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

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    Testimonials

    Weatherby & Associates recommended we have a living trust. This appears to be a wonderful solution to the disposition of our assets, first to the surviving spouse and ultimately to our heirs. Read More
    – John and Louise Kaestle

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