Dinner Meeting

Topic: Operating Agreements, Cryptocurrencies, The Corporate Transparency Act/ Beneficial Ownership Speaker:  Matthew Foreman, Esq, LLM 4 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Education Committee Contact Person Bo Demczar - Email: bodemczar@gmail.com Meeting Schedule 2:45 – 3:45 Board Meeting & Committee Meetings 3:30 – Registration 4:00 – …

The 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 - Email:   renee@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program 8:30 – …

May Dinner Meeting and free beverage - 2.0 CE's Taxes in Retirement Paul Muller, AEP & CFP Jean Riordan, CFP Education Committee Contact/Point Person Renee Laferriere - Email:   renee@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program 8:30 – Ends Members (Timely): …

June Dinner Meeting - 2.0 CE's Mid-Year Tax Update 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 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program 8:30 – Ends Members (Timely): $80.00,  Late Members: $100.00, Non-Member $110.00 Timely …

July Dinner Meeting - 2.0 CE's Cost Segregation & Real Estate Tax Update Speaker: Sumit Sharma, CCSP, ASA - KBKG Education Committee Contact/Point Person Devika Sarica - Email: devika@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program 8:30 – Ends Members (Timely): …

Topics: 1 - Preparer Due Diligence   •  Protect your practice and your clients.   Additional Info 2 - Injured & Innocent Spouse   •  Representation and real world strategies.  Additional Info 3 - IRS Representation   •  Fundamentals for Defending your Taxpayer.  Additional Info Speaker: Jason Daughtry, EA Education Committee Contact/Point Person Bo Demczar - …

2026 January Meeting - 3.0 CE's Last Chance Tax Update The Last Update before Tax Season Speaker: Kathryn Keane, EA 3.0 CEs at the normal meeting price for 2 Education Committee Contact/Point Person Renee Laferriere - Email:   renee@hvtaxexperts.com Meeting Schedule 3:30 – Directors Meeting 4:30 – Committee Meetings 5:00 – Business Meeting 5:15 – Buffet …

Topics:  Tax Planning Speaker: Jean Riordan, CFP Bonus:  One free beverage of your choice! Contact Person: Renee Laferriere Email:   renee@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program 8:30 – Ends Members (Timely): $80.00,  Late Members: $100.00, Non-Member $110.00 Timely is by …

Topic: Mid Year Tax Update Speaker: Kathryn Keane, EA Contact Person: Renee Laferriere Email:   renee@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program 8:30 – Ends Members (Timely): $80.00,  Late Members: $100.00, Non-Member $110.00 Timely is by midnight the Friday before the …

Topic: K-1's - Interpreting the difficult form! Speaker: Brian Lovett, CPA, JD Contact Person: Devika Sarica Email: devika@hvtaxexperts.com Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program 8:30 – Ends Members (Timely): $80.00,  Late Members: $100.00, Non-Member $110.00 Timely is by midnight the …