Thursday, January 6, 2022

January Update Seminar (Updated with Link)

COVID Can't Keep Us least not all of us. Today, we held our Annual State Update Seminar in Southbridge, MA. Although we had last minute cancellations by speakers from Massachusetts DOR and Connecticut DOR, we still delivered updates from Rhode Island and New York in addition to our Federal update by Kathryn Keane. She led us in a jam packed session updating us on the latest issues relating to the Corporate Transparency Act, changes in the Earned Income Credit, PPP Forgiveness and in depth conversations on the Advanced Child Tax Credit and Recover Rebate Credit reconciliations (and much more!!)

Instructor Kathryn Keane Back in Person

With the last minute speaker cancellations, our Education Chair, Sharon Cummings, led a roundtable discussion on COVID-19 Office Procudres for the upcoming tax season. There was great discussion on topics revolving around the virtual office using video conferring and document uploading to secure online portals. Many attendees will not be visiting with clients in person and will either be video chatting with clients or requiring documents to be mailed in or dropped off in secure lock boxes.

All of the handouts for this seminar can be found online here.

Thank you to all who attended and PLEASE STAY SAFE this filing season!!

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