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 …
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 …
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 …
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: …
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 …
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 …
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 - …
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 …
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' …
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 …