Day 2

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All sessions are for 2 CE credits unless otherwise indicated.


Course 2001

Keynote Session​
(1.5 TAX CPE)

Nonie Manion, Executive Deputy Commissioner, NYS Department of Tax and Finance

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


Course 2011

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

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

This is a repeat of Course 1052

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 2012

Three "Not To Miss" Tax Deductions in the New Repair Regulations
(TAX CPE) (CLE) (IRS CE G1U2N-T-00126-16-I)

Eric P. Christenson, Cost Segregation Services

CRITICAL to Clients that own Commercial Real Estate. Much has changed! Important because Tax Pros are missing Large Tax Benefits for their clients.

  • ASSET DISPOSITIONS, expire on a yearly basis.
  • CAPITAL TO EXPENSE REVERSALS, Capitalized assets, can be expensed today.
  • "BUILDING SYSTEMS COST" to maximize Medium\Large Expensing decisions.

Course 2013

No Program


Course 2014

Do You Really Understand the Different Type of Retirement Plans Available Today?
(SK CPE) (CFP)

Mark Badami, CFP®, John Baldi, PFS, CPA

We will provide more than an overview of the different type of retirement plans from SIMPLE IRA's to New Comparability, Super Comp and Defined Benefit plans. Who qualifies, deadlines, eligibility, funding, limits, vesting, Administration and reporting? At the end of this program, you’ll feel more comfortable introducing the various retirement options to your clients!


Course 2015

NEW Offer in Compromise: "Make Them an Offer They Can’t Refuse"
(TAX CPE) (CLE) (CFP) (IRS CE G1U2N-T-00127-16-I)

Beanna J. Whitlock, EA, CSA, RTRP

A review of IRC 7122 allowing IRS Commissioner to Compromise a Taxpayer’s tax liability. Discover who the best candidates for an OIC are and who are not. More importantly, how to use the IRS on-line tool to “qualify” your taxpayers for an offer. Discover new rules and strategies that will make the OIC a better alternative than an Installment Agreement for your taxpayers who owe SAM.

Intermediate to Advanced. 


Course 2016

2016 Updated AICPA, EA & IRS Tax Practice Rules
(TAX CPE) (2 IRS Ethics CE G1U2N-E-00128-16-I)

Gerard H. Schreiber, Jr., CPA; Henry J. Grzes, CPA, AICPA

This session will cover the NAEA Code of Ethics and Rules of Professional Conduct, AICPA Code of Professional Conduct and Statements on Standards for Tax Services, Circular 230, New York State Public Accountancy Law, Rules and Regulations, and other ethical matters that affect your tax practice. Practitioners will be able to identify the similarities and differences between these ethical rules and how they affect day to day practice.


Course 2017

What Might Surprise You When It Comes to Estate Planning, Elder Law and Special Needs?
(TAX CPE) (CLE) (CFP)

Vincent J. Russo, Esq.

Vincent J. Russo will raise real life planning situations and then outline planning tips and strategies based on his personal and client experiences. Taxes and Government Benefits will be an integral part of discussion. There are a number of traps when planning in a vacuum and Vincent will focus not only on avoiding the traps but turning the situation into a favorable outcome for the client and his/her family.


Course 2021

What's New in QuickBooks
(1 MAP CPE)

MB (Mary Beth) Raimondi, CPA, CITP, MS (TAX)

In this session, MB Raimondi, CPA will share what's new in QuickBooks.


Course 2022

How to Automate Your Firm on a Budget
(1 MAP CPE)

Michael Giardina, CEO, Office Tools Professional

In a fast paced culture of technology, automation is no longer a choice but has become a mandate. How do firms facilitate change and implement technology on a budget?

With 30 years as an IT consultant, Mike Giardina, CEO of Office Tools, has helped hundreds of firms with these issues. This session offers planning tips, budgeting ideas and a look at practical technology that is a must for every firm.


Course 2023

NJ Tax Update
(1 TAX CPE) (1 CFP)

Alan J. Preis, CPA, P.C.

Current Developments in NJ Taxation including recent tax cases. Discussion of rescission of 1977 NJ/Pennsylvania Reciprocal Income Tax Agreement effective January 1, 2017.


Course 2024

Love, Life, Death & Trusts
(1 TAX CPE) (1 CFP-EP) (1 CLE)

Moss J. Kaufman, CFP®, EA; Gary H. Friedenberg, CPA, ESQ; Robert S. Lusthaus, CPA, ESQ

Our clients come to us for creative ideas on how to protect their business, families and assets from taxes, liabilities and other hazards. Our team of legal, tax and financial planning advisors will put over a century of professional experience to the test in creatively calling on "Trust’s to the Rescue."


Course 2025

Deferring Gains: Reverse 1031s and Delaware Statutory Trusts
(1 TAX CPE) (1 CLE) (1 IRS CE G1U2N-T-00129-16-I)

Renato Matos, Esq., Capell Barnett Matalon Schoenfeld LLP

This course will examine the complex concepts and rules related to reverse 1031 exchanges. It will also provide an in-depth look at the nature of Delaware Statutory Trusts and how they can be utilized to defer gain from the sale of real property held for investment.


Course 2026

Sales Tax Game Show
(1 TAX CPE) (1 CLE)

Karen J. Tenenbaum, Esq., LL.M. (Tax), CPA; Jennifer Ann Wynne, Esq., CPA; Jaime E. Linder, Esq.

Course continues at 2035. You must continue at course 2035 for the full combined 2 CPE credit!

An interactive game show that features audience participation! Audience members will team up and learn about New York State sales tax issues. Presenters will be offering explanations to the answers for each question. Topics that will be covered include: Taxability, Audits, Appeals and Collections.


Course 2027

Small Captive Insurers and the New IRS Reporting Regime
(1 TAX CPE) (1 CLE) (1 IRS CE G1U2N-T-00130-16-I)

Rachel L. Partain, Esq.

Course repeats at 3027

With a January 30, 2017 filing deadline looming, this program will discuss the recently-issued Notice 2016-66 identifying certain section 831(b) captive insurance companies as a transaction of interest. The program will also cover reportable transaction reporting requirements that are now applicable to small captives, including who must disclose and what disclosures are required, as well as the potential for significant penalties if the forms are not submitted timely and properly.


Course 2031 (Lunch Program)

IRA Traps and Planning Opportunities
(1 TAX CPE) (1 CLE) (1 CFP)

Gregory L. Matalon, Esq.; Robert S. Barnett, CPA, JD, MS (Taxation)

The program will address issues surrounding: spousal planning, non-spousal beneficiaries, use of trusts, self-directed IRA investments, special needs planning and other important questions. Bring your questions.


Course 2032 (Lunch Program)

Are You a QBO Hero?
(1 SK CPE)

James N. Filicetti, CPA

The switch is on from any accounting software to QuickBooks Online. In this interactive session, learn how to seek knowledge in understanding the depth and breadth of the conversion process among any Software and QB Online. Learn proven methods from your peers to make you and your firm more profitable by adopting workflows you will want to know. Are you the next QBO Hero to your clients?


Course 2033 (Lunch Program)

Build Brand, Delight Customers and Attract Business With Your Website
(1 MAP CPE)

Christina Wiseman, Product Manager, Thomson Reuters

It’s not enough anymore to just have a website; you must have a relevant website that engages your clients. Take a look at your current website. If you don’t feel engaged, then this session is for you! See how to make your website work for your firm by making it a hub for your clients and prospective clients.


Course 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)

Marc Schein CIC, CLCS Authority on Cyber Insurance

This seminar will highlight What CPA's need to know about the cyber exposure that their business and clients face. What are the cost associated with a data breach? What are a company’s first-party legal responsibilities post breach? What makes each Cyber policy Different? What are a company’s exposures to cyber risk and what are the cost associated with breach recovery? How can a Cyber policy save you thousands or millions of dollars in damages? How does a cyber liability policy differ from other professional liability coverage? It’s not a matter of if you will be breached it’s a matter of when.


Course 2035 (Lunch Program)

Sales Tax Game Show
(1 TAX CPE) (1 CLE)

Karen J. Tenenbaum, Esq., LL.M. (Tax), CPA; Jennifer Ann Wynne, Esq., CPA; Jaime E. Linder, Esq.

Course continues from 2026. You must take this course for the full combined 2 CPE credit!

An interactive game show that features audience participation! Audience members will team up and learn about New York State sales tax issues. Presenters will be offering explanations to the answers for each question. Topics that will be covered include: Taxability, Audits, Appeals and Collections.


Course 2036 Just Lunch

No Program - Just Lunch


Course 2041

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

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

Repeat of Course 1041

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 2042

IRS Practice & Procedures Update
(TAX CPE) (CLE) (2 IRS CE G1U2N-U-00131-16-I) (CFP)

Gerard H. Schreiber, Jr., CPA; Henry J. Grzes, CPA, AICPA

Recent legislation enacted many changes affecting tax practice, such as changes in the due dates for many returns, additional penalties, new partnership audit and collection rules, issues associated with the expiration of Individual Taxpayer Identification Numbers (ITINs), and more. This session will address these changes and other important updates and prepare you for the 2017 filing season. We’ll also explore emerging topics, such as data breaches and ransomware, and how the IRS and practitioners are having to deal with it. Join us for a practical discussion on hot topics that impact your practice.


Course 2043

What Would Happen If? Case Studies In Hacking, Disasters & Compliance.
(SK CPE)

Armando D’Accordo, President, CMIT Solutions of South Nassau

Are you ready for fire, flood, theft, hacking or a visit from the IRS? You may think you’re safe, but I urge you not to risk your business, AND your client’s private information by not being prepared! Join us to discuss some case studies, hidden threats & preventive measures.


Course 2044

Advanced Strategies That Will Protect Your Clients Assets - Retirement Income, Aging in Place, and Estate Planning Strategies You NEED to Understand
(TAX CPE) (CFP)

Frank Melia, CMPS, Nancy Burner, ESQ, Shamir Hirsch, MBA, CFP, CIMA

Your clientele have accumulated their wealth & now look to you for guidance on how to protect their assets from Estate taxation & Health Care costs. Learn how to implement strategies that will protect your clients’ assets & help them sleep better at night. Our session will provide you with up to date advanced techniques regarding asset protection, life time income options, as well as strategies that provide liquidity to pay for the rising cost of Health Care.


Course 2045

Reasonable Compensation
(TAX CPE) (CLE) (2 IRS CE G1U2N-T-00132-16-I)

Beanna J. Whitlock, EA, CSA, RTRP

What is reasonable compensation? Discover why the IRS is concerned that your client who works in the business is taking reasonable compensation. Learn what to look for in each of your client’s compensation package to determine if there is reason for concern. Be challenged by the two “tests” that every S Corporation Shareholder should take regarding reasonable compensation and the danger that lurks if the IRS reclassifies distributions as wages.

Intermediate to Advanced. 


Course 2046

New York State Desk Audit Operations and Programs
(TAX CPE)

(NYS); Kristin Dence, Director, Income Franchise Desk Audit Bureau & Brian Galarneau, Director, Transaction Desk Audit Bureau

Bureau Directors from the New York State Department of Tax and Finance will provide an overview of desk audit programs and operations related to Personal Income, Corporation, Sales and Use and various miscellaneous taxes.


Course 2047

Overview and Post Implementation Issues - SSARS No. 21
(A & A CPE)

Joseph A. Maffia, CPA, CGMA, Partner, Janover LLC

Be prepared for the upcoming changes to Lease and Revenue Recognition accounting. Review other upcoming accounting principal changes and recent Auditing standards Updates that will affect you this upcoming season.


Course 2051

1040 Update Part 2
(TAX CPE) (CFP) (CLE) (2 IRS CE)

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

This is a repeat of Course 1051

This is a continuation of Course 2041


Course 2052

The Insiders Truth About How to Do a Successful Merger on Long Island in 2016
(MAP CPE)

Max T. Krotman, Esq.

How do Senior Practitioners and Successors achieve a merger or sale in 2016 where each participant is happy, makes money, and enjoys the Practice of Accounting? We will cover client retention, enhancement of staff, and opportunities to increase growth and profits. You will have ample opportunity for questions and interaction.


Course 2053

The Long Term Care Dilemma
(TAX CPE) (CFP)

Natalie Karp, MBA, CLTC and Rona Loshak, MBA, CLTC

Why is there a long term care dilemma? Because of longevity, family dynamics, and limited government programs! Do you want options? Quality care? Access? Choice? Would you like help in navigating the maze of options? The myriad of choices? How would you feel if the government offset 20-50% of your premium? Do you want a more cost effective solution to self-insuring? How would you feel if your clients needed care and you did not encourage them to plan? Would you like to offer clients value added and evaluate your status? While mitigating fiduciary responsibility? Solutions for today’s consumer, business owner and affluent from a marketplace of options, made real.


Course 2054

New York City Real Property Tax Appeals
(TAX CPE)

Eric W. Olson, Partner, Akerman LLP

This program examines the New York City real property tax appeal process (aka "tax certiorari"), including review of the tax appeal calendar and procedure, Department of Finance notices, and Tax Commission forms. Applicable valuation methods and financial analysis techniques are discussed and presented, as well as special issues related to tax-exempt/abated and leased properties.


Course 2055

NYC/NYS Update
(TAX CPE)

(NYS); Mwisa Chisunka, Business Ombudswoman

This seminar will cover the latest developments in New York State's 2016-17 budget bill. The seminar will also highlight key messages relevant to the NYS including NYS’s state of the art technology utilized to deter tax evasion and fraud and programs focused on improving voluntary compliance.

Course 2056

What You Should Know About Nexus
(TAX CPE)

Mark L. Stone, CPA; Jennifer L. Koo, Esq.; Jessica L. Cettina, Tax Specialist

In this 100 minute seminar Mark L Stone will give a general overview of nexus rules. This seminar will detail what nexus is, factors that cause a business to have nexus, and the penalties that can arise from a business not being aware that they have nexus. Of course, no nexus discussion would be complete without talking about Amazon and the Internet.


Course 2057

Why CPAs and Clients Can’t Afford to Leave Foreign Exchange and International Payments to Chance
(A & A CPE)

Nathan McCracken, Founder FX Select Global

The USD has traded in a range of up to 40% against major currencies during the past two years. The impact to your clients’ profitability and financial position is just too great to ignore. This FX and International Payments “Bootcamp” will help you deliver cost savings and maximize profitability for your clients. Anyone dealing internationally (even in USD) is exposed to volatility in currency markets. Who can afford to leave FX and international payments to chance?


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All sessions are for 2 CE credits unless otherwise indicated.