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www.ctcpas.org
Preparing Your Business and Your Clients for a
Disaster or Business Disruption
Thursday, November 20, 2014
Speaker: Joseph M. Ercolano, Associate Director,
Connecticut Small Business Development Center
Reserve your place at
www.ctcpas.org/membermeetings.
Questions?
Contact Membership Activities Coordinator Phyllis Roche
at phyllisr@ctcpas.org or 860-258-0216.
>> Members-Only
Meetings
Personal Financial Planning Group
of Fairfield
Easton Public Library, Easton
8:30 - 10:30 a.m. CPE Credits: 2
www.ctcpas.org
18
In-depth topics.
Local experts.
Answers.
Cloud: What They Are Not Telling You
Thursday, December 18, 2014
Speaker: Mark R. Torello, CPA, CFE, CISA, CRISC,
CEO and Shareholder, The Technology Group
Taxation of Life Insurance
Thursday, January 22, 2015
Speaker: Michael Lynch, CFP, ChFC, CLTC, Senior Financial
Planner, Barnum Financial Group, An Office of MetLife
Easton CONNection
Easton Public Library, Easton
8:30 - 10:30 a.m. CPE Credits: 2
The Friday Focus for
Members in Industry
CTCPA Education Center, Rocky Hill
8:30 - 10:30 a.m. CPE Credits: 2
Rocky Hill CONNection
CTCPA Education Center, Rocky Hill
8:30 - 10:30 a.m. CPE Credits: 2
Torrington CONNection
Northwest Connecticut Chamber of
Commerce, Torrington
8:30 - 10:30 a.m. CPE Credits: 2
Sales and Use Taxes in Connecticut (Especially Exemptions)
Thursday, November 20, 2014
Speaker: Brenden M. Healy, CPA, Director,
Whittlesey & Hadley
Fiduciary Best Practices for Trusts
Thursday, December 18, 2014
Speaker: Richard B. Freeman, Partner, Round Table Services;
Heather J. Lange, Esq., Brody Wilkinson; and Todd N.
Robison, CLU, President, Cedar Point Financial Services
Qualified Retirement Plans:
Maximizing Owners' Benefits
Friday, November 21, 2014
Speaker: Andrew E. Roth, Esq., Partner and
William Miller, Enrolled Actuary, Danziger & Markhoff
Preparing Your Business and Your Clients for a
Disaster or Business Disruption
Friday, December 19, 2014
Speaker: Joseph M. Ercolano, Associate Director,
Connecticut Small Business Development Center
Individual Income Tax Update
Friday, January 16, 2015
Speaker: John L. Evanich, CPA, Professor/Educator
Accountant Liability, Changes, Lessons, and Defense
Wednesday, November 12, 2014
Speaker: Kerry R. Callahan, Principal, Litigation
Department Chair, Updike, Kelly & Spellacy