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 …
October Seminar – 8 CEs
Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United StatesTopics: 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 …
Annual Tax Update Seminar 14-16 CEs
Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United StatesTopics: 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 …
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 – …
2024 October Seminar – 8.0 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesNew Venue: Anthony's Lake Club Topics: 6.0 CEs Basis in Mutual Funds Equity Options & Stock Options - Form 8949 K-1s - S-Corps, Partnerships, Estates & Trusts Ethics: 2.0 CEs Total: 8.0 CEs Speakers: David & Mary Mellem, EA's Education Committee Contact/Point Person Nancy Sporbert - Email: nstsllc@outlook.com Registration is 8:00 to 8:30 – Program …