Calendar of Events

Attend Financial Planning Association Title: Investment Planning Conference Topics: Bond Investing w/ Laddered Portfolios, Managing Expectations Through An Institutional Investment Process, Unlocking Style Box Analysis For Superior Mutual Fund Selection, Risks And Opportunities in US Stocks

Jul & Aug - Professional Education Services Title: Choice of Entity: S, C, LLCs and Partnerships Topics:Compares the advantages and disadvantages of each business entitity to properly advise clients on most appropriate business formation.
Aug 28 - Attend National Business Institute Seminar Title: The Probate Process From Start to Finish in Pennsylvania Topics How to File an Estate, Duties of Executors & Administrators, Filing the Inventory, Estate Administration Procedures, Closing the Estate,
Sept 7 - Attend Local Government Academy Seminar Title: 2002 Local Taxation Seminar Topics: Real Estate Tax Assessment Appeals, Litigation & Reassessment Plans for 2003
Sept 18 - Attend Financial Planning Association Title: Estate Planning Conference Topics: Pennsylvania 529 College savings plan, Sale of Family Business Strategies In Estate Planning, Pennsylvania's new Principal & Income Act, Domestic Asset Protection Trusts

 

Sept 27 - Attend Lorman Seminar Title: Partnerships, LLCs and LLPs: Organization & Operation in Pennsylvania Topics: LLC Conversions, Income taxation of LLCs, Estate Planning with LLCs, Securities Aspects of Partnerships, LLCs and LLPs.

Nov 6 - Attend NATP Seminar Title: 1040 Workshop Topics: 2002 Tax Update & New Developments, Retirement Issues, Individual Credits, Scholarships, Home Office, Moving Expenses, etc.

Nov 7 - Attend NATP Seminar Title: 1040 Extra Workshop Topics:

Passive Activities, Business Credits, Net Operating Losses, Automobiles, Independent Contractors

May 15 -