Day 3

Keynote Speaker (1 TAX CPE)
Mark Whitacre, Ph.D.

Complete Tax Update for Year 2012 Part 1 (TAX CPE) (CFP) (CLE) (CE G1U2N-U-00023-12-I)
Professor Samuel A. Dyckman, CPA

Course repeats at 3041

A full analysis and update on the individual and corporate tax law changes applicable in the preparation of the 2012 tax returns.

Basic Income Tax Refresher Course - Part 1 (TAX CPE) (CFP) (CLE) (CE G1U2N-U-00025-12-I)
Gary S. Sanders, CPA, Michael D. Rubinstein, CPA

This course is intended for entry level staff members of firms, as well as tax practitioners and preparers that seek a refresher of the various laws and interaction of the forms involved in preparing a complete individual tax return, at the basic level. We will discuss and illustrate for those that attend concepts and strategies to use in a discussion format to assist for the upcoming tax season. In addition, we will highlight the effects of changes and proposed changes as they affect the return.

Federal Schedule K-1 Issues for Tax Return Preparers (TAX CPE)
Carolyn Turnbull, CPA, MST

The federal partnership Schedule K-1 provides information that is essential for the proper filing of the partner’s income tax return. This program will highlight the key items a tax return preparer will face when preparing a federal partnership Schedule K-1, including the following: The classification and allocation of partnership liabilities; Reporting of a partner’s capital account; Allocation and reporting of a partner’s distributive share of partnership income, gain, loss, deduction and credits; Calculation of a partner’s self-employment earnings and Reporting of passive activities.

Tax Free Retirement (TAX CPE) (CFP)
Victor Muro, MBA, CLU, ChFC

How to defer taxes as your accumulated cash value grows and potentially access that cash value using income tax free policy loans and withdrawal to use for retirement income or other needs. Other topics of interest will be on how to save for retirement using strategies such as; After Tax, Tax-Deferred, Pre Tax and Section 79 strategies.

The Myths & Realities and Tax Treatment of Qualified Long Term Care Insurance (TAX CPE) (CFP) (CLE)
Natalie Karp, MBA, CLTC and Rona Loshak, MBA, CLTC

An update on the current environment of LTC Insurance with a discussion of solutions that include traditional LTC, NYS Partnership Plans, and asset based or linked benefit solutions using Universal Life and LTC. Through case studies we will discuss suitability, the true cost of self-insuring and highlight tax incentives (credits and deductions) for individuals, business owners and the self employed.

Estate Planning in 2012: What Do We Do Now? (TAX CPE) (CFP) (CLE)
Neil Katz, J.D., LL.M, CPA

With some significant changes to the new Estate and Gift tax rules on the horizon, the session will focus on what is available for planning for estates of all sizes. From the basic decisions relating to implementing credit shelter planning or utilizing portability to a review of complicated estate freeze techniques, we will explore the techniques available to clients and the changes that may be coming in 2013.

Advising the College Bound Family (TAX CPE) (CFP) (CLE)
Jan and Tony Esposito, CFP®

Much is changing in the world of financial aid, college loans, scholarships and college admissions. Learn what you need to know about the new trends in college discounting and how to help your clients protect their assets. Included will be a brief overview of financial aid forms.

Complete Tax Update for Year 2012 Part 2 (TAX CPE) (CFP) (CLE) (CE G1U2N-U-00024-12-I)
Professor Samuel A. Dyckman, CPA

Course repeats at 3051

This is a continuation of Course 3011

Basic Income Tax Refresher Course - Part 2 (TAX CPE) (CFP) (CLE) (CE G1U2N-U-00026-12-I)
Gary S. Sanders, CPA, Michael D. Rubinstein, CPA

This is a continuation of Course 3012.

Marketing for Dummies! - The Nuts and Bolts on How to Market Your Firm (MAP CPE)
Eric Rogers, CPA

This course will be presented by a CPA who used penny marketing and grew his practice from nothing to over a Million Dollars a Year. This high energy fun session will give every attendee 10 ideas to immediately bring back to the firm to implement and get more "A" level clients.

Using Social Media to Enhance Your Marketing Plan (MAP CPE)
Regina Kempster, Organized Life, LLC

Social Media has become a standard element within marketing for businesses today. Come learn the benefits offered by the top sites, how to use them to promote your business and how to take control of your online presence.

Identity Theft: The #1 Crime in America (SK CPE)
Armando D’Accordo, President, CMIT Solutions

In this session you will learn where you’re vulnerable and be made aware of recent scams and social engineer efforts. You will also learn the best practices for protecting information for you and your clients. If you want to stay compliant and safe, this session is a MUST!

M & A: A Deep Dive into One of the Hottest Trends in the Profession (TAX CPE) (CLE)
Bill Carlino, Transition Advisors, Robert Fligel, CPA, Eliot Lebenhart, CPA & Ken Hauptman, CPA

In 2011, more than half of the Top 100 firms completed at least one merger and nearly 100 M&A deals have closed over the past six months. We invite you to join our expert panel to discuss how merger-mania is reshaping the accounting landscape. We will address critical topics and strategies in the M&A arena including but not limited to; deal structures, valuations, succession planning, when not to merge, due diligence do’s and don’ts, critical contact issues, and war stories from the front lines.

Key Circular 230 Provisions About Which Tax Practitioners Should Know (TAX CPE) (CE G1U2N-T-00027-12-I)
IRS - Karen L. Hawkins, Director, Office of Professional Responsibility

The Director of the Office of Professional Responsibility will discuss key regulations contained in Circular 230 of which every tax professional should be aware, including: general and specific due diligence and competency provisions, conflicts of interest, handling taxpayer refund check, and your obligations when employing others.

Social Media and the Workplace: Best Practices for Avoiding Liability (1 SK CPE) (1 CLE)
Andrew W. Singer, Esq.

Mr. Singer will discuss myriad and unique legal risks stemming from employees’ use of social media. Andrew will address how social media implicates privacy concerns; restrictive covenants; confidentiality; discrimination; the NLRA; FTC Guidance; productivity; I.P.; tort liability; using sound judgment; and implementing social media policies.

Smart Planning Strategies and the New Reverse Mortgage, Getting Past the Myths and Exploring the Current Realities (1 TAX CPE) (1 CFP)
Karin Davis & Michael Vernon, Genworth Finanancial

This presentation will address some financial planning strategies using the New Reverse Mortgage product that can be part of every retirement plan. We will go over 3 specific strategies to help reduce the risk associated w/increased life expectancy and also market volatility. Discussion of key product features and recent innovations along w/examples will be included.

Unleash the Power of Your iPad (1 MAP CPE)
Ken Hale, Glasser Tech, LLC

Untether yourself from the office and increase productivity and billable hours. Learn how to use the iPad for collaboration, research, connecting to your office, as well as applications that are accounting specific and so much more... Current and prospective iPad owners will walk away empowered to increase their productivity immediately.

Healthcare Reform (1 TAX CPE) (1 CLE)
Sophia Torielli, Sales Executive ADP Insurance Agency

This course provides an overview of various aspects of the Affordable Care Act (Healthcare Reform) with a focus on implications for small businesses. We will explore some trends within the healthcare marketplace along with specific provisions of the law and their implementation. Also discussed will be the Individual Mandate and its impacts, including the available small business tax credit. The program will cover trends influencing the affordability of healthcare, including Consumer-Driven Health Plans (CDHP’s) and wellness programs, and addressing the current status of state exchanges. Participants will walk away with both a broad-based knowledge of Healthcare Reform and some specific impacts within the small business community.

Complete Tax Update for Year 2012 Part 1 (TAX CPE) (CFP) (CLE) (CE G1U2N-U-00023-12-I)
Professor Samuel A. Dyckman, CPA

This is a repeat of course 3011

A full analysis and update on the individual and corporate tax law changes applicable in the preparation of the 2012 tax returns.

Elder Care Advocacy and the Medicaid Application Process (TAX CPE) (CFP) (CLE)
Stuart H. Schoenfeld, Esq.

Applying for Medicaid benefits begins with an effective strategy to protect and preserve the family’s resources. The discussion will focus on available planning alternatives for elderly and disabled individuals requiring guidance for the years ahead. Learn about the planning process and how effective advocacy will ensure that clients and their families receive the care and support they need. This presentation will be made using real life fact patterns and will include a discussion on recent changes to Medicaid rules and procedures.

The Tech-Savvy Client is Here - Are You Ready? (MAP CPE)
Zac Meyer, Thomson Reuters

Cloud computing, client portals, and mobile technology are some of the hottest topics in the profession right now. The reason is simple: Clients are becoming more tech-savvy, and their expectations are changing. They expect the same convenient online services offered by banks and other financial services. And it’s not just the clients who expect more–employees want to work for a firm that offers these types of advanced services, as well. In this session, we’ll discuss why implementing online services is so important for retaining clients and employees, and how successful firms have made it happen.

Changes Are Coming to Compilations and Reviews (Again)! (A & A CPE)
Henry J. Krostich, CPA.CITP

SSARS 19 just made significant changes to the compilation and review standards, and this program will review those requirements which are still effective, at least through the end of 2014. The Exposure Drafts issued by the AICPA this past summer and fall, potentially making major changes in these standards will also be discussed, from the practitioner’s, peer review and NYS regulatory perspectives.

Sales Tax Audits (TAX CPE)
Nonie Manion, Director of Tax Audits, Dept. of Tax & Finance

Hear from New York State about recent modification to sales tax audit selection methods and updates on their audit processes. Nonie Manion, Director of Tax Audits will talk about New York State's increased use of data analytics, books and records requirements, and the use of indirect data verification methods when books and records are incomplete.

Passive Activity Losses & Groupings (TAX CPE) (CFP) (CLE) (CE G1U2N-T-00028-12-I)
Robert S. Barnett, CPA, Esq.

This lecture will describe recent events and revenue procedures to assist practitioners in advising clients and preparing tax returns. Topics include passive activity groupings, real estate professionals, participation requirements, defining activities, S corporation and partnership considerations, and the self-rental rules.

Complete Tax Update for Year 2012 Part 2 (TAX CPE) (CFP) (CLE) (CE G1U2N-U-00024-12-I)
Professor Samuel A. Dyckman, CPA

This is a repeat of course 3021

This is a continuation of Course 3041

Real World Application of Circular 230 and Other Standards of Tax Practice (TAX CPE) (CFP) (CLE) (CE G1U2N-E-00029-12-I)
Megan L. Brackney, Esq.

This program will discuss Circular 230 and other standards of tax practice including the AICPA’s Statements on Standards for Tax Services and the civil penalty standards and criminal provisions of the IRC. We will discuss real-world situations where the tax practitioner is faced with difficult ethical decisions, including when it is permissible to rely on a client’s representations, conflicts of interest, and communication with the government during audits and investigations.

Business Valuations - Are the Standards Different? (TAX CPE) (CFP) (CLE) (CE G1U2N-T-00030-12-I)
Anthony Basile, Ph.D., CPA

We will discuss the various business valuation standards that are required by different accrediting agencies as well as the IRS. Topics will include the requirements of several valuations standards, estate and gift tax filings with valuations, IRS preparer penalties for valuations and other valuation issues.

Statute of Limitations (TAX CPE) (CFP) (CLE)
Frank Degen, EA, USTCP

The general rules are simple - 3 years to assess tax and 10 years to collect the assessed tax. This session will look at some common SOL issues practitioners may encounter in their practice. Topics include amended returns, FATCA, SFRs and other exceptions to the general rules.

Five Important Changes You Must Know About the Insurance Industry (TAX CPE) (CFP) (CLE)
Henry Montag, CFP®, CLTC

This program will provide you with five (5) state of the art best practice ideas as a result of the recently enacted Pension Protection Acts' next generation of "Linked /Combo Products" which combines Life, Long Term Care Insurance and Annuities. Discussions of tax strategies & background information will show you how to have them work together for you & your clients’ best interest.

S & C Corporation Update (TAX CPE) (CFP) (CLE) (CE G1U2N-U-00031-12-I)
Robert S. Barnett, CPA, Esq.

This program will explore recent developments in corporate taxation. Important tax cases and rulings will be explored. Basis considerations loss utilization, intercompany transactions, imputed interest, self-rental, reasonable compensation and employment issues will be discussed.