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 …
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 …
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:Â Matthew Foreman, Esq, LLM 4 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify …
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 …
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 …
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 …
The Last Chance Tax Update – 2.0 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesThe Last Chance Tax Update Dinner Meeting An update for the coming season including any last minute tax changes. Speaker: Kathryn Keane, EA Education Committee Contact/Point Person Renee Laferriere - …