Month

Topic

Speaker

Contact Info

2009-Jan

Gearing up for Tax Season

Jeffrey Jacobs, CPA, JD

Hamden, CT

203-281-4933

jeffjacobs@aol.com

2009-May

Round Table Tax Discussion

Emmet Gemme, EA

Manchester, CT

Member

2009-Jun

Tax Aspects of Home Ownership

Including the NEW Energy Credits

Michael Tucker, CPA, JD

Hamden, CT

203-281-4933

mtucker@byxbee.com

2009-Jul

Tax Jeopardy (The Game)

Charles (Chuck) Carpentieri

Danbury, CT

Member

2009-Sep

Computers & Software

Adobe & MS Office

Emmet Gemme

Manchester, CT

Member

2009-Nov

Gearing up for Tax Season

 Jeffrey Jacobs, CPA, JD

Hamden, CT

 203-281-4933

jeffjacobs@aol.com

2008-Jan

Important Items for this

Tax Season

Michael Tucker, CPA, JD

Hamden, CT

203-281-4933

mtucker@byxbee.com

2008-May

Round Table Tax Discussion

Emmet Gemme

Manchester, CT

Member

2008-Jun

Reverse Mortgages

Gina Campbell

Bank of America – NY & CT

866-485-1062 office

860-418-9825 cell

gina.m.campbell@bankofamerica.com

2008-Jul

E-Services

Margaret Romaniello

IRS – Hartford, CT

860-756-4432

margaret.a.romaniello@irs.gov

2008-Sep

Charitable Contributions

Art Weinstein, EA

Woodbridge, CT

Member

2008-Nov

Rental Real Estate

Emmet Gemme

Manchester, CT

Member

2007-Jan

Tax Planning Strategies with NUA

James Stivala, MS,CFP,ChFC

Bronx, NY

718-543-5906

2007-May

Round Table Tax Discussion

Emmet Gemme

Manchester, CT

Member

2007-Jun

Buy-Sell Agreements

Paul Bercovici,Esq 

Scarsdale, NY

Dean Hottle II

White Plains, NY

914-472-8500

paul@paulbercoviciattorney.com

914-421-5600

dhottle@odmd.com

2007 – July

Retirement Benefit Plans, Uses & Abuses

Lance Wallach, CLU,ChFC

Plainview, NY

516-938-5007

lancewallach@earthlink.net

2007-Sep

Avoiding the Long-Term Care Crisis!

Marcia Bernstein, CLTC

Simsbury, CT

Rob Charnas

Glastonbury, CT

860-217-2273

marcia@ltcforu.com

860-550-0396

rdcqed@cox.net

2007-Nov

Tax Season Gear Up - Recent Case Law

Jeffrey Jacobs, CPA JD

Westport, CT

jeffjacobs@aol.com

2006 – Jan

Education Credits, Deductions, and Savings Accounts

Jeff Kass

Brookfield, CT

Member

2006 – May

Round Table Tax Discussion

Emmet Gemme

Manchester, CT

Member

2006 – Jun

1031 Exchanges

Marie Flavin, Esquire

Armonk, NY

877-230-1031

914-273-7160

mflavin@fnf.com

2006 – July

Vacation Homes and Rental of Same

Michael Tucker, CPA JD

Hamden, CT

203-281-4933

mtucker@byxbee.com

2006 – Sept

Social Security Benefits

Art Weinstein

Woodbridge, CT

Member

2006 – Nov

Qualified Retirement Plans

Maximizing Owners Benefits

Andrew Roth & Bill Miller

White Plains, NY

914-948-1556

www.dmlawyers.com

2005 – Jan

CT & NY Non-Resident Returns

Jeff Kass

Brookfield, CT

Member

2005 – May

Round Table Tax Discussion

Emmet Gemme

Manchester, CT

Member

2005  - Jun

From Examination all the way to Court

Paul N Iannone

Cheshire, CT

203-272-8655

2005 – July

The New Manufacturers Deduction aka Section 199

Michael Tucker, CPA, JD

Hamden, CT

203-281-4933

mtucker@byxbee.com

2005 – Sept

HSA’s – Health Savings Accounts - The Way of the Future

William West, MD

Reading, PA

888-769-8696

bwest@1hsa.com

www.1hsa.com

2005 – Nov

The New Medicare Laws

Marcia Bernstein, CLTC

Simsbury, CT

860-217-2273

2004 -  Jan

Schedule A Top to Bottom

Emmet Gemme

Manchester, CT

Member

2004 – May

Round Table Tax Discussion

Emmet Gemme

Manchester, CT

Member

2004 – Jun

Federal and State Estate Tax Planning – Federal changes affect to state estate taxes

Daniel L Daniels, Esq

Stamford, CT

203-351-4203

ddaniels@cl-law.com

2004 – July

Choices for Business Entities (LLC’s etc.)

Paul N Iannone

Cheshire, CT

203-272-8655

2004 – Sept

Business Continuation Plans

Buy/Sell Agreements

Mort Lichtman

Stratford, CT

Stu Buchman

Orange, CT

Member

Member

2004 – Oct

Form 4797 in Depth, Schedules K-1

Half-day session

David Mellem

Green Bay, WI

920-496-1065

davidmellem@yahoo.com

2004 – Nov

Managing a Busy Tax Season

Tips, Ideas, Forms & Spreadsheets

Emmet Gemme

Manchester, CT

Member

2003 – Jan

Estate Planning

Neil Lubarsky

White Plains, NY

914-997-8558

2003 – May

Round Table Tax Discussion

Emmet Gemme

Manchester, CT

Member

2003 – Jun

IRS Collections Process

Offers in Compromise

Jeffrey Jordan

Wingdale, NY

845-832-6696

Link to Jeff Jordan

2003 – July

Long Term Care Insurance

Flora Whitelaw

Jeff Kellner

860-355-5861

800-832-6868

2003 – Sept

529 Plans – An Overview

Ed Neugroschl, Msfs

Brewster, NY

Member

2003 – Oct

“JGTRRA”

David Mellem

Green Bay, WI

920-496-1065

davidmellem@yahoo.com

2003 – Nov

JGTRRA – How it affect investors

Gene Cassavechia, CPA CFM

New Fairfield, CT

Member

2002 – Jan

Like Kind Exchanges Under IRC 1031

Marie Flavin, Esq

White Plains, NY

877-230-1031

mflavin@fnf.com

2002 – May

Round Table Tax Discussion

Emmet Gemme

Manchester, CT

Member

2002 – Jun

Estate Planning Under EGGTRA

Richard Land, Esq

Danbury, CT

203-744-1929

2002 – July

Medicaid Planning

Paul S Lux

Newtown, CT

203-426-8332

2002 – Sept

Recent Changes in Pension and IRA's

Robert Preston, CPA

Bethel, CT

203-790-4556

2002 – Oct

Choosing the Right Retirement Plan

Timothy Watters

Ramsey, NJ

201-818-0156

www.wattersfinancial.com

2002 – Nov

Alternative Minimum Tax

Art Weinstein, EA

Woodbridge, CT

Member

2001 – Jan

Charitable Remainder Trusts

Douglas Wise

Danbury, CT

203-792-3057

www.danbury.org/lfs

2001 – May

Round Table Tax Discussion

Emmet Gemme, EA

Manchester, CT

Member

2001 – Jun

Offers in Compromise

Internal Revenue Service

Hartford, CT

Internal Revenue Service

2001 – July

The Future of the Internet

John Patrick, VP

IBM

www.ibm.com/patrick (old)

http://patrickweb.com/

2001 – Sept

Retirement Plan Changes after EGTRRA

Edward Neugroschl, MsFs

Brewster, NY

Member

2001 – Oct

Electronic Filing

Michael Kinsley

IRS – Hartford, CT

Internal Revenue Service

2001 – Nov

Disaster Relief due to 9/11

Barry Levine

IRS – Hartford, CT

Internal Revenue Service