The Truth About Estate Planning
The Truth About Estate Planning: Rules for and Tools for Effective Estate Planning This class is designed to review some of the key estate planning topics covered in Estate Planning 101. It will review the basics of estate tax planning and creditor protection, as well as powers of appointment, trust protectors, and other techniques to provide the flexibility your spouse, and beneficiary will need. It will then cover two very important techniques to reduce income taxes on trust beneficiaries. One technique involves ensuring that trust assets get a step up in basis to the extent possible. The other will let your beneficiaries receive income from the trust without paying the significantly higher marginal rates on trustees. Anyone whose trust calls for school bus protections for their beneficiaries should attend this class. At the class, we will cover the steps necessary to implement these changes in your trust. The class is highly interactive; questions are welcome. Participants will receive a loose leaf binder containing forms and checklists to begin their planning, or to review an existing plan. The class is held in Suite 102 at 160 Gould St., Needham, MA. It generally lasts about 1 ½ to 2 hours, depending on the level of interaction, and the number of questions. To inquire about the availability of late registrations, call 617-624-3350.
When: Jul 10, 2018 6pm in Needham Heights, MA
The Truth About Business Transition Planning
The Truth About Business Transition Planning Sooner or later, everyone leaves their business -- either horizontally or vertically. Achieving a smooth vertical exit requires education, counseling, creation of a professional team, funding and maintenance -- just like any other estate plan. And when an owner retires, becomes disabled, or dies, there can be significant issues with maintaining value for the benefit of the family and for other owners.In Business Transition Planning 101, business owners learn to think of their business as an asset, not just a job, and to lay the foundation for a successful business transition. The class identifies some of the overlooked problems, and introduces a system to avoid those problems. This workshop is led by Bill Coyne.
When: Jul 11, 2018 8am in Needham Heights, MA
Scrum Master Certification Training: Boston, MA
ABOUT THE COURSE: 2 days - 14 PDUs 8:30 - 4:30 HST This course will prepare you for the Professional Scrum Master Certification (PSM 1) from Scrum.org and will also provide you with an in-depth training on the role of the Scrum Master and provide you with the knowledge to be able to apply and implement the Scrum framework at your organization. Scrum is one of the Agile frameworks that uses simple techniques to increase productivity, delivery and quality. Scrum is an iterative, incremental framework for developing any product or managing any work. These characteristics have led to Scrum becoming the most popular method in the world for Agile software development. This two-day course covers the key components of Scrum and addresses the challenges of adopting an Agile project management approach. Course Content: Building a foundation in Agile – What is Agile and how has it changed over the years? Exploring why Scrum works, and how it can help your projects. Applying the Scrum Framework in a fun and interactive case study– Using the framework successfully, including principles, roles, rules, and artifacts required Developing high-performing teams – Building self-organizing, cross functional teams that work towards shared goals Realizing the “Art of Possible” – Fostering your organization to embrace Scrum Participants receive a course workbook that covers the details of each topic to assist during the course and serve as a tool for future reference and taking action when returning to the workplace. FREE Scrum Master Certification practice exam included! If you are planning to get your Professional Scrum Master certification (PSM 1) from Scrum.org, our 80 question practice exam is a perfect way to prepare. All class participants receive free 30-day access to this practice exam. Click here for more information. AUDIENCE: Anyone interested in learning the core principles of Scrum or looking to receive training on the role of the Scrum Master including: Team Members Project Managers Program Managers Scrum Masters Product Owners Functional Managers Contact us at info@BostonAgileTraining.com if you would like us to provide this training on-site at your organization. About the Instructor, Dan Tousignant, PMP, PMI-ACP, PSM I, CSP Dan is a lifelong project manager and trainer with extensive experience in managing software development projects. His company, Cape Project Management, Inc. has been delivering high quality Agile and project management training since 2010. Though the role of the professional project manager is changing dramatically through these approaches, Dan coaches organizations on how to transition project managers and leadership to an Agile environment. Dan has over 20 years of experience providing world class project management for strategic projects, direct P& L experience managing up to 50 million dollar software development project budgets, experience managing multi-million dollar outsourced software development efforts and strong, demonstrated, results-driven leadership skills including ability to communicate a clear vision, build strong teams, and drive necessary change within organizations. Based upon this experience, he has adopted both Agile as the primary method for developing and implementing software. Dan holds a Bachelor of Science degree in Industrial Engineering from the University of MA, Amherst and is a Certified Project Management Professional, Professional Scrum Master, PMI Agile Certified Practitioner and Certified Scrum Professional. Note: This course will meet 14 of the 21 contact hours needed of Agile Project Management Training to be eligible for the PMI-ACP certification or 14 PDUs for PMPs. See our training FAQ for more information. For more information about Cape Project Management, Inc. please go to http://www.capeprojectmanagement.com Note: Cape Project Management, Inc.is not affiliated with Scrum.org.
When: Sep 17, 2018 8:30AM in Needham Heights, MA