Our very own Catherine to teach at NY/CT-ATP

[Lion EA]

Don't know how to keep formatting. If you want the original color flyer, including a picture of Catherine, send me your email so I can forward the Constant Contact announcement.

September Super Session - 4 CEs

Tax Topics that Everyone Should Hear about!

Date: September 20, 2023 @ 3:30 pm - 8:30 pm

Topics: 

·     Entity Selection and Tax Consequences

·     Schedule C Refresher & Overview

·     Minefields & Disasters – How to Navigate & Mitigate

·     A Case Study

Speaker: Catherine White, EA

Education Committee Contact/Point Person:

Bo Demczar - [email protected]

Meeting Schedule:

2:45 – 3:45 Board Meeting & Committee Meetings & Committee Meetings

3:30 – Registration

4:00 – First Session

5:40 – Business Meeting

6:00 – Buffet Dinner

6:50 – Second Session

8:30 – Close

Members (Timely): $95.00  Non-Members & Late Members: $125.00

Timely is by midnight the Friday before the meeting!

All payments are cleared through PayPal

but you do not have to have a PayPal account, just a credit card.

Tickets on sale NOW

Timely Deadline: 09/15/2023

REGISTER HERE: https://www.nyctatp.org/event/september-super-session/

SAVE THE DATES!

Friday 20 October – October Seminar

Kathy Morgan

Residential Rental Real Estate

- Basis Issues

- Depreciation

- Recapture

- From Purchase through Sale

Ethics

- Due Diligence: It’s not just for EITC anymore

__________________________________________________

Thursday 30 November & Friday 1 December –

Annual Tax Update Seminar

Ryan Reichert? Brass Tax Presentations

Federal Tax Update

Additional Federal Tax Topics

- Crypto Currency & Advanced Brokerage Statements

- Energy Credits - Packing a Powerful Punch

- Tax Implication of Family Drama

- Tax Stuff You Thought You Knew

NY Tax Update

CT Tax Update

__________________________________________________

Wednesday 10 January 2024

Last Chance Tax Update

Kathryn Keane

[Catherine]

Ooh, send it to me please @Lion EA so I can see what it looks like all official-like. 

I just sent the handout pdf's off to Bo yesterday. It's going to be a long day for me, but fun for the attendees. "He to keep the warm side inside" - attend to find out how that weird quote fits in!

[Lion EA]

I'm intrigued.

And, excited to meet you in person, see you in action! I'll forward you my copy of the Constant Contact that went to all our members and extended mailing list. Your September Super Session is also on our NY/CT-ATP website: https://www.nyctatp.org/

https://www.nyctatp.org/event/september-super-session/

[BulldogTom]

45 minutes ago, Lion EA said:

And, excited to meet you in person,

Make sure to keep your eyes down or you will look right over the top of her......

Love ya @Catherine but you are short!

Tom
Longview, TX

[Lion EA]

That's the one thing I remember you all saying after the picnic at Rita's that I had to miss -- that Catherine's short. Well, our room has dinner tables arranged all around a dance floor, so none of us should have our view of Catherine blocked.

[Catherine]

I*have* to be short, @BulldogTom else my oversized personality would bowl everyone over! This is for your safety.

[Lion EA]

Yes! I've described you as short, but a redhead !!

Seriously, folks, our dinner meetings are at Anthony's Lake Club in Danbury, CT, very, very close to I84. If you're in CT, MA, NY, PA, NJ, or RI, it's an easy drive, because you'll arrive before rush hour and leave after. If you need 4 CEs and enjoy live education and networking with other tax preparers, or just need to vent to people who understand, we're a rowdy group who welcomes nonmembers and provides really, really good speakers. 4 CEs for the price of about 3.

https://www.nyctatp.org/event/september-super-session/

https://www.nyctatp.org/

Also, check out our 1-day October Seminar and 2-day Annual Tax Update Seminar.

[Catherine]

Hair has gone all grey at this point, @Lion EA, but I could get temporary spray-in color, just for you, if it means that much to you.  

[Corduroy Frog]

Wish I could be there Catherine.  You are such a force for good, and I'm sure you'll do a great job.

[Catherine]

Thank you for your kind words, @Corduroy Frog.

[Catherine]

On this topic, the slides are now finalized and the handouts in the group's hands for attendees. 

[Gail in Virginia]

On 9/2/2023 at 2:52 PM, Catherine said:

Hair has gone all grey at this point, @Lion EA, but I could get temporary spray-in color, just for you, if it means that much to you.  

Once a redhead, always a redhead.  Hair color may fade, but the attitude remains!

[Lion EA]

Exactly!!

[Catherine]

OK, guys - it's this Wednesday, for anyone who wants to join in at the last minute.

I'm spending tomorrow making sure I'm ready for the drive.

[Lion EA]

And, Catherine's bringing fresh apples!

We have about 54 registered; caterer's set for 60 in case we have last-minute attendees. 4-8:30 pm, including dinner.  So, there's still time...

https://www.nyctatp.org/event/september-super-session/

[Catherine]

Any ATX Forum member who wants Gala apples from my tree, let me know. I'm bringing some for @Lion EA but could certainly bring more!