Tag: member

2022 September Super Session

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 – Registration
4:00 – First Session
5:40 – Business Meeting
6:10 – Buffet Dinner
7:00 – Second Session
8:40 – Close

Members (Timely): $50.00    Non-Members & Late Members: $70.00
Ticket up no later than the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.

2022 May Meeting

May 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

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program

Members (Timely): $40.00    Non-Members & Late Members: $60.00
Ticket up no later than the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.