Continuing Education Webinars

CPA Webinar:

April 25th - Grantor Retained Annuity Trusts

May 7th – Independent Contractor vs. Employee

June 6th – Income-Shifting Trusts

July 11th – Business Succession and Buy-Sell Agreements

August 1st –Mid Year Tax Planning Update

September  12th – Income Tax Deductions on CLTs and CRTs

October 3rd – Wills vs Trusts: Basics for CPAs

November 7th – Year-End Planning

December 19th – Topic TBA

 

Financial Planning Webinar:

May 2nd – The Affordable Care Act's "Play or Pay" Tax: Determining Coverage Alternatives

May 30th – Life Expectancy and Health Care Planning

June 27th – 2013 Investment Strategies: Liability-Relative Optimizatoin

July 18th – Women and Money: Changing the Conversation

August 29th – Wills vs Trusts: The Basics

September 26th – Rebirth of the CRT

October 24th – Beneficiary Defective Inheritor's Trusts (BDITs)

November 26th – Affordable Care Act for Small Business Owners

December 31st – Topic TBA

 

Each webinar is from 8:15 AM until 10:00 AM and is held in our office located at:

34 Jerome Avenue
Suite 310
Bloomfield, CT 06002

logo-weatherby-350

For More Information


    EmailPhone


    Testimonials

    The firm and associates are always willing to help answer questions and provide information that covers my needs. Read More
    – C.A.L.

    Upcoming Events

    [events_calendar]