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January 2019
2019 January Dinner Meeting
January Dinner Meeting Your Last Chance Tax Update Speaker: Kathryn Keane, EA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may also qualify Meeting Schedule 4:00 - Directors Meeting 5:00 - Committee Meetings 5:30 - Business Meeting 6:00 - Buffet Dinner 7:00 - Education Program RSVP no later than the Friday before the meeting Members: $40.00 Guests: $50.00 Additional fees; Late RSVP add $10.00 to either. Walk in Fee add $20.00 Late RSVP means after midnight on…
Find out more »May 2019
2019 May Dinner Meeting
Hot Topics from the Forum and Tax Season From the 2019 Tax Season (2018 Returns) Speaker: Emmet Gemme, EA NY/CT-ATP will buy you one beverage of your choice to celebrate that tax season is over 🙂 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may also qualify Meeting Schedule 4:00 - Directors Meeting 5:00 - Committee Meetings 5:30 - Business Meeting 6:00 - Buffet Dinner 7:00 - Education Program Members: $40.00 Guests: $50.00 RSVP (pay @…
Find out more »June 2019
2019 June Dinner Meeting
Medicare - Take All the Guesswork Out Speaker: Mark Brownstein, CSA Certified Senior Advisor • Know when, how and who needs to enroll in Medicare • What is the difference between open enrollment and general enrollment. • What do I need to know before enrolling in a Medicare plan? • What are Medicare parts A, B, C, and D? • Medicare coverage, cost, and the need for supplemental insurance. • Will you have an Income Related Monthly Adjustment? • Is…
Find out more »July 2019
2019 July Dinner Meeting
K-1's from Partnerships-PTPs-Hedge Funds Speaker: Alan Clavette, CPS Data flow from the K-1's to the 1040 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Meeting Schedule 4:00 - Directors Meeting 5:00 - Committee Meetings 5:30 - Business Meeting 6:00 - Buffet Dinner 7:00 - Education Program Members: $40.00 Guests: $50.00 RSVP (pay @ the door) no later than the Friday before the meeting Ticket (pay now by C/C or PayPal) DO NOT DO…
Find out more »September 2019
2019 September Extended Dinner Meeting
Extended Meeting - Different Time 4 CEs at our Normal Meeting Price Recent Court Cases - 2 CEs Tax Aspects of Divorce - 2 CEs Speaker: Attorney Frank Agostino 4 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Meeting Schedule 2:30 - 3:30 Board Meeting & Committee Meetings 3:15 - Registration 3:45 - First Session 5:25 - Business Meeting 6:00 - Buffet Dinner 6:50 - Second Session 8:30 - Close Members: $40.00 Guests:…
Find out more »October 2019
2019 October Seminar
Topics - 6 CEs - Interest Tracing is Interesting - The Sharing Economy - Teens and Taxes Ethics - 2 CEs Total - 8CEs Speakers: David Mellem, EA and Mary Mellem, EA 4 Page flyer and Speaker Bios Before 10/5 After 10/4 Member $135 $165 Non-member $210 $240 Office Staff (paid by member)* $160* $190* Contact Persons: Amy & Rochelle Partrick apartrick@yahoo.com - 203-797-9785 Find us on FaceBook: https://www.facebook.com/nyctatp/ Trouble Buying a Member Ticket?
Find out more »November 2019
2019 November Dinner Meeting
TCJA - One Year Later (The Tax Cuts and Jobs Act) Speaker: Paul Iannone, Attorney & CPA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Meeting Schedule 4:00 - Directors Meeting 5:00 - Committee Meetings 5:30 - Business Meeting 6:00 - Buffet Dinner 7:00 - Education Program Members: $40.00 Guests: $50.00 Ticket up no later than the Friday before the meeting All payments are cleared through PayPal but you do not have to…
Find out more »December 2019
2019 Annual Seminar
Federal Updates with Sue Voth, EA & Tom O'Saben, EA NY Updates with Thomas Bridgeman, EA CT Updates with Emmet Gemme, EA Thursday Agenda QBID Update Entity Comparison with Focus on QBID New York Update Form 4797 with Focus on TCJA Update Receipt of Money - Taxable or Not Taxable Friday Agenda Federal Tax Updates, Court Cases, Rev. Rulings, Regs. Retirement Strategies Opportunity Zone Funds Bonus Depreciation vs IRC 179 vs Neither Connecticut Update Schedule A under TCJA with Alternatives…
Find out more »January 2020
2020 January Dinner Meeting
This meeting is on a Tuesday Last Chance Tax Update Speaker: Kathryn Keane, EA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 7:00 – Education Program Members: $40.00 Guests: $50.00 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…
Find out more »May 2020
35th Anniversary Celebration – Postponed
This event has been postponed! New York/Connecticut is 35 Years Old Join us for a banquet celebration! This event has been postponed!
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