June Dinner Meeting "Maximizing Social Security Benefits Under the New Rules" Don't leave money on the table! Maximize your Benefits! Strategies for Married, Divorced, Widowed, & with Minor Children  Speaker: Ash Ahluwalia Ash is the 2016 National Social Security Advisor of the Year! President, National Social Security Partners, LLC No Federal CEs (IRS circ 230) for …

July Dinner Meeting Part One IRS Collections Speaker: Jeff Jordan, EA IRS collections from start to finish; this includes responding to the IRS, what you need to garner from the client, installment agreements, 433A, CNC (currently not collectible), OIC, and injured/innocent spouse rules. Part Two Cryptocurrency and Bitcoin Speaker: Tom Bridgman, EA This session will …

Note: This meeting is on a Thursday! Section 199A (the new 20% deduction rule!) An introduction to IRC-199A as enacted by the Tax Cut and Jobs Act. The proposed regulations released August 2018! Comprehensive examples on calculating the pass-through deduction. Taxation Issues of the Twenty First Century! Crowd Funding!  Raising money for business startups Crowd …

Topics: Tax Review and Update - 6 CEs Tax Cuts & Jobs Act - Advanced Issues Rentals...Simple! Right? Boarders, Rent to family Vacation homes, Sec 199A 20% Rent @ less than FMV, Occasional rentals Tax Stuff You Thought You Knew! Ethics - 2 CEs Total 8.0 CEs Speaker: Lisa Ihm, EA Registration 7:30 to 8:30 …

Tax Changes & New Tax Planning Opportunities Tax planning in light of TCJA For 2018 and Beyond! Speaker:  Edward L. Arcara, CPA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may also qualify Meeting Schedule 4:00 - Directors Meeting 5:00 - Committee Meetings 5:30 - Business Meeting 6:00 - Buffet Dinner …

January Dinner Meeting Your Last Chance Tax Update Speaker: Kathryn Keane, EA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may also qualify Meeting Schedule 4:00 - Directors Meeting 5:00 - Committee Meetings 5:30 - Business Meeting 6:00 - Buffet Dinner 7:00 - Education Program RSVP no later than the Friday …

Hot Topics from the Forum and Tax Season From the 2019 Tax Season (2018 Returns) Speaker: Emmet Gemme, EA NY/CT-ATP will buy you one beverage of your choice to celebrate that tax season is over  :-) 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may also qualify Meeting Schedule 4:00 …

Medicare - Take All the Guesswork Out Speaker: Mark Brownstein, CSA Certified Senior Advisor • Know when, how and who needs to enroll in Medicare • What is the difference between open enrollment and general enrollment. • What do I need to know before enrolling in a Medicare plan? • What are Medicare parts A, …