Courses

All sessions are for 2 CE credits unless otherwise indicated.


Day 1 Schedule

Descriptions for all courses





SESSION 1 SESSION 2 SESSION 3 SESSION 4 SESSION 5 SESSION 6 SESSION 7
LACERTE

7:00 AM - 7:45 AM

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Registration and Breakfast
7:45 AM - 8:00 AM
1011
Keynote Speakers
1.5 TAX CPE, 1 MAP CPE
Attendance is MANDATORY for FULL Day Credit



8:00 AM - 10:00 AM


C
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10:00 AM - 10:30 AM Morning Break
10:30 AM - 12:10 PM 1021
How Your Client’s Tax Return Can Really Hurt Your Client in Divorce Court

TAX CPE,
CLE, CFP


1022
It’s a Cloud World: Apps, Ecosystem Tools, Videos & Websites
to Learn
From


MAP CPE


1023
New York State Civil & Criminal Enforcement
- Hear from the Top!


TAX CPE,
CLE, CFP
1024
NYS Audit Issues – Sales Tax / Corp Tax / Residency

TAX CPE,
CFP, CLE

1025
Current Developments in Compilations & Reviews - Including SSARS 21

A&A CPE

1026
Who Is The Employer, & Why Do I Care?

TAX CPE
1027
Lacerte Season Readiness Regional Training Tour

TAX CPE


Part 1 of 4

12:15 PM - 1:15 PM 1031
Lunch Program
Why Accountants Need to Embrace Marketing & Marketers

1 MAP CPE


1032
Lunch Program
Be the Hero, Find Fraud Before It Happens!

1 A&A CPE 


1033
Lunch Program
Private Foundation Reporting Pitfalls

1 TAX CPE,
1 CFP,
1 IRS CE
1034
Lunch Program
Minimize Trust & Estate Taxes

1 TAX CPE,
1 CFP,
1 CLE,
1 IRS CE

1035
Lunch Program
Recent Connecticut Tax Developments

1 TAX CPE,
1 CLE, 1 CFP
1036
Just Lunch
(No Program)

1037
Lunch Program
Lacerte Season Readiness Regional Training Tour

1 TAX CPE


Part 2 of 4

1:15 PM - 1:45 PM Afternoon Break and Exhibitor Raffles
1:45 PM - 3:30 PM 1041
1040
Update
Part 1


TAX CPE,
CFP, CLE,
IRS CE


Repeats at 2041

1042
Cyber Security / Identity Protection
Tips for
CPA's


SK CPE

1043
Life Insurance Industry Trends & Outlook for the Future

TAX CPE,
CLE, CFP

1044
Your
Sales Tax
Questions Answered


TAX CPE,
CLE
1045
Buy-Sell Agreements

TAX CPE,
CLE, CFP

1046
Ready to Enhance Your Attest Practice?

A&A CPE

1047
Lacerte Season Readiness Regional Training Tour

MAP CPE


Part 3 of 4

3:30 PM - 3:50 PM Afternoon Break

3:50 PM - 4:30 PM

1051
1040
Update
Part 2


TAX CPE,
CFP, CLE,
IRS CE


Repeats at 2051

1052
New York
Tax
Update


TAX CPE,
CLE, CFP


Repeats at 2011

1053
Getting to Yes:
What You Need to Know for IRS & NYS Offers in Compromise


TAX CPE,
CLE, CFP,
1 IRS CE

1054
Intellectual Property & Maximizing Value
Through Royalty
Audits


A&A CPE,
CLE

1055
8 Sophisticated Planning Techniques
to Help Elite Clients with Tax Saving
& Business Planning


TAX CPE,
CFP


1056
Business Valuation Requirements for Estate & Gift Taxes

TAX CPE, CFP

1057
Lacerte Season Readiness Regional Training Tour

MAP CPE


Part 4 of 4


4:30 PM - 5:30 PM



5:30 PM - 7:00 PM

Cocktail Party

 

 

Day 2 Schedule

Descriptions for all courses






SESSION 1 SESSION 2 SESSION 3 SESSION 4 SESSION 5 SESSION 6 SESSION 7

7:00 AM - 7:45 AM

E
X
H
I
B
I
T
 
A
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E
A
 
O
P
E
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Registration and Breakfast
7:45 AM - 8:00 AM
2001
Keynote Speaker
1.5 TAX CPE
Attendance is MANDATORY for FULL Day Credit

8:00 AM - 9:00 AM

C
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R
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9:00 AM - 9:30 AM Morning Break
9:30 AM - 11:10 AM 2011
New York
Tax
Update


TAX CPE,
CLE


Repeat of
1052

2012
Three "Not To Miss" Tax Deductions in the New Repair Regulations

TAX CPE,
IRS CE

2014
Do You Really Understand the Different Type of Retirement Plans Available Today?

SK CPE,
CFP

2015
NEW Offer
in Compromise: "Make Them an Offer
They Can’t Refuse"


  TAX CPE,
CLE,
IRS CE, CFP

2016
2016
Updated AICPA, EA & IRS Tax
Practice
Rules


TAX CPE,
IRS CE,
IRS ETHICS CE

2017
What Might Surprise You When It Comes to Estate Planning, Elder Law & Special Needs?

TAX CPE,
CLE, CFP

11:10 AM - 11:30 AM Morning Break
11:30 AM - 12:20 PM 2021
What's New in QuickBooks

1 MAP CPE

2022
How to Automate Your Firm
on a Budget


1 MAP CPE

2023
NJ
Tax
Update


1 TAX CPE,
1 CFP

2024
Love, Life, Death
& Trusts


1 TAX CPE,
1 CFP,
1 CLE

2025
Deferring Gains: Reverse 1031s and Delaware Statutory Trusts

1 TAX CPE,
1 CLE,
1 IRS CE


2026
Sales Tax Game Show

1 TAX CPE,
1 CLE


Continues at
2035

2027
Small Captive Insurers & the New IRS Reporting Regime

1 TAX CPE,
1 CLE,
1 CLE,
1 IRS CE


Repeats at
3027

12:30 PM - 1:20 PM 2031
Lunch Program
IRA Traps & Planning Opportunities

1 TAX CPE,
1 CLE, 1 CFP

2032
Lunch Program
Are You a QBO Hero?

1 SK CPE

2033
Lunch Program
Build Brand, Delight Customers & Attract Business With Your Website

1 MAP CPE


2034
Lunch Program
Cyber Risk What It
Means to Accounting
Firms
An Eye-Opening Discussion
on an Emerging Threat to
Your
Business


1 SK CPE


2035
Lunch Program
Sales Tax Game Show

1 TAX CPE,
1 CLE


Continues from
2026

2036
Just Lunch
(No Program)


1:20 PM - 1:50 PM Afternoon Break and Exhibitor Raffles
1:50 PM - 3:30 PM 2041
1040
Update
Part 1


TAX CPE,
CFP,
CLE,
IRS CE


Repeat of
1041

2042
IRS
Practice &
Procedures Update


TAX CPE,
CLE,
IRS CE, CFP

2043
What Would Happen If? Case Studies In Hacking, Disasters & Compliance.

SK CPE


2044
Advanced Strategies That Will Protect Your
Clients Assets - Retirement Income,
Aging in Place, & Estate Planning Strategies
You NEED to Understand


TAX CPE,
CFP


2045
Reasonable Compensation

TAX CPE,
CLE,
IRS CE

2046
New York State Desk Audit Operations & Programs

TAX CPE

2047
Overview & Post Implementation Issues - SSARS No. 21

A&A CPE,


3:30 PM - 3:50 PM Afternoon Break


3:50 PM - 4:30 PM



2051
1040
Update
Part 2


TAX CPE,
CFP,
CLE,
IRS CE


Repeat of
1051

2052
The Insiders Truth About How to Do a Successful Merger on Long Island in 2016

MAP CPE
2053
The Long Term Care Dilemma

TAX CPE, CFP

2054
New York
City
Real Property Tax
Appeals


TAX CPE

2055
NYC / NYS Update

TAX CPE


2056
What You Should Know About Nexus

TAX CPE
2057
Why CPAs and Clients Can’t Afford to Leave Foreign Exchange & International Payments to Chance

A&A CPE



4:30 PM - 5:30 PM




 

 

Day 3 Schedule

Descriptions for all courses





SESSION 1 SESSION 2 SESSION 3 SESSION 4 SESSION 5 SESSION 6 SESSION 7

7:00 AM - 7:45 AM

T
E
C
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G
Y
 
F
A
I
R

Registration and Breakfast
7:45 AM - 8:00 AM
3001
Keynote Speaker
1.5 MAP CPE
Attendance is MANDATORY for FULL Day Credit

8:00 AM - 9:00 AM

C
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R
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S
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9:00 AM - 9:30 AM Morning Break
9:30 AM - 11:10 AM 3011
S & C Corporation Update

TAX CPE,
CLE, CFP


Repeats at 3041

3012
New Overtime Rules &
Federal Wage
& Hour Requirements for Employers
& Their Representatives


TAX CPE,
CLE

3013
QuickBooks Online Fundamentals

SK CPE
3014
Fiduciary Income Taxation & Grantor Trusts

TAX CPE,
CLE, CFP,
IRS CE
3015
Top Ten Common Estate Planning Mistakes

TAX CPE,
CFP, CLE

3016
IRC 754 Election

TAX CPE,
CLE,
IRS CE

11:10 AM - 11:30 AM Morning Break
11:30 AM - 12:20 PM 3021
Partnership & S Corporation Losses

1 TAX CPE,
1 CFP,
1 CLE,
1 IRS CE

Continues at 3031
or
Repeats at 3051

3022
Form 1041
& the
Preparation
of the
Estate Return


1 TAX CPE,
1 CLE,
1 CFP,
1 IRS CE
3023
What’s Cool in Technology These Days

1 SK CPE

3024
New Regs Affecting the Deduction & Capitalization of Expenditures

1 TAX CPE,
1 IRS CE
3025
5 Transformational Technologies
to Jump Start Your Practice


1 MAP CPE



3026
New
Overtime Rules & Pay Scenarios:
Do I Have to Pay My
Employees
for That?


1 TAX CPE

3027
Small Captive Insurers & the New IRS Reporting Regime

1 TAX CPE,
1 CLE,
1 CLE,
1 IRS CE


Repeat of
2027

12:20 PM - 1:20 PM 3031
Lunch Program
Partnership & S Corporation Losses

1 TAX CPE,
1 CFP,
1 CLE,
1 IRS CE


Continues from 3021
or
Repeats at 3051

3032
Lunch Program
Gifts &
Estates


1 TAX CPE,
1 CLE,
1 CFP,
1 IRS CE


3033
Lunch Program
The Social
CPA Firm


1 MAP CPE
3034
Lunch Program
Critical IT Security Protections EVERY Business Must Have In Place NOW to Avoid Cyber Attacks, Data Breach Lawsuits, Bank Fraud and Compliance Penalties

1 MAP CPE

3035
Lunch Program
PATH Act Extenders

1 TAX CPE,
1 IRS CE


3036
Lunch Program
ABCs of
NYS Residency Audits


1 TAX CPE,
1 CLE, 1 CFP


3037
Just Lunch
(No Program)
1:20 PM - 1:50 PM Afternoon Break and Exhibitor Raffles
1:50 PM - 3:30 PM 3041
S & C Corporation Update

TAX CPE,
CLE, CFP

Repeat of
3011

3042
Smarter
Social
Security


TAX CPE,
CFP
3043
Reorganizations of LLCs
& Other Tax
Partnerships


TAX CPE,
CLE, CFP
3044
The Firm of the Future: This Is Not Your Father’s Accounting Firm!

MAP CPE,
1 IRS CE

3045
IRS Criminal Investigation, Identity Theft & Cybersecurity

TAX CPE,
CLE,
IRS CE, CFP

3046
Accounting & Auditing Issues for 2016

A&A CPE

3:30 PM - 3:50 PM Afternoon Break

3:50 PM - 4:30 PM


3051
Partnership & S Corporation Losses

TAX CPE,
CFP,
CLE,

Repeat of
3021 & 3031
Combined

3052
2016 Employment Law Update: What Will They Think of Next

TAX CPE,
CLE

3053
Effective Elder Care Advocacy - The Intersection of Tax & Elder Care Planning

TAX CPE,
CLE, CFP

3054
Subpoenas, Search Warrants & Grand Juries, Oh My! Can Kovel Save the Day?

TAX CPE

3055
The Tech-Savvy Client Is Here – Are You Ready?

MAP CPE


3056
Help Your Clients Postpone Unneeded RMDs Through a Qualifying Longevity Annuity Contract ("QLAC")

TAX CPE, CFP




4:30 PM - 5:30 PM