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2022 June Meeting

June 15, 2022 @ 5:30 pm - 8:30 pm

$40.00 – $60.00

June Dinner Meeting

Looking Forward after a Busy Tax Season
 – Complications with 1099s and late year estimates
 – Difficulties with IRS assistance and new initiatives
 – Issues with both client and staff motivation
 – Preparation of Schedules K-2 & K-3
 – Amend returns for Employee Retention Credits
 – Tax Issues of Working from Home during Covid including independent contractors
Lastly – 2022 changes to:
– Retirement Plans
– Deduction limits for charities & research
– Proposed tax law changes

Speaker: Jeff Jacobs, JD (Tax Attorney)

2 Federal CEs (IRS Circular 230) for this session
CPAs, CFPs, and Attorneys may qualify also

Education Committee Point/Contact Person
Zackary Smith – zackarysmith@cjcarpentieri.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.


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June 15, 2022
5:30 pm - 8:30 pm
$40.00 – $60.00
Event Category:


NY/CT Association of Tax Professionals, Inc.
View Organizer Website


Anthony’s Lake Club
10 Christopher Columbus Ave
Danbury, CT 06810 United States
+ Google Map
View Venue Website