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 …