Learn More At Our Seminars And Lectures
MassNAELA Elder Law Institute XXVIII – 2022
What You Need to Know about Real Estate and Medicaid Date: FRIDAY, May 6, 2022 Time: 8:30 AM – 4:30 PM Location: MCLE, New England, 10 Winter Place, Boston, MA 02108 Speaker Todd E. Lutsky, Esq., LL.M., Cushing & Dolan, P.C., Waltham AGENDA: Attorney Todd Lutsky will be a featured speaker at this annual program that is a “must” for anyone practicing Elder Law. Todd will be speaking from 11:30 AM – 12:30 PM about irrevocable trusts – important provisions and tax implications. This all day program will feature a number of other speakers covering topics such as life estates, reverse mortgages, Nominee Trusts, vacation homes, and investment properties.
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Boston Tax Institute
What’s New in Medicaid Planning – 2022 From Irrevocable Trusts to Caretaker Children, from Testamentary Trusts and Annuities to IRA’s and Who Should Be the Beneficiary Zoom Live Video Conference Date: TUESDAY, May 24, 2022 Time: 9:00 AM – 12:30 PM Speaker Todd E. Lutsky, Esq., LL.M., Cushing & Dolan, P.C., Waltham CPE Credits: 4 |
RECENT DEVELOPMENTS OR, AS BRITTANY SPEARS WOULD SING, OOPS I DID IT AGAIN!
Avidia Bank CPA Appreciation Day To Register Contact Stephen McAndrew: [email protected] Date: THURSDAY, June 2, 2022 Time: 8:00 AM – 1:00 PM Location: Worcester Country Club – 2 Rice Street, Worcester, MA 01606 Speaker Leo J. Cushing, Esq., LL.M, Cushing & Dolan, P.C., Waltham DESCRIPTION: Despite the Biden Administration’s inability to pass Build Back Better with all of its tax increases, the government is at it again. This program will review the most recent income, estate, and gift tax proposals, including:
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Massachusetts Association of Accountants
Trust Potpourri (A Trust Buffet for Everyone’s Appetite) To register, please contact Maria G. Burns at 781-246-7788 Zoom Live Video Conference Date: TUESDAY, June 7, 2022 Time: 8:30 AM – 12:00 PM Speakers Leo J. Cushing, Esq., CPA, LL.M, Cushing & Dolan, P.C., Waltham Todd E. Lutsky, Esq., LL.M., Cushing & Dolan, P.C., Waltham CPE Credit Hours: 4 DESCRIPTION: In this program, we will cover the following:
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Boston Tax Institute
Estate Planning Essentials: Federal & MA Issues (706, 709, & M-706 Workshop) Zoom Live Video Conference Date: THURSDAY, June 9, 2022 Time: 1:00 PM – 4:30 PM Speaker Todd E. Lutsky, Esq., LL.M., Cushing & Dolan, P.C., Waltham CPE Credits: 4 DESCRIPTION: This workshop will cover in detail the proper preparation of estate tax returns and gift tax returns.
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Massachusetts Association of Accountants
Gift Tax Return Preparation Workshop To register, please contact Maria G. Burns at 781-246-7788 Zoom Live Video Conference Date: MONDAY, June 13, 2022 Time: 12:30 PM – 4:00 PM Speakers Leo J. Cushing, Esq., CPA, LL.M, Cushing & Dolan, P.C., Waltham Todd E. Lutsky, Esq., LL.M., Cushing & Dolan, P.C., Waltham CPE Credit Hours: 4 DESCRIPTION: In this program, we will cover the following:
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Boston Bar Association
Trusts and Estates Year-End Review To Register please contact Jenna Kim [email protected] Date: TUESDAY, June 14, 2022 Time: 10:00 AM – 12:00 PM Speakers Patricia Weisgerber, Esq., LL.M., Cushing & Dolan, P.C., Waltham DESCRIPTION: In this program, the panel will discuss recent federal and state case law, legislation, and tax law matters
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Boston Tax Institute
1031 Like-Kind Exchanges To Register please contact Lucien Gauthier at 617-459-0987 Zoom Live Video Conference Date: Friday, June 24, 2022 Time: 1:00 PM – 4:30 PM Speaker Leo J. Cushing, Esq., CPA, LL.M., Cushing & Dolan, P.C., Waltham Jenna R. Wolinetz, Esq., Cushing & Dolan, P.C., Waltham CPE Credits: 4 DESCRIPTION: 1031 LIKE-KIND EXCHANGES a 4-hour live video conference (4 CPE credits) led by Leo J. Cushing, Esq., LL.M., CPA who has been a practicing tax attorney for over 40 years and Jenna R. Wolinetz who has been a practicing attorney for over 10 years. Topics include the following:
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