All programs and speakers subject to change.

Thursday, November 21

New York State Update (2 TAX CPE) (2 CFP-ITP) (2 CLE)
Mark S. Klein, Esq. and William J. Cominskey, Esq.

Live Stream

This program will cover the latest developments in New York State's budget bill, as well as new decisions, rulings, and administrative releases affecting New York's corporate, personal income, and sales and use taxes. The impact of recent Tax Department enforcement initiatives will also be discussed.

LLC's and How to Change the Federal Tax Classification and Maintain the LLC (2 TAX CPE) (2 CFP-ITP) (2 CE G1U2N-T-00050-13-I)
Beanna J. Whitlock, EA, CSA, RTRP

Live Stream

An overview of Limited Liability Company structure and unique tax status is followed by how to change the federal tax classification of the LLC without liquidating the LLC. A step by step process will instruct the tax professional on how to change the federal tax classification, what is required by the Internal Revenue Service, and finally how to shut-down the LLC when the time comes.

Tax professionals will be refreshed on the unique tax capabilities of the Limited Liability Company, including the ability to change the Federal Tax Classification of the LLC without liquidating the LLC. The liquidation of the sole proprietorship, partnership, C and S corporaitons will be reviewed with examples of each to assist the tax professional. These complex calculates happen infrequently in a normal business but in an LLC they can be much more frequent as the Federal Tax Classification can be changed and although has some restrictions is much more apt to require tax and accounting actions than a non-LLC business.

1040 Update Part 1 (2 TAX CPE) (2 CFP-ITP) (2 CLE) (2 CE G1U2N-U-00002-13-I)
Robert Katz, J.D., LL.M, and Neil Katz, J.D., LL.M, CPA

Live Stream

This presentation will focus on the tax law changes that affect the preparation of the 2013 Form 1040. In addition, there will be a discussion of the latest cases, rulings and regulations that affect the preparation of the 2013 Federal Income Tax Return.

1040 Update Part 2 (2 TAX CPE) (2 CFP-ITP) (2 CLE) (2 CE G1U2N-U-00002-13-I)
Robert Katz, J.D., LL.M, and Neil Katz, J.D., LL.M, CPA

Live Stream

This is a continuation of 1040 Update Part 1.

Friday, November 22

Working with the IRS While Defending Your Clients (2 TAX CPE)
Steven Klitzner, Esq.

 Live Presentation

This informative program will give CPA’s and other Tax Preparers an updated insight into the various solutions to issues questioned by IRS. It will deal with IRS collection notices, letters requesting additional information, desk, onsite and in-office audits as well as appeals.

1031 (Like-Kind) Exchange... (2 TAX CPE)
Mack Marsh, Esq.

 Live Presentation

Real estate investors and owners of property used in a trade or business are faced with a myriad of challenges and alternatives. This course will discuss the basics of the tax deferred exchange and update the impact of tax law changes and related case law.

Obamacare and What It Means to Our Clients Based on the Latest Updates (2 TAX CPE)
Nick Tate, Author, Journalist and Deputy Health Editor of Newsmax

 Live Presentation

An overview of how the Patient Protection and Affordable Care Act will impact and transform the way consumers, small businesses and large employers pick, plan and pay for healthcare and insurance. The costs and benefits, protections and tax breaks will be discussed, as well as the current issues being faced with the website and call-in implementation. Finally, it will provide some thoughts on what lies ahead.

Top 10 Estate Planning Issues in the Current Environment (2 TAX CPE)
Jeffrey Baskies, Esq.

 Live Presentation

This session deals with often overlooked estate planning issues including the overuse/underuse of Credit Shelter Trusts vs. Portability, charitable planning and gifting, and the newer regulations regarding Power of Appointment and personal representatives. Homestead planning issues, drafting of deeds and the unlicensed practice of law will also be discussed.