New York/Connecticut Association of Tax Professionals

2015 June Dinner Meeting
2015-06-17 13:30 - 17:00 (America/New_York) | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
June Dinner Meeting
Dealing with the IRS Collection Activities
with Attorney Eric Green
Green & Sklarz Attorneys at Law
2.0 CEs

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $40.00 Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2015 May Dinner Meeting
2015-05-20 13:30 - 17:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
May Round Table Tax Discussion
Tax Software Data Breach
Office Security – Identity Theft
with Emmet Gemme, EA – 30 min
and David Lyons, CPA – 90 min
NO CEs for EAs (CEs for CPAs)
1 Free beverage of your choice
Compliments of NY/CT-ATP

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $40.00 Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2015 January Dinner Meeting
2015-01-07 12:30 - 16:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Last Chance Tax Update
with Karen Davis, EA MBA PhD
Your last chance to know it for tax season!
2.0 CEs

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $40.00 Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2014 Annual Tax Update Seminar
2014-12-03 - 2014-12-05 | CT
“The best, 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
►Exhibitors click here for information◄

►CLICK HERE FOR OUR FULL BROCHURE◄

Speakers:
Sue Voth EA & Tom O’Saben, EA
Federal Updates, Federal Changes,
New Regs, Recent Court Cases, & Ltr Rulings
Alan Clavette, CPA – CT Updates and/or Changes
Tom Bridgman, EA. – NY Updates and/or Changes
For additional information contact;
John King, Email – jking580@aol.com
or tel. 845-225-1688

In addition to the updates listed above the following topics are planned:
• The Affordable Care Act
• Passive Activities – Grouping Elections Etc.
• LLCs – So now what do you do?
• 1099s – Errors and corrective actions
• Repair or Capital Improvement
• Trust Tax Issues
• Identity Theft Issues
• Business or Hobby
• Education tax breaks and related items
• Audits, Audit Reconsiderations, and Appeals
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 11/07
►$ 395.00◄

Registration after 11/07/ until 11/21
►$ 425.00◄

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

2014 November Dinner Meeting
2014-11-19 12:30 - 16:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
The Affordable Care Act (aka Obamacare)
with Bob Lickwar, CPA MST
A recap of the ACA!
2.0 CEs

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $40.00 Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2014 October Seminar
2014-10-22 04:00 - 14:00 | CT
REGISTRATION IS CLOSED!
HSAs – 1 CE
Personal Bankruptcy – 2 CEs
Inherited Property – 1 CE
Stock Options – 1 CE
Education Credits – 1 CE
Ethics – 2 CEs
Total for Seminar – 8 CEs
Speaker is: David Mellem, EA

Remember that your attendance fee gets you 8 CEs, continental breakfast, break, lunch, break, and 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 10/8
After 10/7

Member
(dues are current)
$135.00
$155.00

Non-Member
$200.00
$220.00

Office Staff of Member
(member must pay for staff)
$155.00
$175.00

>Mail-in registration form click here<

For questions or additional information please contact;
Amy Partrick – Tele 203-797-9785 Email apartrick@yahoo.com

2014 September Dinner Meeting
2014-09-17 13:30 - 17:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Tax Aspects of Divorce
with Jeff Jacobs, JD CPA
A skillful recap of the tax rules for divorces!
2.0 CEs

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $40.00 Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2014 July Dinner Meeting
2014-07-16 13:30 - 17:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Tax Jeopardy – The Tax Tussle
with Chuck Carpentieri, EA MBA
The tax game you love to play!
2.0 CEs

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $35.00 Guests: $45.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2014 June Dinner Meeting
2014-06-18 13:30 - 17:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Trust Tax Returns (1041s)
with Alan Clavette, CPA
Complete discussion of trusts from
the trust document to the tax return.
2.0 CEs

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $35.00 Guests: $45.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add $20.00.

2014 May Dinner Meeting
2014-05-21 13:30 - 17:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Round Table Tax Discussion
with Emmet Gemme, EA
Schedule C Examinations
with Matthew Irving, IRS – Examination Mgr.
2.0 CEs

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $35.00 Guests: $45.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add another $20.00.

2014 January Dinner Meeting
2014-01-08 12:30 - 16:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Our Annual Last Chance Tax Update
Speaker: Karen Davis, EA, MBA, PhD
2.0 CEs

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $35.00 Guests: $45.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add another $20.00.

CLOSED! 2013 Annual Tax Update Seminar
2013-12-04 - 2013-12-06 | 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) EA’s & RTRP’s – 3.0 “Update” and 10.0 “Tax”
►Exhibitors click here for information◄

►CLICK HERE FOR OUR FULL BROCHURE◄

Speakers:
Sue Voth EA – All federal material
Alan Clavette, CPA – CT Updates
Kathryn Keane, EA. – NY Updates
For additional information contact;
John King, Email – jking580@aol.com
or tel. 845-225-1688

In addition to the updates listed above the following topics are planned:
• IRA’s and Retirement Plans
• Elder Tax Issues
• Depreciation
• Entity Selection
• LLC Tax Issues
• Healthcare and DOMA
• Passive Activity Losses (PALS)
• Simplified Home Office
• Audits
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 11/08
►$ 395.00◄

Registration after 11/08/ until 11/22
►$ 425.00◄

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

2013 November Dinner Meeting
2013-11-20 12:30 - 16:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
The New 3.8% Tax on Net Investment Income
Speaker: Robert (Bob) Lickwar, CPA
2.0 CEs

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $35.00 Guests: $45.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add another $20.00.

CLOSED - 2013 October Seminar
2013-10-18 04:00 - 14:00 | Crowne Plaza Danbury, 18 Old Ridgebury Road, Danbury, CT, 06810, United States
CLOSED to New Registrations!
AMT – Alternative Minimum Tax 1.0
Repairs versus Improvements – New Regs 2.0
Cancellation of Debt – Latest Developements 1.0
Schedules C & E, Intricate Tax Issues 2.0
Total Tax Law – Tax Law 6.0 CEU’s
Ethics 2.0 CEU’s
Speaker is: Lisa Ihm, EA

Remember that your attendance fee gets you 8 CEU’s, continental breakfast, break, lunch, break, and Oktoberfest dinner!
Lisa Ihm became an EA in 1986 has been teaching tax seminars nationwide ever since. She taught our Annual Tax Update seminar for many years before taking some time off to raise a family. She has taught for NAEA, NATP, CA Society of Tax Consultants, the MO Society of CPAs and of course NY/CT-ATP. NY/CT-ATP is more than pleased to have her back this year!
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 10/5
After 10/4

Member
(dues are current)
$125.00
$145.00

Non-Member
$175.00
$195.00

Office Staff of Member
(member must pay for staff)
$145.00
$165.00

>Mail-in registration form click here<

For questions or additional information please contact;
Amy Partrick – Tele 203-797-9785 Email apartrick@yahoo.com

2013 September Dinner Meeting
2013-09-18 13:30 - 17:00 | CT
Tax Jeopardy
The Tax Game You All Love, Hate, but can’t Resist!
Speaker Charles (Chuck) Carpentieri, EA, MBA,
VP-NY/CT-ATP
2.0 CEs
Capellaro’s Grove – Bethel, CT

Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $35.00 Guests: $45.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either. Walk in Fee add another $20.00

2013 July Dinner Meeting
2013-07-17 13:30 - 17:00 | CT
Income Tax Changes
The Good, the Bad, and the Ugly!
Speaker Jeff Jacobs, CPA, JD
2.0 CEs
NEW LOCATION AGAIN – Don’t get fooled!

The Good – Will the new “simplified home office” help you and our clients?
The Bad – The new “Medicare tax!”
The Ugly – “IRS Scandals.” What do they mean to us?
Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $35.00 Guests: $45.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 Walk in Fee add another $20.00

2013 June Dinner Meeting
2013-06-19 13:30 - 17:00 | Anthony’s Lake Club, 10 Christopher Columbus Ave, Danbury, CT, 06810, United States
Resolving IRS Issues – Simple to Complex
Speaker Sam Braunstein, MBA, JD, LLM
2.0 CEs

Sam Braunstein is an attorney in Fairfield, CT. He was formely a licensed CPA. He was a Tax Attorney with the IRS, Office of Chief Counsel. He was a partner in a CPA firm, a partner in a law firm, and now has his own firm, Braunstein and Todisco, PC. He is a frequent author and lecturer on “tax issues.”
Have IRS problems (hopefully only for your clients)? Sam is the guy to show you what to do. From CP-2000’s to audits to criminal audits, he will guide you the practioner what to do. He will discuss how to avoid IRS in the first place and even delve into employee versus subcontractor. This is a 100 minute program.
Meeting Schedule
4:00 – Directors Meeting
5:00 – Committee Meetings
5:30 – Business Meeting
6:00 – Buffet Dinner
7:00 – Education Program
RSVP no later than the Sunday before the meeting
Members: $30.00 Guests: $40.00
RSVP HERE
Additional fees; Late RSVP add $10.00 Walk in Fee add another $20.00

2013 May Dinner Meeting
2013-05-15 13:30 - 17:00 | Crowne Plaza Danbury, 18 Old Ridgebury Road, Danbury, CT, 06810, United States
The Annual Round Table Tax Discussion
Speaker: Emmet Gemme, EA
FBAR & Contrast the difference with the 8938
Speaker: John Sheeley, EA
Total 2.0 CEU’s
REMEMBER THIS MEETING IS AT THE CROWNE PLAZA!

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, EA is President of NY/CT-ATP and has run his own tax practice in Manchester, CT for 38 years. He makes meetings interesting with his knowledge and humor.
John Sheeley is an E.A. from Goshen, NY and is an expert in foreign tax issues of all types. Many of you met him in November of 2011 when he spoke at a meeting on a wide aray of foreign tax situations.
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

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
https://nyctatp.org/meeting-rsvppaypal/

2013-01 January Dinner Meeting
2013-01-09 12:30 - 15:00 | Crowne Plaza Danbury, 18 Old Ridgebury Road, Danbury, CT, 06810, United States
Last Chance Tax Update!
NEW LOCATION!!!!! See right hand column!!!!!
3.0 CEU’s (150 minutes)
Speaker: Karen Davis, EA
Note that this is the 2nd Wednesday of January due to Tax Season!

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
https://nyctatp.org/meeting-rsvppaypal/

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 | 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
