Free CPA Seminar Sponsored by Medway Co-operative Bank
Morning Event Grants Credits, Hosted by Dean College
Oct 26, 2006, Medway, MA—Medway Co-operative Bank again demonstrates its innovative and ongoing commitment to the community it serves. The Bank will sponsor a complimentary CPA Continuing Education Seminar on Tuesday, November 14, 2006 from 7:30 AM to 10AM held at the Alden Teaching & Learning Center of Dean College in Franklin MA. Attendees of this free seminar will leave with vital information while earning two CEUs (Continuing Education Units).
Medway Co-operative Bank invites you to join seminar presenter Dennis F. Gorman, Esquire, CPA, of Fletcher, Tilton & Whipple, P.C., located in Worcester and Framingham. Mr. Gorman is a member of the Executive Committee of his firm, working in the areas of corporate and tax law, trust and estate planning and administration, and elder law. He provides corporate, personal and tax legal counsel to a number of closely held businesses and high net worth clients in Massachusetts.
The Bank-sponsored 2-hour CPA seminar will provide two CEUs (Continuing Education Units), and cover the following topics:
Registration and continental-style breakfast begins at 7:30 AM. Seating is limited; reservations are highly recommended. RSVP to 508.533.8661 x15 by November 8th for directions and classroom location (Dean College is conveniently located just off Rte 495).
- Reducing State & Federal Estate Taxes Using Revocable Credit Shelter Trusts
- The Benefits of Using Irrevocable Life Insurance Trusts
- Reducing Estate Taxes with Qualified Personal Residence Trusts
- Use of Medicaid Trusts to Protect the Principal Residence
- Charitable Remainder Trusts
- Limited Liability Companies—Creditor Protections & Estate/Gift Tax Savings
“Staying on top of the latest changes in the complicated world of tax law is no simple task,” confirmed Jack Hamilton, President and CEO, Medway Co-operative Bank. “By sponsoring this type of professional development opportunity, we can help CPAs obtain important new information, at no charge and at a convenient location. It's another real way for us to say 'thank you' to our community that's meaningful.”
Medway Co-operative Bank—with assets of $130 million—was founded in
1915, and continues to offer a wide range of individual and business banking services, as the only purely mutual, solely local bank in the community. Medway Co-operative Bank has been voted the #1 Community Bank in Medway and earned the Silver Award as Favorite Community Bank in the 13-town region in the CNC Readers Choice Awards. The Bank continues to earn the highest rankings for financial strength from nationally recognized bank-rating companies including a Four-Star rating from Bauer Financial. Medway Co-operative Bank, a member of the FDIC and the SIF, is located at 70 Main Street in Medway MA.
For further information, visit www.medwaycoopbank.com or call 508.533.8661.