Dinner Meeting

Topic:  Our Last Chance Tax Update - 2CEs 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 - 2 CEUs 8:30 – Ends Members (Timely): $60.00    Non-Members & Late …

Topic: Tax Planning During the Four Stages of Retirement - 2.0 CEs Speakers: Paul Muller, CFP & Jean Riordan, CFP One Free Beverage On Us! Education Committee Contact Person Renee' Laferriere - 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 - …

Topic: Mid-Year Tax Update - 2CEs Speaker: Kathryn Keane, EA Education Committee Contact Person Renee' Laferriere - Email renee@hvtaxexperts.comMeeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 6:50 – Education Program - 2 CEUs 8:30 – Ends Members (Timely): $60.00    Non-Members & Late Members: $80.00 Timely …

Topic: Reporting Consolidated 1099s Speaker:  John Sheeley, EA Education Committee 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 - 2 CEUs 8:30 – Ends Members (Timely): $60.00    Non-Members & Late Members: $80.00 Timely is …

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 - …