Boston Tax Institute

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MILTON, MA 02186-3739
(617) 698 – 1833
FAX (617) 696 – 7577 FAX



Dear Practitioner:

The purpose of this letter is to announce our 2017 Spring Program!  All of our seminars are designed to qualify for CPE credit under rules promulgated by the New England and NJ State Boards of Public Accountancy, and the Return Preparer Office in Washington, D.C. (federal tax seminars only).  All of our 1-day seminars run from 9 a.m. – 5 p.m. (8:30 a.m. for registration, coffee, and pastry), are priced at $225 each, and are designed to help you obtain and retain your best closely-held business and individual clients.  As a special inducement to register with us this spring, you can obtain 24 or 40 hours of CPE credit by registering for any three 1-day seminars for only $525 or for any five 1-day seminars for only $825, respectively.  Please note that any grouping of 3 or 5 registrants qualifies for the reduced fees, that Estate & Distribution Planning for Retirement Benefits on June 2nd is specially priced at $240, that our ½ day seminars are priced at $165 each, and that two ½ day seminars on the same day are priced at $250 (not $330).  Also, please note that the 2017 FASB/SSARS/SAS Update and Compilation & Review qualify for the 80 hour requirement for Yellow Book.  If you register for the 2017 FASB/SSARS/SAS Update or Compilation & Review, please add $36 to your registration fee to cover the extra cost of the extensive manual.

We have added several new seminars to our curriculum this spring: a 1-day seminar entitled Multistate Taxation led by Inez M. Mello, MBA; a 1-day seminar entitled Current Estate Planning Techniques in Waltham led by John Discenza, Esq; a ½ day seminar entitled Accounting and Tax Aspects of Condo Associations led by Thomas P. Foley II, CPA, MBA; a ½ day seminar entitled Section 338 (h)(10) & S Corps led by Damien G. Falato, CPA, MST, CGMA; a ½ day seminar entitled Offers in Compromise led by David Klemm, Esq., CPA; a ½ day seminar entitled  Current Estate Planning Techniques for the Medium and Large Estate in W. Springfield led by John Discenza, Esq.; a ½ day seminar entitled Creative Retirement Plans for Small Businesses led by Larry Starr, CLU, EA, MBA; a ½ day seminar entitled Tax Aspects of Acquiring, Operating, and Disposing of a Real Estate Investment led by Philip A. Mann, CPA; and a ½ day seminar entitled Federal & MA Employment Rules for Small Businesses led by Julie Carroll, HR Director at Total HR Solutions.

This Spring, we are offering a 1/2 day seminar entitled Accounting Ethics (9:00am-12:30pm) which is intended to qualify for 4 credit hours of instruction on Ethics.  Also, we are offering a 1/2 day seminar on Preparer Penalties/Circular 230/Form 8275 (9:00am-12:30pm) which is intended to qualify for 4 credit hours of instruction on Ethics (including Enrolled Agents and Registered Tax Return Preparers) and includes a discussion of the final regulations on preparer penalties, final regulations on Circular 230, and Form 8275.  This seminar is a must for anybody preparing and signing federal income tax returns!

We are delighted that the 2017 FASB/SSARS/SAS Update will be led by Steven Fustolo, CPA on 6/6 in Wakefield, 6/7 in Waltham, and 9/21 in Portland, and by Prof. John A. Armstrong, CPA on 6/1 in W. Springfield, 6/15 in Randolph, and 6/22 in Marlboro and that John A. Armstrong will be presenting Compilation & Review on 6/27 in Randolph.

Seminars will be presented at the following locations:

1. Hyatt house, Waltham, MA, 54 Fourth Avenue – Exit 27A off of Route 128
2. Comfort Inn, Randolph, MA, 1374 North Main Street – Exit 5A off of Route 128
3. Lakeside Inn, Wakefield, MA, 595 North Avenue – Exit 39 off of Route 128
4.  Holiday Inn, Marlboro, MA – 265 Lakeside Avenue – Exit 24A (Route 20) off of Route I-495
5.  Clarion Hotel & Conference Center, W. Springfield, MA, 1080 Riverdale Street at I-91 – Exit 4 off of the MA Pike
6.  Fireside Inn, Portland, ME – 81 Riverside Street – Exit 48 off of Route 95

Page 2 lists our dates and locations, pages 3 – 6 list our seminar descriptions, page 7 contains a List of Faculty, and page 8 has a Registration Form.  All of our seminars have been updated to reflect recent tax legislation, and all of them come with a money-back guarantee in the unlikely event that you are dissatisfied with the presentation.  We expect our 2017 Spring Program to be very heavily attended, so please register early and avoid being closed out!



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