
June 2013
2013 June Dinner Meeting
Resolving IRS Issues - Simple to Complex Speaker Sam Braunstein, MBA, JD, LLM 2.0 CEs Sam Braunstein is an attorney…
Find out more »November 2013
2013 November Dinner Meeting
The New 3.8% Tax on Net Investment Income Speaker:Â Robert (Bob) Lickwar, CPA 2.0 CEs Meeting Schedule 4:00 - Directors…
Find out more »January 2014
2014 January Dinner Meeting
Our Annual Last Chance Tax Update Speaker:Â Â Karen Davis, EA, MBA, PhD 2.0 CEs Meeting Schedule 4:00 - Directors Meeting 5:00…
Find out more »May 2014
2014 May Dinner Meeting
Round Table Tax Discussion with Emmet Gemme, EA Schedule C Examinations with Matthew Irving, IRS - Examination Mgr. 2.0 CEs Meeting…
Find out more »June 2014
2014 June Dinner Meeting
Trust Tax Returns (1041s) with Alan Clavette, CPA Complete discussion of trusts from the trust document to the tax return. 2.0 CEs Meeting…
Find out more »July 2014
2014 July Dinner Meeting
Tax Jeopardy - The Tax Tussle with Chuck Carpentieri, EA MBA The tax game you love to play! 2.0 CEs Meeting Schedule 4:00…
Find out more »September 2014
2014 September Dinner Meeting
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…
Find out more »November 2014
2014 November Dinner Meeting
The Affordable Care Act (aka Obamacare) with Bob Lickwar, CPA MST A recap of the ACA! 2.0 CEs Meeting Schedule 4:00 - Directors…
Find out more »January 2015
2015 January Dinner Meeting
Last Chance Tax Update with Karen Davis, EA MBA PhD Your last chance to know it for tax season! 2.0 CEs Meeting…
Find out more »May 2015
2015 May Dinner Meeting
May Round Table Tax Discussion Tax Software Data Breach Office Security - Identity Theft with Emmet Gemme, EA - 30 min and…
Find out more »June 2015
2015 June Dinner Meeting
June Dinner Meeting Dealing with the IRS Collection Activities with Attorney Eric Green Green & Sklarz Attorneys at Law 2.0 CEs Meeting…
Find out more »July 2015
2015 July Dinner Meeting
July Dinner Meeting IRAs and Tax Issues for Retirement Planning with Jeff Jacobs, JD CPA 2.0 CEs Meeting Schedule 4:00 - Directors…
Find out more »September 2015
2015 September Dinner Meeting
September Dinner Meeting K-1's from Publicly Traded Partnerships (PTPs) with Bob Lickwar, CPA MST 2.0 CEs Meeting Schedule 4:00 - Directors Meeting 5:00 - Committee…
Find out more »November 2015
2015 November Dinner Meeting
November Dinner Meeting The ACA - Affordable Care Act Round Two and Year-End Tax Planning with Mike Tucker, JD, CPA, PhD, LLM 2.0 CEs…
Find out more »January 2016
2016 January Dinner Meeting
Last Chance Tax Update with Michael Novick, EA, Esq. Your last chance to know it for tax season! 2.0 CEs Meeting Schedule…
Find out more »May 2016
2016 May Dinner Meeting
Hey Everyone! Â It's time for the May Meeting! Tentatively... Financial Aid for College - an outside speaker Best Topics from…
Find out more »June 2016
2016 June Dinner Meeting
June Dinner Meeting CT & NY Domicile Issues Felicia Hoeniger, Esquire No CEs for EAs for this session CPAs or…
Find out more »July 2016
2016 July Dinner Meeting
July Dinner Meeting Sale of Investment Real Estate Mike Tucker, JD, CPA, PhD, LLM 2Â CEs for for this session Meeting…
Find out more »September 2016
2016 September Dinner Meeting
September Dinner Meeting Entity Choice - LLC, S-Corp, C-Corp? Paul Iannone, JD, CPA 2 CEs for for this session Meeting Schedule 4:00…
Find out more »October 2016
2016 October Seminar
The Agenda Consolidated Brokerage 1099s Audit Proofing Schedule C Federal Tax Elections Inherited Property Ethics Tax Review - 6 CEs…
Find out more »November 2016
2016 November Dinner Meeting
November Dinner Meeting Schedule E - Beyond the Basics Sal Candela, EA 2 CEs for for this session Meeting Schedule 4:00 -…
Find out more »January 2017
2017 January Dinner Meeting
January Dinner Meeting Our annual - Last Chance Tax Update Jeff Jacobs, CPA, JD 2 CEs for for this session Meeting Schedule…
Find out more »May 2017
2017 May Dinner Meeting
May Dinner Meeting Hot Bulletin Board Topics from 2017 Reviewed in Detail Emmet D. Gemme, Enrolled Agent 2 CEs for for this…
Find out more »June 2017
2017 June Dinner Meeting
June Dinner Meeting Self Directed IRAs Speaker: Â Robert (Bob) Lickwar, CPA, MST 2Â CEs for for this session Meeting Schedule 4:00…
Find out more »July 2017
2017 July Dinner Meeting
July Dinner Meeting Eldercare Law and Asset Protection Speaker: Attorney John Massih Attendees will learn how clients can properly protect…
Find out more »September 2017
2017 September Dinner Meeting
September Dinner Meeting The Complex World of Refund Claims Speaker: Paul Iannone, Attorney, CPA, MST The rules governing the timing…
Find out more »November 2017
2017 November Dinner Meeting
November Dinner Meeting Tax Planning & Tax Changes for 2017 & Beyond Speakers:Â Tom Monk, CPA & Gary Skiba, CPA Professors…
Find out more »January 2018
2018 January Dinner Meeting
January Dinner Meeting Our Last Chance Tax Update 2017 - Changes and Items of Interest 2018 - A brief overview…
Find out more »May 2018
2018 May Dinner Meeting
May Dinner Meeting Senior Stakeholder Liaison - Joe McCarthy Taxpayer Advocate - Alisa Lebovitz 2Â CEs for for this session Meeting…
Find out more »June 2018
2018 June Dinner Meeting
June Dinner Meeting "Maximizing Social Security Benefits Under the New Rules" Don't leave money on the table! Maximize your Benefits!…
Find out more »July 2018
2018 July Dinner Meeting
July Dinner Meeting Part One IRS Collections Speaker: Jeff Jordan, EA IRS collections from start to finish; this includes responding…
Find out more »September 2018
2018 September Extended Dinner Meeting
Note: This meeting is on a Thursday! Section 199A (the new 20% deduction rule!) An introduction to IRC-199A as enacted…
Find out more »November 2018
2018 November Meeting
Tax Changes & New Tax Planning Opportunities Tax planning in light of TCJA For 2018 and Beyond! Speaker:Â Edward L.…
Find out more »January 2019
2019 January Dinner Meeting
January Dinner Meeting Your Last Chance Tax Update Speaker: Kathryn Keane, EA 2 Federal CEs (IRS Circular 230) for this…
Find out more »May 2019
2019 May Dinner Meeting
Hot Topics from the Forum and Tax Season From the 2019 Tax Season (2018 Returns) Speaker: Emmet Gemme, EA NY/CT-ATP…
Find out more »June 2019
2019 June Dinner Meeting
Medicare - Take All the Guesswork Out Speaker: Mark Brownstein, CSA Certified Senior Advisor • Know when, how and who…
Find out more »July 2019
2019 July Dinner Meeting
K-1's from Partnerships-PTPs-Hedge Funds Speaker: Alan Clavette, CPS Data flow from the K-1's to the 1040 2 Federal CEs (IRS…
Find out more »September 2019
2019 September Extended Dinner Meeting
Extended Meeting - Different Time 4 CEs at our Normal Meeting Price Recent Court Cases - 2 CEs Tax Aspects…
Find out more »November 2019
2019 November Dinner Meeting
TCJA - One Year Later (The Tax Cuts and Jobs Act) Speaker: Paul Iannone, Attorney & CPA 2 Federal CEs…
Find out more »January 2020
2020 January Dinner Meeting
This meeting is on a Tuesday Last Chance Tax Update Speaker: Kathryn Keane, EA 2 Federal CEs (IRS Circular 230)…
Find out more »May 2022
2022 May Meeting
May Dinner Meeting Topic: Retirement Plans for the Self-Employed & Small Business, including comparisons for small business owners and considerations…
Find out more »June 2022
2022 June Meeting
June Dinner Meeting Topics: Looking Forward after a Busy Tax Season  - Complications with 1099s and late year estimates  -…
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