2024 October Seminar - 8.0 CEs
2024-10-25 08:00 - 16:40 (America/New_York) | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
New Venue: Anthony’s Lake Club
Topics: 6.0 CEs
Basis in Mutual Funds
Equity Options & Stock Options – Form 8949
K-1s – S-Corps, Partnerships, Estates & Trusts
Ethics: 2.0 CEs
Total: 8.0 CEs
Speakers: David & Mary Mellem, EA’s
Education Committee Contact/Point Person
Nancy Sporbert – Email: nstsllc@outlook.com
Registration is 8:00 to 8:30 – Program begins at 8:30
Hot buffet breakfast and lunch included!
Program ending time is 4:40 PM
Office staff ticket must be paid by member!!!
Tickets go on sale 9/3/2024
Your registration includes an electronic book in PDF format.
Printed books are $25.00 extra. You can add to the cart below.
Printed books are not available after October 11th.

Paid By 10/11
Paid After 10/11

Member (electronic book)
225.00
275.00

Non-Member (electronic book)
300.00
350.00

Office Staff (paid by member)
(electronic book)

250.00
300.00

Printed Book (paper) by 10/11
25.00
N/A

Annual Tax Update Seminar
2024-12-05 - 2024-12-06 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
Annual Tax Update Seminar
Federal Update
NY Tax Update
CT Tax Update
Additional Federal Topics
· Tax Planning for the Moderate-Income Client
· Tax Implications of Divorce
· Decedent’s Estate & Final 1040
· Tax Implications of House Flipping, S/T Rentals, L/T Rentals
· Form 4797 Sale of Business Prop., Tax Planning, Allocations
· Schedules K2 & K3 and Form 1116
· Penalty Abatement & Reasonable Cause
Speakers:
Federal Update – A. J. Reynolds, EA
NY Update – Sara Carlson – NYS Dept. of Taxation
CT Update – Alan Clavette, CPA

14 Tax CEs for Enrolled Agents and AFSP.
Other Professionals may be able to self report 16 CEs.

Registration and Continental Breakfast 7:30 to 8:30 each day.
Seminar begins @ 8:30 daily.
Education Committee Contact/Point Person
Rita Lewis – Email: ritalewis@dollarssense.com
Early Bird Before (electronic book): 11/16/24 – $525.00
Regular Ends (electronic book): 11/25/24 – $575.00
Late Begins (electronic book only): 11/26/24 – $625.00
Printed Book (until 11/25): $50.00
Hotel Group Room Rate is $115.00
Tickets go on sale: 09/03/24
Your registration includes an electronic book in PDF format.
Printed paper books are $50.00 extra. You can add to the cart below.
Printed paper books are not available after November 25th.
Cocktail Party @ 5:00 on Thursday evening.
Interested in Exhibiting Click Here

Seminar Cocktail Party
2024-12-05 17:00 - 18:30 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
Seminar Cocktail Party
Thursday @ 5:00 PM
Cash bar plus hot & cold hors d’oeurves.
Cost is $25.00 per person.
Please join us for the Annual Cocktail Party at the end of day 1.
Due to the cost of the hors d’oeurves,
we cannot continue to hold this event for free.
The $25.00 ticket price is half of our cost for the food and servers by hotel.
Vendors/Exhibitors can attend @ no charge, plus they will have a cash bar too.
Members can attend the party even if they are not attending the seminar.
I hope we can continue to get great support and a good turnout!
It is always a fun time and great camaraderie!!!

Organization Contact Person is: Laura Hartmann
Email: laura@hartmanngrouptax.com (if you have any questions)
No questions, just purchase your ticket below!!!
No refunds…

The Last Chance Tax Update - 2.0 CEs
2025-01-15 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
The Last Chance Tax Update Dinner Meeting
An update for the coming season including
any last minute tax changes.
Speaker: Kathryn Keane, EA
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
8:30 – Ends

Members (Timely): $60.00 Non-Members & Late Members: $80.00
Timely is by midnight 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.
Tickets go on sale 12/07/2024

May Dinner Meeting - 2.0 CE's
2025-05-21 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
May Dinner Meeting and free beverage – 2.0 CE’s
Taxes in Retirement
Paul Muller, AEP & CFP
Jean Riordan, CFP

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
8:30 – Ends

Members (Timely): $60.00, Late Members: $80.00, Non-Member $90.00
Timely is by midnight 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.

June Dinner Meeting - 2.0 CE's
2025-06-18 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
June Dinner Meeting – 2.0 CE’s
Mid-Year Tax Update
Speaker: Kathryn Keane, EA

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
8:30 – Ends

Members (Timely): $80.00, Late Members: $100.00,
Non-Member $110.00
Timely is by midnight 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.

July Dinner Meeting - 2.0 CE's
2025-07-16 17:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
July Dinner Meeting – 2.0 CE’s
Cost Segregation & Real Estate Tax Update
Speaker: Sumit Sharma, CCSP, ASA – KBKG
Education Committee Contact/Point Person
Devika Sarica – Email: devika@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 – Ends

Members (Timely): $80.00, Late Members: $100.00,
Non-Member (Guest) $110.00
Timely is by midnight 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.

September Super Session - 4.0 CE's
2025-09-17 15:30 - 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Topics:
1 – Preparer Due Diligence
• Protect your practice and your clients. Additional Info
2 – Injured & Innocent Spouse
• Representation and real world strategies. Additional Info
3 – IRS Representation
• Fundamentals for Defending your Taxpayer. Additional Info
Speaker: Jason Daughtry, EA

Education Committee Contact/Point Person
Bo Demczar – Email: bodemczar@gmail.com
2:45 – 3:45 Board Meeting & Committee Meetings
3:30 – Registration
4:00 – First Session
5:40 – Business Meeting
6:00 – Buffet Dinner
6:50 – Second Session
8:30 – Close
Members (Timely): $125.00, Late Members: $150.00,
Non-Member (Guest) $175.00
Timely is by midnight 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.

2025 October Seminar - 8.0 CE's
2025-10-24 08:00 - 17:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
2025 October Seminar – 8.0 CE’s
Topics:
Employee Stock Options
– ISO’s – RSUs – Basis Rules
The Gig Economy
– Rideshare – Delivery – S/T Rentals
Closing a Business
– Notifying Authorities – Asset Disposition
Lawsuits
– Taxable and Non-Taxable Judgements
Ethics 2 CEs
Total = 6 CEs plus 2 Ethics = 8.0 CEs
Speakers: David & Mary Mellem
Education Committee Contact Person:
Contact: Nancy Sporbert – nstsllc@outlook.com
Registration is 8:00 to 8:30 – Program begins at 8:30
Hot buffet breakfast and lunch included!
Program ending time is 4:40 PM
Office staff ticket must be paid by member!!!
Tickets go on sale 9/8/2025
Your registration includes an electronic book in PDF format.
Printed books are $25.00 extra. You can add to the cart below.
Printed books are not available after October 10th.

Paid by
10/10

Paid after
10/10

Member
240.00
290.00

Non-Member
320.00
370.00

Office Staff
265.00
315.00

Printed Book
25.00
N/A

Donate to Dorothy Day Hospitality House
2025-11-16 08:00 - 2025-12-16 00:00 | CT
Donate to the DDHH Shelter and Food Pantry
Click Here to donate online…
Please donate by 12/15

2025 Annual Tax Update Seminar - 14-16 CE's
2025-12-04 - 2025-12-05 | Ethan Allen Hotel, 21 Lake Avenue Extension, Danbury, CT, 06811-9956, United States
Federal Update – New Legislation/Updates OBBB Act
NY Tax Update – What’s new?
CT Tax Update – What’s new?
Additional Federal Topics:
Correcting Depreciation & Form 3115 with Example
Form 4797, A Deep Dive, Sale of Business Property
Fundamentals of Pass-through Entity Tax (PTET)
S-Corporation (Form 7203) & Partnership Basis
IRC Section 751 (Hot Assets)
Changing LLCs Structures
Hobby Loss Rules
Speakers:
Federal Update – A. J. Reynolds, EA
NY Update – Sara Carlson, Dir. of Comm. Engagement – NYS Dept. of Tax.
CT Update – John Biello, Deputy Comm. – CT Dept. of Rev.Srvc.
14 Tax CEs for Enrolled Agents and AFSP.
Other Professionals may be able to self report 16 CEs.

Registration and Continental Breakfast 7:30 to 8:30 each day.
Seminar begins @ 8:30 daily.
Education Committee Contact/Point Person
Rita Lewis – Email: ritalewis@dollarssense.com
Early Bird Ends (electronic book): 11/14/25 – $550.00
Regular Ends (electronic book): 11/24/25 – $600.00
Late Begins (electronic book only): 11/25/25 – $650.00
Printed Book (until 11/24): $50.00
Hotel Group Room Rate is $119.00
Tickets go on sale: 09/02/25
Your registration includes an electronic book in PDF format.
Printed paper books are $50.00 extra. You can add to the cart below.
Printed paper books are not available after November 24th.
Happy Hour Gathering @ 5:00 PM Thursday (21 Lake Bar @ Hotel)
One Complimentary Beverage (1st drink on us)
Interested in Exhibiting Click Here

2026 January Meeting - 3.0 CE's
2026-01-14 17:00 - 2027-01-14 20:30 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
2026 January Meeting – 3.0 CE’s
Last Chance Tax Update
The Last Update before Tax Season
Speaker: Kathryn Keane, EA
3.0 CEs at the normal meeting price for 2
Education Committee Contact/Point Person
Renee Laferriere – Email: renee@hvtaxexperts.com
Meeting Schedule
3:30 – Directors Meeting
4:30 – Committee Meetings
5:00 – Business Meeting
5:15 – Buffet Dinner
6:00 – Education Program
8:30 – Ends

Members (Timely): $60.00 Non-Members & Late Members: $80.00
Timely is by midnight 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.
Tickets go on sale 12/08/2025
