2022 Annual Tax Update Seminar

Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, 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

$475.00 – $575.00

2023 January Meeting

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, 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

$50.00 – $90.00

Tax Implications of an Inheritance

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

May Dinner Meeting – Post Pandemic Cyber Security

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, 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

$50.00 – $70.00

June Dinner Meeting – Tax Implications of an Inheritance

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, 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

$60.00 – $80.00

July Dinner Meeting – Mid-Year Update

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, 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

$60.00 – $80.00

September Super Session – 4 CEs

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, 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

$95.00 – $125.00

October Seminar – 8 CEs

Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, 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

$225.00 – $330.00

Annual Tax Update Seminar 14-16 CEs

Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, 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

$495.00 – $595.00

January Dinner Meeting – Our Last Chance Tax Update

Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, 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

$60.00 – $80.00