Upcoming Tax Presentations

6/25/2014: New York Society of Independent Accountants – Mid-Year Tax Planning: Strategies for 2014 and Beyond.

8/21/2014: Independent Association of Accountants, The Net Investment Income Tax: Update and Strategies and Independent Contractors: Review of the Regulations and Steps to Take to Avoid Worker Misclassifications and Penalties.

10/24/2014: Lorman Educational Seminar, New York City – IRS Form 1099 reporting: What You Need to Know.

10/29/2014: Lorman Educational Seminar, White Plain, NY – IRS Form 1099 reporting: What You Need to Know.

11/13/2014 Institute of Management Associates, New York Chapter – Annual Tax Update: Planning and Strategies for 2014 and Beyond.

12/5/2014: Lorman Educational Seminar, Melville, Long Island – IRS Form 1099 reporting: What You Need to Know.

12/10/2014: Lorman Educational Seminar – IRS Forms Workshop

12/12/2014: Lorman Educational Seminar, Garden City, Long Island – IRS Form 1099 reporting: What You Need to Know.

12/16/2014: NYSSCAA – FAE – Annual Tax Update for Personal Financial Planning Committee

1/8/2015: LIU Annual Seminar – Federal and State strategies fir Tax Planning for Individuals (including same-sex marriage rulings), Small Business (including Affordable Care Act and Tangible Property rulings); Other current developments in taxation.

Past Tax Presentations

1/21/2014: Independent Association of Accountants, Long Island Chapter, Plainview, NY – Tax Update for Individuals and Small Businesses.

1/9/2014: LIU/IRS Annual Seminar –  Federal and State Strategies for Tax Planning for Individuals (including same-sex marriage rulings), Small Business (including Affordable Care Act and Tangible Property rulings); Other current developments in taxation.

12/6/2013: Lorman Educational Seminar, Plainview, NY – IRS Form 1099 reporting- What You Need to Know.

11/13/2013: Institute of Management Accountants – 2013 Federal and State Tax Update for Individuals and Small Businesses

10/16/2013: Lorman Educational Seminar, New York City – IRS Form 1099 reporting: What You Need to Know.

9/19/2013: Society for Independent Accountants, Westchester Chapter – 2013 Tax Update

9/3/2013: Independent Association of Accountants, Brooklyn Chapter – Post Mortem Estate Planning