May Dinner Meeting – Post Pandemic Cyber Security

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United States

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 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

$50.00 – $70.00

June Dinner Meeting – Tax Implications of an Inheritance

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United States

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 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program - 2 CEUs 8:30 – Ends Members (Timely): $60.00    Non-Members & Late

$60.00 – $80.00

July Dinner Meeting – Mid-Year Update

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United States

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:  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

$60.00 – $80.00

September Super Session – 4 CEs

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United States

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 (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

$95.00 – $125.00

October Seminar – 8 CEs

Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United States

Topics: Residential Rental Real Estate - 6 CEs - Basis Issues - Depreciation - Recapture - From Purchase through Sale Ethics - 2 CEs Speaker:  Kathy Morgan, EA Kathy has spoken for NATP, NAEA, TPP, and Webce.com Education Committee Contact/Point Person Emmet Gemme - Email: emmetg@prodigy.net   Early Bird Before 10/14 Regular Reg. After 10/13

$225.00 – $330.00

Annual Tax Update Seminar 14-16 CEs

Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United States

Topics: Federal Tax Update Additional Federal Tax Topics  - Crypto Currency & Advanced Brokerage Statements  - Energy Credits - Packing a Powerful Punch  - Tax Implication of Family Drama  - Tax Stuff You Thought You Knew NY Tax Update CT Tax Update   14 Tax CEs for Enrolled Agents Other Professionals may be able to

$495.00 – $595.00

January Dinner Meeting – Our Last Chance Tax Update – 2.0 CEs

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United States

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 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 States

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' 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 -

$60.00 – $80.00

June Dinner Meeting – Mid Year Tax Update – 2.0 CEs

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United States

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 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

$60.00 – $80.00

July Dinner Meeting – 2.0 CEs

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United States

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 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

$60.00 – $80.00