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, 1.5 SK CPE
Attendance is MANDATORY for FULL Day Credit



8:00 AM - 10:00 AM


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10:00 AM - 10:30 AM Morning Break
10:30 AM - 12:10 PM 1021
Real Estate and Related Taxation Issues in the Context of Separation and Divorce

TAX CPE,
CLE, CFP


1022
Pension Risk Transfer, Eliminating the Liability of a Defined Benefit Plan

TAX CPE,
CFP


1023
Surviving a New York State Residency Audit

TAX CPE,
CLE, CFP
1024
Nexus and Residency: Multistate Issues for Business and Individuals

TAX CPE,
CFP, CLE

1025
Current Developments in Compilations and Reviews - Including SSARS 21, 22, 23 and Peer Review

A&A CPE

1026
Estates and Gifts

TAX CPE,
CFP, CLE,
IRS CE
1027
An M&A Roadmap for CPA firms: from Introduction to Closing

TAX CPE

12:15 PM - 1:15 PM 1031
Lunch Program
TBA
1032
Lunch Program
Will V. Revocable Trust – The Boxing Match of the Century

1 TAX CPE,
1 CFP,
1 CLE


1033
Lunch Program
Recent Connecticut Tax Developments

1 TAX CPE,
1 CLE
1034
Lunch Program
Claiming Illegal Aliens as Dependents: The Ins and Outs

1 TAX CPE,
1 CFP,
1 CLE
1035
Lunch Program
If Shakespeare Was a Lawyer, He Would Have Written a Trust

1 TAX CPE,
1 CFP,
1 CLE

1037
Just Lunch
(No Program)
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
Partnering with the IRS for Tax Compliance (Panel)

TAX CPE,
CFP,
IRS CE
1043
State and Local Taxes

TAX CPE,
CLE, CFP

1044
Fulfilled By Amazon (FBA) and Nexus

TAX CPE,
CLE
1045
Buy Sell Agreements – Common Mistakes

TAX CPE,
CFP, CLE

1046
Elder Law, Medicaid & Estate Tax Update

TAX CPE,
CFP, CLE

1047
QuickBooks TBA
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,
CFP, CLE


Repeats at
2021

1053
Life Insurance Considerations and Case Studies

TAX CPE,
CFP

1054
Real Estate Tax Deductions That Most Tax Professionals Are STILL Missing For Their Clients

TAX CPE,
CLE
             
1055
The Accountant’s Roll in Divorce Litigation

TAX CPE,
CFP


1056
Accounting
& Auditing Update


A&A CPE

1057
Reasonable Compensation for Shareholder-Employees of S-Corps

TAX CPE,
CLE,
IRS CE


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 - 7:15 AM
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7:15 AM - 8:00 AM

Registration and Breakfast

8:00 AM - 8:50 AM

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2011
Payroll Compliance Trends, FAQs and Best Practices

1 SK CPE,
1 CLE

2012
Four Things to Know About Perfect Workflow

1 MAP CPE
2013
Current Developments in NJ Taxation

1 TAX CPE,
1 CFP,
1 CLE
 
2014
Accumulation Planning vs Distribution Planning: Tax-efficient Retirement Planning Strategies

1 SK CPE,
1 CFP

2015
Toxic Frauds From Within

  1 TAX CPE

2016
NYS Collections and Civil Enforcement Updates: Hear From Albany and Practitioners

1 TAX CPE,
1 CLE

2017
C Corp NOLs and PNOLC

1 TAX CPE

8:50 AM - 9:10 AM Morning Break
9:10 AM - 10:20 AM
Attendance is MANDATORY for FULL Day Credit

10:20 AM - 10:40 AM Morning Break
10:40 AM - 12:20 PM 2021
New York Tax Update

TAX CPE,
CFP, CLE


Repeat of
1052

2022
Ten Tiers of Estate Planning – A CPA Perspective

TAX CPE,
CFP

2023
What’s New in Lacerte

SK CPE

2024
Income Strategies for Retirees Who Never Want to Run Out of Money

SK CPE,
CFP

2025
Trust Basics

TAX CPE,
CFP, CLE


2026
Working With The IRS Office Of Appeals; What to Expect In Examination & Collection Appeals

TAX CPE,
CLE,
IRS CE

2027
Two Views From Audit to BCMS: Tips for a NYS Residency Audit

TAX CPE,
CLE

12:30 PM - 1:20 PM 2031
Lunch Program
Are You A SUPER QBO Hero?

1 SK CPE

2032
Lunch Program
Biggest Marketing Takeaways for Small Firms

1 SK CPE

2033
Lunch Program
Planning for the Business Owner

1 TAX CPE,
1 CFP


2034
Lunch Program
Social Media Audit

1 MAP CPE


2035
Lunch Program
Identifying Tax Opportunities in Tax Returns

1 TAX CPE,
1 CFP


2036
Just Lunch
(No Program)

2037
Lunch Program
Get Off The Worry-Go-Round

1 SK CPE,
1 CFP


1:20 PM - 1:40 PM Afternoon Break
1:40 PM - 3:20 PM 2041
1040
Update
Part 1


TAX CPE,
CFP, CLE,
IRS CE


Repeat of
1041

2042
Nexus in a Nutshell

TAX CPE,
CLE

2043
Hackers, Scams & Passwords – Cyber Threats Are the New Reality

SK CPE


2044
Integrating Home Equity as an Asset into your Comprehensive Financial Plan

SK CPE,
CFP


2045
Today's IRS

TAX CPE

2046
New York State Tax Department Tools and Resources to Integrate Into Your Office

TAX CPE,
CLE

2047
International Tax Audits

TAX CPE,
CFP, CLE

3:20 PM - 3:45 PM Afternoon Break and Exhibitor Raffles


3:45 PM - 4:30 PM



2051
1040
Update
Part 2


TAX CPE,
CFP,
CLE,
IRS CE


Repeat of
1051

2052
The Truth About Buying, Selling or Merging CPA Opportunities In New York In 2017 and 2018

TAX CPE,
CLE
2053
Healthy, Wealthy & Wise. LTC Insurance Planning Now

TAX CPE,
CFP

2054
New York City Real Property Tax Appeals

TAX CPE,
CFP, CLE

2055
NYC / NYS Update

TAX CPE,
CLE


2056
The Wizard of Sales Tax Audits- Contractors and Medical Practices and Software OH MY!

TAX CPE,
CLE
2057
Retiring From A Small Business – Creative Pension Solutions

TAX CPE,
CFP



4:30 PM - 5:25 PM




 

 

Day 3 Schedule

Descriptions for all courses





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

7:15 AM - 8:00 AM

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Registration and Breakfast
8:00 AM - 8:50 AM
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3011
S Corporation Update

1 TAX CPE,
1 CFP,
1 CLE


Repeats at 3041

3012
Interpreting a Hedge Fund K-1

1 TAX CPE

3013
Asset Protection Planning for Families – Elder Law and Special Needs

1 TAX CPE,
1 CFP,
1 CLE
3014
Just Weeks Away From Implementation: New York State Paid Family Leave Program

1 TAX CPE,
1 CLE
3015
Beyond the Books: Connecting QuickBooks and ProConnect Tax Online

1 SK CPE

3016
Uncovering Your Ability To Benefit From R&D Tax Credits

1 TAX CPE
3017
New SSARS on Prospective Financial Statements and Amendments to Statements on Standards for Accounting and Review Services (SSARS No.22 and 23)

1 A&A CPE

8:50 AM - 9:10 AM Morning Break
9:10 AM - 10:20 AM

3001

Keynote Speaker
1 TAX CPE
Attendance is MANDATORY for FULL Day Credit

10:20 AM - 10:40 AM Morning Break
10:40 AM - 12:20 PM 3021
Single Member LLC – The Basics And Beyond

TAX CPE,
CFP, CLE

Repeats at 3051

3022
New Rules And Directions From The U.S. Department Of Labor; Updates To Wage And Hour Laws And Regulations

TAX CPE,
CLE
3023
Cyber Risk "What it Means to Accounting Firms" An Eye- Opening Discussion on an Emerging Threat to Your Business!

SK CPE

3024
I Owe What!

TAX CPE,
CLE
3025
Understanding the RMD Rules on Death and Using Trusts as IRA Beneficiary
to Jump Start Your Practice


TAX CPE,
CFP, CLE



3026
Filing the Decedent's Estate Return

TAX CPE,
CFP, CLE,
IRS CE

3027
TBA
12:30 PM - 1:20 PM 3031
Lunch Program
S Corp Update Including Basis & Loss Utilization

1 TAX CPE,
1 CFP,
1 CLE


3032
Lunch Program
Everything You Wanted to Know About Taxpayer Advocacy Panel (TAP)

1 SK CPE

3033
Lunch Program
Thinking Strategically With Cost Segregation

1 TAX CPE
3034
Just Lunch
(No Program)
3035
Lunch Program
7 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


3036
Lunch Program
Why the Cloud Rocks!

1 MAP CPE


3037
Lunch Program
Tech Toys/Gadgets: What You Need to Succeed In Deed

1 MAP CPE


1:20 PM - 1:40 PM Afternoon Break
1:40 PM - 3:20 PM 3041
S Corporation Update

TAX CPE,
CFP, CLE

Repeat of
3011 & 3031
Combined

3042
Smarter
Social
Security


TAX CPE,
CFP
3043
Partnership Taxation: The Bare Essentials to Get You Started

TAX CPE,
CFP, CLE
3044
Succession Planning & Valuing Your Firm

TAX CPE

3045
IRS – Criminal Investigation "Cyber Crimes"

TAX CPE,
CLE

3046
Transactional Planning With S Corporations and Partnerships

TAX CPE,
CFP, CLE
3047
Leveraging Technology To Grow And Secure Your Legacy

A&A CPE

3:20 PM - 3:45 PM Afternoon Break and Exhibitor Raffles

3:45 PM - 4:30 PM


3051
Single Member LLC – The Basics And Beyond

TAX CPE,
CFP, CLE

Repeat of
3021

3052
2017 Labor and Employment Law Update: The Day of the $29.00 Hamburger is Coming!

TAX CPE,
CLE

3053
The Intersection of Tax and Elder Care Planning

TAX CPE,
CFP, CLE

3054
Accounting & Auditing Issues for 2017

A&A CPE

3055
Digital Resources for Accountants - Websites, Apps, Tools, & Videos

SK CPE


3056
TBA



4:30 PM - 5:25 PM