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All sessions are for 2 CE credits unless otherwise indicated.


Course 1011

Keynote Session​
(1.5 TAX CPE) (1 MAP CPE)

Rena C. Girinakis, IRS Deputy National Taxpayer Advocate (DNTA)
James C. Bourke, CPA, WithumSmith+Brown

You must attend this session for a full day's credit.

Major Challenges Facing the IRS Today
Rena C. Girinakis, IRS Deputy National Taxpayer Advocate will discuss the current state of U.S. tax administration and the major challenges the IRS today as it attempts to administer the tax system. Major challenges include providing high quality taxpayer service, assisting victims of tax-related identity theft, implementing the Patient Protection and Affordable Care Act and the Foreign Account Tax Compliance Act, conducting examination and collection initiatives that promote future voluntary compliance, and expanding the ability of taxpayers and preparers to conduct their business with the IRS online while simultaneously maintaining data security.

Transitioning to a Digital Practice
Jim Bourke will discuss a number of hottest technology trends to take your practice to a true digital practice. To keep competitive, today’s CPA professionals need to be in a position to react instantaneously to client needs and concerns. Technology plays a huge role in meeting client expectations on a timely basis. Today, it’s all about Cloud / Social / Mobile! We need to be a “Digital Practice”! If you’re not aware of the changes taking place in this space, you’ll be left behind. Jim will discuss the digital impact on our profession of cloud, social and mobile, including how to react to the next generation of professionals entering our space that have grown up knowing only this “way of life.”

Jim will discuss a range of technologies from tax, scan and populate, digital signatures, outsourced client accounting to the pro’s and con’s of Office 365 and the different flavors of cloud computing from private to public to vendor cloud. He’ll review the hottest digital trends in the profession and share insight regarding a new European digital technology that will soon change the way we perform audits and reviews.

Course 1021

How Your Client’s Tax Return Can Really Hurt Your Client in Divorce Court
(TAX CPE) (CLE) (CFP)

Lloyd C. Rosen, Esq.

Divorce attorney Lloyd Rosen will walk you through all of the potential pitfalls in your client’s tax return that can create evidentiary and strategy issues in divorce proceedings. These include forensic evaluations of your client’s business (and the role of the tax professional in that process), unreported or cash income, itemized personal expense deductions for business owners, IRS liabilities and indemnification issues, as well as the effect of shareholder loans, stock options, depreciation, and account receivables deemed as marital assets. There will also be a brief overview of the landmark Court of Appeals case of Mahoney v. Buntzman as it relates to jointly filed tax returns by married couples.


Course 1022

It’s a Cloud World: Apps, Ecosystem Tools, Videos and Websites to Learn From
(MAP CPE)

David Bergstein, CPA, CITP, CGMA

This fast moving session will educate the attendees on what progressive CPA’s are doing to automate and digitize their practices via the cloud. We will visit websites that show how “Value Pricing” is now going main street as well as expose the attendees to the latest apps that are being adopted by firms that have moved to the future today. Apps will include productivity tools as well as marketing tools and videos that firms are utilizing to make themselves virtual.


Course 1023

New York State Civil and Criminal Enforcement – Hear from the Top!
(TAX CPE) (CLE) (CFP)

Karen J. Tenenbaum, Esq., LL.M. (Tax) CPA; Bryan C. Skarlatos, Esq., L.L.M. (Tax); Argi O’Leary, Esq., Deputy Commissioner, Civil Enforcement Division, New York State Department Taxation and Finance; Barry Ginsberg, Esq., Special Assistant to the Commissioner, New York State Department of Taxation and Finance; Jaime E. Linder, Esq.

An interactive panel discussion dealing with New York State’s civil enforcement efforts to collect outstanding tax liabilities and criminal enforcement efforts aimed at detecting and investigating evasion of taxes. Learn about the approaches New York State utilizes in attempting to increase voluntary compliance and confidence in the tax system.


Course 1024

NYS Audit Issues – Sales Tax/Corp Tax/Residency
(TAX CPE) (CFP) (CLE)

Brian Gordon, CPA, SALT Director at Sanders Thaler Viola & Katz LLP; and Francis Leo, NYS Department of Tax and Finance

In this program we will discuss Sales Tax audit issues including nexus, Corp Tax- market based sourcing, and Residency Issues.


Course 1025

Current Developments in Compilations and Reviews - Including SSARS 21
(A & A CPE)

Frank A. Gallo, CPA, Edward P. Caine, MBA, CPA, CFF, CITP, CGMA

We will review SSARS 21 and discuss how these standards affect your practice. Discuss when the accountant is engaged to prepare financial statements, but not engaged to perform an audit, review or compilation. Discuss documentation requirements for compilations and reviews. Discuss reporting requirements on compiled reviewed or prepared financial statements. Discuss the SSARSs Clarity Project and significant differences with previous SSARSs.


Course 1026

Who Is The Employer, And Why Do I Care?
(TAX CPE) (2 IRS CE G1U2N-Q-00120-16-I)

Stephen Abramson, CPC, CLU, ChFC

Although this question appears to have a pretty obvious answer as is usually the case when dealing with qualified plans nothing has an obvious answer. This session will cover the concept of controlled groups, i.e., when are two or more entities required to be treated as one for compliance in a qualified plan?


Course 1027

Lacerte Season Readiness Regional Training Tour
(TAX CPE) (2 IRS CE G1U2N-U-00119-16-I)

Jim Buffington, CPA, Mike D’Avolio, CPA and David Bergstein, CPA

Please join us for a 4-part series of the Lacerte Season Readiness Regional Training Tour. We’re ready for tax season and we want to help you be sure you’re ready too. We’ll share important security updates, what’s new in Lacerte, and other capabilities to help you increase efficiency and save time this season so that you can focus on the most important part: serving your clients. We are also thinking about the future of tax preparation and how that impacts the profession, you, and your clients. We’ll share our vision and roadmap to help you start thinking about how to get ready now for what is to come in the coming years.

Part one of a 4-part series - Continues at courses 1037, 1047 and 1057


Course 1031 (Lunch Program)

Why Accountants Need to Embrace Marketing & Marketers
(1 MAP CPE)

Andy Jacobs, VP-Strategy, Didit

As with most professional services, accountants have had a tenuous relationship with marketing. Only recently has there been any détente as some accounting firms are testing the need to brand and position themselves. Join marketing veteran Andy Jacobs from Didit as he describes why marketing is one of the most critical elements both for accounting firms and their clients in growing business and gaining opportunities, and how to begin the process.


Course 1032 (Lunch Program)

Be the Hero, Find Fraud Before It Happens!
(1 A & A CPE)

Robin Cramer, CPA

As Trusted Professionals our clients rely on us to solve their problems, usually after the fact. Provide your clients with value added services that make you look like a hero by either discovering a problem or preventing one. By being proactive rather than reactive when it comes to fraud, a company can save substantial time and money; just ask anyone who has experienced it. Fraud does not discriminate so everyone should be prepared. We will review how to recognize the warning signs of fraud; and the action steps that must be taken once it is detected.


Course 1033 (Lunch Program)

Private Foundation Reporting Pitfalls
(1 TAX CPE) (1 CLE) (1 IRS CE G1U2N-T-00121-16-I ) (1 CFP)

Jeffrey D. Haskell, J.D., LL.M.

IRS rules and regulations pertaining to private foundations are numerous, complicated, and sometimes poorly understood, resulting in a significant number of incorrectly filed 990-PF returns. The purpose of this presentation is to share with you some of the common errors, and to help you and your clients with foundations to avoid these pitfalls.


Course 1034 (Lunch Program)

Minimize Trust and Estate Taxes
(1 TAX CPE) (1 CFP) (1 CLE) (1 IRS CE G1U2N-T-00122-16-I)

Robert S. Barnett, CPA, JD, MS (Taxation); Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS

Income Taxes are too high – Trust Income taxes are way too high. We will discuss the Why’s and How’s - Why are these taxes so high; and how to minimize income taxes of Trusts and Estates. Specific steps and planning opportunities will be presented.


Course 1035 (Lunch Program)

Recent Connecticut Tax Developments
(1 TAX CPE) (1 CLE) (1 CFP)

Louis B. Schatz, Esq.

This seminar will review recent Connecticut tax developments, including legislative, judicial and administrative changes. Particular emphasis will be placed on Connecticut's new sourcing rules and the new unitary tax.


Course 1036 Just Lunch

No Program - Just Lunch


Course 1037 (Lunch Program)

Lacerte Season Readiness Regional Training Tour
(1 TAX CPE)

Jim Buffington, CPA, Mike D’Avolio, CPA and David Bergstein, CPA

Please join us for a 4-part series of the Lacerte Season Readiness Regional Training Tour. We’re ready for tax season and we want to help you be sure you’re ready too. We’ll share important security updates, what’s new in Lacerte, and other capabilities to help you increase efficiency and save time this season so that you can focus on the most important part: serving your clients. We are also thinking about the future of tax preparation and how that impacts the profession, you, and your clients. We’ll share our vision and roadmap to help you start thinking about how to get ready now for what is to come in the coming years.

Part two of a 4-part series - with courses 1027, 1047 and 1057


Course 1041

1040 Update Part 1
(TAX CPE) (CFP) (CLE) (2 IRS CE G1U2N-U-00123-16-I)

Neil Katz, J.D., LL.M, CPA

Course repeats at 2041

This presentation will focus on the tax law changes that affect the preparation of the 2016 Form 1040, highlighting those resulting from the enactment of the PATH Act. In addition, there will be a discussion of the latest cases, rulings and regulations that affect the preparation of the 2016 Federal Income Tax Return.


Course 1042

Cyber Security/Identity Protection Tips for CPA's
(SK CPE)

James C. Bourke, CPA, WithumSmith+Brown

In this session, Jim Bourke will discuss recent trends in cyber theft and share some best practices on how CPA’s can “better” protect private and confidential data.

Whether in public, private, government or education, every CPA has a responsibility to exercise due professional care when it comes to protecting private data. There is no guarantee that you’ll never be hacked, regardless of the protections you put in place, but Jim will share some tips to help insure that you’ll be better protected.

He’ll review best practices for everything from wi-fi connectivity, to file exchange and storage to password control. He’ll also share some easy ways to make the complex password selection process a breeze.


Course 1043

Life Insurance Industry Trends and Outlook for the Future
(TAX CPE) (CLE) (CFP)

Alan Kahn, CPA, MBA, CLU, ChFC

This session will help you advise your Clients on the current status of their life insurance policies along with addressing viable options for underperforming products. Exit Strategies, Trustee Liability and Long Term Care issues will be discussed taking into consideration the current regulatory and economic environment.


Course 1044

Your Sales Tax Questions Answered
(TAX CPE) (CLE)

Mark L. Stone, CPA; Joseph Calamia II, CPA; Bryan J. DeMarchis II

In this 100 minute seminar Mark L. Stone will go over the most frequently asked sales tax questions. Those who register for this seminar have a chance to submit one sales tax question they would like to be answered in this course. Question can be submitted in advance to: aluciano@salestaxdefense.com. Question topics will range from a general overview of nexus to audit rules.


Course 1045

Buy-Sell Agreements
(TAX CPE) (CLE) (CFP)

Robert S. Barnett, CPA, JD, MS (Taxation); David Hayward, National Life Group

Buy-Sell Agreements are essential for almost every business enterprise. They help provide for continuity, business succession, and provide certainty that an owner’s efforts will be rewarded and protected. This lecture will discuss and contrast the various types of Buy-Sell Agreements and when they should be utilized. Attention will be given to S Corporations, LLCs, and partnerships. Special Buy-Sell considerations for professional entities and will also be analyzed. Come hear how your business should structure an effective Buy Sell arrangement.


Course 1046

Ready to Enhance Your Attest Practice?
(A & A CPE)

Salvatore A. Collemi, CPA

Hear the latest challenges facing CPAs on the quality of their audits, reviews, compilations and other attestation engagements, and how you can best prepare for upcoming busy season and your next peer review. Explore the root causes in the decline of audit quality of private company engagements and take away realistic remedies that firm leaders and professionals can implement immediately.


Course 1047

Lacerte Season Readiness Regional Training Tour
(MAP CPE)

Jim Buffington, CPA, Mike D’Avolio, CPA and David Bergstein, CPA

Please join us for a 4-part series of the Lacerte Season Readiness Regional Training Tour. We’re ready for tax season and we want to help you be sure you’re ready too. We’ll share important security updates, what’s new in Lacerte, and other capabilities to help you increase efficiency and save time this season so that you can focus on the most important part: serving your clients. We are also thinking about the future of tax preparation and how that impacts the profession, you, and your clients. We’ll share our vision and roadmap to help you start thinking about how to get ready now for what is to come in the coming years.

Part three of a 4-part series - with courses 1027, 1037 and 1057


Course 1051

1040 Update Part 2
(TAX CPE) (CFP) (CLE) (2 IRS CE G1U2N-U-00124-16-I)

Neil Katz, J.D., LL.M, CPA

Course repeats at 2051

This is a continuation of Course 1041


Course 1052

New York Tax Update
(TAX CPE) (CLE) (CFP)

Mark S. Klein, Esq., William J. Comiskey, Esq.

Course repeats at 2011

This seminar will cover the latest developments in New York State's 2016-17 budget bill, as well as the implementation of the recent corporate and estate tax changes. We will provide an overview of some tax tricks and traps, while also highlighting new decisions, rulings, and administrative releases affecting New York's corporate, personal income, and sales and use taxes, as well as the impact of recent Tax Department and Attorney General enforcement initiatives.


Course 1053

Getting to Yes: What You Need to Know for IRS and NYS Offers in Compromise
(TAX CPE) (CLE) (1 IRS CE G1U2N-T-00125-16-I) (CFP)

Yvonne R. Cort, Esq.; Capell, Barnett, Matalon & Schoenfeld LLP; Argi O’Leary, Deputy Commissioner, Civil Enforcement Division, NYS Dept. of Taxation and Finance

Argi O’Leary, Deputy Commissioner, Civil Enforcement Division, NYS Dept. of Taxation and Finance.  When can a taxpayer settle for less than what is owed? This presentation will focus on IRS and NYS Offers in Compromise, including practitioner views and input, and the perspective of a top NYS representative on NYS Offers. The discussion will consider preparation and strategies for Offers in Compromise, with a workshop for required forms.  We will review the important differences between NYS and IRS Offers, as well as practice tips and traps for the unwary. We will also look at other resolutions. When your clients owe back taxes, you need to know the options.


Course 1054

Intellectual Property and Maximizing Value Through Royalty Audits
(A & A CPE) (CLE)

Maria A. Savio, Esq.; Chris Hull, CPA

This presentation will provide an introduction to patents, copyrights and trademarks, addressing what each form of intellectual property protection does and does not cover and the process in obtaining formal protection. The presentation will also focus on what inventors, creators, business people and other rights holders should keep in mind regarding their intellectual property concerns. This will then lead into a discussion of accounting practices as they relate to intellectual property holdings. The presentation will then turn its attention to royalty issues in the intellectual property arena, including reading and interpreting royalty statements, the royalty audit processes and the kinds of issues identified therein that lead to underpayment, and the resolution of audit disputes.


Course 1055

8 Sophisticated Planning Techniques to Help Elite Clients with Tax Saving and Business Planning
(TAX CPE) (CFP)

Paresh Shah, CFP®

Business Owners are constantly seeking opportunities to protect and grow their business and optimize taxes. Paresh Shah, CFP® will cover Captive Insurance Planning, Deferred Compensation Plans and College Savings, NIMCRUTs, Insurance Only LLC Buy Sell Plans, Loan Regime Split Dollar, etc. to help your clients plan better and save taxes.


Course 1056

Business Valuation Requirements for Estate and Gift Taxes
(TAX CPE) (CFP)

Anthony Basile, CPA

This session will cover the requirements for business valuations in estate and gift tax filing. The topics covered will be the basics of business valuations for those purposes, preparer penalties related to valuations for estate and gift taxes, and other relevant information that accountants need to know in this area.


Course 1057

Lacerte Season Readiness Regional Training Tour
(MAP CPE)

Jim Buffington, CPA, Mike D’Avolio, CPA and David Bergstein, CPA

Please join us for a 4-part series of the Lacerte Season Readiness Regional Training Tour. We’re ready for tax season and we want to help you be sure you’re ready too. We’ll share important security updates, what’s new in Lacerte, and other capabilities to help you increase efficiency and save time this season so that you can focus on the most important part: serving your clients. We are also thinking about the future of tax preparation and how that impacts the profession, you, and your clients. We’ll share our vision and roadmap to help you start thinking about how to get ready now for what is to come in the coming years.

Part four of a 4-part series - Continues from courses 1027, 1037, and 1047


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All sessions are for 2 CE credits unless otherwise indicated.