New York/Connecticut Association of Tax Professionals

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

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 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 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

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

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 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

35th Anniversary Celebration - Postponed
2020-05-03 15:00 - 20:00 (America/New_York) | This Event is Postponed!, CT, 06045-0727, United States
This event has been postponed!
New York/Connecticut is 35 Years Old
Join us for a banquet celebration!
This event has been postponed!

2020 January Dinner Meeting
2020-01-07 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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 account, just a credit card.
Trouble Buying a Member Ticket?
After Friday you must pay the late fee!
Additional fees;
Late Tickets we add $10.00 to either.
Walk in Fee add $20.00 to either! WE DO NOT WANT WALK-INS!

2019 Annual Seminar
2019-12-05 - 2019-12-06 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
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
Employee vs Independent Contractor
4 Page flyer and Speaker Bios
Prices included continental breakfast, morning break,
full sit down lunch, and afternoon break.
Early Bird – $445.00 (by 11/8/2019)
Regular Registration – $500.00 (by 11/22/2019)
Late Registration – $525.00 (after 11/22/2019)
Contact Person: John King
914‐584‐2812 ‐ jking580@aol.com
Find us on FaceBook:
https://www.facebook.com/nyctatp/
Exhibitors Click Here

2019 November Dinner Meeting
2019-11-20 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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 have a PayPal account, just a credit card.
Trouble Buying a Member Ticket?
After Friday you must pay the late fee!
Additional fees;
Late Tickets we add $10.00 to either.
Walk in Fee add $20.00 to either! WE DO NOT WANT WALK-INS!

2019 October Seminar
2019-10-18 08:00 - 17:00 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
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?

2019 September Extended Dinner Meeting
2019-09-18 15:15 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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: $50.00
Deadline for timely is the Friday before the meeting!
After Friday you must pay the late fee!
Additional fees;
Late Tickets we add $10.00 to either.
Walk in Fee add $20.00 to either! WE DO NOT WANT WALK-INS!

2019 July Dinner Meeting
2019-07-17 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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 BOTH!!! Either RSVP or Ticket up!!!
After Friday, the RSVP option is eliminated.
After Friday you must purchase a ticket and pay the late fee!
Additional fees;
Late Tickets we add $10.00 to either.
Walk in Fee add $20.00 to either! WE DO NOT WANT WALK-INS!
Late Ticket means after midnight on Friday before the meeting!

2019 June Dinner Meeting
2019-06-19 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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 COBRA considered creditable coverage?
• How does one fill the gap to reduce out of pocket exposure?
• Why is the out-of-pocket maximum so important?
• The effect of Healthcare Reform on Medicare

0 Federal CEs (IRS Circular 230) for this session
(you can blame the IRS and Circ 230 for that)
CPAs, CFPs, and Attorneys may 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 @ the door) no later than the Friday before the meeting
Ticket (pay now by C/C or PayPal)
DO NOT DO BOTH!!! Either RSVP or Ticket up!!!
After Friday, the RSVP option is eliminated.
After Friday you must purchase a ticket and pay the late fee!
Additional fees;
Late Tickets we add $10.00 to either.
Walk in Fee add $20.00 to either! WE DO NOT WANT WALK-INS!
Late Ticket means after midnight on Friday before the meeting!

2019 May Dinner Meeting
2019-05-15 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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 @ the door) no later than the Friday before the meeting
Ticket (pay now by C/C or PayPal)
DO NOT DO BOTH!!! Either RSVP or Ticket up!!!
After Friday, the RSVP option is eliminated.
After Friday you must purchase a ticket and pay the late fee!
Additional fees;
Late Tickets we add $10.00 to either.
Walk in Fee add $20.00 to either! WE DO NOT WANT WALK-INS!
Late Ticket means after midnight on Friday before the meeting!

2019 January Dinner Meeting
2019-01-09 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
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 Friday before the meeting!

2018 Annual Tax Update Seminar
2018-12-06 - 2018-12-07 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
Annual Tax Update Seminar
December 6 & 7, 2018
Federal Update
Full overview of TCJA
New York Update
Connecticut Update
Plus:
Qualified Business Income for IRC 199A
Retirement Planning after TCJA
Form 4797 – Effects of TCJA
Tax Consequences of Changing Entities
Depreciation – Changes & Choices
Recent Court Cases, Rulings, and Regs.

Federal Speakers: Sue Voth, EA & Tom O’Saben, EA
New York Speaker: Tom Bridgman, EA
Connecticut Speaker: Emmet Gemme, EA
Registration: 8:00 AM both days
Program starts: 8:30 AM both days
Includes: Continental Breakfast, Sit-down Lunch, & Afternoon Refreshments
Seminar Price Schedule

Early Bird Registration—by 11/09/18
$440

Regular Registration—by 11/23/18
$490

Late Registration—after 11/23/18
$515

No refunds after 11/19/2018 – Substitutions permitted
For additional information contact: John King
Email: jking580@aol.com Telephone: 845-225-1688
Hotel Group Rate $111.00 – by November 27th
Ticket up and Pay right now! – Preferred!
Or mail in your registration form with your check.
Too Late for check by mail!
Click here for a mail in registration form
Exhibitors please click here for our Exhibitor Page

2018 November Meeting
2018-11-14 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Tax Changes & New Tax Planning Opportunities
Tax planning in light of TCJA
For 2018 and Beyond!
Speaker: Edward L. Arcara, CPA
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.
Either RSVP and Pay @ the Door or Ticket and Pay Online.
DO NOT DO BOTH!!!!!

2018 Book Package Order Deadline
2018-11-01 | DEADLINE!, United States
Deadline to order the book package
Final deadline, sorry no exceptions!

Go to book order page now!

2018 October Seminar
2018-10-19 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
Topics:
Tax Review and Update – 6 CEs
Tax Cuts & Jobs Act – Advanced Issues
Rentals…Simple! Right?
Boarders, Rent to family
Vacation homes, Sec 199A 20%
Rent @ less than FMV, Occasional rentals
Tax Stuff You Thought You Knew!
Ethics – 2 CEs
Total 8.0 CEs
Speaker: Lisa Ihm, EA

Registration 7:30 to 8:30 Sessions begin at 8:30
For information please contact:
Amy or Rochelle Partrick
Tel 203-797-9785 apartrick@yahoo.com

Before 10/6
After 10/5

Member
$125
$155

Non-member
$200
$230

Office Staff (paid with member)*
$150*
$180*

Join now and pay the member price! www.nyctatp.org

*Special price for office staff must be paid for by member check

PAY NOW BELOW with credit card through PayPal.

It is too late to mail a check!

2018 September Extended Dinner Meeting
2018-09-20 15:30 - 20:10 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Note: This meeting is on a Thursday!
Section 199A (the new 20% deduction rule!)
An introduction to IRC-199A as enacted by the Tax Cut and Jobs Act.
The proposed regulations released August 2018!
Comprehensive examples on calculating the pass-through deduction.
Taxation Issues of the Twenty First Century!
Crowd Funding! Raising money for business startups
Crowd Funding! Raising money for Charity
The Sharing Economy! airbnb, Uber, Etc.
Speaker: John Sheeley, EA
4 Federal CEs (IRS Circular 230) for this session
CPAs, CFPs, and Attorneys may also qualify
Meeting Schedule
2:30 – Board Meeting & Committee Meetings
3:30 – First Session
5:10 – Business Meeting
5:30 – Buffet Dinner
6:30 – Second Session
8:10 – Close
Cost:
Members: $40.00 | Non-members/Guests $50.00
RSVP no later than the Sunday before the meeting
Additional fees: Late RSVP add $10.00 to either. Walk-ins Fee add $20.00.

2018 July Dinner Meeting
2018-07-18 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
July Dinner Meeting
Part One
IRS Collections
Speaker: Jeff Jordan, EA
IRS collections from start to finish; this includes responding to the IRS, what you need to garner from the client, installment agreements, 433A, CNC (currently not collectible), OIC, and injured/innocent spouse rules.

Part Two
Cryptocurrency and Bitcoin
Speaker: Tom Bridgman, EA
This session will introduce tax preparers to the tax issues surrounding virtual currency use, including investing, spending, and accepting- as well as some of the many as-yet unanswered questions

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 Sunday before the meeting
Members: $40.00 Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2018 June Dinner Meeting
2018-06-20 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
June Dinner Meeting
“Maximizing Social Security Benefits
Under the New Rules”
Don’t leave money on the table!
Maximize your Benefits!
Strategies for Married, Divorced, Widowed,
& with Minor Children
Speaker: Ash Ahluwalia
Ash is the 2016 National Social Security Advisor of the Year!
President, National Social Security Partners, LLC

No Federal CEs (IRS circ 230) for this session
CPAs, CFPs, and Attorneys may 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 Sunday before the meeting
Members: $40.00 Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2018 May Dinner Meeting
2018-05-16 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
May Dinner Meeting
Senior Stakeholder Liaison – Joe McCarthy
Taxpayer Advocate – Alisa Lebovitz
2 CEs for for this session

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 Sunday before the meeting
Members: $40.00 Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2018 January Dinner Meeting
2018-01-10 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
January Dinner Meeting
Our Last Chance Tax Update
2017 – Changes and Items of Interest
2018 – A brief overview as best she can, in light of the lateness of the entire legislative process.
Speaker: Kathryn Keane, EA
2 CEs for for this session

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 Sunday before the meeting
Members: $40.00 Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2017 Annual Tax Update Seminar
2017-11-30 - 2017-12-01 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
“The best, most comprehensive tax update seminar in the region”
Federal Update
Connecticut Update
New York Update
Many additional federal topics (see below)
16.0 CE’s Total – 14 for EA’s (a)
(a) State sessions do not qualify for EA’s

►CLICK HERE FOR OUR FULL BROCHURE◄
►VENDORS/EXHIBITORS CLICK HERE FOR INFORMATION◄

Speakers:
Jeff Jacobs, JD
Mike Tucker, CPA, JD, MBA, LLM, PhD
Karen Davis, EA, MBA, PhD
– Federal Updates
– Federal Changes, New Regs
– Recent Court Cases & Ltr Rulings
– Other Federal Topics
Tom Bridgman, EA
– NY Updates and/or Changes
Emmet Gemme, EA
– CT Updates and/or Changes
For additional information contact;
John King, Email – jking580@aol.com
or tel. 845-225-1688

In addition to the updates listed above the following topics are planned:
• Understanding K-1 challenges
• IRAs – Rollovers, Conversions, Recharacterizations
• Death and Taxes – including Portability and IRD
• Schedule C – Audit Traps, the new Gig Economy, etc.
• Identity Theft – What we can do for victims!
• Stock Options – Pitfalls and Opportunities
• Credits and Deductions – Education, Charitable, Healthcare

Topics are subject to change, especially if any new or late legislation.

Full sit-down lunch plus continental breakfast and two breaks daily

Seminar Prices & Online Registration

Click on the prices to add to cart

Early Bird Registration – by 11/03
$425.00

Regular Registration – by 11/17
$475.00

Late Registration – after 11/17
$500.00

►Click here for a mail in registration form◄
If you are new to NY/CT-ATP and register online ►click here◄
We need your information to complete your registration

2017 November Dinner Meeting
2017-11-15 17:30 - 20:40 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
November Dinner Meeting
Tax Planning & Tax Changes for 2017 & Beyond
Speakers: Tom Monk, CPA & Gary Skiba, CPA
Professors – Western Connecticut State Univ.
2 CEs for for this session

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 Sunday before the meeting
Members: $40.00 Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2017 Book Package Order Deadline
2017-11-01 | DEADLINE!, United States
Deadline to order the book package
Final deadline, sorry no exceptions!
Go to the Book Order Page Now

2017 October Seminar
2017-10-20 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
The Agenda
Total 8 CEs
Tax Aspects of Life Changing Events – 6 CEs
– Marriage
– Divorce
– Retirement
– Elder Care
– Death
– Basis of Property & Record Keeping
Ethics – 2 CEs
Speakers are:
David Mellem, EA
Mary Mellem, EA

Remember that your attendance fee gets you 8 CEs, continental breakfast, morning break, lunch, and afternoon break!
Seminar Schedule

8:00
8:30
Registration and Continental Breakfast

8:30
5:00
Seminar (Lunch and two breaks included in the price)

5:00
6:00
Committee Meetings

6:00
6:30
Directors Meeting

Seminar Prices & Online Registration

Click on the prices to add to cart
Regular
Late Reg

Item/Status
Before 10/7
After 10/6

Member
(dues are current)
$100.00
$130.00

Non-Member
$200.00
$230.00

Office Staff of Member
(member must pay for staff)
$125.00
$155.00

Mail-in registration form click here<

For questions or additional information please contact;
Amy Partrick – Tele 203-797-9785 Email apartrick@yahoo.com
