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 …
Annual Tax Update Seminar
Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United StatesAnnual Tax Update Seminar Federal Update NY Tax Update CT Tax Update Additional Federal Topics · Tax Planning for the Moderate-Income Client · Tax Implications of Divorce · Decedent's Estate & Final 1040 · Tax Implications of House Flipping, S/T Rentals, L/T Rentals · Form 4797 Sale of Business Prop., Tax Planning, Allocations · Schedules …
Seminar Cocktail Party
Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United StatesSeminar Cocktail Party Thursday @ 5:00 PM Cash bar plus hot & cold hors d'oeurves. Cost is $25.00 per person. Please join us for the Annual Cocktail Party at the end of day 1. Due to the cost of the hors d'oeurves, we cannot continue to hold this event for free. The $25.00 ticket price …