New York/Connecticut Association of Tax Professionals | Renee Laferriere | Activity https://www.nyctatp.org/members/reneelaferriere/activity/ Activity feed for Renee Laferriere. Fri, 01 May 2026 01:45:48 -0400 https://buddypress.org/?v= en-US 30 hourly 2 9e034ad09547c24e513797ebcca53727 Renee Laferriere replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23068 Tue, 17 Feb 2026 22:11:45 -0500 We are not treating it as an itemized deduction recovery. The check had nothing to do with the actual amount of sales or income tax paid. We are including it as a taxable state refund on all clients.

]]> d71acd8d3d31c8fa1ce3b34e81788165 Renee Laferriere replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23065 Mon, 16 Feb 2026 22:50:22 -0500 Sorry, Bob! To receive a NYS Inflation refund the taxpayer had to file a 2023 IT-201.

]]> 8723ef6830eb1eb3d09f4d2cb706247a Renee Laferriere replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23062 Sun, 15 Feb 2026 19:36:09 -0500 There has been a lot of discussion over the taxation of the NYS Inflation Refunds checks. They were represented as a refund of sales tax, but were not specifically calculated on sales tax paid. There are good arguments for taxable and for not taxable. Our office is treating them as a taxable state refund. They are taxed on the federal return,…Read more

]]> 64fa4fc47473f36125c242074de661ee Renee Laferriere replied to the topic Claiming Head of Household in the forum Tax Discussion https://www.nyctatp.org/forums/topic/claiming-head-of-household/#post-23058 Tue, 27 Jan 2026 22:41:32 -0500 I agree with Nancy, but luckily, it is not our job to determine is someone is “Permanently and totally disabled”. If they are classified as permanently and totally disabled, there is no gross income test, just the support test.

]]> 6e257b024ddec53be42c9d53c02446d9 Renee Laferriere started the topic Last Chance Tax Update with Kathryn Keane January 14th 5pm to 8:30pm in the forum Tax Discussion https://www.nyctatp.org/forums/topic/last-chance-tax-update-with-kathryn-keane-january-14th-5pm-to-830pm/ Fri, 02 Jan 2026 21:46:34 -0500 Don’t miss our Last Chance Tax Update! There is one week left to register for the LOW, LOW, LOW price of $60 for dinner and 3.0 CE hours! And don’t be late, we are starting early to get in the extra CE.
Get your ticket now

]]> cca010e9e76f8f89ae400ce08a4484f6 Renee Laferriere replied to the topic Questions for Kathryn? - June 18 dinner meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/questions-for-kathryn-june-18-dinner-meeting/#post-22031 Fri, 13 Jun 2025 21:30:36 -0400 Buy your tickets tonight! Only 6 1/2 hours left to save $20. See everyone Wednesday!

]]> ef339727c7259692e1c30426b49afa84 Renee Laferriere started the topic Questions for Kathryn? - June 18 dinner meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/questions-for-kathryn-june-18-dinner-meeting/ Fri, 06 Jun 2025 17:01:09 -0400 Don’t forget to sign up for our Mid-Year Tax Update with Kathryn Keane! Did you run into anything this tax season that you would like to ask Kathryn about? Let me know and I will pass questions on to her before the meeting.
Get your ticket here

You may contact me at Renee@HVTaxExperts.com
I am looking forward to seeing everyone on the 18th!
Renee

]]> 4e36a9636c11624b48b5aa592bed1a35 Renee Laferriere started the topic Some clarification on Social Security discussion last night in the forum Tax Discussion https://www.nyctatp.org/forums/topic/some-clarification-on-social-security-discussion-last-night/ Thu, 22 May 2025 18:47:05 -0400 I received this message from Jean Riordan

Hi Renee,

Thank you for such an educational, yet warm & friendly night. My brother’s comment was that he misses these types of events. I guess with zoom so prevalent, we do not often made time for this style of meeting.

Here are some quick clarifications…just because it bugged me all night!

“Y…Read more

]]> 9a4d36bd1cb400e882f2a7dd9c146300 Renee Laferriere replied to the topic May 21st Dinner meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/may-21st-dinner-meeting/#post-21893 Wed, 21 May 2025 14:06:53 -0400 Thanks, John! Frank is all set. See you both tonight!

]]> b71f98a705e2078d8f39f003fee0e2ca Renee Laferriere replied to the topic May 21st Dinner meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/may-21st-dinner-meeting/#post-21852 Fri, 16 May 2025 00:14:25 -0400 Don’t forget to order your ticket for next week’s dinner meeting with Paul and Jean from Vision Retirement! Late pricing goes into affect tomorrow night.
See details and order HERE

]]> cb3dcd572bf50073d7ed4d81bde0f39c Renee Laferriere started the topic May 21st Dinner meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/may-21st-dinner-meeting/ Thu, 24 Apr 2025 17:41:28 -0400 Hello Fellow Tax Season Survivors! Come have a drink and a lovely meal with us at Anthony’s Lake House and share your war stories. I am looking forward to seeing you all again!
Jean Riordan and Paul Muller are also returning to speak about retirement planning and tax savings.
Don’t miss out – get your tickets now!
See you soon -…Read more

]]> d53c87902a2e65875fedf6d9fcdb10ba Renee Laferriere replied to the topic Does a non-profit take depreciation? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/does-a-non-profit-take-depreciation/#post-21590 Mon, 27 Jan 2025 03:38:36 -0500 Non-profit organizations should claim depreciation on their assets. Depreciation is claimed as an expense on the 990 in Part IX on line 22. It is also included in the balance sheet in Part X, on line 10b. 990’s are not required to, but may use MACRS. I think either 7 or 10 years is appropriate for your trailer.

]]> 67b7d4e13e6334b9ea9c5cea256c479b Renee Laferriere started the topic 529 and 1035 exchange - info from Kathryn Keane in the forum Tax Discussion https://www.nyctatp.org/forums/topic/529-and-1035-exchange-info-from-kathryn-keane/ Sat, 22 Jun 2024 18:38:39 -0400 Kathryn Keane emailed me and asked that I share the following. During dinner last Wednesday she was asked about using 529 funds to pay for LTC insurance. Her reply was that it was not a qualified distribution and would result in taxable income and penalty. She now adds:

“A simple review of Section 529 clearly does not contain 1035 exchanges or…Read more

]]> 6217609a4a5c62197f22c6242564a6d6 Renee Laferriere replied to the topic Mid-Year Tax Update with Kathryn Keane is June 19 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/mid-year-tax-update-with-kathryn-keane-is-june-19/#post-20571 Thu, 13 Jun 2024 15:38:47 -0400 Remember to register by tomorrow to save $20!
Get your ticket now

]]> e31ecaa04bd704aea70b317626565f1d Renee Laferriere started the topic Mid-Year Tax Update with Kathryn Keane is June 19 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/mid-year-tax-update-with-kathryn-keane-is-june-19/ Mon, 27 May 2024 14:16:07 -0400 Don’t miss Mid-Year Tax Update. We moved our Mid-Year Update from July to June to accommodate Kathryn’s busy schedule. Be sure to register by June 14th.
Get your tickets now

]]> b0b696b46496bc1a072cf9218dd4d4ca Renee Laferriere replied to the topic Have a drink with us, catch up with friends, and maybe learn something, too! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/have-a-drink-with-us-catch-up-with-friends-and-maybe-learn-something-too/#post-20362 Tue, 07 May 2024 17:33:27 -0400 Don’t forget to purchase your ticket by Friday for best price. Come have a drink and hear from Certified Financial Planners who actually understand taxes and believe planners and tax professionals should work together. I hope to see you next week!
Register here

]]> 63e7acd9dc3cb7b7052691fc6557bfcc Renee Laferriere started the topic Have a drink with us, catch up with friends, and maybe learn something, too! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/have-a-drink-with-us-catch-up-with-friends-and-maybe-learn-something-too/ Sat, 27 Apr 2024 18:42:02 -0400 Remember to get your ticket to the May 15th dinner meeting by May 10th! Enjoy a free drink on NYCTATP and a great dinner at the beautiful Anthony’s Lake Club. Speakers from Vision Retirement will address tax planning for and during retirement. Strategies include savings on income taxes and Medicare premiums.Register here

]]> 91ba3a97105ea20bb4e073eb816b7f94 Renee Laferriere replied to the topic Last Chance Tax Update with Kathryn Keane Jan 10, 2024 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/last-chance-tax-update-with-kathryn-keane-jan-10-2024/#post-19907 Sun, 31 Dec 2023 20:42:55 -0500 Don’t forget to register for one of our most popular dinner meetings – Last Chance Update with Kathryn Keane is just 10 days away!

]]> 037c87d03cc2063969b57771b5a2866a Renee Laferriere started the topic Last Chance Tax Update with Kathryn Keane Jan 10, 2024 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/last-chance-tax-update-with-kathryn-keane-jan-10-2024/ Wed, 13 Dec 2023 01:38:23 -0500 Our Last Chance Tax Update!

The incomparable Kathryn M Keane, EA will be our speaker for our last chance update, on January 10, 2024, 5:30-8:30 pm at Anthony’s Lake Club. Kathryn is a well-known speaker here at NYCTATP, and her classes are always informative and entertaining. She will have all the changes to the tax law for 2023 returns,…Read more

]]> 89a2b1eb26fa33bdb6d0c5770c2822e8 Renee Laferriere replied to the topic Prize winning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prize-winning/#post-19618 Fri, 27 Oct 2023 21:16:21 -0400 Sorry to disagree, but a scholarship not used for tuition, fees, books, etc is taxable. You have to claim the income and cannot back it out.

]]> c3285eb40e1cc7c61bbc125f1f38be49 Renee Laferriere replied to the topic Renew your dues and sign up for Mid-Year Update with Kathryn Keane! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/renew-your-dues-and-sign-up-for-mid-year-update-with-kathryn-keane/#post-19067 Tue, 11 Jul 2023 20:46:53 -0400 Don’t miss the fabulous Ms. Kathryn Keane – register by Friday for next Wednesday’s dinner meeting!

]]> c48f521813c1eb49733f01f65f113c3f Renee Laferriere started the topic Renew your dues and sign up for Mid-Year Update with Kathryn Keane! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/renew-your-dues-and-sign-up-for-mid-year-update-with-kathryn-keane/ Wed, 05 Jul 2023 14:13:44 -0400 Our next dinner meeting is Wednesday, July 19th. Don’t miss the chance to hear Kathryn Keane share her insights on what we will need to know for 2023. Sign up before midnight, July 14th for the best pricing. Remember, you must renew your dues in order to qualify for the member pricing.

Topic: “Mid-Year Update including Secure Act, Energy C…Read more

]]> 050b4c9cdf4778cb1ab7426936d49aa3 Renee Laferriere's profile was updated https://www.nyctatp.org/activity/p/2424/ Mon, 16 Jan 2023 22:01:12 -0500 0 1d266d71c3e17206349c19acde59399f Renee Laferriere replied to the topic Registration Open! Nov 16th webinar - Sale of Investment and Rental Property in the forum Tax Discussion https://www.nyctatp.org/forums/topic/registration-open-nov-16th-webinar-sale-of-investment-and-rental-property/#post-18072 Wed, 09 Nov 2022 22:24:04 -0500 Remember to sign up by Friday, November 11, 2022 for the best pricing! See you on the 16th!

]]> cf043b8c3210d75edd738d8d3f242d56 Renee Laferriere started the topic Registration Open! Nov 16th webinar - Sale of Investment and Rental Property in the forum Tax Discussion https://www.nyctatp.org/forums/topic/registration-open-nov-16th-webinar-sale-of-investment-and-rental-property/ Fri, 28 Oct 2022 15:48:02 -0400 Register by November 11th for best pricing! Brush up on everything you need to know about sale of investment property, sale of rental property, sale of the primary residence where an office in home deduction has been taken.
Plus enjoy visiting with other tax preparers over a great meal!
Any questions contact Renee Laferriere at…Read more

]]> e9e56f4b9353163ae4d4e20345316e0c Renee Laferriere's profile was updated https://www.nyctatp.org/activity/p/431/ Wed, 02 Jan 2019 01:00:22 -0500 0