Member Meetings
Federal Tax Group Meeting
8:30am - 9:30am
Online
0.00 Credits
The Federal Tax Group welcomes those with an interest no matter your career stage or level of expertise. This meeting will be virtual and you can access the link to the meeting in your online CTCPA account under My Upcoming Events. Pre-registration is required.
Employee Benefit Plans Group Meeting (Virtual)
9:00am - 10:00am
Online
0.00 Credits
The Employee Benefit Plans Group monitors developments in the employee benefit plans arena. Friendly, interactive meetings include roundtable discussion of changes affecting plans, auditors, and employers. The group features diversified professionals e.g., auditors, actuaries, third party administrators, and attorneys, engaged in the EBP area. Outreach to the broader membership includes an annual networking social and sponsoring of an annual Employee Benefit Plans Conference. Agenda topics will be provided prior to the meeting. This will be a virtual meeting via Zoom meetings.
Governmental Accounting and Auditing Group Meeting (Virtual)
9:00am - 10:00am
Online
0.00 Credits
The Governmental Accounting and Auditing Group meets to discuss developments, new regulations, and compliance issues in the field of governmental accounting and auditing. Group members include both public sector finance professionals and those who serve them in public accounting. Members also plan the annual CTCPA Governmental Accounting and Auditing Conference held every spring. Agenda will be sent one week prior to the meeting date.This will be a virtual meeting via Zoom meetings.
State Tax Group Meeting
8:30am - 10:00am
Online
0.00 Credits
The CTCPA State Taxation Group is the community for navigating the political, regulatory, legislative, and judicial details of Connecticut tax compliance. Members build relationships with other CPAs, the DRS Commissioner, and senior DRS staff at annual dinner meetings and other events.
Member Enrickment Series: Effectively Transitioning to Medicare
8:30am - 9:30am
Online
1.00 Credits
We’re excited to introduce our Member Enrichment Series—a special lineup of free webinars created exclusively for you! This series is our way of saying thank you for being a valued part of our community while providing you with even more opportunities to learn, grow, and connect. Take the mystery out of Medicare. Educate yourself and your clients. Everyone knows that it is important to consider Medicare at age 65 and again approaching retirement. But to know the rules the government has imposed is often confusing and overwhelming. This presentation will provide attendees with the knowledge about the enrollment process and the timing, and how to choose a plan that’s right for their individual situation and health and budget. Finding the right Medicare plan requires careful consideration and a reliable independent resource. If clients are turning 65, retiring, or moving to a new address they need to know key dates and information about plans available in their state or county. Learn how to cover the critical areas of medical and dental expenses and what “other” marketed benefits are being offered by various insurance companies each year. This workshop will help you sort out the many options and plans that are available to Medicare eligible clients. Learning objectives. • How do I sign up for Medicare?• How and when do I effectively transition at age 65 or retirement to Medicare?• How to maximize your Medicare coverage.• What you need to know before leaving a company group or retiree plan. • The Medicare basics: It’s costs and Parts A, B, C, and D and the need for supplemental insurance.• When can I defer Part B?• How many days will Medicare allow for rehab? • Should I review my doctors and medications during the Open Enrollment season. • Why Medicare rules for COBRA and HSAs are important.• Understand how the Income Adjustment (IRMAA) can dramatically increase the healthcare costs for higher income clients, and what options exist.• Why there’s so much emphasis on prescription and dental costs.• What the future changes are for Medicare. Session Leader Mark Brownstein is Director of Medicare for Emerald Medicare. Mark specializes in educating clients about Medicare and delivering comprehensive and competitive options and solutions. Mark has led educational workshops for more than 4,000 clients and trusted advisors and has provided Medicare solutions for more than 3,000 individuals, senior advisors, tax and financial professionals, medical office staff and veterans. A three-time president of his local Financial Planners Association (FPA), Mark has been recognized as an energetic leader who is both committed to the highest fiduciary standards and to building a team focused on exemplary customer service. Mark is an authoritative advisor who calmly guides clients through the hype and confusion of Medicare toward a solution tailored to their specific needs. He is also a Certified Senior Advisor. You must register to attend.
TechConneCT Roundtable: Tax Season Tactics - The new things to try and the tried and true
9:00am - 10:30am
Online
0.00 Credits
This month's topic is Tax Season Tactics: What are you trying that is new this tax season? Share your innovations and let us help you troubleshoot any software or process snags. Peer to peer discussions at it's best! Keep in mind, this is an open forum - we never limit discussion to just one topic so if you have other technology questions bring them to the table. Please note, pre-registration is required. To access the meeting, use your online account, go to MY CTCPA, My Professional Development, My Upcoming Courses. Bring your coffee, your ideas to share, and join us for what is always a lively discussion! We've got experts on board who can help you with cybersecurity, client portals, accounting software, and more. TechConneCT attendance is free and open only to CTCPA members in good standing. No CPE will be given but you get free answers and valuable guidance. Hosted by the CTCPA Technology Group.
Governmental Accounting and Auditing Committee Meeting (Virtual)
9:00am - 10:00am
Online
0.00 Credits
The Governmental Accounting and Auditing Committee meets to discuss developments, new regulations, and compliance issues in the field of governmental accounting and auditing. Group members include both public sector finance professionals and those who serve them in public accounting. Members also plan the annual CTCPA Governmental Accounting and Auditing Conference held every spring. Agenda will be sent one week prior to the meeting date.This will be a virtual meeting via Zoom meetings.
State Tax Group Meeting
8:30am - 10:00am
Online
0.00 Credits
The CTCPA State Taxation Group is the community for navigating the political, regulatory, legislative, and judicial details of Connecticut tax compliance. Members build relationships with other CPAs, the DRS Commissioner, and senior DRS staff at annual dinner meetings and other events.
TechConneCT Roundtable: The Tax Talk - Reflect on the Good, Bad, & Ugly
9:00am - 10:30am
Online
0.00 Credits
Time to talk post tax season. We'll have Tax Talk: Reflecting on the Good, Bad, & Ugly of this tax season. Let’s discuss what worked, what didn’t, and future improvements. This is an annual favorite! Keep in mind, this is an open forum - we never limit discussion to just one topic so if you have other technology questions bring them to the table. Please note, pre-registration is required. To access the meeting, use your online account, go to MY CTCPA, My Professional Development, My Upcoming Courses. Bring your coffee, your ideas to share, and join us for what is always a lively discussion! We've got experts on board who can help you with cybersecurity, client portals, accounting software, and more. TechConneCT attendance is free and open only to CTCPA members in good standing. No CPE will be given but you get free answers and valuable guidance. Hosted by the CTCPA Technology Group.
CTCPA Annual Meeting
8:00am - 10:30am
Rocky Hill
1.00 Credits
Member Price: $95
Join us for our 2025 in-person Annual Meeting! Our keynote speaker will be Jeffrey P. Thompson, Vice President and Economist, Federal Reserve Bank of Boston Research Department. Schedule of Events7:45 a.m. Registration8:00 a.m. - 9:00 a.m. Networking breakfast9:00 a.m. - 10:30 a.m. Business meeting (featuring election and installation of the 2025-26 Board of Directors and Advisory Council members) and keynote speaker Jeffrey P. Thompson Sponsorship/Exhibitor Opportunities >> Detailed Exhibitor Information >>
Accounting Scholarship Foundation Golf Tournament
8:30am - 5:00pm
Wallingford
0.00 Credits
Member Price: $275
We are excited to announce the Connecticut Society of CPAs Accounting Scholarship Foundation Golf Tournament is celebrating its' 25th year of bringing members, clients and supporters together "fore" a great cause. All proceeds benefit the CTCPA Accounting Scholarship Foundation to help tomorrow’s accounting professionals by awarding scholarships and grants to accounting students at Connecticut high schools, colleges, and universities. Assisting CTCPA with our initiative to replenish the Pipeline is as easy as playing a round on the links! Schedule: 8:30 a.m.: Registration; driving range and putting green will be openBreakfast on the patio (pancakes, eggs, home fries, sausage, bacon, fruit, and toast station) 10 a.m.: Shotgun start 2:30 p.m.: Cocktail hour with open bar and hors d'oeuvres 3:30 p.m.: Awards, raffles, and buffet dinner Pick your format: Scramble or best two of four, best ball (prior format). Please let CTCPA know what format your foursome is playing prior to the day of the tournament. Awards for Team Low Gross, Team Low Net, Longest Drive, and Closest to the Line. High-end teacup raffle during dinner. Click the "Register Offsite" button to download a fillable PDF form to secure your sponsorship or golfer registration. Once you submit your registration via email to cindyp@ctcpas.org, you'll receive an invoice by email.