Dinner Meeting

May Dinner Meeting Topic:  Retirement Plans for the Self-Employed & Small Business,  including comparisons for small business owners  and considerations for owner only vs owner + employees. Speaker: Alan Clavette, CPA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Education Committee Point/Contact Person Anthony DiCaprio - adtaxprep@yahoo.com …

June 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 …

July Dinner Meeting Topic: Hindsight is 20/22 We will review the recent tax law changes that occurred during the past tax season as well as other federal tax updates. Attendees will learn to:   Recognize provisions of the recent tax law changes applicable to their clients, Review the application of the recent tax law changes in …

September Super Session Dinner Meeting Topics: Cryptocurrency, Basis, Reporting, and the Gig Economy Speaker: Amy Wall, EA, MBA, NTPI Fellow 4 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Education Committee Contact/Point Person Bo Demczar - bodemczar@gmail.com Meeting Schedule 2:45 – 3:45 Board Meeting & Committee Meetings 3:30 …

November Dinner Meeting Topics: Sale of Investment Property & Rental Property including basis calculations Speaker:  Robert (Bob) Lickwar, CPA Education Committee Contact/Point Person Renee' Laferriere:    renee@hvtaxexperts.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): $50.00    Non-Members & Late …

January Dinner Meeting Topic:  Our Last Chance Tax Update An update for the coming season including any last minute tax changes. Speaker: Kathryn Keane, EA Education Committee Contact/Point Person Amy Lawer - amy@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 …

Topic:  Post Pandemic Cyber Security: It is more than just “don’t click” - 2 CEUs John will offer a deep dive into our responsibility for maintaining data security and best practices for protecting ourselves and our business from liability for data breaches.  This includes vetting employees, maintaining adequate insurance…even security concerns that could arise from …

Topic:  Tax Implications of an Inheritance - 2CEs Speaker: Alan Clavette, CPA Education Committee Contact/Point Person Devika Sarica - Email: devru5@aol.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 …

Mid-Year Tax Update - 2CEs Topic: "Mid-Year Update including Secure Act, Energy Credits, and Recent Developments." Speaker: Kathryn Keane, EA, NTPI Fellow 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 …

Topics: Entity Selection and Tax Consequences Schedule C Refresher & Overview Minefields & Disasters - How to Navigate & Mitigate A Case Study Speaker: Catherine White, EA 4 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Education Committee Contact/Point Person Bo Demczar – bodemczar@gmail.com Meeting Schedule 2:45 – 3:45 …