All programs and speakers subject to change.

Thursday, November 21

Changes in PA and NJ Taxes (2 TAX CPE)
David Kuchinos, J.D., LLM

 Live Presentation

Attendees will learn the latest tax law changes impacting individuals and corporations either residing or doing business in Pennsylvania and New Jersey.

LLC's and How to Change the Federal Tax Classification and Maintain the LLC (2 TAX CPE) (2 CFP-ITP) (2 CE G1U2N-T-00050-13-I)
Beanna J. Whitlock, EA, CSA, RTRP

Live Stream

An overview of Limited Liability Company structure and unique tax status is followed by how to change the federal tax classification of the LLC without liquidating the LLC. A step by step process will instruct the tax professional on how to change the federal tax classification, what is required by the Internal Revenue Service, and finally how to shut-down the LLC when the time comes.

Tax professionals will be refreshed on the unique tax capabilities of the Limited Liability Company, including the ability to change the Federal Tax Classification of the LLC without liquidating the LLC. The liquidation of the sole proprietorship, partnership, C and S corporaitons will be reviewed with examples of each to assist the tax professional. These complex calculates happen infrequently in a normal business but in an LLC they can be much more frequent as the Federal Tax Classification can be changed and although has some restrictions is much more apt to require tax and accounting actions than a non-LLC business.

1040 Update Part 1 (2 TAX CPE) (2 CFP-ITP) (2 CLE) (2 CE G1U2N-U-00002-13-I)
Robert Katz, J.D., LL.M, and Neil Katz, J.D., LL.M, CPA

Live Stream

This presentation will focus on the tax law changes that affect the preparation of the 2013 Form 1040. In addition, there will be a discussion of the latest cases, rulings and regulations that affect the preparation of the 2013 Federal Income Tax Return.

1040 Update Part 2 (2 TAX CPE) (2 CFP-ITP) (2 CLE) (2 CE G1U2N-U-00002-13-I)
Robert Katz, J.D., LL.M, and Neil Katz, J.D., LL.M, CPA

Live Stream

This is a continuation of 1040 Update Part 1.

Friday, November 22

ATRA New Federal Regulations on Estate Planning (2 TAX CPE)
ADP

 Live Presentation

The American Taxpayer Relief Act (ATRA) of 2012 seems to clarify estate planning, but our research suggests that the reality is far more complex. ATRA’s subtle complexities create potential traps for clients and their estate planners. For example, with income tax rates (for some) markedly higher, and transfer tax rates only marginally so, are there circumstances in which a step-up in basis at death may be more valuable than a lifetime gift? How useful is “portability” of the applicable exclusion and is it more useful in some states than in others? And how might variables that seem to have little to do with estate planning - such as a client’s spending rate - affect a wealth transfer plan under ATRA?

How the Cloud Will Affect Your Clients Accounting Processes (2 A&A CPE)
Stephen Palmerio, CPA

 Live Presentation

The cloud has been around for a while and clients are looking into how it can help them. The attendees will discuss the use of this in helping clients manage their business and the application, security and reporting related to its use.

Affordable Care Act and How It Will Effect Accounting Processes (2 A&A CPE)
ADP

 Live Presentation

The American health insurance system will continue to undergo changes now that the Supreme Court has deemed the individual mandate constitutional. Questions you need to ask and strategies your clients should consider, as you review their plans for implementing the requirements of the massive law.

Helping the Startup Client (1 SK CPE) (1 TAX CPE)
Stephen Mankowski, CPA and Steve Palmerio, CPA

 Live Presentation

Attendees will review and learn how to guide a new startup through the maze of government regulations, working with financial institutions, and required company records that will be needed.