Seminars & Events

 
 

Seminars & Events

Upcoming Events

May 2019
  • Tuesday, May 28, 2019 | 10:00 a.m.-12:00 p.m. | Brunch Seminar | Walpole, MA
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his complimentary seminar on estate planning and elder law to be held at Conrad's Restaurant in Walpole, MA. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Conrad's Restaurant, 907 Main Street, Walpole, MA 02081

    Register: Seating is limited. Call 800-815-3769 to reserve your place.
May 2019
  • Tuesday, May 28, 2019 | 1:00 a.m.-3:00 p.m. | Luncheon Seminar | Walpole, MA
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for a luncheon, while attending his complimentary seminar on estate planning and elder law to be held at Conrad's Restaurant in Walpole, MA. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Conrad's Restaurant, 907 Main Street, Walpole, MA 02081

    Register: Seating is limited. Call 800-815-3769 to reserve your place.
May 2019
  • Thursday, May 30, 2019 | 8:00 a.m. - 11:30 a.m. | Marlborough, MA
    Special Needs and Elder Law Update for CPAs and CFP Professionals :: Frederick M. Misilo, Jr., Theresa M. Varnet and Michael T. Lahti
    More and more families require financial planning for loved ones who are aging or have special needs or disabilities. Make sure you have the practical knowledge to advise your clients, and earn 3.0 CE credits at the same time.

    An Important Update on Disability, Special Needs, and Elder Asset Planning. Topics include:

    • The 2017 Tax Cuts & Jobs Act: The Good and the Bad
    • The ABLE Act vs. the 3rd party special needs trust and the 1st party special needs trust
    • Asset Protection Planning coupled with Special Needs, VA Aid + Attendance and MA Estate Taxes
    • Review of Massachusetts Long Term Care Benefits and Asset Protection Strategies: How to counsel a post-retirement senior client
    • Important Planning Strategies for grandparents and parents of individuals with special needs, including the importance of beneficiary designations
    Earn 3 CE credits. $50 course fee includes hot breakfast buffet.

    Click here to view the seminar mailer

    Location: Courtyard Marriott, 75 Felton Street, Marlborough, MA

    Registration: Seating is limited, click here to reserve your place.
June 2019
  • Saturday, June 1, 2019 | 9:00 a.m. - 4:00 p.m. | Glastonbury, CT
    Conference | Prader-Willi Syndrome: A Bright Future :: Frederick M. Misilo, Jr.
    Parents and guardians of individuals with special needs and Prader-Willi syndrome face similar challenges such as what are the levels of guardianship; what to do when you can no longer care for your child or loved one; and how to financially set up your loved one for success. Attorney Fred Misilo will discuss this topic at the upcoming PWS conference on June 1st in Glastonbury, Connecticut. Sometimes these are the hardest and most important questions to ask and answer. From special needs trusts to DDS, it is never too early to start planning. Fred will also be available after sessions end to discuss individual family situations and appropriate next steps.

    Location: Hilton Garden Inn Hartford South/Glastonbury, 85 Glastonbury Boulevard, Glastonbury, CT 06033

    Registration: Click to register
June 2019
  • Thursday, June 13, 2019 | 8:00 a.m. - 11:30 a.m. | Worcester, MA
    Impact 2019 - Tax Review for CPAs and Financial Advisors :: Dennis F. Gorman and Michael P. Duffy
    Join Tax Attorneys/CPAs Dennis F. Gorman and Michael P. Duffy of Fletcher Tilton PC for a comprehensive review of the biggest tax changes from the past year. Learn about the IRS’s continuing efforts to implement the Tax Cuts and Jobs Act, Mass state tax developments, and emerging trends in choice-of-entity selection.
    Topics will include:

    Federal Updates
    • 2018 Tax Year Overview, Surprises
    • Revised Withholding Guidelines & Penalty Relief
    • Parking Deductions and Fringe Benefits
    • Navigating Itemized Deductions
    • Section 199A Final Regs Summary
    • Real Estate Safe Harbor
    • Charitable Contributions, State and Local Tax Credits Guidelines
    • Voluntary Disclosure Procedures and OVDP Updates
    • Proposed Life Insurance Reporting Regulations
    Massachusetts Updates
    • Sales and Use Tax - Wayfair Response
    • Paid Family and Medical Leave Reform
    • Short-Term Rental Tax
    • Rental Car Tax
    Trending Topics and Planning
    • TCJA Impact on Choice of Entity Analysis
    • Marginal Tax Rate Comparison
    • Review of Recent LLC Employment Tax Developments
    • Non-Tax Considerations
    • Installment Arrangements and Collection Work
    • Trust and Estate Tax Planning Ideas
    Click here to view seminar mailer

    Location: Beechwood Hotel, Worcester, MA

    Registration:  Click here to reserve your place

June 2019
  • Friday, June 21, 2019 | 8:30 - 11:30 a.m. | Hyannis, MA
    Estate Planning for Massachusetts-Florida Snowbirds :: Frederick M. Misilo, Jr.
    While Florida offers retirees warm weather and beautiful beaches, it also presents the opportunity to significantly reduce one’s overall tax burden. Please join us for a complimentary breakfast and a presentation on estate planning where we will discuss:
    • Florida Trusts & Estates Law
    • Requirements for Establishing Domicile
    • Homestead Law Comparison
    • State Income & Estate Tax System Comparison
    • Medicaid Planning
    • Durable Power of Attorney Comparison
    Click here to view seminar flyer.

    Location: Doubletree by Hilton Cape Cod-Hyannis, 287 Iyannough Road, Hyannis, MA

    Registration: Seating is limited. Please click here to register.

June 2019
  • Thursday, June 27, 2019 | 8:00 a.m. - 11:30 a.m. | Framingham, MA
    Impact 2019 - Tax Review for CPAs and Financial Advisors :: Dennis F. Gorman and Michael P. Duffy
    Join Tax Attorneys/CPAs Dennis F. Gorman and Michael P. Duffy of Fletcher Tilton PC for a comprehensive review of the biggest tax changes from the past year. Learn about the IRS’s continuing efforts to implement the Tax Cuts and Jobs Act, Mass state tax developments, and emerging trends in choice-of-entity selection.
    Topics will include:

    Federal Updates
    • 2018 Tax Year Overview, Surprises
    • Revised Withholding Guidelines & Penalty Relief
    • Parking Deductions and Fringe Benefits
    • Navigating Itemized Deductions
    • Section 199A Final Regs Summary
    • Real Estate Safe Harbor
    • Charitable Contributions, State and Local Tax Credits Guidelines
    • Voluntary Disclosure Procedures and OVDP Updates
    • Proposed Life Insurance Reporting Regulations
    Massachusetts Updates
    • Sales and Use Tax - Wayfair Response
    • Paid Family and Medical Leave Reform
    • Short-Term Rental Tax
    • Rental Car Tax
    Trending Topics and Planning
    • TCJA Impact on Choice of Entity Analysis
    • Marginal Tax Rate Comparison
    • Review of Recent LLC Employment Tax Developments
    • Non-Tax Considerations
    • Installment Arrangements and Collection Work
    • Trust and Estate Tax Planning Ideas
    Click here to view seminar mailer

    Location: Sheraton Hotel and Conference Center, Framingham, MA

    Registration: Click here to reserve your place
July 2019
  • Tuesday, July 23, 2019 | 10:00 a.m.-12:00 p.m. | Brunch Seminar | Lincoln, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his complimentary seminar on estate planning and elder law to be held at Conrad's Restaurant in Walpole, MA. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Kirkbrae Country Club, 197 Old River Rd, Lincoln, RI 02865

    Register: Registration will be opening soon
July 2019
  • Tuesday, July 23, 2019 | 1:00 - 3:00 p.m. | Lunch Seminar | Lincoln, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his complimentary seminar on estate planning and elder law to be held at Conrad's Restaurant in Walpole, MA. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Kirkbrae Country Club, 197 Old River Rd, Lincoln, RI 02865

    Register: Registration will be opening soon
August 2019
  • Tuesday, August 13, 2019 | 10:00 a.m.-12:00 p.m. | Brunch Seminar | Attleboro, MA
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his complimentary seminar on estate planning and elder law to be held at Conrad's Restaurant in Walpole, MA. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Colonal Blackinton Inn, 203 North Main Street, Attleboro, MA 02703

    Register: Registration will be opening soon
August 2019
  • Tuesday, August 13, 2019 | 1:00 - 3:00 p.m. | Lunch Seminar | Attleboro, MA
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his complimentary seminar on estate planning and elder law to be held at Conrad's Restaurant in Walpole, MA. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Colonal Blackinton Inn, 203 North Main Street, Attleboro, MA 02703

    Register: Registration will be opening soon
September 2019
  • Tuesday, September 3, 2019 | 10:00 a.m.-12:00 p.m. | Brunch Seminar | Bristol, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his complimentary seminar on estate planning and elder law to be held at Conrad's Restaurant in Walpole, MA. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: The Lobster Pot, 119 Hope Street, Bristol, RI 02809

    Register: Registration will be opening soon
September 2019
  • Tuesday, September 3, 2019 | 1:00 - 3:00 p.m. | Lunch Seminar | Bristol, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his complimentary seminar on estate planning and elder law to be held at Conrad's Restaurant in Walpole, MA. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: The Lobster Pot, 119 Hope Street, Bristol, RI 02809

    Register: Registration will be opening soon
September 2019
  • Thursday, September 26, 2019 | 10:00 a.m.-12:00 p.m. | Brunch Seminar | Warwick, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his complimentary seminar on estate planning and elder law to be held at Conrad's Restaurant in Walpole, MA. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Crowne Plaza, 801 Greenwich Ave., Warwick, Rhode Island 02886

    Register: Registration will be opening soon
September 2019
  • Thursday, September 26, 2019 | 1:00 - 3:00 p.m. | Lunch Seminar | Warwick, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his complimentary seminar on estate planning and elder law to be held at Conrad's Restaurant in Walpole, MA. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Crowne Plaza, 801 Greenwich Ave., Warwick, Rhode Island 02886

    Register: Registration will be opening soon
November 2019
  • Saturday, November 2, 2019 | 8:00 a.m.-1:30 p.m. | Marlborough, MA
    How to Administer a Special Needs Trust :: Frederick M. Misilo, Jr. and Theresa M. Varnet
    A seminar for parents, trustees and successor trustees of special needs trusts and OBRA '93 trusts. More detailed information to come.

    $50 fee includes hot breakfast buffet and snack.

    Click here to view our Save the Date card

    Location: Courtyard Marriott, 75 Felton Street, Marlborough, MA 01752

    Registration: Click here to reserve your place, seating is limited.



 
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