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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 

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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.

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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

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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

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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.

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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

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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  

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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

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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

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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.

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