Boston Tax Institute, LTD.

 
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ESTATE PLANNING FOR RETIREMENT BENEFITS

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour video conference (4 credits) led by Natalie B. Choate, Esq.   When it comes to estate planning for your clients’ retirement assets, are you an experienced pro, a raw newbie, or something in between? Guess what: Thanks to SECURE, we are ALL newbies. We have to start from scratch […]

$195

CHANGING DOMICILE FOR MA INCOME & ESTATE TAX PURPOSES

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour video conference (4 credits) led by Philip Dardeno, CPA, MST. Topics include a discussion of the law of Domicile and the state tax benefits and risks associated with changing domicile; the indicia of domicile; the difference between domicile and residence; the 183 day rule in MA; a […]

$195

ACCOUNTING AND TAX ASPECTS OF CONDOMINIUMS

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour video conference (4 credits) led by Thomas Foley II, CPA, MBA. Topics include a general overview of current financial statement presentation and form including required reporting for major repairs and replacements together with MA General Law section 183A reporting requirements for condominiums organized in MA; and a […]

$195

FIRST LOOK AT PPP FLEXIBILITY ACT OF 2020

Zoom Live Video Conference

Click Here to Purchase This is a 1-hour live video conference (1 credit) led by led by Lucien P. Gauthier, Esq., LL.M., CPA A look at the new legislation passed on Wednesday, June, 3rd by Congress related to changes in the PPP.  

$49

QIP/TCJA TAX BENEFITS OF OWNING REAL ESTATE

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour video conference (4 credits) led by Kyle Young, Director at MS Consultants, LLC.  The CARES Act has created many opportunities for real estate owners, including the Qualified Improvement Property (QIP) technical correction that many of us were waiting for. Topics include the reintroduction of NOL carrybacks with detailed timelines, as well as the temporary […]

$195

MULTI-STATE TAXATION AFTER WAYFAIR

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour video conference (4 credits) led by Inez Mello, MBA. The Changing Face of Nexus: Public Law 86-272 determines when a multi-state business is subject to state income taxes. When the law does not apply, states have taken various actions to fill the void such as: adopt a […]

$195

ESTATE PLANNING ESSENTIALS: FEDERAL & MA ISSUES (706, 709, & M-706 WORKSHOP)

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour video conference (4 credits) led by Todd Lutsky, Esq., LL.M., and William Morgan, Esq., LL.M. The Tax Cuts and Jobs Act of 2018 has introduced a variety of new planning opportunities – it is all about the basis. Massachusetts, however, continues to limit its exemption to $1,000,000. […]

$195

SECURE/CARES ACT NEW RETIREMENT LEGISLATION

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour seminar (4 credits) led by Lawrence Starr, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC, MBA. Come join us for a romp through the most extensive retirement plan legislation since the Pension Protection Act of 2006. TWO SEPARATE PIECES OF LEGISLATIVE SHENANIGANS! To our prior SECURE ACT […]

$195

CREATIVE RETIREMENT PLANS FOR SMALL BUSINESSES

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour seminar (4 credits) led by Lawrence Starr, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC, MBA. an author of the AICPA text ‘The CPA’s Guide to Retirement Plans for Small Businesses’ and frequent national lecturer. This is not your same old basic retirement plans course, this is […]

$195

First Look at PPP Flexibility Act of 2020 and Forgiveness Forms/IFR Revisions

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour live video conference (4 credits) led by led by Lucien P. Gauthier, Esq., LL.M., CPA   Due to the release of New PPP Loan Forgiveness Application Forms, this live video conference has been expanded from 2 to 4 hours (4 credits). Monday, June 22nd is now a 4-hour […]

$195

ACCOUNTING ETHICS

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour video conference (4 credits on Ethics) led by Michael Pakaluk, Ph.D., author of the widely-used textbook Accounting Ethics, Senior Research Consultant for Audit Analytics, and Professor of Ethics and Social Philosophy at the Busch School of Business at The Catholic University of America in Washington, DC.  After reviewing […]

$195

SOCIAL SECURITY

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour video conference (4 credits) led by Robert Clark who formerly was with the Social Security Administration in N.E.   Topics include a detailed explanation of Social Security’s retirement, survivor, and disability programs; how benefits are computed; when someone can begin to collect; the impact of work in retirement; […]

$195

FIRST LOOK AT PPP FLEXIBILITY ACT OF 2020

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour live video conference (4 credits) led by led by Lucien P. Gauthier, Esq., LL.M., CPA Due to the release of New PPP Loan Forgiveness Application Forms, this live video conference has been expanded from 2 to 4 hours (4 credits).  Monday the 22nd is sold out, we have […]

$195

ADVANCED ISSUES – COMPILATION & REVIEW

Zoom Live Video Conference

Click Here to Purchase This is a 4-hour video conference (4 credits including 1 credit on Ethics) led by Prof. John Armstrong, CPA. This seminar will include a discussion of changes made by SSARS No. 25 and 24, and focuses on when to issue a compilation or review report. Topics include differentiating between a trial […]

$195

Special Q and A Session on PPP Loan Forgiveness

Zoom Live Video Conference

Click Here to Purchase This is a 2-hour live video conference (2 credits) led by led by Lucien P. Gauthier, Esq., LL.M., CPA  This is a special 2-hour question and answer session where participants can ask any questions related to PPP Loan Forgiveness, the new IFR’s, and calculation questions.

$99

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