Dinner Meeting
2023 January Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesJanuary Dinner Meeting Topic: Our Last Chance Tax Update An update for the coming season including any last minute tax changes. Speaker: Kathryn Keane, EA Education Committee Contact/Point Person Amy Lawer - amy@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program 8:30 …
May Dinner Meeting – Post Pandemic Cyber Security
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopic: Post Pandemic Cyber Security: It is more than just “don’t click” - 2 CEUs John will offer a deep dive into our responsibility for maintaining data security and best practices for protecting ourselves and our business from liability for data breaches. This includes vetting employees, maintaining adequate insurance…even security concerns that could arise from …
June Dinner Meeting – Tax Implications of an Inheritance
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopic: Tax Implications of an Inheritance - 2CEs Speaker: Alan Clavette, CPA Education Committee Contact/Point Person Devika Sarica - Email: devru5@aol.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program - 2 CEUs 8:30 – Ends Members (Timely): $60.00 Non-Members & Late …
July Dinner Meeting – Mid-Year Update
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesMid-Year Tax Update - 2CEs Topic: "Mid-Year Update including Secure Act, Energy Credits, and Recent Developments." Speaker: Kathryn Keane, EA, NTPI Fellow Education Committee Contact/Point Person Renee Laferriere - Email: renee@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program - 2 CEUs …
September Super Session – 4 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopics: Entity Selection and Tax Consequences Schedule C Refresher & Overview Minefields & Disasters - How to Navigate & Mitigate A Case Study Speaker: Catherine White, EA 4 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Education Committee Contact/Point Person Bo Demczar – bodemczar@gmail.com Meeting Schedule 2:45 – 3:45 …
January Dinner Meeting – Our Last Chance Tax Update – 2.0 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopic: Our Last Chance Tax Update - 2CEs Speaker: Kathryn Keane, EA Education Committee Contact/Point Person Renee Laferriere - Email: renee@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program - 2 CEUs 8:30 – Ends Members (Timely): $60.00 Non-Members & Late …
May Dinner Meeting & Free Beverage – Tax Planning During Retirement – 2.0 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopic: Tax Planning During the Four Stages of Retirement - 2.0 CEs Speakers: Paul Muller, CFP & Jean Riordan, CFP One Free Beverage On Us! Education Committee Contact Person Renee' Laferriere - renee@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program - …
June Dinner Meeting – Mid Year Tax Update – 2.0 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopic: Mid-Year Tax Update - 2CEs Speaker: Kathryn Keane, EA Education Committee Contact Person Renee' Laferriere - Email renee@hvtaxexperts.comMeeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program - 2 CEUs 8:30 – Ends Members (Timely): $60.00 Non-Members & Late Members: $80.00 Timely …
July Dinner Meeting – 2.0 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopic: Reporting Consolidated 1099s Speaker: John Sheeley, EA Education Committee Contact Person Devika Sarica - Email: devika@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program - 2 CEUs 8:30 – Ends Members (Timely): $60.00 Non-Members & Late Members: $80.00 Timely is …
September Super Session Dinner Meeting – 4.0 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopic: Operating Agreements, Cryptocurrencies, The Corporate Transparency Act/ Beneficial Ownership Speaker: Matthew Foreman, Esq, LLM 4 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Education Committee Contact Person Bo Demczar - Email: bodemczar@gmail.com Meeting Schedule 2:45 – 3:45 Board Meeting & Committee Meetings 3:30 – Registration 4:00 – …