2022 July Meeting

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

July 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:   Recognize provisions of the recent tax law changes applicable to their clients, Review the application of the recent tax law changes in

$50.00 – $70.00

2022 September Super Session

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

September 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

$50.00 – $70.00

2022 October Seminar

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

October 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

$145.00 – $250.00

2022 November Meeting

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

November Dinner Meeting Topics: Sale of Investment Property & Rental Property including basis calculations Speaker:  Robert (Bob) Lickwar, CPA Education Committee Contact/Point Person Renee' Laferriere:    renee@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 7:00 – Education Program Members (Timely): $50.00    Non-Members & Late

$50.00 – $90.00

2022 Annual Tax Update Seminar

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

2022 Annual Tax Update Seminar Update Topics: Federal Update NY Update CT Update Additional Topics: Partnership & S-Corp Basis and sales of each Rental Properties - Simple Right??? Interesting Lives with Interesting Tax Problems Tax Stuff You Thought You Knew Speakers: Lisa Ihm, EA Ryan Reichert, EA Tom Bridgman, EA Alan Clavette, CPA Schedule: 8:00

$475.00 – $575.00

2023 January Meeting

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

January Dinner Meeting Topic:  Our Last Chance Tax Update An update for the coming season including any last minute tax changes. Speaker: Kathryn Keane, EA Education Committee Contact/Point Person Amy Lawer - amy@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program 8:30

$50.00 – $90.00

Tax Implications of an Inheritance

June Dinner Meeting Topic:  Tax Implications of an Inheritance Speaker: TBD 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 8:30 – Ends Members (Timely): $50.00    Non-Members & Late Members: $70.00 Timely is

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