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Tarlow, Breed, Hart & Rodgers hosts free seminars in January on Wills and Trusts in Uncertain Times.

DATELINE: BOSTON, MA…

Are you relying on yesterday’s strategies to deal with today’s issues? Uncertain times are leading to changing economic circumstances for many individuals and families, making estate planning a topic of critical interest.

Learn more about “Wills and Trusts in Uncertain Times” at a seminar presented by Tarlow, Breed, Hart & Rodgers of Boston. This free seminar will be held on Tuesday January 5, 2010 from 6:30 to 8:30 PM at the Wellesley Free Library located at 530 Washington Street, Wellesley Square, in Wellesley, MA. The same seminar will be repeated on Tuesday January 12, 2010 also from 6:30 to 8:30 PM at the Wellesley Library. On Thursday January 14, 2010 the seminar will be presented from 5 to 7 PM at the Wayland Library located at 5 Concord Road in Wayland, MA. The seminar is free and open to the public and light refreshments will be served. To reserve your place, please call (617) 218-2097 or email events@tbhr-law.com

The seminar will be presented by Perry Ganz, Esq. a partner with Tarlow, Breed, Hart & Rodgers, P.C of Boston. Attorney Ganz focuses his practice in the areas of estate planning and taxation and was named a Massachusetts Rising Star by Boston Magazine. He is a frequent speaker on estate planning strategies and has written articles for various publications, as well as the chapter entitled “Making Charitable Contributions” in Drafting Estate Plans, a Massachusetts Continuing Legal Education publication. He has also been quoted in the Wall Street Journal on changes in the federal estate tax law.

A variety of real life issues will be discussed, including pending and/or recent estate tax changes, common estate planning errors, asset protection strategies, estate tax reduction strategies, and avoiding probate. Plan on attending to learn more and to explore current estate planning issues and options.

Tarlow, Breed, Hart & Rodgers, P.C.

Formed in 1991, Tarlow, Breed, Hart & Rodgers, P.C. is committed to providing high quality, comprehensive legal services to its clients. Featuring a breadth and depth of experience and perspective usually found only at larger law firms, Tarlow, Breed, Hart & Rodgers. P.C. offers sophisticated legal counsel to entrepreneurs, businesses, individuals, families, and institutions.

Tarlow, Breed, Hart & Rodgers’ areas of expertise include corporate law, employment matters, mergers and acquisitions, litigation and dispute resolution, estate planning, taxation, real estate, bankruptcy, and municipal law.

The offices of Tarlow, Breed, Hart & Rodgers, P.C. are located at 101 Huntington Avenue, Prudential Center, in Boston, MA 02199. For additional information, or to arrange for a consultation, please call 1-617-218-2000, e-mail info@tbhr-law.com, or visit www.tbhr-law.com.

Tarlow, Breed, Hart & Rodgers hosts free seminars in January on Wills and Trusts in Uncertain Times.Read More

QuickBooks Seminars for Business Owners in January

Rodman & Rodman, P.C., Certified Public Accountants and Business Strategists will offer complimentary QuickBooks seminars for business owners at two locations in January.

On Tuesday, January 5, 2010, from 7:30 a.m.- 9:30 a.m., a QuickBooks seminar will be held at Rodman & Rodman’s Newton office located at 3 Newton Executive Park.

On Tuesday, January 12, 2010 from 7:30 – 9:30 a.m., a QuickBooks seminar will be held at the company’s Braintree office located at 50 Braintree Hill Office Park in the second floor Conference Room.

QuickBooks has emerged as the dominant small business accounting software. QuickBooks software enables business owners to get the “bookkeeping” of their business done, but also gives business owners the features, tools and reporting that helps them to run their business more efficiently and profitably.

Kathy Parker, CPA, a Partner at Rodman & Rodman, P.C. has been a Certified QuickBooks Advanced Pro Advisor for more than a decade and will lead the seminar and advise business owners on how to get the most out of QuickBooks.  A questions and answer session will follow the presentation.

These seminars are free and light refreshments will be served.

To register, contact Jen Minor at 617-965-5959 or email at jen@rodmancpa.com.

Co-sponsored by PR Works.

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Rodman & Rodman to Hold Tax Seminar for Business Owners on December 8th in Braintree

It has been a tough year for many business owners. Rodman & Rodman, P.C., Certified Public Accountants and Business Strategists will offer a complimentary “5 Ways for Business Owners to Save Taxes in 2010” Seminar on Tuesday, December 8th, from 7:30 a.m.- 9:30 a.m. at their Braintree office located at 25 Braintree Hill Office Park.

With the new administration in Washington, D.C., a number of tax changes have come about which bring both opportunity and challenge. Tom Astore, Tax Director at Rodman & Rodman, P.C. will provide business owners with five can’t-miss strategies for 2010.

A tax question and answer session will follow, so be prepared to take advantage of the latest tax laws. Topics to be covered include:

  • Future tax rates, ordinary and capital gains
  • 2010 IRA to Roth conversions
  • Business and individual energy tax incentives
  • A complete update on 2009 tax legislation and potential legislation that may impact 2010 and beyond
  • The future of the Estate Tax and gifting

There is no cost to attend.  This program is provided as an educational opportunity.

To register, contact Jen Minor at 617-965-5959 or email at jen@rodmancpa.com.

Rodman & Rodman, P.C.

Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies throughout New England. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education. Rodman & Rodman Certified Public Accountants are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, Mass. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

Rodman & Rodman to Hold Tax Seminar for Business Owners on December 8th in BraintreeRead More

“5 Ways for Business Owners to Save Taxes in 2010” Seminar on December 1st in Newton

It has been a tough year for many business owners. Rodman & Rodman, P.C., Certified Public Accountants and Business Strategists will offer a complimentary “5 Ways for Business Owners to Save Taxes in 2010” Seminar on Tuesday, December 1st, from 7:30 a.m.- 9:30 a.m. at their Newton office located at 3 Newton Executive Park.

With the new administration in Washington, D.C., a number of tax changes have come about which bring both opportunity and challenge. Tom Astore, Tax Director at Rodman & Rodman, P.C. will provide business owners with five can’t-miss strategies for 2010.

A tax question and answer session will follow, so be prepared to take advantage of the latest tax laws. Topics to be covered include:

  • Future tax rates, ordinary and capital gains
  • 2010 IRA to Roth conversions
  • Business and individual energy tax incentives
  • A complete update on 2009 tax legislation and potential legislation that may impact 2010 and beyond
  • The future of the Estate Tax and gifting

There is no cost to attend.  This program is provided as an educational opportunity.

To register, contact Jen Minor at 617-965-5959 or email at jen@rodmancpa.com.

Rodman & Rodman, P.C.

Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies throughout New England. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education. Rodman & Rodman Certified Public Accountants are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, Mass. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

“5 Ways for Business Owners to Save Taxes in 2010” Seminar on December 1st in NewtonRead More

“Selling Your Business – A Legal Perspective” Seminars on October 27th and November 10th

Rodman & Rodman, P.C., Certified Public Accountants and Business Strategists will offer a “Selling Your Business – A Legal Perspective” seminar on Tuesday, October 27th from 7:30-9:30 a.m. at their Newton office and on Tuesday, November 10th from 7:30-9:30 a.m. at their Braintree office. These seminars are FREE, but registration is required.  Both seminars are co-sponsored by PR Works.

Jeffrey P. Hart, Founding Member of the Boston law firm Tarlow, Breed, Hart & Rodgers will lead the seminar. Hart will be discussing the legal processes of selling a business, covering all of the major steps with insight and advice.

Topics which will be discussed include:

· Use of Outside Consultants

· Valuation

· Nondisclosure Agreement

· Structure

· Letter of Intent

· Due Diligence

· Asset Purchase Agreement

Hart concentrates his practice in the areas of taxation, business law and estate planning. Earlier in his career, Jeff practiced as a Certified Public Accountant in the tax division of an international accounting firm where he gained expertise addressing the business and tax issues facing closely held businesses and high net worth individuals.

Light refreshments will be served.

To register, contact Jen or Ann at (617) 965-5959 or by email at jen@rodmancpa.com

Rodman & Rodman, P.C.

Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies throughout New England. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education. Rodman & Rodman Certified Public Accountants are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, Mass. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

“Selling Your Business – A Legal Perspective” Seminars on October 27th and November 10thRead More