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Day 1 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 R E A O P E N		Registration and Breakfast
8:00 AM - 10:30 AM		C A S E R E S O L U T I O N	1011 Keynote Speakers 3 TAX CPE Attendance is MANDATORY for FULL Day Credit
10:30 AM - 10:50 AM			Morning Break
10:50 AM - 12:30 PM			1021 Sales Tax of Medical Professionals & Contractors TAX CPE, CLE	1022 NYS Residency Audit & Appeals Process TAX CPE, CLE	1023 1041 Preparation Workshop TAX CPE, CLE, CE G1U2N-T-00007-12-I	1024 The Tidal Wave of Employment Claims: What It Means to CPAs & Their Clients TAX CPE, CLE	1025 Using Tax Basis & Other Special Purpose Frameworks Presentations Effectively A&A CPE	1026 The Maze of 401(k) Type Plans TAX CPE, CFP, CLE, CE G1U2N-Q-00008-12-I	1027 Minimize Taxes, Maximize Wealth: Understanding Tax Deferral Strategies When Selling Real Estate TAX CPE, CFP, CLE, CE G1U2N-T-0009-12-I
12:30 PM - 1:30 PM			1031 Lunch Program Identity Theft 1 TAX CPE	1032 Lunch Program Federal Wage & Hour Requirements for Employers & Their Representatives 1 TAX CPE	1033 Lunch Program Don't Get Caught with Your Drawers Open: Office Security for Tax Preparers 1 MAP CPE, 1 CE G1U2N-T-00010-12-I	1034 Lunch Program Sales Tax & Internet Taxation, Digital Property & How Sales Can Ruin Your Appetite 1 TAX CPE, CLE	1035 Lunch Program The Affordable Care Act - Employer Mandates 1 TAX CPE	1036 Just Lunch (No Program)
1:30 PM - 3:10 PM			1041 1040 Update Part 1 TAX CPE, CFP, CLE, CE G1U2N-U-00011-12-I Repeats at 2041	1042 What to Do When the IRS Knocks On Your Door TAX CPE, CLE, CE G1U2N-T-00013-12-I	1043 Real Estate Activities (§754 Inc.) TAX CPE, CLE, CE G1U2N-T-00014-12-I	1044 Retirement Strategies in the Current Environment & 408(b)(2) Disclosure Rules TAX CPE, CLE, CE G1U2N-Q-00015-12-I	1045 Accounting Standards Update A&A CPE	1046 Business Owner Strategies for the Expected & Unexpected TAX CPE, CFP, CLE	1047 TBA Credits
3:10 PM - 3:30 PM			Afternoon Break and Exhibitor Raffles
3:30 PM - 5:10 PM			1051 1040 Update Part 2 TAX CPE, CFP, CLE, CE G1U2N-U-00012-12-I Repeats at 2051	1052 NYS Tax Update TAX CPE, CFP, CLE Repeats at 2011	1053 Understanding Medicaid - From Planning Options to the Differences between Medicaid & IRS Rules TAX CPE, CFP, CLE	1054 Practice Management Technology in Today’s Firm MAP CPE	1055 Recent Compilation & Review Issues A&A CPE	1056 The Cost of Business: Is it Deductible or Must You Capitalize? SK CPE, CFP, CE G1U2N-T-00016-12-I	1057 Workflow Intelligence in the Cloud MAP CPE
5:10 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 - 7:30 AM			Registration and Breakfast
7:30 AM - 7:45 AM	E X H I B I T A R E A O P E N		Registration and Breakfast
7:50 AM - 8:00 AM			2001 Keynote Speaker 1 TAX CPE Attendance is MANDATORY for FULL Day Credit
8:00 AM - 8:40 AM		C A S E R E S O L U T I O N
8:40 AM - 8:55 AM			Morning Break
8:55 AM - 10:35 AM			2011 NYS Tax Update TAX CPE, CFP, CLE Repeat of 1052	2012 IRS Criminal Investigation & Identity Theft TAX CPE, CE G1U2N-T-00017-12-I	2013 Strategies to Build Retirement Income TAX CPE, CFP	2014 Divorce Settlement: Not All Assets & Income Are Created Equal TAX CPE, CFP, CLE	2015 How to Get Fined $100,000 By the IRS & Sued By Your Clients TAX CPE, CFP, CLE, CE G1U2N-T-00018-12-I	2016 Financial Statements & Obtaining Business Credit - Inside the Lender's View A&A CPE	2017 Executive Briefing on the Healthcare Marketplace TAX CPE, CFP, CLE
10:35 AM - 10:50 AM			Morning Break
10:50 AM - 12:30 PM			2021 Tax Aspects of the Affordable Care Act TAX CPE, CFP, CLE	2022 Retirement Plan Concepts & Strategies: Individual & Employer Marketplace TAX CPE, CFP, CE G1U2N-Q-00019-12-I	2023 Strategies to Protect Retirement Income TAX CPE, CFP	2024 Compilation & Review Update A&A CPE	2025 CT/NJ Tax Update TAX CPE, CLE	2026 Top Technology Trends & Apps That You Can Put to Work Today MAP CPE	2027 NYS Tax Filing Trends & New & Expanded Services TAX CPE
12:30 PM - 1:30 PM			2031 Lunch Program Independent Contractor or Employee? Why Proper Classification is So Important 1 TAX CPE, 1 CLE, 1 CE G1U2N-T-00020-12-I	2032 Lunch Program Marketing Your Practive as a Tech-Savvy Firm 1 MAP CPE, 1 CLE	2033 Lunch Program Real-life Estate Planning Utilizing Life Insurance 1 TAX CPE, 1 CFP, 1 CLE	2034 Lunch Program S Corporation Losses, Basis, Loans & Open Account Debt Rules 1 TAX CPE, 1 CFP, 1 CLE, 1 CE G1U2N-T-00021-12-I	2035 Lunch Program Going Paperless? What Does This Really Mean? 1 MAP CPE	2036 Just Lunch (No Program)
1:35 PM - 3:15 PM			2041 1040 Update Part 1 TAX CPE, CFP, CLE, CE G1U2N-U-00011-12-I Repeat of 1041	2042 Monitoring Life Insurance Policies in Trusts TAX CPE, CFP, CLE	2043 Strategies to Prevent Outliving Retirement Income TAX CPE, CFP	2044 Cooperative and Condominium Update A&A CPE	2045 My Favorite Flavors of Special Needs Trusts TAX CPE, CFP, CLE	2046 The Future of M&A & its Impact on Succession Strategy MAP CPE	2047 NYC/NYS Update TAX CPE, CLE
3:15 PM - 3:35 PM			Afternoon Break and Exhibitor Raffles
3:35 PM - 5:10 PM			2051 1040 Update Part 2 TAX CPE, CFP, CLE, CE G1U2N-U-00012-12-I Repeat of 1051	2052 Life insurance Tax Traps to Avoid TAX CPE, CFP, CLE	2053 Strategies for Transferring Wealth TAX CPE, CFP, CLE	2054 How to Have Your Cake & Eat It Too! Keys to Succession Planning in Mergers & Sales of Single & Multipartner Proprietor Practices MAP CPE	2055 ERISA Rules & 401(k) - Your Clients Will Thank You! TAX CPE, CLE, CE G1U2N-Q-00022-12-I	2056 The Status of Same-Sex Marriage After the First Anniversary of the New York Marriage Equality Act TAX CPE, CLE	2057 TBA Credits
5:10 PM - 5:15 PM									2057 TBA Credits
5:15 PM - 7:00 PM			Cocktail Party

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 H N O L O G Y F A I R		Registration and Breakfast
7:50 AM - 8:00 AM			3001 Keynote Speaker 1 TAX CPE Attendance is MANDATORY for FULL Day Credit
8:00 AM - 8:40 AM		C A S E R E S O L U T I O N
8:40 AM - 8:55 AM			Morning Break
8:55 AM - 10:35 AM			3011 Complete Tax Update for Year 2012 Part 1 TAX CPE, CFP, CLE, CE G1U2N-U-00023-12-I Repeats at 3041	3012 Basic Income Tax Refresher Course - Part 1 TAX CPE, CFP, CLE, CE G1U2N-U-00025-12-I	3013 Federal Schedule K-1 Issues for Tax Return Preparers TAX CPE	3014 Tax Free Retirement TAX CPE, CFP	3015 The Myths & Realities & Tax Treatment of Qualified LTC Insurance TAX CPE, CFP, CLE	3016 Estate Planning in 2012: What Do We Do Now? TAX CPE, CFP, CLE	3017 Advising the College Bound Family TAX CPE, CFP, CLE
10:35 AM - 10:50 AM			Morning Break
10:50 AM - 12:30 PM			3021 Complete Tax Update for Year 2012 Part 2 TAX CPE, CFP, CLE, CE G1U2N-U-00024-12-I Repeats at 3051	3022 Basic Income Tax Refresher Course - Part 2 TAX CPE, CFP, CLE, CE G1U2N-U-00026-12-I	3023 Marketing for Dummies! - The Nuts & Bolts on How to Market Your Firm MAP CPE	3024 Using Social Media to Enhance Your Marketing Plan MAP CPE	3025 Identity Theft: The #1 Crime in America SK CPE	3026 M&A: A Deep Dive into One of the Hottest Trends in the Profession TAX CPE, CLE	3027 Key Circular 230 Provisions About Which Tax Practitioners Should Know TAX CPE, CE G1U2N-T-00027-12-I
12:30 PM - 1:30 PM			3031 Lunch Program Social Media & the Workplace: Best Practices for Avoiding Liability 1 SK CPE, 1 CLE	3032 Lunch Program Smart Planning Strategies & the New Reverse Mortgage: Getting Past the Myths & Exploring the Current Realities 1 TAX CPE, 1 CFP	3033 Lunch Program Unleash the Power of Your iPad 1 MAP CPE	3034 Lunch Program Healthcare Reform 1 TAX CPE, 1 CLE	3035 Just Lunch (No Program)
1:35 PM - 3:15 PM			3041 Complete Tax Update for Year 2012 Part 1 TAX CPE, CFP, CLE, CE G1U2N-U-00023-12-I Repeat of 3011	3042 Elder Care Advocacy and the Medicaid Application Process TAX CPE, CFP, CLE	3043 The Tech-Savvy Client is Here - Are You Ready? MAP CPE	3044 Changes Are Coming to Compilations & Reviews (Again)! A&A CPE	3045 Sales Tax Audits TAX CPE	3046 TBA Credits	3047 Passive Activity Losses & Groupings TAX CPE, CFP, CLE, CE G1U2N-T-00028-12-I
3:15 PM - 3:25 PM			Afternoon Break and Exhibitor Raffles
3:25 PM - 3:30 PM			3051 Complete Tax Update for Year 2012 Part 2 TAX CPE, CFP, CLE, CE G1U2N-U-00024-12-I Repeat of 3021	3052 Real World Application of Circular 230 & Other Standards of Tax Practice TAX CPE, CFP, CLE, CE G1U2N-E-00029-12-I	3053 Business Valuations - Are the Standards Different? TAX CPE, CFP, CLE, CE G1U2N-T-00030-12-I	3054 Statute of Limitations TAX CPE, CFP, CLE	3055 TBA Credits	3056 5 Important Changes Your Must Know About the Insurance Industry TAX CPE, CFP, CLE	3057 S & C Corporation Update TAX CPE, CFP, CLE, CE G1U2N-U-00031-12-I
3:30 PM - 5:00 PM
5:00 PM - 5:05 PM

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