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 […]

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 […]

Monthly Meeting: Wednesday, December 4, 2024 at 6:00 PM SHARP Topic: Canadian Real Estate Taxes for Non Canadian Residents & Canadian US Tax Treaty Presented by: Mark Fehrman, CPA KIS Tax Services 700B Gilmore Rd Fort Erie, ON L2A 5M4, Canada 6:00pm-6:30pm - Roundtable Discussion with IAA Members 6:30pm-8:30pm - Presentation and Dinner Where: Russell’s Steaks, […]

Monthly Meeting: Wednesday, December 4, 2024 at 6:00 PM SHARP Topic: Start your season off with a nice dinner and assistance with tax preparation issues 6:00pm-6:30pm - Roundtable Discussion with IAA Members 6:30pm-8:30pm - Presentation and Dinner Where: Russell’s Steaks, Chops & More 6675 Transit Road Williamsville NY (Transit Road North of Thruway Ext 49) […]