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 …
2022 November Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesNovember 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 …
2022 Annual Tax Update Seminar
Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United States2022 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 …
2023 January Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesJanuary 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 …
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 StatesTopic: 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 …
June Dinner Meeting – Tax Implications of an Inheritance
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopic: 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 …
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 …