Private Foundations - Rules of Behavior

03/20/2018 - 12:00 PM to 1:30 PM
This program will be the 5th in the 7 part Tax-Exempt Fundamentals Series and focuses on the special rules applicable to private foundations, a subset of tax-exempt organizations....
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Estate and Income Tax Planning for “Small” Estates (Now Under $11 Million!)

03/22/2018 - 12:30 PM to 1:30 PM
This program will discuss estate tax and basis step-up planning choices for Massachusetts residents who expect to be subject to state but not federal estate tax—those with assets between about $1 million and $11.2 million per person....
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Introduction to How to Modify an Irrevocable Trust

04/04/2018 - 12:30 PM to 1:30 PM
This program will provide an introduction to various methods for modifying an irrevocable trust....
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