Descriptions for all courses
1001
5 Degrees of Perspective on NYS Residency
(2 TAX CPE) (2 CFP-TP-F50) (2 CLE)
1002
Estate Planning After the 2020 Presidential Election: An Initial Reaction
(2 TAX CPE) (2 CLE) (2 CFP-ESP-H72) (1 IRS CE G1U2N-T-00209-20-0)
No Session
1011
Keynote & Awards
(1 TAX CPE) (1 CLE) (1 IRS CE G1U2N-T-00210-20-0)
1021
Legal Dissection of Complex Estate and Medicaid Plans
(2 TAX CPE) (2 CLE) (2 CFP-RS-G54)
1022
Estate Planning & Asset Protection and How the Medicaid Game Has Changed!
(2 TAX CPE) (2 CLE) (2 CFP-RS-G54) (1 IRS CE G1U2N-T-00211-20-0)
1023
Update on SSARS
(2 Accounting CPE)
1031
Cyber Security: Learn to Work Remotely the Secure Way
(1 MAP CPE)
1032
Smarter Social Security
(1 TAX CPE) (1 CFP RS-G53)
1033
It’s a Different World
(1 TAX CPE) (1 CLE) (1 CFP-TP-F50)
1041
1040 Update Part I
(2 TAX CPE) (2 CLE) (2 CFP-TP-F42) (2 IRS CE G1U2N-U-00212-20-0)
Part 2 - Course 2041 or 3044
Course Repeats 3024Wednesday, November 18 @ 11:35 AM
1042
Offer in Compromise
(2 TAX CPE) (2 CLE) (2 CFP-TP-F47) (2 IRS CE G1U2N-T-00213-20-0)
1043
Never Going Back Again: The State and Local Tax Consequences of a Virtual Workforce...
(2 TAX CPE) (2 CLE) (2 CFP-TP-F50)
1051
Trends in M&A of CPA Firms Including the Coronavirus Impact
1052
Bitcoin, Blockchain & Cryptocurrencies: Understanding These Technologies and Their Imp...
(1 Auditing CPE) (1 CLE)
1053
Risk Assessment in the Non-Profit World
(1 Auditing CPE)
2001
Un-Stump the Sales Tax Audience
(2 TAX CPE) (2 CLE)
2002
The Effect of Covid-19 on NYS and NYC Residency and Nexus
(2 TAX CPE)
2011
Technology’s Role in Transforming the Profession
2021
IRS Update
(2 TAX CPE) (2 CLE) (2 IRS CE G1U2N-T-00214-20-0)
2022
Nonprofit GAAP Update
2023
Calling All Tax Procrastinators: Using Voluntary Disclosure Programs to Neutralize New...
(2 TAX CPE) (2 CLE) (2 IRS CE G1U2N-T-00215-20-0)
2031
Balancing Security and Business Agility in 2020 and Beyond
(1 SK CPE)
2032
Advanced Retirement Planning Strategies after SECURE Act and CARES Act
(1 TAX CPE) (1 CFP-RS-G52)
2033
Closing the Retirement Gap Utilizing Home Equity
(1 SK CPE) (1 CFP-RS-G61)
2041
2040 Update Part II
(2 TAX CPE) (2 CLE) (2 CFP TP-F42) (2 IRS CE G1U2N-U-00216-20-0)
Part 1 - Course 1041 or 3024
Course Repeats 3044Wednesday, November 18 @ 11:35 AM
2042
Disaster Planning
2043
FASB and AICPA Updates
(1 Accounting CPE) (1 Auditing CPE)
2051
Hear Directly From the IRS About IRS Tax Collection
(1 TAX CPE) (1 CLE) (1 IRS CE G1U2N-T-00217-20-0)
2052
Multi-State Taxation-How Does Working from Home Affect Income Taxes In California
(1 TAX CPE)
2053
Update on Compilation and Preparation Services: How Accountants Should be Handling Such Services
(1 Accounting CPE)
3001
Current Developments in NJ/CT Taxation
(2 TAX CPE) (2 CLE) (2 CFP TP-F42)
3002
Delaware Valley State and Local Tax Update
3011
The State of Wayfair: Practical Advice for Practitioners & Businesses
(1 TAX CPE) (1 CLE)
3021
Choice of Entity
(2 TAX CPE) (2 CLE) (2 CFP-TP-F43)
3022
What’s New in the QuickBooks World
(1 TAX CPE) (1 Accounting CPE)
3023
How to Use the Tax Code to Get the IRS Out of Your Retirement
(2 TAX CPE) (2 CLE) (2 CFP-RS-G61) (2 IRS CE G1U2N-T-00223-20-0)
3024
Repeat of Course 1041Tuesday, November 10 @ 2:55 PM
3031
Beware The Waking Giants: IRS and NYS Collection Update
(1 TAX CPE) (1 CLE) (1 CFP TP-F50)
3032
The Passive Activity Rules: A Deep Dive
(1 TAX CPE) (1 CLE) (1 CFP-TP-F49) (1 IRS CE G1U2N-T-00218-20-0)
3033
Captive Insurance: Helping Businesses Protect Their Assets
(1 TAX CPE) (1 CFP RM-D22)
3041
Financial Statement and Related Frauds Of The Past: Where Are The Fraudsters Today?
(2 Auditing CPE)
3042
2020 Labor and Employment Law Update; EVERY Employee Can Sue you: Strategies to Avoid...
3043
1041 & Estate Planning – After TCJA & CARES
(2 TAX CPE) (2 CLE) (2 CFP-ESP-H68 & H71) (2 IRS CE G1U2N-U-00219-20-0)
3044
1040 Update Part II
Repeat of Course 2041Friday, November 13 @ 2:55 PM
3051
Income Tax Meets Elder Care
(1 TAX CPE) (1 CLE) (1 CFP-RS-G61)
3052
Partnership Freeze Transactions: Income Tax and Real Estate Transfer Tax Reporting Issues
3053
Divorce of Non-Traditional Families: How to Preserve Assets and Property
(1 TAX CPE) (1 CFP-TP-F50) (1 CLE)
4001
EA Ethics
(2 TAX CPE) (2 IRS Ethics CE G1U2N-E-00220-20-0)
4002
New York’s Response to COVID-19 and Other Hot Topics
(2 TAX CPE) (2 CLE) (2 CFP TP-F42 & F50)
Program Repeats @ 11:35 AM - Course 4022
4003
Maximizing Your PPP Loan Forgiveness: The Home Stretch
(2 TAX CPE) (2 CFP)
4011
Distributions in Qualified Retirement Plans
(1 TAX CPE) (1 CFP-RS-G56) (1 IRS CE G1U2N-Q-00224-20-0)
4012
Consumer & Business Bankruptcy: Current Overview: Top 10 Things to Know About Bankruptcy
(1 TAX CPE) (1 CFP) (1 CLE)
4013
Going Concern and What are you Reporting with your PPP Financing
4021
Net Operating Losses
(2 TAX CPE) (2 CLE) (2 CFP-TP-F50) (2 IRS CE G1U2N-T-00221-20-0)
4022
(2 TAX CPE) (2 CLE) (2 CFP)
Repeat of Program @ 8:00 AM - Course 4002
4023
How to Perform Accounting and Auditing Research Using Free and Available Resources
4031
Retirement Planning in a Post Pandemic World
(1 TAX CPE) (1 CFP-RS-G61)
4032
Decoupling From the CARES Act
(1 TAX CPE) (1 CFP)
4033
Auditor Reporting and Updates
4041
Passive Activities and At Risk Rules
(2 TAX CPE) (2 CLE) (2 CFP TP-F49) (2 IRS CE G1U2N-T-00222-20-0)
4042
Sales Tax Headaches; Audits to Appeals
4043
Plan for Longevity and Choice of Care
(2 TAX CPE) (2 CFP RM-D26)
4051
Multi-State Taxation - How Does Working From Home Affect Income Taxes In The Midwest
4052
NYS Abandoned Property Overview and Hot Topics
4053
Divorce Litigation and the Accountant’s Role
(1 TAX CPE) (1 CFP TP-F50)