New York/Connecticut Association of Tax Professionals

2020 September On Demand Meeting
2020-09-15 - 2020-12-15 | On Demand Online Event, CT, United States
Filing the Final 1040 & First 1041
Speaker: Alan Clavette, CPA

2 Federal CEs (IRS Circular 230) for this session
CPAs, CFPs, and Attorneys may qualify also
Members: RSVP @ No Charge – (only if your dues are current)
Guests: Purchase a ticket for $35.00
Signups begin 9/07/2020 and close 9/30/2020
Electronic materials will be available on 9/15/2020
On Demand Course must be completed by 12/15/2020

For support please contact:
Fred Banty for meeting logistics, testing, and CE – fkbanty2@aol.com
Amy Patrick for PowerPoint assistance – apartrick@yahoo.com
Emmet Gemme for dues or tickets/rsvp on this site – emmetg@prodigy.net

2020 October On Demand Seminar
2020-10-19 - 2020-12-01 | On Demand Online Event, CT, United States
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
(9 Tax CEs and 2 Ethics CEs)
Signups begin 10/01/2020 and close 10/31/2020
Electronic materials will be available on 10/19/2020
A paper book can be ordered for a $25.00 additional charge.
Paper books we will have two cutoff order dates. 10/16 and 10/31.
We will ship paper books twice. By 10/20 and 11/5.
For CE credit courses and quizzes must be completed by 12/01/2020.

2020 Annual Tax Update On Demand Seminar
2020-12-01 - 2020-12-31 | On Demand Online Event, CT, United States
Annual Tax Update Seminar
Speaker: Lisa Ihm, EA
Speaker: Ryan Reichert, EA
Speaker: Tom Bridgman, EA
Speaker Biographies
Topics
– Federal Update
– NY Update
– CT Update
– Federal Court Cases
– Federal Forms Review
– Depreciation and Repair or Improvement
– Payroll Protection Plan Issues (PPP)
– Tax Stuff You Thought You Knew
16 Total CEs for this session
CPAs, CFPs, and Attorneys may qualify also
(Federal 14 CEs per Circ.230 – 2 State CEs)
Signups begin 11/01/2020 and close 12/10/2020
Electronic materials will be available on 12/01/2020
A paper book can be ordered for a $30.00 additional charge.
Paper books we will have two cutoff order dates. 11/25 and 12/10.
We will ship paper books twice. By 12/01 and 12/15.
For 2020 CE credit, courses and quizzes must be completed by 12/31/2020

2021 January Virtual Meeting
2021-01-02 - 2021-01-31 | On Demand Online Event, CT, United States
Your “Last Chance Tax Update”
Speaker: Kathryn Keane, EA

2 Federal CEs (IRS Circular 230) for this session
CPAs, CFPs, and Attorneys may qualify also
Members: RSVP – Free Guests: Ticket – $35.00
Signups begin 01/02/2021 and close 01/15/2021
Electronic materials will be available on 01/02/2021
On Demand Course must be completed by 01/31/2021

For support please contact:
Fred Banty for meeting logistics, testing, and CE – fkbanty2@aol.com
Amy Patrick for PowerPoint assistance – apartrick@yahoo.com

2021 November On Demand Meeting
2021-10-25 - 2021-11-30 | On Demand Online Event, CT, United States
Topic: The New Normal
Speaker: Attorney Robert Lickwar

2.0 CEs Under Circular 230
Contact Person for Questions: Fred Banty
fkbanty2@aol.com – Education Committee
Signups begin 10/25/2021 and close 11/30/2021
Electronic materials will be available by 11/10/2021
For CE credit courses and testing must be completed by 12/31/2021
The price for this event is:
Members Free – Non-members $50.00

2021 October On Demand Seminar
2021-10-27 - 2021-11-10 | On Demand Online Event, CT, United States
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 available by 10/31/2021
Only electronic texts will be available
For CE credit, courses and testing must be completed by 12/31/2021
The price for this event is Members $0 (free) – Non-Members $50.00
Members! Make sure your dues are current!!!

2021 Annual Tax Update On Demand Seminar
2021-12-01 - 2021-12-31 | On Demand Online Event, CT, United States
Topics
– Federal Update
– NY Update
– CT Update
– Federal Court Cases
– Federal Forms Review
– Termination of a Business
– COD – Cancellation of Debt
– Tax Stuff You Thought You Knew
Speakers: Lisa Ihm, EA – Ryan Reichert, EA
Thomas Bridgman, EA – Alan Clavette, CPA
16 Total CEs for this session
CPAs, CFPs, and Attorneys may qualify also
(Federal 14 CEs per Circ.230 – 2 State CEs)
Contact Person for Questions: Fred Banty
fkbanty2@aol.com – Education Committee
Signups begin 11/01/2021 and close 12/10/2021
Electronic materials will be available on 12/01/2021
PDF Free – A paper book can be ordered for a $50.00 additional charge
Paper books we will have two cutoff order dates. 11/24 and 12/10
We will ship paper books twice. By 12/01 and 12/15
For 2021 CE credit, courses and quizzes must be completed by 12/31/2021
Optionally, you can complete the testing in January for 2022 CE credits
The price for this event is:
Members $185.00. If you request a paper book it is $235.
Non-members $240.00. With a paper book $290.00

2022 January On Demand Meeting
2021-12-15 - 2022-02-15 | On Demand Online Event, CT, United States
Topic: The Last Chance Tax Update
Speaker: Kathryn Keane, EA

2.0 CEs Under Circular 230
Contact Person for questions: Tom Bridgman
mrtom@pobox.com – Education Committee
Signups begin 12/15/2021 and close 01/31/2022
Electronic materials will be available after 01/19/2022
For CE credit courses and testing must be completed by 02/15/2022
The price for this event is:
Members Free – Non-members $50.00

2022 May Meeting
2022-05-18 17:30 - 20:30 (America/New_York) | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
Members (Timely): $40.00 Non-Members & Late Members: $60.00
Ticket up no later than the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.

2022 June Meeting
2022-06-15 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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 Home during Covid including independent contractors
Lastly – 2022 changes to:
– Retirement Plans
– Deduction limits for charities & research
– Proposed tax law changes

Speaker: Jeff Jacobs, JD (Tax Attorney)
2 Federal CEs (IRS Circular 230) for this session
CPAs, CFPs, and Attorneys may qualify also
Education Committee Point/Contact Person
Zackary Smith – zackarysmith@cjcarpentieri.com

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
Members (Timely): $40.00 Non-Members & Late Members: $60.00
Ticket up no later than the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.

2022 July Meeting
2022-07-20 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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 their own practice,
Properly report the repayment of a qualified COVID retirement plan distributions,
Correctly apply the provisions while amending past year returns for EBL, NOL and QIP changes,
Comprehend other federal tax law changes.

Speaker: Kathryn Keane, EA, NTPI Fellow
2 Federal CEs (IRS Circular 230) for this session
CPAs, CFPs, and Attorneys may qualify also

Education Committee Contact/Point Person
Amy Lawer, EA – amy@hvtaxexperts.com
Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
Members (Timely): $50.00 Non-Members & Late Members: $70.00
Ticket up no later than the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.

2022 September Super Session
2022-09-21 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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 – Registration
4:00 – First Session
5:40 – Business Meeting
6:10 – Buffet Dinner
7:00 – Second Session
8:40 – Close
Members (Timely): $50.00 Non-Members & Late Members: $70.00
Ticket up no later than the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.

2022 October Seminar
2022-10-21 08:00 - 16:40 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
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 10/14

Member
145.00
175.00

Non-member
220.00
250.00

Office Staff (paid by member)*
170.00
200.00

Registration is 8:00 to 8:30 – Program begins at 8:30
Program ending time is 4:40 PM
Office staff ticket must be paid by member!!!
Education Committee Contact/Point Person
Anthony DiCaprio – adtaxprep@yahoo.com

2022 November Meeting
2022-11-16 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
November Dinner Meeting
Topics: Sale of Investment Property & Rental Property including basis calculations
Speaker: Robert (Bob) Lickwar, CPA
Education Committee Contact/Point Person
Renee’ Laferriere: renee@hvtaxexperts.com

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
Members (Timely): $50.00 Non-Members & Late Members: $70.00
Timely is by midnight the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.

2022 Annual Tax Update Seminar
2022-12-01 08:00 - 2022-12-02 17:00 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
2022 Annual Tax Update Seminar
Update Topics:
Federal Update
NY Update
CT Update
Additional Topics:
Partnership & S-Corp Basis and sales of each
Rental Properties – Simple Right???
Interesting Lives with Interesting Tax Problems
Tax Stuff You Thought You Knew
Speakers:
Lisa Ihm, EA
Ryan Reichert, EA
Tom Bridgman, EA
Alan Clavette, CPA
Schedule:
8:00 to 8:30 Registration and Continental Breakfast
Seminar 8:30 to 5:00 Thursday and 8:30 to 4:40 on Friday
Interested in Exhibiting Click Here
Education Committee Contact/Point Person
Rita Lewis – ritalewis@dollarssense.com
Ethan Allan Hotel Group Rate is $119.00 + taxes

2023 January Meeting
2023-01-11 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
January Dinner Meeting
Topic: Our Last Chance Tax Update
An update for the coming season including
any last minute tax changes.
Speaker: Kathryn Keane, EA
Education Committee Contact/Point Person
Amy Lawer – amy@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): $50.00 Non-Members & Late Members: $70.00
Non-Members Late: $90.00
Timely is by midnight the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.
Tickets go on sale 12/10/2022

Tax Implications of an Inheritance
2023-03-23 08:00 - 17:00
June Dinner Meeting
Topic: Tax Implications of an Inheritance
Speaker: TBD
Education Committee Contact/Point Person
Devika Sarica – Email: devru5@aol.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): $50.00 Non-Members & Late Members: $70.00
Timely is by midnight the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.
Tickets go on sale: 05/18/2023
Timely Deadline: 06/16/2023

May Dinner Meeting - Post Pandemic Cyber Security
2023-05-17 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Topic: Post Pandemic Cyber Security:
It is more than just “don’t click” – 2 CEUs
John will offer a deep dive into our responsibility for maintaining data security and best practices for protecting ourselves and our business from liability for data breaches. This includes vetting employees, maintaining adequate insurance…even security concerns that could arise from the use of ChatGPT!

Speaker: John Sheeley, EA
This meeting includes one free beverage on us.
Education Committee Contact/Point Person
Nancy Sporbert – nstsllc@outlook.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): $50.00 Non-Members & Late Members: $70.00
Timely is by midnight the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.
Tickets go on sale 04/16/2023

June Dinner Meeting - Tax Implications of an Inheritance
2023-06-21 17:30 - 20:50 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Topic: Tax Implications of an Inheritance – 2CEs
Speaker: Alan Clavette, CPA
Education Committee Contact/Point Person
Devika Sarica – Email: devru5@aol.com
Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
6:50 – Education Program – 2 CEUs
8:30 – Ends

Members (Timely): $60.00 Non-Members & Late Members: $80.00
Timely is by midnight the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.
Tickets go on sale: 05/19/2023
Timely Deadline: 06/16/2023

July Dinner Meeting - Mid-Year Update
2023-07-19 17:30 - 20:50 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Mid-Year Tax Update – 2CEs
Topic: “Mid-Year Update including Secure Act, Energy Credits, and Recent Developments.”
Speaker: Kathryn Keane, EA, NTPI Fellow
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 – 2 CEUs
8:30 – Ends

Members (Timely): $60.00
Non-Members & Late Members: $80.00
Timely is by midnight the Friday before the meeting!
Tickets go on sale: 06/22/2023
Timely Deadline: 07/14/2023

All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.

September Super Session - 4 CEs
2023-09-20 15:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Topics:
Entity Selection and Tax Consequences
Schedule C Refresher & Overview
Minefields & Disasters – How to Navigate & Mitigate
A Case Study

Speaker: Catherine White, EA
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 – Registration
4:00 – First Session
5:40 – Business Meeting
6:00 – Buffet Dinner
6:50 – Second Session
8:30 – Close
Members (Timely): $95 Non-Members & Late Members: $125
Ticket up no later than the Friday before the meeting!
Tickets go on sale August 20th.
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.

October Seminar - 8 CEs
2023-10-20 08:00 - 16:40 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
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

Member
$225.00
$255.00

Non-member
$300.00
$330.00

Office Staff (paid by member)*
$250.00
$280.00

Registration is 8:00 to 8:30 – Program begins at 8:30
Program ending time is 4:40 PM
Office staff ticket must be paid by member!!!
Tickets go on sale 9/10/23

Annual Tax Update Seminar 14-16 CEs
2023-11-30 - 2023-12-01 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
Topics:

Federal Tax Update
Additional Federal Tax Topics
– Crypto Currency & Advanced Brokerage Statements
– Energy Credits – Packing a Powerful Punch
– Tax Implication of Family Drama
– Tax Stuff You Thought You Knew

NY Tax Update
CT Tax Update

14 Tax CEs for Enrolled Agents
Other Professionals may be able to self report 16 CEs.

Speakers:

Federal: Ryan Reichert, EA, CFP
NY: Tom Bridgman, EA
CT: Alan Clavette, CPA
Education Committee Contact/Point Person
Rita Lewis – Email: ritalewis@dollarssense.com
Early Bird Before 11/6/2023 $495
Regular Ends – 11/22/2023 $545
Late begins 11/23/2023 $595
Tickets go on sale 9/19/23
Hotel Group Rate is $109.00
Interested in Exhibiting Click Here

January Dinner Meeting - Our Last Chance Tax Update - 2.0 CEs
2024-01-10 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Topic: Our Last Chance Tax Update – 2CEs
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 – 2 CEUs
8:30 – Ends

Members (Timely): $60.00 Non-Members & Late Members: $80.00
Timely is by midnight the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.
Tickets go on sale: 12/04/23
Timely Deadline: 01/05/24

May Dinner Meeting & Free Beverage - 2.0 CEs
2024-05-15 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Topic: Tax Planning During the Four Stages of Retirement – 2.0 CEs
Speakers: Paul Muller, CFP & Jean Riordan, CFP
One Free Beverage On Us!
Education Committee Contact Person
Renee’ Laferriere – 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 – 2 CEUs
8:30 – Ends

Members (Timely): $60.00 Non-Members & Late Members: $80.00
Timely is by midnight the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.
Tickets go on sale: Soon
Timely Deadline: 5/10/24

June Dinner Meeting - Mid Year Tax Update - 2.0 CEs
2024-06-19 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Topic: Mid-Year Tax Update – 2CEs
Speaker: Kathryn Keane, EA

Education Committee Contact Person
Renee’ Laferriere – Email renee@hvtaxexperts.comMeeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
6:50 – Education Program – 2 CEUs
8:30 – Ends

Members (Timely): $60.00 Non-Members & Late Members: $80.00
Timely is by midnight the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.
Tickets go on sale: 5/16/24
Timely Deadline: 6/14/24

July Dinner Meeting - 2.0 CEs
2024-07-17 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Topic: Reporting Consolidated 1099s
Speaker: John Sheeley, EA
Education Committee Contact 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 – 2 CEUs
8:30 – Ends

Members (Timely): $60.00 Non-Members & Late Members: $80.00
Timely is by midnight the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.
Tickets go on sale: 6/20/2024
Timely Deadline: 7/12/2024

September Super Session Dinner Meeting - 4.0 CEs
2024-09-18 15:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Topic: 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 – First Session
5:40 – Business Meeting
6:00 – Buffet Dinner
6:50 – Second Session
8:30 – Close
Members (Timely): $115 – Late Members: $135 – Non-Members: $155
Ticket up no later than the Friday before the meeting!
All payments are cleared through PayPal
but you do not have to have a PayPal account, just a credit card.

2024 October Seminar - 8.0 CEs
2024-10-25 08:00 - 16:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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 begins at 8:30
Hot buffet breakfast and lunch included!
Program ending time is 4:40 PM
Office staff ticket must be paid by member!!!
Tickets go on sale 9/3/2024
Your registration includes an electronic book in PDF format.
Printed books are $25.00 extra. You can add to the cart below.
Printed books are not available after October 11th.

Paid By 10/11
Paid After 10/11

Member (electronic book)
225.00
275.00

Non-Member (electronic book)
300.00
350.00

Office Staff (paid by member)
(electronic book)

250.00
300.00

Printed Book (paper) by 10/11
25.00
N/A

Annual Tax Update Seminar
2024-12-05 - 2024-12-06 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
Annual 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 K2 & K3 and Form 1116
· Penalty Abatement & Reasonable Cause
Speakers:
Federal Update – A. J. Reynolds, EA
NY Update – Sara Carlson – NYS Dept. of Taxation
CT Update – Alan Clavette, CPA

14 Tax CEs for Enrolled Agents and AFSP.
Other Professionals may be able to self report 16 CEs.

Registration and Continental Breakfast 7:30 to 8:30 each day.
Seminar begins @ 8:30 daily.
Education Committee Contact/Point Person
Rita Lewis – Email: ritalewis@dollarssense.com
Early Bird Before (electronic book): 11/16/24 – $525.00
Regular Ends (electronic book): 11/25/24 – $575.00
Late Begins (electronic book only): 11/26/24 – $625.00
Printed Book (until 11/25): $50.00
Hotel Group Room Rate is $115.00
Tickets go on sale: 09/03/24
Your registration includes an electronic book in PDF format.
Printed paper books are $50.00 extra. You can add to the cart below.
Printed paper books are not available after November 25th.
Cocktail Party @ 5:00 on Thursday evening.
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