---

Continuing Our CPE

By David Wojnas, Utica Chapter President

By the time you read this, we will have completed our annual golf tournament, held Aug. 31 at the Skenandoa Golf Club in Clinton, N.Y. Once again, I would like to thank our past president Bob Ritz for taking the time to organize this event. I will have the results of the tournament in the next issue of The Trusted Professional.

Here is our upcoming schedule of events with regard to continuing education courses:

Sept. 13, Radisson Hotel, Utica, N.Y.

1) Health Savings Accounts: An Emerging Trend in Health Plan Design
2) Deferred Compensation Plans: Overview, New Regulations from American Jobs Creation Act
3) Qualified Plan Sponsors: Practical Approaches to Address ERISA Fiduciary Responsibilities

Oct. 4, Ramada Inn, New Hartford, N.Y.: IRS and NYS E-Filing Update

Oct. 27, Holiday Inn, New Hartford, N.Y.: Qualified Plans, Family Limited Partnerships and General Estate Planning Update, presented by Eugene Parrs

Nov. 16, Hotel Utica, Utica, N.Y.: Town Hall Meeting. The annual ethics CPE will also be presented at this event.

Dec. 8, Radisson Hotel, Utica, N.Y.: IPIC LIFO Inventory Calculations and Cost Segregation for Business Properties
All of the above events will be breakfast meetings and will start at approximately 8:00 a.m., with the exception of the Town Hall Meeting, which will be a luncheon affair. Stay tuned for further details regarding these events.

Finally, if anyone would like to represent the chapter and attend the IRS Fall Liaison meeting, please let me know. The meeting will be scheduled for either Oct. 25 or Oct. 27. I attended the last meeting and found it to be beneficial. This is a good opportunity to speak with IRS and New York State representatives, in a small, casual setting, about any particular problems that you may be encountering.