Association of Divorce Financial Planners

Tuesday, November 15, 8:30 – 10:30 a.m.
Suffolk County Bar Association, Hauppauge
Monthly Meeting
Cost: Member $15; non-member $25
For additional information and to RSVP call Maria T. Carrara, CDFA, PFS, CPA at
631-776-1308 or email CarraraM@optonline.net

Financial Planning Association

Friday, January 6, 2012— 8:00 AM - 12:00 PM
FoxHollowCaterers,7725JerichoTurnpike,Woodbury
Tax Update Seminar
For additional information click here.

National Association of Insurance and Financial Advisors

 

National Association of Estate Planner & Councils

Nassau County Chapter

Thursday, November 17, 6 - 9 p.m.
The Milleridge Inn
Tax Litigation Panel
Gary H. Friedenberg, Esq., & Bernard S. Mark, Esq.
Cost: Members in good standing free; guest of member $30
For additional information call 516-826-5982, email zaloney@hotmail.com or go online to www.epcnassau.org

Thursday, December 15, 8:30 - 10 a.m.
Nassau County Bar Association, Mineola
Ethics of Using Social Media
James M. Wicks, Esq.
Cost: Members in good standing free; guest of member $30
For additional information call 516-826-5982, email zaloney@hotmail.com or go online to www.epcnassau.org

National Conference of CPA Practitioners

Nassau-Suffolk Chapter

Wednesday, November 2, 8 - 10 a.m.
On Parade Diner, 7980 Jericho Tpke, Woodbury
Help, I've fallen and I can't get up! It's More than Just Succession Planning!
Sandra Johnson & Douglas Sinetar
Sponsor: Merrill Lynch
Cost: Before 10/28 $25, after $35
Credits: 2 CPE
Contact the Nassau/Suffolk office for additional information at 516-997-9500.

Wednesday - Friday, November 16th – 18th
Crest Hollow Country Club, Woodbury
9th Annual Long Island Tax Professionals Symposium 2011
*Full agenda of sessions, speakers and cost at www.LITPS.org
Credits: A&A and Tax credits available
Register online at www.LITPS.org
For additional information contact Kathy Casey at 516-997-9500 x3

Thursday, December 1, 5:30 - 9 p.m.
The Holiday Inn of Plainview, 215 Sunnyside Blvd., Plainview
Meeting & Holiday Party: NYS New Same Sex Legislation Estate – Decanting Your Wine & Your Trust
Robert Barnett, Esq., and Stuart Schoenfeld, Esq of Capell Barnett Maralon & Schoenfeld, LLP
Cost: Members before 11/25 $50, after $60; non-members before 11/25 $75, after $85
Credits: 2 CPE/TAX
Contact the Nassau/Suffolk office for additional information at 516-997-9500.

Wednesday, December 14, 8 - 10 a.m.
On Parade Diner, 7980 Jericho Tpke, Woodbury
Revving Up for Tax Season: Engagement Letters, Billing, Collecting & Other things that keep us up at night!
Sandra Johnson & Douglas Sinetar
Sponsor: Merrill Lynch
Cost: Before 12/9 $25, after $35
Credits: 2 CPE/MAP
Contact the Nassau/Suffolk office for additional information at 516-997-9500.

 

New York State Society of Certified Public Accountants

Nassau Chapter

Friday, November 11, 8 – 10 a.m.
On Parade Diner, 7980 Jericho Tpke, Woodbury
Best Practices & Procedures – Pricing, Collections, Client Value/Pruning Deadwood, Dangers of Dabbling – Horror Stories & Solutions, Marketing to the Larger Clients, CPA Firm Alliances & Competing with Large CPA Firms, Timesheets, Value &Financial Impact, New Cost Basis Reporting Rules – January 2012
Scott Sanders, Eliot Lebenhart & Kenneth Hauptman
Cost: Pre-Registration $25; at the door $28
For additional information go to www.nysscpa.org

Friday, December 16, 8 – 10 a.m.
On Parade Diner, 7980 Jericho Tpke, Woodbury
E-Filing & IRS and NYS E-Services & Sales Tax
Eliot Lebenhart & Kenneth Hauptman
Cost: Pre-Registration $25; at the door $28
For additional information go to www.nysscpa.org

SFSP

 

The Womens Financial Group

Tuesday, November 1, 5:30 p.m.
Carlyle on the Green at Bethpage
The Impact of Rejection
*Dinner to be served
Robert Fishman of Sandler Training
Cost: Members $35; non-members $45
For additional information email info@twfg.org or go to www.twfg.org