generally accepted accounting principles (GAAP) for reporting assets on the balance sheet.
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Specialized GAAP – Real Estate Accounting (3.5 hrs)
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Accounting for Pensions and Postretirement Benefits (7 hrs)
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Basic Marital Tax Matters (2 hrs)
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