October Seminar

"The best, most comprehensive tax update seminar in the region" Federal Update Connecticut Update New York Update Many additional federal topics (see below) 16.0 CE's Total - 14 for EA's (a) (a) State sessions do not qualify for EA's ►CLICK HERE FOR OUR FULL BROCHURE◄ ►VENDORS/EXHIBITORS CLICK HERE FOR INFORMATION◄ Speakers: Jeff Jacobs, JD Mike Tucker, CPA, …

Annual Tax Update Seminar December 6 & 7, 2018 Federal Update Full overview of TCJA New York Update Connecticut Update Plus: Qualified Business Income for IRC 199A Retirement Planning after TCJA Form 4797 - Effects of TCJA Tax Consequences of Changing Entities Depreciation - Changes & Choices Recent Court Cases, Rulings, and Regs. Federal Speakers:  Sue Voth, EA …

Topics - 6 CEs  - Interest Tracing is Interesting  - The Sharing Economy  - Teens and Taxes Ethics - 2 CEs Total - 8CEs Speakers: David Mellem, EA and Mary Mellem, EA 4 Page flyer and Speaker Bios   Before 10/5 After 10/4 Member $135 $165 Non-member $210 $240 Office Staff  (paid by member)* $160* …

October On Demand Seminar Speakers:  Lisa Ihm, EA and Ryan Reichert, EA Topics - Amended Returns - Retirement Plans in light of SECURE and CARES Act - Eliminating Inventory - UNICAP & Accrual Accounting - NOL Carrybacks - Ethics 11 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also …

Topics: Recent Court Cases - 2.0 CE Speaker: Kathy Morgan, EA Ethics - Who Knew? - 2.0 CE Speaker:  Marc Dombrowski, EA 4.0 CEs Under Circular 230  (2 CEs Tax Update and 2 CEs Ethics) Contact Person for Questions: Rita Lewis ritalewis@dollarssense.com - Education Committee Signups begin 10/26/2021 and close 11/10/2021 Electronic materials will be …

October All Day Seminar Topics:  ►  Death of a Spouse ►  Life & Remainder Interests ►  Divorce Taxation ►  Home Office Deductions ►  Ethics 6 Tax CEs and 2 Ethics CEs = 8 CEs Total Speakers: David & Mary Mellem, EAs Ashwaubenon Tax Professionals Green Bay, Wisconsin   Early Bird Before 10/15 Regular Reg. After …

Topics: Residential Rental Real Estate - 6 CEs - Basis Issues - Depreciation - Recapture - From Purchase through Sale Ethics - 2 CEs Speaker:  Kathy Morgan, EA Kathy has spoken for NATP, NAEA, TPP, and Webce.com Education Committee Contact/Point Person Emmet Gemme - Email: emmetg@prodigy.net   Early Bird Before 10/14 Regular Reg. After 10/13 …

New Venue: Anthony's Lake Club Topics: 6.0 CEs Basis in Mutual Funds Equity Options & Stock Options - Form 8949 K-1s - S-Corps, Partnerships, Estates & Trusts Ethics: 2.0 CEs Total: 8.0 CEs Speakers: David & Mary Mellem, EA's  Education Committee Contact/Point Person Nancy Sporbert - Email: nstsllc@outlook.com Registration is 8:00 to 8:30 – Program …

2025 October Seminar - 8.0 CE's Topics:  Employee Stock Options - ISO's - RSUs - Basis Rules  The Gig Economy - Rideshare - Delivery - S/T Rentals  Closing a Business  - Notifying Authorities - Asset Disposition  Lawsuits  - Taxable and Non-Taxable Judgements  Ethics 2 CEs Total = 6 CEs plus 2 Ethics = 8.0 CEs …

2026 October Seminar - 8 CEs WEDNESDAY, October 21st Topics Help your clients into retirement Course will cover new & existing credits/deductions for Seniors and planning opportunities for clients in these positions. The Life of an Asset We take an asset from being a home, to a rental, to a sidewalk cafe. Taxes in Divorce …