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2022 June Meeting
June 15, 2022 @ 5:30 pm - 8:30 pm
$40.00 – $60.00June Dinner Meeting
Topics:
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.