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 …

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 - …

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: …

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 …

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 …

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 …

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 …

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 …