• 2022 October Seminar

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

    $145.00 – $250.00
  • 2022 November Meeting

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

    $50.00 – $90.00
  • 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 – $125
  • 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 – $330