Dinner Meeting

January 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 …

Topic:  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 …

Topic:  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 …

Mid-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:  …

Topics: 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 …

Topic:  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 …

Topic: 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' …

Topic: 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 …

Topic: 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 …

Topic: 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 …