2021 January Virtual Meeting
On Demand Online Event CT, United StatesYour "Last Chance Tax Update" Speaker: Kathryn Keane, EA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Members: RSVP - Free   Guests: Ticket - $35.00 Signups begin 01/02/2021 and close 01/15/2021 Electronic materials will be available on 01/02/2021 On Demand Course must be completed by 01/31/2021 …
2021 November On Demand Meeting
On Demand Online Event CT, United StatesTopic: The New Normal Speaker: Attorney Robert Lickwar 2.0 CEs Under Circular 230 Contact Person for Questions: Fred Banty fkbanty2@aol.com - Education Committee Signups begin 10/25/2021 and close 11/30/2021 Electronic materials will be available by 11/10/2021 For CE credit courses and testing must be completed by 12/31/2021 The price for this event is: Members Free …
2021 October On Demand Seminar
On Demand Online Event CT, United StatesTopics: Recent Court Cases - 2.0 CE Speaker: Kathy Morgan, EA Ethics - Who Knew? - 2.0 CE Speaker:Â Marc Dombrowski, EA 4.0 CEs Under Circular 230Â (2 CEs Tax Update and 2 CEs Ethics) Contact Person for Questions: Rita Lewis ritalewis@dollarssense.com - Education Committee Signups begin 10/26/2021 and close 11/10/2021 Electronic materials will be …
2021 Annual Tax Update On Demand Seminar
On Demand Online Event CT, United StatesTopics – Federal Update – NY Update – CT Update – Federal Court Cases – Federal Forms Review – Termination of a Business – COD - Cancellation of Debt – Tax Stuff You Thought You Knew Speakers: Lisa Ihm, EA - Ryan Reichert, EA Thomas Bridgman, EA - Alan Clavette, CPA 16 Total CEs for …
2022 January On Demand Meeting
On Demand Online Event CT, United StatesTopic: The Last Chance Tax Update Speaker: Kathryn Keane, EA 2.0 CEs Under Circular 230 Contact Person for questions: Tom Bridgman mrtom@pobox.com - Education Committee Signups begin 12/15/2021 and close 01/31/2022 Electronic materials will be available after 01/19/2022 For CE credit courses and testing must be completed by 02/15/2022 The price for this event is: …
2022 May Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesMay Dinner Meeting Topic: Retirement Plans for the Self-Employed & Small Business, including comparisons for small business owners and considerations for owner only vs owner + employees. Speaker: Alan Clavette, CPA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Education Committee Point/Contact Person Anthony DiCaprio - adtaxprep@yahoo.com …
2022 June Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesJune Dinner Meeting Topics: Looking Forward after a Busy Tax Season  - Complications with 1099s and late year estimates  - Difficulties with IRS assistance and new initiatives  - Issues with both client and staff motivation  - Preparation of Schedules K-2 & K-3  - Amend returns for Employee Retention Credits  - Tax Issues of Working from …
2022 July Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesJuly Dinner Meeting Topic: Hindsight is 20/22 We will review the recent tax law changes that occurred during the past tax season as well as other federal tax updates. Attendees will learn to:Â Â Recognize provisions of the recent tax law changes applicable to their clients, Review the application of the recent tax law changes in …
2022 September Super Session
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesSeptember Super Session Dinner Meeting Topics: Cryptocurrency, Basis, Reporting, and the Gig Economy Speaker: Amy Wall, EA, MBA, NTPI Fellow 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 Board Meeting & Committee Meetings 3:30 …
2022 October Seminar
Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United StatesOctober All Day Seminar Topics: ► Death of a Spouse ► Life & Remainder Interests ► Divorce Taxation ► Home Office Deductions ► Ethics 6 Tax CEs and 2 Ethics CEs = 8 CEs Total Speakers: David & Mary Mellem, EAs Ashwaubenon Tax Professionals Green Bay, Wisconsin  Early Bird Before 10/15 Regular Reg. After …