Dinner Meeting

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 …

The Last Chance Tax Update Dinner Meeting An update for the coming season including any last minute tax changes. Speaker: Kathryn Keane, EA Education Committee Contact/Point Person Renee Laferriere - …