Professional Advisor Workshops
About Our Advisor Workshops
Join us at 6 Kimball Lane in Lynnfield for this unique opportunity for Attorneys, CFPs, CPAs & Financial Advisors. Credit is available for CPAs and also for CFPs, pending approval. Coffee and tea are provided. If you’re unable to attend & would like the materials, please contact us & we’ll be happy to accommodate your request.
How to Sign Up
- Sign up by clicking the “Register Now” link under the workshop you wish to attend
- Call the office at (781) 246-8200, or
- Email us at [email protected]
Sessions held in our office are limited to 20 participants, so reserve your seat early! If you’re unable to attend in person, but would like to join by conference call, please contact our office so we can make arrangements.
Upcoming Workshops
Please check back soon for new workshop dates.
Miss One of Our Workshops? We’ve Got You Covered!
If you miss any of our in-house workshops, visit our webinar page to check out available content and watch past recordings!
If you would like to request the materials from any of our past presentations, email [email protected] and we will be happy to accommodate your request.
We look forward to seeing you!
Events from 2020
Thursday, April 23 at 8:00 am – The SECURE Act and New Planning for Qualified Retirement Assets
On December 20, 2019, President Trump signed into law the SECURE Act: the first major law change regarding qualified retirement plan assets in almost two decades. The SECURE Act has profoundly affected planning for required minimum distributions following the death of an IRA owner. The law now requires that the full IRA be distributed within 10 years, which dramatically accelerates income tax liability and potentially exposes the IRA assets to divorces, bankruptcies, and lawsuits. Although there are some exceptions to the 10-year rule, income tax, special needs trust, and asset protection planning now need to be coordinated on a case-by-case basis. Come learn what the new law is and potential strategies to minimize the adverse income tax consequences and continue asset protection.
Thursday, October 22 at 8:00 am – The SECURE Act Revisited and New Planning for Qualified Retirement Assets
On December 20, 2019, President Trump signed into law the SECURE Act: the first major law change regarding qualified retirement plan assets in almost two decades. The SECURE Act has profoundly affected planning for required minimum distributions following the death of an IRA owner. The law now requires that the full IRA be distributed within 10 years, which dramatically accelerates income tax liability and potentially exposes the IRA assets to divorces, bankruptcies, and lawsuits. Although there are some exceptions to the 10-year rule, income tax, special needs trust, and asset protection planning now need to be coordinated on a case-by-case basis. Come learn how the SECURE Act has now been interpreted and learn potential strategies to minimize the adverse income tax consequences and continue asset protection now that the dust has settled.
Events from 2017
October 2017 ∙ Digital Assets: A New Estate Planning Frontier (Webinar)
Click here for the recorded presentation
September 2017 ∙ Crisis Planning for Medicaid & Estate Taxes (Webinar)
Click here for the recorded presentation
August 2017 ∙ Your Estate Planning Audit (Webinar)
Click here for the recorded presentation
July 2017 ∙ Preserving a Business for the Next Generation (Webinar)
Click here for the recorded presentation
July 2017 ∙ Estate Tax Planning: State v. Federal (Seminar)
Click here to see the video highlights
June 2017 ∙ Using IRA Trusts for Creditor Protection (Webinar)
Click here for the recorded presentation
June 2017 ∙ Estate Planning Essentials: Marital Trusts, QTIPs & Credit Shelter Trusts (Seminar)
Click here to see the video highlights
April 2017 ∙ The Death of Funding: Align, Verify & Track Assets (Webinar)
Click here for the recorded presentation
March 2017 ∙ Protecting Inheritances from Divorce, Creditor Issues & Substance Abuse (Webinar)
Click here for the recorded presentation
