New York/Connecticut Association of Tax Professionals | Thomas Bridgman | Friends Activity https://www.nyctatp.org/members/thomasbridgman/activity/friends/ Activity feed for Thomas Bridgman's friends. Fri, 19 Jun 2026 18:51:16 -0400 https://buddypress.org/?v= en-US 30 hourly 2 511def666bbb8c8b44ecce54d1fb4e2a Renee Laferriere replied to the topic Mid-Year Update with Kathryn Keane June 17th in the forum Tax Discussion https://www.nyctatp.org/forums/topic/mid-year-update-with-kathryn-keane-june-17th/#post-23360 Tue, 16 Jun 2026 11:46:26 -0400 Its not to late to register! We still have seats available for Wednesday’s Mid-Year Update. I hope to see you there!
Register here

]]> 43dc58a374ef3dda509ff3ca5f5defd1 Renee Laferriere started the topic Mid-Year Update with Kathryn Keane June 17th in the forum Tax Discussion https://www.nyctatp.org/forums/topic/mid-year-update-with-kathryn-keane-june-17th/ Thu, 11 Jun 2026 13:04:19 -0400 Don’t forget to sign up for next week’s meeting with Kathryn Keane. She always has great information for us! And be sure to thank her for including NYCTATP when she shared info on the NYC 1127 situation.
Information and Registration here

]]> 162019ce1865a6fc7afce4cc06aceb4e Renee Laferriere replied to the topic NYC 1127 information from Kathryn Keane in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nyc-1127-information-from-kathryn-keane/#post-23335 Thu, 11 Jun 2026 12:48:22 -0400 I emailed Kathryn:
“Thank you very much for including me on your email explaining the NYC 1127 mess.  I posted the message on our member forum.  One member asked for your advice on a return with the 1127 she has on extension.  Should she file as she normally does and advise the client they will probably receive a bill that will need to be paid or…Read more

]]> ea62af0b8e6c243503dfbf2c5a46b130 Rita Lewis started the topic 🚨 SCAM ALERT! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/%f0%9f%9a%a8-scam-alert/ Fri, 05 Jun 2026 04:54:44 -0400 CT Secretary of the State Stephanie Thomas Warns Businesses of Spoofing Email Scam

(Hartford, Connecticut) — Secretary of the State Stephanie Thomas is warning all Connecticut businesses to avoid a malicious email circulating that claims to be from the Connecticut Business Registry.

The email contains a malicious Team OpenSign link that p…Read more

]]> 41fdb15d92326d9fe76c55055482a504 Renee Laferriere replied to the topic NYC 1127 information from Kathryn Keane in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nyc-1127-information-from-kathryn-keane/#post-23269 Mon, 01 Jun 2026 20:04:00 -0400 Hi Suzanne!
Will your software even allow you to fill out the NYC 1127 and not claim the NYC credits? I would file as usual and let the client know the return will probably be adjusted. NY NATP is advising those affected contact their union leadership and elected officials, perhaps the issue will be resolved. The NY NATP chapter news will come…Read more

]]> daedbfa18a49a0801f0a88eb66ddb07a Renee Laferriere started the topic NYC 1127 information from Kathryn Keane in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nyc-1127-information-from-kathryn-keane/ Wed, 27 May 2026 19:41:57 -0400 Apparently, NYC Department of Finance has decided that rules can be changed after it prints forms and instructions without issuing any notice during the filing season.

Clients have contacted my office, not because they got the letters, but because their friends did. Several members have reached yesterday for guidance. A committee member was on…Read more

]]> 4aa591e7ed12e976f5a2409918331552 Renee Laferriere replied to the topic BANK DIRECTOR FEES & MED INS DEDUCTION QUERY in the forum Tax Discussion https://www.nyctatp.org/forums/topic/bank-director-fees-med-ins-deduction-query/#post-23243 Wed, 27 May 2026 19:36:40 -0400 As long as the individual is not eligible to be covered by an employer subsidized health insurance plan, they may claim the self-employed health insurance deduction. Include the premiums for health insurance (including Medicare), dental, vision, and long term care insurance.

]]> 0478d74d20c10857f5f57b96e4fcb572 Lynn Persson started the topic BANK DIRECTOR FEES & MED INS DEDUCTION QUERY in the forum Tax Discussion https://www.nyctatp.org/forums/topic/bank-director-fees-med-ins-deduction-query/ Wed, 27 May 2026 16:40:20 -0400 Wondering if there might be someone who is familiar with the treatment of the fees that an
individual gets from a bank when acting on the Board of Directors. I am reading that it is treated as Self Employment income subject to social security. My question is can it then be eligible for the Medical Insurance Deduction under proprietor’s health…Read more

]]> 5b3ebef590cb79ab01790fa7f06692a0 Robert Williams replied to the topic Software Suggestion Needed in the forum Tax Discussion https://www.nyctatp.org/forums/topic/software-suggestion-needed/#post-23219 Tue, 19 May 2026 18:00:20 -0400 Have you looked at going to Pro Connect from Proseries?

]]> cb07cbdbce73ecebe2b302d16282b5f6 Frederick Banty started the topic Software Suggestion Needed in the forum Tax Discussion https://www.nyctatp.org/forums/topic/software-suggestion-needed/ Tue, 19 May 2026 13:31:16 -0400 I’m basically retired but still do a few family member returns using Intuit’s Proseries. I would like suggestions on receiving client data securely and transmitting returns securely. What would be the best software option for low volume but high level security.
Fred Banty

]]> 8a2039d153269f7cb1e4f4b1f2695db9 Renee Laferriere replied to the topic May 20th Dinner meeting -Jean Riordan, CFP in the forum Tax Discussion https://www.nyctatp.org/forums/topic/may-20th-dinner-meeting-jean-riordan-cfp/#post-23191 Wed, 13 May 2026 13:30:17 -0400 Only one week until our first Post Tax Season Meeting! See everyone soon. If you haven’t registered yet, get your ticket now.
Register now

]]> a707570b1bbd21ab25de29aa957acbe9 Rita Lewis started the topic IRS Practitioner Liaison Meeting on Microsoft Teams in the forum Tax Discussion https://www.nyctatp.org/forums/topic/practitioner-liaison-meeting/ Mon, 11 May 2026 18:19:16 -0400 Protect Your Clients. Protect Your Practice
Essential Security Tips for Tax Professionals
Join us: CT & RI
May 20, 2026 | 1:00 PM – 3:30 PM
🔐 Data Breaches & Identity Theft
• Act fast if a breach is suspected
• Watch for duplicate filings or rejected returns
• Use IRS IDT tools (Form 14039)
• Protect PTIN, EFIN, and client records
💻 Secure On…Read more

]]> 108f2a2892aecfe0a8be668d2f03e13c Renee Laferriere started the topic May 20th Dinner meeting -Jean Riordan, CFP in the forum Tax Discussion https://www.nyctatp.org/forums/topic/may-20th-dinner-meeting-jean-riordan-cfp/ Tue, 05 May 2026 12:06:24 -0400 Happy May! I am looking forward to visiting with everyone on the 20th. Come have a free drink and exchange war stories!
Jean Riordan, CFP and I have been discussing how tax professionals and financial planners can work together to better serve our clients.
I am working on real tax return examples on how to report all those back door Roth…Read more

]]> 674ad508b981441c5477463d0790e616 Lynn Persson started the topic Overtime questions... Must it be time and a half to qualify?? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/overtime-questions-must-it-be-time-and-a-half-to-qualify/ Thu, 19 Mar 2026 20:41:09 -0400 Does the standard of time and a half or double time apply to all overtime? Have a client, vet tech, who at times is required to sleep overnight at the clinic. They do not pay time and a half, they pay about 10% over base pay for weeknights and about 12% over her base pay for a weekend overnight.
Is this type of arrangement qualifying? Any…Read more

]]> 5bf1cf13e355124ae79995b00fffa160 Rita Lewis started the topic The Tax Book Message Board in the forum Tax Discussion https://www.nyctatp.org/forums/topic/the-tax-book-message-board/ Thu, 19 Mar 2026 05:42:31 -0400 If you were using TTB Message Board this season but gave up on it when it became excruciatingly slow and even refused to accept posts, it’s almost back to its old self again. Finally.

It loads about as fast as ever. It’s still a bit slow to accept posts, but it gets there. And, activity is picking up again.

]]> a5382bf7bb51c4edcfed8e43e6097168 Rita Lewis replied to the topic Senior Discount in the forum Tax Discussion https://www.nyctatp.org/forums/topic/senior-discount/?view=all#post-23085 Wed, 25 Feb 2026 00:43:19 -0500 I haven’t had anyone with a 01-01-1961 birthdate, but I’d contact your software’s tech support.

]]> e8939b17c77dceddf9e7e6a5a05d8b0d Robert Williams replied to the topic New Client Business Possibilities in the forum Tax Discussion https://www.nyctatp.org/forums/topic/new-client-business-possibilities/#post-23077 Sat, 21 Feb 2026 17:55:33 -0500 A THANK YOU TO THOSE THAT RESPONDED !!!

]]> 94aa406d8749be2755bfc8a0b620654c Robert Williams started the topic New Client Business Possibilities in the forum Tax Discussion https://www.nyctatp.org/forums/topic/new-client-business-possibilities/ Thu, 19 Feb 2026 19:03:12 -0500 I have two family members that have been advised that their New Milford tax preparer has closed her business. One member lives in Ridgefield and another in Danbury.

The only taxes that I will be preparing for 2025 are my own!

Please advise your interest. If desired, do so via an email to me, taxrew@gmail.com.

Thanks,
Bob

]]> 0dfda511d6494afef3ee66f0fc6a653f Rita Lewis replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23070 Wed, 18 Feb 2026 00:40:15 -0500 I really like Renee’s method that eliminates all the noise, questions, arguments, ambiguity, confusion, etc.

]]> 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.

]]> f6166d6800096e47a8826136084d7d49 Rita Lewis replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23066 Tue, 17 Feb 2026 15:33:58 -0500 From one of our IRS Liaisons:

Yes, all income is taxable unless specifically exempted by law. I have not seen anything to the contrary regarding this pay-out [NYS Inflation Refund checks].

I researched on Google, and this is the response, the payment was considered a refund of NYS taxes:

Yes, NYS Inflation Refund checks are considered taxable…Read more

]]> 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.

]]> 475c10ed0016ee6ac26b3421834e94b6 Robert Williams replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23064 Mon, 16 Feb 2026 18:20:28 -0500 Does the refund apply to non residents who file IT-203? Do they qualify?

Thanks

]]> 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

]]> 641daa296a8071a78a0744eacc70962e Anthony DiCaprio replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23061 Sun, 15 Feb 2026 19:06:32 -0500 we inquired and the payments are not considered taxable as it is not a refund of income tax.

]]> 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.

]]> 4c8a93993ec8e25b154171148b80ad0e Rita Lewis replied to the topic AJ Reynolds - Seven Page Overview on FLSA in the forum Tax Discussion https://www.nyctatp.org/forums/topic/aj-reynolds-seven-page-overview-on-flsa/#post-23031 Wed, 14 Jan 2026 18:25:28 -0500 I’ve been notified that the above 5 files went out to Annual Seminar attendees this afternoon via a Constant Contact email (just like your original course materials) from NY/CT Association of Tax Professionals.

]]> 1dfeb98d50aecaf7d4c3949b9a0291f8 Rita Lewis replied to the topic AJ Reynolds - Seven Page Overview on FLSA in the forum Tax Discussion https://www.nyctatp.org/forums/topic/aj-reynolds-seven-page-overview-on-flsa/#post-23017 Sat, 10 Jan 2026 00:30:53 -0500 The NYCTATP received 5 files from AJ Reynolds from the 2025 Annual Seminar. They’re in the hands of the Seminar committee members who send out communications. If you attended, you’ll receive:

Section 7 outline of the Fair Labor Standards Act of 1938
FairLaborStandAct Section 7.pdf
Overtime FLSA overview Blue J.pdf
Partnership Reconstruct Basis…Read more

]]> 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

]]> 3f765f55ed0729ef06334ce42297cf63 Rita Lewis replied to the topic IRA RMD in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ira-rmd/#post-22924 Thu, 18 Dec 2025 18:21:59 -0500 TaxBert’s Answer (summary of TTB cites)
Inherited IRA Overview

An inherited IRA is subject to specific distribution rules that depend on the beneficiary’s classification and when the IRA was inherited[1].

Beneficiary Classifications:
For IRAs inherited after December 31, 2019, beneficiaries fall into three categories[2]:

1. Eligible Designated…Read more

]]> 7ff04c775f5c767ced71e84b72859f41 Rita Lewis replied to the topic IRA RMD in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ira-rmd/#post-22922 Wed, 17 Dec 2025 22:50:52 -0500 https://www.irs.gov/publications/p590b#en_US_2024_publink100090419 is your starting place.

]]> 3ce82df8eaacc4ff93b08884ceb5bd9d Rita Lewis replied to the topic ProSystem fx &/or Axcess Planning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prosystem-fx-or-axcess-planning/#post-22915 Mon, 15 Dec 2025 19:30:32 -0500 $2,009 so 50% off is $1,004.50. The email offer came from Mike Dance, but I do get different reps for different things sometimes, inside reps mostly for renewal and such. I’ve been shedding clients to slide toward retiring, so not sure I’d use it for enough planning clients to save me $1,000 worth of my time. The brief video demo looks like a…Read more

]]> 5cfcf2efc919bd219275cb7d1276d062 Robert Weinstein replied to the topic ProSystem fx &/or Axcess Planning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prosystem-fx-or-axcess-planning/#post-22914 Mon, 15 Dec 2025 18:50:33 -0500 I use pro fx. I have requested pricing from them. I know they are running a 50% special. Have they given you pricing? Who is your sales rep? Mine is Nick Shorr.

]]> bd7468e5786fa7d6d0a2a20b478931b2 Rita Lewis started the topic ProSystem fx &/or Axcess Planning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prosystem-fx-or-axcess-planning/ Mon, 15 Dec 2025 18:32:34 -0500 Do any of you ProSystem fx &/or Axcess users have the CCH Planning module to help you help your clients plan for OB3 and other changes? How do you like it? Pros & cons, please.

]]> 2eec4dd307d98e32579eb28f08d692b5 Rita Lewis replied to the topic Annual Tax Update Seminar has One Big Beautiful Bill Act in the forum Tax Discussion https://www.nyctatp.org/forums/topic/annual-tax-update-seminar-includes-obbba/#post-22797 Fri, 14 Nov 2025 00:11:51 -0500 Early Bird pricing ENDS 11/14!!! Get your tickets now!

]]> 5b41dcb5c113ae6e132d399015040350 Rita Lewis started the topic Annual Tax Update Seminar has One Big Beautiful Bill Act in the forum Tax Discussion https://www.nyctatp.org/forums/topic/annual-tax-update-seminar-includes-obbba/ Fri, 31 Oct 2025 17:24:33 -0400 Sign up NOW for our 2-day Annual Tax Update Seminar on Thursday 12/4 & Friday 12/5 at the Ethan Allen Hotel, Danbury, CT.

One Big Beautiful Bill Act
& other FEDERAL Tax Topics with A.J. Reynolds, EA
+ CT Tax Update with John Biello, CT Dept of Rev. Srvc.
+ NY Tax Update with Sara Carlson, NYS Dept. of Tax

Early Bird pricing before…Read more

]]> 870d5d6449dffe2dc94cbbb57305cc86 Rita Lewis started the topic You Still Can Register NOW for the October Seminar on Friday 10/24 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/you-still-can-register-for-the-october-seminar/ Thu, 16 Oct 2025 05:04:27 -0400 Yes, you CAN still buy tickets for the October Seminar that includes 2 CEs of ETHICS with David & Mary Mellem, EAs.

Friday 24 October 8:00 am – 4:40 pm

Hurry!

2025 October Seminar – 8.0 CE’s

Questions: Contact Nancy Sporbert nstsllc@outlook.com

]]> 429fadfd7bdb17d7ddce4adcfc0efe2d Rita Lewis started the topic Emerging EFIN Scam in the forum Tax Discussion https://www.nyctatp.org/forums/topic/emerging-efin-scam/ Tue, 07 Oct 2025 20:05:07 -0400 From our Stakeholder Liaison…

Good afternoon, partners:

#IRS alert: Cyber thieves are impersonating the #IRS through bogus emails so they can steal #TaxPros’ credentials and potentially file fraudulent tax returns for refunds. Report these schemes: http://www.irs.gov/phishing

Thank you,
Jacqueline (Jacquie) Kelly-Myers

IRS – Communication & Lia…Read more

]]> 3e878a7d1ccd5c98d83fbd3faf790438 Robert Williams replied to the topic Coffee & Chat on Wednesday 10/1 at 8:30 am in the forum Tax Discussion https://www.nyctatp.org/forums/topic/coffee-chat-on-wednesday-10-1-at-830-am-2/#post-22404 Wed, 01 Oct 2025 13:58:07 -0400 The Chat reinforced the idea that there is a significant need for us to get into the details of enrolling into a plan or our Current Medicare Plan vs New Options. Mark is a resource for NYCTATP Members and our clients

The enrollment plan begins this October 15th.

Thanks to Laura and Rita!!

]]> 0ea2d7183b67aa32c95416677166da33 Rita Lewis started the topic Coffee & Chat on Wednesday 10/1 at 8:30 am in the forum Tax Discussion https://www.nyctatp.org/forums/topic/coffee-chat-on-wednesday-10-1-at-830-am-2/ Wed, 01 Oct 2025 04:37:27 -0400 THe One Big Beautiful Bill Act could reshape Medicaid and Affordable Care Act coverage. Listen to Mark Brownstein from Emerald Medicare, and ask your questions.

Zoom meeting:
https://us02web.zoom.us/j/88214340752?pwd=0IZwwoEdLoV59aG7ZaJp1eFR0ZxTWr.1

laura@hartmanngrouptax.com

]]> 183763b26ba59c657f18cfafa11c5b0a Rita Lewis started the topic Do You Know a Clergy Tax Specialist? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/do-you-know-a-clergy-tax-specialist/ Fri, 19 Sep 2025 18:33:51 -0400 Is your niche Clergy Taxes? If so, I may have a recommendation for you. And/or I may have some payroll questions for you.

I’m an assistant treasurer in my Episcopal parish. Our part-time priest is adding another part-time job at a nearby parish and is concerned about them getting her payroll correct. (Years ago our Diocese pushed us all to go to…Read more

]]> 4ec0a1d093148c87ee995b2e60f23b6a Rita Lewis replied to the topic September Super Session - Register TODAY in the forum Tax Discussion https://www.nyctatp.org/forums/topic/september-super-session-register-today/#post-22307 Fri, 12 Sep 2025 04:35:19 -0400 Register TODAY to get the “Timely” price with no late fee for our last dinner meeting until January 2026.

Our speaker, Jason Daughtry, EA, is an NTPI Fellow and specializes in IRS and state representation and mentoring tax professionals.

]]> 163a4b7464ca6c89ab86a26d9b65ed82 Rita Lewis started the topic Survey re Government-run Tax Filing Service in the forum Tax Discussion https://www.nyctatp.org/forums/topic/survey-re-government-run-tax-filing-service/ Tue, 02 Sep 2025 17:12:20 -0400 Good afternoon,

The #IRS is looking for your feedback on free government and private-sector tax filing services. Your input is anonymous and can help shape future recommendations made to Congress. Find the survey here: https://ow.ly/X4GC50WKirp

Thank you,
Jacqueline (Jacquie) Kelly-Myers

IRS – Communication & Liaison
Stakeholder L…Read more

]]> a26d9f9cbc833d0c5ad0dff54de026cd Anthony DiCaprio replied to the topic How deeply do we need to vet people before releasing information to them? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/how-deeply-do-we-need-to-vet-people-before-releasing-information-to-them/#post-22237 Mon, 25 Aug 2025 14:38:20 -0400 Hi Amy, I tell my customers i only keep 3 years worth of taxes and I purge anything before that for security purposes. i explain it is for their security and safety. . hope this helps.

]]> 11535c3ef29f798e8750819588c7a94e Anthony DiCaprio replied to the topic Repaying SS benefits in the forum Tax Discussion https://www.nyctatp.org/forums/topic/repaying-ss-benefits/#post-22070 Fri, 27 Jun 2025 16:30:15 -0400 YOU HAVE TO WAIT FOR THE SSA-1099 FOR 2025 AND ENTER ON SS LINE.

]]> b7deda33d8e56eb85bb4ee419a0faf89 Rita Lewis started the topic IRS Delay in Processing Electronic Payments in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-delay-in-processing-electronic-payments/ Fri, 13 Jun 2025 21:45:32 -0400 IRS statement on delay in processing some electronic payments
June 12, 2025

The IRS is aware that there is a delay in processing some electronic payments, and that some taxpayers are receiving IRS notices indicating a balance due even though payments were made timely.

Who is affected: Taxpayers who paid tax reported due on their tax return…Read more

]]> 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!

]]>