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Round Table Discussions

Russell's Steaks, Chops & More 6675 Transit Road, Williamsville, NY, United States

Start your season off with a nice dinner and assistance with tax preparation issues.

Dinner Meeting – The NYS Employer Retirement Plan Mandate

Russell's Steaks, Chops & More 6675 Transit Road, Williamsville, NY, United States

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 […]

Annual Seminar – Business Entities 2023

Salvatore's Italian Gardens 6461 Transit Road, Buffalo, NY, United States

October 17, 2023 8 CPE Credits, 2 Days, 8:00 a.m. - 4:30 p.m. Lunch is included  

Annual Seminar – 1040 Individual Tax 2023

Salvatore's Italian Gardens 6461 Transit Road, Buffalo, NY, United States

November 13-14, 2023 16 CPE Credits, 2 Days, 8:00 a.m. - 4:30 p.m. Lunch is included on both days  

Dinner Meeting – Offer & Compromise

Russell's Steaks, Chops & More 6675 Transit Road, Williamsville, NY, United States

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 […]

Dinner Meeting – Pooled Trust for Medicaid Spend Down

Russell's Steaks, Chops & More 6675 Transit Road, Williamsville, NY, United States

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 […]

Annual Seminar – Gear Up 1040, Day 1 of 2

Buffalo Airport Hotel 4600 Genesee Street, Cheektowaga, NY, United States

November 21-22, 2024 16 CPE Credits (total), 2 Days, 8:00 a.m. - 4:30 p.m. Lunch is included  

Annual Seminar – Gear Up 1040, Day 2 of 2

Buffalo Airport Hotel 4600 Genesee Street, Cheektowaga, NY, United States

November 21-22, 2024 16 CPE Credits (total), 2 Days, 8:00 a.m. - 4:30 p.m. Lunch is included  

Dinner Meeting – Canadian Real Estate Taxes for Non Canadian Residents & Canadian US Tax Treaty

Russell's Steaks, Chops & More 6675 Transit Road, Williamsville, NY, United States

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, […]