Retirement Plan Options for Business
Russell's Steaks, Chops & More 6675 Transit Road, Williamsville, NY, United StatesPresented by Sanderson Wealth Management We encourage you to bring a business client to this meeting.
Presented by Sanderson Wealth Management We encourage you to bring a business client to this meeting.
October 18, 2022 8 CPE Credits, 2 Days, 8:00 a.m. - 4:30 p.m. Lunch is included
November 16-17, 2021 16 CPE Credits, 2 Days, 8:00 a.m. - 4:30 p.m. Lunch is included on both days
Presented by Russell J. Gullo
Start your season off with a nice dinner and assistance with tax preparation issues.
Monthly Meeting: Wednesday, September 13, 2023 at 6:00 PM SHARP Topic: The NYS Employer Retirement Plan Mandate Presented by: Charmaine Kaes, CPFA -- The Financial Guys Where: Russells’s Steaks, Chops & More 6675 Transit Road Williamsville NY (Transit Road, North of Thruway Ext 49) Cost $55 Members, $65 Non-Members ******* Includes dinner, salad, dessert****** Reservations […]
October 17, 2023 8 CPE Credits, 2 Days, 8:00 a.m. - 4:30 p.m. Lunch is included
November 13-14, 2023 16 CPE Credits, 2 Days, 8:00 a.m. - 4:30 p.m. Lunch is included on both days
Monthly Meeting: Wednesday, September 18, 2024 at 6:00 PM SHARP Topic: Offer & Compromise Acceptance Criteria for Tax Problem Resolution (What practitioners should consider before engaging a tax problem client) Presented by: Lawrence Lawler CPA, EA, CTRS, NTPI Fellow LG Brooks, EA, CTRS, NTPI Fellow Lawler and Witkowski CPAs 6:00pm-6:30pm - Roundtable Discussion […]
Monthly Meeting: Wednesday, October 18, 2024 at 6:00 PM SHARP Topic: Pooled Trust for Medicaid Spend Down Presented by: WNY Coalition Pooled Trust Chuck Pine 6:00pm-6:30pm - Roundtable Discussion with IAA Members 6:30pm-8:30pm - Presentation and Dinner Where: Russell’s Steaks, Chops & More […]