We look forward to having you join us for the 2018 Rogers & Gray Academy series.

As a trusted and innovative provider of protection to our clients, we believe education has a direct impact on our clients businesses and the best relationships are partnerships.
This page will be updated with additional insurance, employee benefits and business offerings throughout the year as we add in new seminars and webinars.
All seminars held at: 63 Smiths Lane, Kingston, MA 8:30 am – 10 am, with a light breakfast served.


November 28, 2018 | End of the Year Tax Planning for Businesses

2018’s year-end tax planning for businesses differs from prior years where the primary goal was to defer income and accelerate expenses. There are several tax law changes for that should be considered during your year-end planning.

Join the R&G Academy, Edward Berardi of Citrin Cooperman, and Max Petrie and Thomas Hoffman of KAF Financial Advisors for this informative session on tax reform and tax planning for businesses and organizations.

Ed will speak on year-end tax planning tips for both individuals and businesses under the new tax laws that became effective this year. Max and Tom will provide updates on the various retirement plan contribution limits for 2019 and discuss some proposed regulatory changes for company sponsored plans. In addition, they’ll provide some charitable giving tips and review the benefits of donor advised funds as a planning tool.

Presenting Speakers:
Edward J. Berardi, CPA, JD | Citrin Cooperman
Max Petrie, AIF & Thomas Hoffman, AIF, CFS, CRPS | KAF Financial Advisors, LLC

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December 19, 2018 | End of the Year Compliance Update [WEBINAR]

The R&G Academy seminar series will be off for the month of December. In its place, join us for a webinar!

Join Stacy H. Barrow, Esq. as he provides and overview of all things compliance in 2018, along with a look at what to expect in 2019. Attendees will receive an update on legal and regulatory changes under the ACA in 2018, a review of other agency guidance in 2018 applicable to health and welfare plans, an update on recent court cases affecting health and welfare plans, and what to expect in 2019.

Key takeaways include:
1. A better understanding of major changes in employee benefits law in 2018
2. Knowledge of court cases were most impactful to employee benefit plans in 2018
3. An understanding of potential changes and guidance expected for 2019

This webinar is eligible for SHRM, HRCI, and CEBS credits through BAN – Benefit Advisors Network.

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Password:  EOY1219

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If you have questions, an idea for a seminar or if we can assist in any way, please email [email protected]

Contact Us

434 Route 134
South Dennis, MA 02660

Phone: 877-504-7192

Fax: 877-816-2156

24 Hour Emergency Claims Center 866-709-8001


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