New York/Connecticut Association of Tax Professionals

2012 Annual Tax Update Seminar
2012-11-29 - 2012-12-01 | Crowne Plaza Danbury, 18 Old Ridgebury Road, Danbury, CT, 06810, United States
“The best, comprehensive tax update
seminar in the region”
Federal Update
Connecticut Update
New York Update
Many additional federal topics
16.0 CEU’s Total (a) 13 for EA’s & RTRP’s
(a) Due to new Circular 230 rules!
(a) EA’s & RTRP’s – 3.0 “Update” and 10.0 “Tax”

►CLICK HERE FOR OUR FULL BROCHURE◄

Speakers:
Sue Voth EA – All federal material
Alan Clavette, CPA – CT Updates
Joseph Endres, Esq. – NY Updates

In addition to the updates listed above the following topics are planned:
• Investment income
• IRA’s and pensions
• Travel expenses away from your tax home
• Home office deductions
• Liquidating a sole proprietorship and form 4797
• AMT – Alternative Minimum Tax
• EIC and other tax credits
Topics are subject to changes, especially if any new or late legislation!

Full sit-down lunches plus continental breakfast and two breaks

Seminar Prices & Online Registration

Click on the prices to add to cart

Early Bird Registration – by 11/2/2011
►$ 395.00◄

Registration after 11/2/2011 until 11/16
►$ 425.00◄

If you are new to NY/CT-ATP and register online ►click here◄
We need your information to complete your registration

2012 Tax Update Registration Deadline
2012-11-15 - 2012-11-16 | DEADLINE!, United States
Deadline for Regular Registration
Go to the event page now

2012-11 November Dinner Meeting
2012-11-14 12:30 - 15:00 (America/New_York) | CT
Taxation of Bonds and Other Debt Instruments
Understanding Brokerage Statements
The Complexity of REMICS
1.0 CEU’s (50 minutes)
Speaker: Robert (Bob) Lickwar, CPA
Note that this is the 2nd Wednesday of November due to Thanksgiving!

Our Meeting Night Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program (might even start a little early)

RSVP no later than the Sunday before the meeting!
Members: $30.00 Guests $40.00
Late Fee $10.00 extra Walk in Fee $20.00 extra

2012 Book Package Order Deadline
2012-11-13 - 2012-11-14 | DEADLINE!, United States
Deadline to order the book package
Final deadline, sorry no exceptions!
Go to the Book Order Page Now

2012 Tax Update Early Bird
2012-11-01 - 2012-11-02 | DEADLINE!, United States
Deadline for Early Bird Registration
Go to the event page now

2012 October Seminar
2012-10-17 04:00 - 14:00 | CT
Sorry but registration is now closed!
This event if full to capacity.
1041 Fiduciary Returns, Beyond the Basics
IRS – CP-2000 Audits (Desk Audits)
Non-Qualified Stock Options
Restricted Stock Units
Tax Law 6.0 CEU’s
Ethics 2.0 CEU’s
Speaker is: David Mellem, EA

Remember that your attendance fee gets you 8 CEU’s, continental breakfast, break, lunch, break, and Oktoberfest dinner!
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
Buffet Dinner and Business Meeting (Included in the price)

6:00
6:30
Committee Meetings

6:30
7:30
Directors Meeting

Seminar Prices & Online Registration

Click on the prices to add to cart
Regular
Late Reg

Item/Status
Before 10/4
After 10/3

Member
(dues are current)
Link @ $110
@ $130

Non-Member
Link @ $160
@ $180

Office Staff of Member
(member must pay for staff)
Link @ $130
@ $150

For mail-in registration look above and to the right.

2012 October Reg Deadline
2012-10-02 - 2012-10-03 | DEADLINE!, United States
Deadline for timely registration!
Go to October Seminar Page

2012-09 September Dinner Meeting
2012-09-19 13:30 - 17:00 | CT
TAX Jeopardy with Chuck Carpentieri
Our Annual Game of Tax Jeopardy
2.0 CEU’s (100 minutes)
Speaker: Charles (Chuck) Carpentieri, EA, MBA

Chuck Carpentieri is the Vice President and a Director of The NY/CT Association of Tax Professionals, Inc. He owns and operates Carpentieri Associates a tax, accounting, and financial firm in Danbury, CT. A former Assistant Treasurer of the Olin Corp, Chuck has prepared taxes for 44 years. If you know Chuck, you love Chuck. Join us for the program tax professionals all over the state are talking about!

Our Meeting Night Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program (might even start a little early)

RSVP no later than the Sunday before the meeting!
Members: $30.00 Guests $40.00
Late Fee $10.00 extra Walk in Fee $20.00 extra

2012 Dues Deadline
2012-07-30 - 2012-07-31 | DEADLINE!, United States
Make sure you pay your dues by July 31st to take the $10.00 discount!
Remember that we need your PTIN now for education CEU's.

2012-07 July Dinner Meeting
2012-07-18 13:30 - 17:00 | CT
Partnership K-1’s of All Kinds
Solving All Kinds of K-1 Mysteries!
2.0 CEU’s (100 minutes)
Speaker: Alan Clavette, CPA

Alan, a regular speaker for NY/CT-ATP will attempt to unravel the mysteries that some K-1’s (1065’s) pose to us preparers! This will include hedge fund K-1’s and PTP’s (publicly traded partnerships). He will also illustrate the sale of a PTP! I bet you’ve been doing that wrong…

Our Meeting Night Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program (might even start a little early)

RSVP no later than the Sunday before the meeting!
Members: $30.00 Guests $40.00
Late Fee $10.00 extra Walk in Fee $20.00 extra

2012-06 June Dinner Meeting
2012-06-20 13:30 - 16:00 | CT
Buying and Selling a Tax Practice
0 (no) CEU’s (Approximately 1 hour)
Speaker: Max Krotman, Globalforce International, Inc.

An overview of buying and selling tax practices.

Our Meeting Night Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program (might even start a little early)

RSVP no later than the Sunday before the meeting!
Members: $30.00 Guests $40.00
Late Fee $10.00 extra Walk in Fee $20.00 extra

2012 May Dinner Meeting
2012-05-16 13:30 - 17:00 | CT
The Annual Round Table Tax Discussion
Discussion About Last Tax Season
2.0 CEU’s
Speaker: Emmet Gemme, EA

Like many of our meeting traditions, our members look forward to this one. A chance to get out with your peers and review the season that tires each of us to the bone.
Emmet Gemme is President of NY/CT-ATP and has run his own tax practice for 37 years. He makes meetings interesting with his knowledge and humor. Emmet is a volunteer firefighter and senior member of the fire prevention team, he is currently treasurer of the YMCA of Manchester, past treasurer of NY/CT-ATP and past treasurer of the Manchester Fire Department. His hobbies include music, photography, and hiking.
NY/CT-ATP will upgrade the meal to prime rib at no additional cost and also buy you your first beverage of choice to celebrate that “you made it!”

Our Meeting Night Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program

2012 January Dinner Meeting
2012-01-11 12:30 - 16:00 | CT
Last Chance Tax Update
Your last update before tax season
2.0 CEU’s (100 minutes)
Speaker: Karen Davis, EA MBA PhD

This is our “last chance tax update” for all you members that hope you have things under your belt for the coming season. Of course we also hope for good weather for the meeting. Karen has been with us many times and we always enjoy her presentations.
FYI – The annual book orders will be mailed out to all. We do not expect to hold them until the meeting like in past years.

Our Meeting Night Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program (might even start a little early)

RSVP no later than the Sunday before the meeting!

2011 Tax Update Seminar
2011-12-01 - 2011-12-03 | Crowne Plaza Danbury, 18 Old Ridgebury Road, Danbury, CT, 06810, United States
Registration is Closed!
“The best, comprehensive tax update
seminar in the region”
Federal Update
Connecticut Update
New York Update
Many addition federal topics
16.0 CEU’s Total (a) 13 for EA’s & RTRP’s
(a) Due to new Circular 230 rules!

►CLICK HERE FOR OUR FULL BROCHURE◄

Speakers:
Sue Voth EA – All federal material
Alan Clavette, CPA – CT and NY updates

In addition to the updates listed above the following topics are planned:
• Like kind exchanges of a business truck
• Schedule D basis issues. Sources to arrive at basis
• K-1’s for hedge funds, oil & gas entures, and PTP’s
• Education Credits, 529’s, and 1099-Q’s incl. dependent decisions
• Kiddie Tax planning strategies
• AMT for kids and adults
• Gift Tax Returns and when should one be filed
• The Decedent’s 1040, The “Final” Return
Topics are subject to minor changes, especially if any new or late legislation!

Full sit-down lunches plus continental breakfast and two breaks

Seminar Prices & Online Registration

Click on the prices to add to cart

Early Bird Registration – by 11/4/2011
►$ 375.00◄

Registration after 11/4/2011 until 11/18
►$ 405.00◄

If you are new to NY/CT-ATP and register online ►click here◄
We need your information to complete your registration

2011 Tax Update Reg Deadline
2011-11-17 - 2011-11-18 | DEADLINE!, United States
Final Deadline for Registration
►Go to event page◄

2011 November Dinner Meeting
2011-11-16 12:30 - 15:30 | CT
International Taxes for Individuals
Common International Issues on 1040’s
2.0 CEU’s
Speaker: John Sheeley, EA
John is an EA from Goshen, NY who specializes in foreign tax issues of all types.

John will discuss US taxpayers working outside of the country. He will also discuss those living in the US with non-US income from investments, retirement, foreign trusts and the like, FBAR & FACTA requirements, and how to serve FBAR non-filers. This is information we have never really covered before and certainly important and timely as the world becomes one global economy.

Our Meeting Night Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program

2011 Tax Update Early Bird
2011-11-03 - 2011-11-04 | DEADLINE!, United States
Deadline for Early Bird Registration
►Go to event page◄

2011 October Seminar
2011-10-19 04:00 - 14:00 | CT
This Event is Closed for Registration!!!
Cancellation of Debt (COD)
COD Basics, Insolvency, Bankruptcy
6.0 CEU’s
Ethics Jeopardy 2.0 CEU’s
Speaker is: Lisa Ihm, EA

Ever feel lost with a client that presents you with COD or foreclosure. This program is designed to help you get through your next one. Lisa will walk you through the process with her exceptional presentation on COD. At a time when we as preparers are seeing more and more foreclosures, this will certainly be timely.
In addition, Lisa will give us our two CEU’s of ethics by giving us her version of Ethics Jeopardy. Certainly a fun way to meet our annual requirement!
Both of these programs have been presented nationwide. As an event subsidized by NYCTATP (low member cost) and with Lisa Ihm coming to town do not miss this event.
Lisa Ihm has been teaching seminars nationwide since 1986. She began teaching seminars about debt forgiveness back in the 1990s when we had the last wave of foreclosures – a small wave compared to our current one. We face a whole new set of problems this time around because of the creative financing of the last decade. She will help you understand the practical application of these complex rules to real-life situations, and her worksheets and flowcharts will walk you through the complicated process step-by-step.
Remember that your attendance fee gets you 8 CEU’s, continental breakfast, break, lunch, break, and Oktoberfest dinner!
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
Buffet Dinner and Business Meeting (Included in the price)

6:00
6:30
Committee Meetings

6:30
7:30
Directors Meeting

Seminar Prices & Online Registration

Click on the prices to add to cart
Regular
Late Reg

Item/Status
Before 10/6
After 10/5

Member
(dues are current)
►$100.00◄
►$120.00◄

Non-Member
►$150.00◄
►$170.00◄

Office Staff of Member
(member must pay for staff)
►$120.00◄
►$140.00◄

For mail-in registration look above and to the right.

2011 October Reg Deadline
2011-10-04 - 2011-10-05 | DEADLINE!, United States

2011 September Dinner Meeting
2011-09-21 13:30 - 16:30 | CT
Tax Jeopardy with Chuck Carpentieri
Battle of the Sexes
2.0 CEU’s
Speaker: Chuck Carpentieri, EA MBA

Chuck Carpentieri is the Vice President and a Director of The NY/CT Association of Tax Professionals, Inc. He owns and operates Carpentieri Associates a tax, accounting, and financial firm in Danbury, CT. A former Assistant Treasurer of the Olin Corp, Chuck has prepared taxes for 43 years. If you know Chuck, you love Chuck. Join us for the program tax professionals all over the state are talking about!

Our Meeting Night Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
