2017 September Dinner Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesSeptember Dinner Meeting The Complex World of Refund Claims Speaker: Paul Iannone, Attorney, CPA, MST The rules governing the timing of refund claims can be deceiving and complex! Â It is tough to measure 3 years if you are not sure when it starts. Â Come learn some un-mined gems! 2Â CEs for for this session Please note …
2017 October Seminar Registration Deadline
DEADLINE! , United StatesDeadline for Regular Registration Register NOW!
2017 October Seminar
Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, United StatesThe 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, …
2017 Book Package Order Deadline
DEADLINE! , United StatesDeadline to order the book package Final deadline, sorry no exceptions! Go to the Book Order Page Now
2017 November Dinner Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesNovember Dinner Meeting Tax Planning & Tax Changes for 2017 & Beyond Speakers:Â Tom Monk, CPA & Gary Skiba, CPA Professors - Western Connecticut State Univ. 2Â CEs for for this session Meeting Schedule 4:00 - Directors Meeting 5:00 -Â Committee Meetings 5:30 - Business Meeting 6:00 - Buffet Dinner 7:00 - Education Program RSVP no later than …
2017 Annual Tax Update Seminar
Ethan Allen Hotel 21 Lake Avenue Extension, Danbury, CT, 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 â–ºCLICK HERE FOR OUR FULL BROCHUREâ—„ â–ºVENDORS/EXHIBITORS CLICK HERE FOR INFORMATIONâ—„ Speakers: Jeff Jacobs, JD Mike Tucker, CPA, …
2018 January Dinner Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesJanuary 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 …
2018 May Dinner Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesMay Dinner Meeting Senior Stakeholder Liaison - Joe McCarthy Taxpayer Advocate - Alisa Lebovitz 2Â CEs for for this session Meeting Schedule 4:00 - Directors Meeting 5:00 -Â Committee Meetings 5:30 - Business Meeting 6:00 - Buffet Dinner 7:00 - Education Program RSVP no later than the Sunday before the meeting Members: $40.00Â Â Â Guests: $50.00 RSVP HERE …
2018 June Dinner Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesJune 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 …
2018 July Dinner Meeting
Anthony's Lake Club 10 Christopher Columbus Ave, Danbury, CT, United StatesJuly 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 …