Events

Date City Organization Event Name
August 15, 2017 Boston, MA Massachusetts Society of Certified Public Accountants (MSCPA) MSCPA Tax Committee Presentation
July 06, 2017 Online Webinar, Strafford Publications Mastering U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions
June 08, 2017 Boston, MA M. Robinson & Company, P.C. 6th Annual Tax Update Part 2 in Boston
June 07, 2017 Waltham, MA M. Robinson & Company, P.C. 6th Annual Tax Update Part 1 in Waltham, MA
May 16, 2017 Boston, MA American Academy of Attorney-CPAs Protecting Digital Assets
February 03, 2017 Boston, MA Boston Patent Law Association (BPLA) Daimond v. Hyundai and Spiridon Spireas v. Commissioner of Internal Revenue
January 30, 2017 Boston, MA Boston Bar Association Bankruptcy and Tax Considerations for Budding Marijuana Businesses
January 24, 2017 Waltham, MA American Academy of Attorney-CPAs Raising Healthy, Wealthy & Wise Kids: Case Studies
December 07, 2016 Online Webinar, Lorman Nexus: The Costs of Noncompliance
December 02, 2016 Boston, MA Boston Bar Association Income Tax Domicile of Trusts in Massachusetts and Surrounding States
November 16, 2016 Boston, MA RBC Wealth Management Social Security - All You Need To Know
October 28, 2016 Lorman Top Federal Tax Issues for 2017
September 15, 2016 Boston, MA The Boston Bar Association When Clients Retire Overseas: An Overview of Tax and Legal Considerations
September 14, 2016 Boston, MA Family Firm Institute (FFI) New England Chapter Family-Oriented Tax Planning
July 14, 2016 Online Webinar, Strafford Publishing Mastering Form 3520: Reporting Foreign Trust Activities on U.S. Income Tax Returns (Reprisal)
June 22, 2016 Waltham, MA M. Robinson & Company, P.C. 5th Annual Tax Update at Bentley University
May 25, 2016 Online Webinar, Lorman Retiring Abroad: A Tax Guide for Advisors and Their Clients
May 24, 2016 Online Webinar, Strafford Publishing Navigating State Voluntary Disclosure Programs: Multistate and Single State Programs to Resolve Unseen Liabilities
May 19, 2016 Needham, MA The New England Chapter of the American Academy of Attorney-CPAs, & The Bulfinch Group Financial Rules to Live By: An Afternoon with Martin Lowenthal
April 27, 2016 Online Webinar, Strafford Publishing U.S.-Foreign Social Security Totalization Agreements: Planning and Reporting Amid New IRS Scrutiny
February 02, 2016 Online Webinar, Strafford Publishing Mastering U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions
January 27, 2016 Woburn, MA McLane ; The New England Chapter of the American Academy of Attorney-CPAs Pre-transaction Planning for Selling a Closely-held Business
December 10, 2015 Boston, MA The Boston Bar Association Effective Tax Dispute Resolution
November 03, 2015 Boston, MA The Boston Bar Association Resolving Domicile-Related Tax Disputes Efficiently
October 21, 2015 Boston, MA U.S. Trust, Bank of America Private Wealth Management Giving Back to Society: Aligning Charitable Giving Strategies with Important Tax Considerations