Events & Seminars

February 23, 2017 – Estate & Medicaid Planning Seminar

Date: Thursday, February 23, 2017
Time:  7:20AM – 9:00AM
Location: Chateau Restaurant, 551 John Mahar Highway (Horizon Plaza), Braintree MA

Registration: Pre-register Here

$30.00 for full buffet breakfast & 2 CPE credits for CPA’s

FREE for first-time attendees

Summary:

AT 7:20:  Your tax questions – Alan Gladstone

Stock Market Update

Mark Everett, Managing Director, Diversified Financial Management
Josh Gregory CRPS, Wealth Mgmt Advisor Individual Services TIAA-CREF

NETWORKING:  Per diem announcements, looking for work, office, etc. 

Information contact 

Millie(781) 784-7967  millie@milliecpa.com

or Irene (781) 883-3174 /  irene@milliecpa.com

 

July 31, 2013 Seminar: Medicaid Applications, Planning, and Asset Protection Plans

Date: Wednesday, July 31, 2013
Time: 11:45 a.m.
Location: Woodland Golf Club’s Doyle Room
1867 Washington Street
Newton, MA  02465
RSVP to this seminar by calling Kenneth J. Raffol at 781-449-3343 or by emailing Anne at tabs@hhcocpas.com

Speakers: Margaret L. Cross-Beliveau Esq., LL.M. Admitted to the Massachusetts and Louisiana Bars

This seminar brought to you by Heald Hoffmeister and Company, Inc.

Retirees & Veterans Workshop

Please join David M. Beliveau, Esq., CPA and Bernie Ross, Financial Adviser, at a seminar on estate, financial, and tax planning for retirees and veterans.

DATE: June 18, 2013
TIME: 6:00 p.m. – 7:30 p.m.
LOCATION: Days Inn, 159 Pelham Street, Methuen, MA
 
DATE: June 19, 2013
TIME: 12:30 p.m. – 2:30 p.m.
LOCATION: Wyndham, 123 Old River Road, Andover, MA
 
DATE: June 20, 2013
TIME: 11:30 a.m. – 1:30 p.m. (Lunch provided for $5 per person)
LOCATION: Oriental Garden, 400 Lowell Avenue, Haverhill, MA
 
DATE: June 25, 2013
TIME: 11:00 a.m. – 1:00 p.m. (Free lunch provided)
LOCATION: The Chateau, 195 School Street, Waltham, MA
 
DATE: June 27, 2013
TIME: 11:00 a.m. – 1:00 p.m. (Free lunch provided)
LOCATION: China Pearl, 288 Mishawum Road, Woburn, MA
 

 WHAT YOU WILL LEARN:

  • A little known benefit for up to $24,000 per year for war-time veterans, their spouses, or widows.
  • Do you need to update your current wills and trusts?
  • How can you avoid the costly delays of probate?
  • How can you prevent your children and grandchildren from irresponsible depleting assets you give to them?
  • How can you protect your life savings from a nursing home?
  • How can you protect your savings if your spouse is currently in a nursing home?
  • How giving away your savings may have potentially negative consequences.
  • Are you paying unnecessary taxes on income and investments?
  • How should you manage the taxes you pay on your Social Security benefits?
  • Is there a chance you may outlive your money?
  • Strategies to protect you from outliving your money.
  • Compare Roth IRAs and Traditional IRAs: which one is right for you?
  • The best strategies to take advantage of today’s low interest rates.

REGISTRATION: Call (888) 649-2873 to reserve a seat for this seminar.  Seating is limited.

October 18, 2012: Estate Planning & Medicaid Planning Seminar

Please join Attorney David M. Beliveau, featured speaker, on October 18, 2012, for a free estate planning and Medicaid planning seminar on important changes to Massachusetts probate law, Medicaid, and the estate tax system.  Attendees will receive 4 CPE credits.

THE SETATE PLANNING, MEDICAID 7 TAX LAW LANDSCAPE CONTINUES TO CHANGE

PRESENTER: David M. Beliveau, Esq.

DATE: October 18, 2012

LOCATION: Hilton Garden Inn, Waltham MA

SCHEDULE: 9:00 a.m. – 12:30 p.m.

DESCRIPTION: This seminar will address, among other topics, updates to the Massachusetts Homestead Act, Massachusetts Uniform Probate Code, Massachusetts Uniform Trust Code, Medicaid planning, and estate tax planning.

June 25, 2012: Tax Round Table

Please join Attorney David M. Beliveau, Discussion Leader, on June 25, 2012 for a tax round table discussion on important changes to Massachusetts Probate Law.

TAX ROUND TABLE DISCUSSION

PRESENTER: David M. Beliveau, Esq.

DATE: June 25, 2012

LOCATION: The Chateau Restaurant, 195 School Street, Waltham, MA 02451

SCHEDULE: Cocktails at 5:30 p.m.

Meeting begins at 6:00 p.m.

DESCRIPTION: Updates to the Massachusetts Probate Code.

June 18, 2012: Multistate Estate Tax Planning

Attorney David M. Beliveau will be presenting to the Route 128 Practitioners Forum

PRESENTER: David M. Beliveau, Esq.

DATE: June 18, 2012

LOCATION: Sheraton-Needham Hotel, 100 Cabot Street, Needham, MA

SCHEDULE: 8:30 a.m. – 10:30 a.m.

DESCRIPTION: Multistate Estate Tax Planning

August 15, 2011: Estate Planning Presentation

Attorney David M. Beliveau will be presenting to Route 128 Practitioners Form

ESTATE PLANNING SEMINAR

PRESENTER: David M. Beliveau, Esq.

DATE: August 15, 2011

LOCATION: Sheraton-Needham Hotel, Needham, MA

SCHEDULE: 8:30 a.m. – 10:30 a.m.

DESCRIPTION: Estate Planning

 

June 30, 2011: Medicaid Seminar

Attorney David M. Beliveau will be presenting to the MA CPA South Shore Breakfast Forum.

MEDICAID SEMINAR

PRESENTER: David M. Beliveau, Esq.

DATE: June 30, 2011

LOCATION: Chateau Restaurant, 551 John Mahar Highway (Horizon Plaza), Braintree, MA

SCHEDULE: 7:00 a.m. – 9:00 a.m.

DESCRIPTION: An overview of the MassHealth eligibility regulations regarding long-term care.

COST:  $25 for full buffet breakfast

EDUCATION CREDIT: 2 CPE credits for CPAs.

If you would like to attend, please contact Millie (781) 784-7967 / millie@milliecpa.com or Irene (781) 883-3174 / irene@milliecpa.com

May 26, 2011: Estate, Medicaid, and Tax Law Changes Seminar

Please join Attorney David M. Beliveau, Discussion Leader, on May 26, 2011 at the Massachusetts Association of Public Accountants (MAPA) seminar entitled Estate, Medicaid, and Tax Law Changes.

TITLE: Estate, Medicaid, and Tax Law Changes

DATE: May 26, 2011

LOCATION: The Lantana, Randolph, MA

SCHEDULE: 9:00 a.m. – 12:30 p.m.
DESCRIPTION: The estate planning, Medicaid, and tax law landscape continues to change. The Federal estate tax is back. The exemption amount currently is Five Million Dollars per person. In the case of a married couple, there is portability of exemption amounts. However, the new law is scheduled to sunset in two years. Subsequently, the exemption amount is scheduled to drop to One Million Dollars per person. The Massachusetts estate tax is still alive and well. So, married couples in Massachusetts with estates greater than One Million Dollars should still engage in estate tax planning to reduce or eliminate the Massachusetts estate tax. The noose continues to tighten with respect to Medicaid planning. It is increasingly becoming more difficult to protect assets from the nursing home. Recent Massachusetts court decisions have addressed problematic provisions in Medicaid irrevocable income only trusts. If you would like to learn more about such estate planning, Medicaid, and tax law changes, please attend our upcoming seminar. Thank you.

CPE CREDIT HOURS: 4
REGISTRATION: Please click: Seminar sign-up link for registration form.  Click here: MAPA CPE List for a full listing of MAPA’s Continuing Professional Education Registrations

March 10, 2010: Estate, Medicaid & Tax Law Changes

WARNING
Estate, Medicaid & Tax Law Changes
How are you affected?
Please join us to learn how

Date: Wednesday, March 10, 2010 (Changed date from February to March due to pending weather)
Times: 12-1 p.m. and 6-7 p.m.
Location: Andover Marriott Courtyard, Meeting Room A
10 Campanelli Drive
Andover, MA 01810
RSVP to this free seminar

Speakers: David M. Beliveau, Esq., CPA. Admitted to the Florida, Massachusetts, and New Hampshire Bars

Paul J. Mansur, Esq., CPA. Admitted to the Illinois, Massachusetts, and New Hampshire Bars

February 23, 2010: Estate, Medicaid & Tax Law Changes

WARNING
Estate, Medicaid & Tax Law Changes
How are you affected?
Please join us to learn how

Date: Tuesday, February 23, 2010
Times: 12-1 p.m. and 6-7 p.m.
Location: Martin Conference Center
4100 Corporate Square
Naples, FL 34104
RSVP to this free seminar

Speakers: David M. Beliveau, Esq., CPA. Admitted to the Florida, Massachusetts, and New Hampshire Bars

Paul J. Mansur, Esq., CPA. Admitted to the Illinois, Massachusetts, and New Hampshire Bars

February 16, 2010: Estate, Medicaid & Tax Law Changes

WARNING
Estate, Medicaid & Tax Law Changes
How are you affected?
Please join us to learn how

Date: Tuesday, February 16, 2010
Times: 12-1 p.m. and 6-7 p.m.
Location: Best Western, Wayland Room
380 Winter Street
Waltham, MA 02451
RSVP to this free seminar

Speakers: David M. Beliveau, Esq., CPA. Admitted to the Florida, Massachusetts, and New Hampshire Bars

Paul J. Mansur, Esq., CPA. Admitted to the Illinois, Massachusetts, and New Hampshire Bars

February 3, 2010: Estate, Medicaid & Tax Law Changes

WARNING
Estate, Medicaid & Tax Law Changes
How are you affected?
Please join us to learn how

Date: Wednesday, February 3, 2010
Times: 12-1 p.m. and 6-7 p.m.
Location: Holiday Inn, Imperial Room
1 Keewaydin Drive
Salem, NH 03079
RSVP to this free seminar

Speakers: David M. Beliveau, Esq., CPA. Admitted to the Florida, Massachusetts, and New Hampshire Bars

Paul J. Mansur, Esq., CPA. Admitted to the Illinois, Massachusetts, and New Hampshire Bars