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September 2020
2020 September On Demand Meeting
Filing the Final 1040 & First 1041 Speaker: Alan Clavette, CPA 2 Federal CEs (IRS Circular 230) for this session…
Find out more »October 2020
2020 October On Demand Seminar
October On Demand Seminar Speakers:Â Lisa Ihm, EA and Ryan Reichert, EA Topics - Amended Returns - Retirement Plans in…
Find out more »December 2020
2020 Annual Tax Update On Demand Seminar
Annual Tax Update Seminar Speaker:Â Lisa Ihm, EA Speaker:Â Ryan Reichert, EA Speaker:Â Tom Bridgman, EA Speaker Biographies Topics -…
Find out more »January 2021
2021 January Virtual Meeting
Your "Last Chance Tax Update" Speaker:Â Kathryn Keane, EA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs,…
Find out more »October 2021
2021 November On Demand Meeting
Topic: The New Normal Speaker: Attorney Robert Lickwar 2.0 CEs Under Circular 230 Contact Person for Questions: Fred Banty fkbanty2@aol.com…
Find out more »2021 October On Demand Seminar
Topics: Recent Court Cases - 2.0 CE Speaker: Kathy Morgan, EA Ethics - Who Knew? - 2.0 CE Speaker:Â Marc…
Find out more »December 2021
2021 Annual Tax Update On Demand Seminar
Topics – Federal Update – NY Update – CT Update – Federal Court Cases – Federal Forms Review – Termination…
Find out more »2022 January On Demand Meeting
Topic: The Last Chance Tax Update Speaker: Kathryn Keane, EA 2.0 CEs Under Circular 230 Contact Person for questions: Tom…
Find out more »May 2022
2022 May Meeting
May Dinner Meeting Topic: Retirement Plans for the Self-Employed & Small Business, including comparisons for small business owners and considerations…
Find out more »June 2022
2022 June Meeting
June Dinner Meeting Topics: Looking Forward after a Busy Tax Season  - Complications with 1099s and late year estimates  -…
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