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September Super Session Dinner Meeting – 4.0 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopic: Operating Agreements, Cryptocurrencies, The Corporate Transparency Act/ Beneficial Ownership Speaker: Matthew Foreman, Esq, LLM 4 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Education Committee Contact Person Bo Demczar - Email: bodemczar@gmail.com Meeting Schedule 2:45 – 3:45 Board Meeting & Committee Meetings 3:30 – Registration 4:00 – …
$115.00 – $155.00 -
2024 October Seminar – 8.0 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesNew 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 …
$25.00 – $350.00 -
Annual Tax Update Seminar
Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United StatesAnnual Tax Update Seminar Federal Update NY Tax Update CT Tax Update Additional Federal Topics · Tax Planning for the Moderate-Income Client · Tax Implications of Divorce · Decedent's Estate & Final 1040 · Tax Implications of House Flipping, S/T Rentals, L/T Rentals · Form 4797 Sale of Business Prop., Tax Planning, Allocations · Schedules …
$50.00 – $625.00 -
Seminar Cocktail Party
Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United StatesSeminar Cocktail Party Thursday @ 5:00 PM Cash bar plus hot & cold hors d'oeurves. Cost is $25.00 per person. Please join us for the Annual Cocktail Party at the end of day 1. Due to the cost of the hors d'oeurves, we cannot continue to hold this event for free. The $25.00 ticket price …
$25.00 -
The Last Chance Tax Update – 2.0 CEs
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesThe Last Chance Tax Update Dinner Meeting An update for the coming season including any last minute tax changes. Speaker: Kathryn Keane, EA 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 8:30 – …
$60.00 – $80.00 -
May Dinner Meeting – 2.0 CE’s
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesMay Dinner Meeting and free beverage - 2.0 CE's Taxes in Retirement Paul Muller, AEP & CFP Jean Riordan, CFP 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 8:30 – Ends Members (Timely): …
$60.00 – $90.00 -
June Dinner Meeting – 2.0 CE’s
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesJune Dinner Meeting - 2.0 CE's Mid-Year Tax Update Speaker: Kathryn Keane, EA 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 8:30 – Ends Members (Timely): $80.00, Late Members: $100.00, Non-Member $110.00 Timely …
$80.00 – $110.00 -
July Dinner Meeting – 2.0 CE’s
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesJuly Dinner Meeting - 2.0 CE's Cost Segregation & Real Estate Tax Update Speaker: Sumit Sharma, CCSP, ASA - KBKG Education Committee Contact/Point Person Devika Sarica - Email: devika@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 – Ends Members (Timely): …
$80.00 – $110.00 -
September Super Session – 4.0 CE’s
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesTopics: 1 - Preparer Due Diligence  • Protect your practice and your clients.  Additional Info 2 - Injured & Innocent Spouse  • Representation and real world strategies. Additional Info 3 - IRS Representation  • Fundamentals for Defending your Taxpayer. Additional Info Speaker: Jason Daughtry, EA Education Committee Contact/Point Person Bo Demczar - …
$125.00 – $175.00 -
2025 October Seminar – 8.0 CE’s
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United States2025 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 …
$25.00 – $370.00
10 events found.