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 …