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) …

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 …

Topics - 6 CEs  - Interest Tracing is Interesting  - The Sharing Economy  - Teens and Taxes Ethics - 2 CEs Total - 8CEs Speakers: David Mellem, EA and Mary …

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 - …

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 …

October All Day Seminar Topics:  ►  Death of a Spouse ►  Life & Remainder Interests ►  Divorce Taxation ►  Home Office Deductions ►  Ethics 6 Tax CEs and 2 Ethics …

Topics: Residential Rental Real Estate - 6 CEs - Basis Issues - Depreciation - Recapture - From Purchase through Sale Ethics - 2 CEs Speaker:  Kathy Morgan, EA Kathy has …

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 …

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 …

6.0 CE's for Tax 2.0 CE's for Ethics