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All sessions are for 2 CE credits unless otherwise indicated.

Keynote Session​
(2 TAX CPE) (1 SK CPE)
CeCe Morken, Senior VP and General Manager, Intuit ProTax Group
Carol Campbell, IRS Director, RPO

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

Distribution Planning: Inherited IRA and Inherited Annuity
(TAX CPE) (CLE)
Philip M. Herr, JD, CPA, PFS

This course will review the distributions options and rules that apply to an Inherited IRA, as well as a Roth IRA and other employer-sponsored qualified plans. We will do the same for an Inherited Annuity [a non-qualified annuity contract]. While similar in some respects, especially when a spouse is the beneficiary, the rules can be quite different for non-spouse and trust beneficiaries.

Planning for Succession: Keys to a Seamless Transition and Valuing an Accounting Firm
(MAP CPE)
Joel Sinkin, President Transition Advisors, LLC & William Carlino, Transition Advisors

The numbers don't lie - With 77 million Baby Boomers retiring, the accounting profession is in the midst of a succession crisis. Nearly 60 percent of all equity CPA firm partners are over the age of 50, and more than 70 percent of small firms with 15 or less employees have no succession plan in place. Firm owners that put off succession strategies for too long are usually faced with two options: a hastily arranged merger with unfavorable terms or closing the doors for good.

Who should attend: anyone thinking about acquiring a firm or who has partner(s) considering slowing down 5 to 7 years or less.

Albany and the Practitioners: Two Views of Sales Tax Audits and Collections
(TAX CPE) (CLE)
Moderator: Karen J. Tenenbaum, Esq., LL.M. (Taxation), CPA
Panelists: Yvonne R. Cort, Esq.; Brad J. Polizzano, Esq., LL.M. (Taxation); Jaime Linder, Esq.; and Joseph VanDerLinden, senior representative from NYS Dept. of Taxation and Finance, Transaction Field Audit Bureau.

An interactive panel presentation highlighting important points of a NYS sales tax audit and discussing post-audit collection issues. This is an opportunity to hear the perspectives of the government and leading tax attorneys on issues that practitioners face on a regular basis. Topics will include NYS audit policy, audit methodology, bulk sales, warrants, levies and collection alternatives.

Lacerte: What’s New
(MAP CPE)
Jim Buffington, CPA, Customer Liaison & Government Affairs, Intuit Professional Tax Group

Utilize Lacerte to its fullest. Jim Buffington, will guide you through advanced tips and tricks, new functionality and the key improvements of Lacerte for Tax Year 2015 – all designed to help you boost your productivity and exceed expectations.

Developments in Compilations & Reviews – What’s going on including SSARS 21
(A & A CPE)
Frank A. Gallo, CPA and Edward Caine, CPA

We will review SSARS 21 and the new clarified and revised standards. Discuss when the accountant is engaged to prepare financial statements, but not engaged to perform an audit, review or compilation. Discuss documentation requirements for compilations and reviews. Discuss reporting on compiled and reviewed financial statements. Discuss the SSARSs Clarity Project and expected significant differences with current SSARSs.

Fiduciary Exposure in 401(k) Plans, What is the DOL Watching
(TAX CPE) (CFP)
Stephen Abramson, CPC, CLU, ChFC

Beginning in 2012 the Department of Labor expanded the required disclosures to plan participants focusing around plan expenses charged to participant's accounts. The Supreme Court, in a recent decision, has made it clear that it is also the responsibility of the plan sponsor, i.e. the employer, to monitor all investment alternatives available to participants. This is an ongoing responsibility that exposes fiduciaries to personal liability in the absence of compliance. This session will review the specifics of compliance and several other fiduciary issues unique to 401(k)/403(b) plans. At the least you should make sure that your clients are aware of these responsibilities.

Do You Have the Answers to….(Estate Tax Planning, Elder Law and Special Needs)?
(TAX CPE) (CLE) (CFP)
Vincent J. Russo, Esq.

Vincent J. Russo will draw on his personal and client experiences to provide a practical approach to planning. He will challenge the attendees with a series of questions that practitioners will want to have the answers for their clients. This Q&A format will be educational while engaging the attendees in a discussion of the right answers.

Warning! Payroll Tax Preparation Hazards Protection & Mitigation - Part 1
(1 TAX CPE) (1 CLE) (CE G1U2N-T-00093-15-I)
Robert S. Barnett, CPA, JD, MS (Taxation)

This lecture will discuss responsible person payroll tax penalties and how your clients may avoid them. The discussion includes procedural requirements and safeguards, the willfulness standard, appeal rights, joint and several liability, and criminal considerations. Recent case studies will be discussed.

Help Clients with Decisions about Their Social Security Benefits - Strategies to Maximize Social Security Benefits
(1 TAX CPE) (1 CFP)
Evan Branfman, CRPC®, AAMS®, AWMA®, CMFC®, CFS®

During this session we will discuss the current state of Social Security, how the system works and five key strategies to maximize Social Security benefits.

The Mobile Firm
(1 MAP CPE)
Christina Wiseman, Product Manager, Thomson Reuters

With the prevalence of smartphones, tablets, and Internet access from anywhere, we know mobile technology is quickly changing how we operate and interact with each other. But what does the mobile revolution mean for the accounting firm - and how can you make mobile work for your firm? Fortunately, there are a variety of timesaving tools that can help firms take advantage of mobile conveniences while maintaining tight security on client data. In this session, we’ll discuss some of the technology that will help your firm go mobile.

I’m an Accountant, Not a Salesperson! Seven Essential Business Development Strategies to Bring Your Business to the Next Level
(1 MAP CPE)
Robert Fishman, Partner, Sandler Training

Join Rob Fishman as he conducts an informative and interactive session that will provide new opportunities and increase new client development.

1040 Update Part 1
(TAX CPE) (CFP) (CLE) (CE G1U2N-U-00094-15-I)
Robert Katz, J.D., LL.M, and Neil Katz, J.D., LL.M, CPA

Course repeats at 2041

This presentation will focus on the tax law changes that affect the preparation of the 2015 Form 1040. In addition, there will be a discussion of the latest cases, rulings and regulations that affect the preparation of the 2015 Federal Income Tax Return.

Anti-Money Laundering, Compliance and Fraud - What You Need to Know and How to Help Protect Your Clients
(A & A CPE) (CE G1U2N-T-00096-15-I)
Susan Kiesel, SVP, Regional Credit Executive; Marylee Davis, SVP, Market Sales Executive; Justin Walters, VP, Treasury Management Small Business Sales Team Leader; Bonnie Rivera, VP, Treasury Management Sales Officer

Learn about AML regulations and how they apply to you and your clients. Participate in a group exercise where you will identify the red flags in several case studies. Gain expertise in various fraud protection solutions.

Two Castles, One Home: The View from Albany on Residency Audits
(TAX CPE) (CFP) (CLE)
Moderator: Karen J. Tenenbaum, Esq., LL.M. (Taxation), CPA
Panelists: Yvonne R. Cort, Esq. and Brad J. Polizzano, Esq., LL.M. (Taxation); Marisa Friedrich, Esq.; and Francis Leo, senior representative from NYS Dept. of Taxation and Finance, Transaction Field Audit Bureau.

If any of your clients plan to move out of state, or if they have second homes or a place in the city, residency for income tax may be an issue. This interactive panel seminar including a senior representative from Albany will address recent updates on topics such as domicile, statutory residency, the 183 day rule, and more. Planning tips will also be discussed.

Employee Benefits for Owners and Key Employees
(TAX CPE) (CLE) (CE G1U2N-T-00097-15-I)
Ellen Begleiter Lehmert, JD and Robert S. Barnett, CPA, JD, MS (Taxation)

Employee benefits continue to be an important consideration for business owners and their tax and financial advisors. This lecture will discuss non-qualified benefits and the significant planning opportunities for business owners and key employees. The tax considerations associated with Corporations and Partnerships will be compared. Taxation under IRC § 83, deferred compensation, various benefit considerations and the Constructive Receipt Doctrine will be explored.

Don’t Let THEM Become YOU! Protect Yourself Against Identity Theft!
(MAP CPE)
Armando D’Accordo, President, CMIT Solutions of South Nassau

Identity theft is a rapidly growing crime throughout the world and is the most reported crime in the U.S. according to the FTC. Remember that they are not looking for you, they are looking for vulnerabilities and in this session we will discuss where you may be vulnerable both at work, and at home. If you want to protect yourself, and your clients, you should attend this session.

Course information coming soon

 

Pre-Nuptial and Post-Nuptial Agreements... Not Just For Celebrity Couples
(TAX CPE) (CLE)
Russell I. Marnell, Esq.

In these times of dual income couples, later marriages, and second marriages, couples are seeing the need for a pre-nuptial or post-nuptial agreement. What is covered in the agreement? Is it enforceable? Can the agreement be challenged? The legal and social aspects or pre-nuptial and post-nuptial agreements, as well as the history of challenges in the courts, will be discussed.

1040 Update Part 2
(TAX CPE) (CFP) (CLE) (CE G1U2N-U-00095-15-I)
Robert Katz, J.D., LL.M, and Neil Katz, J.D., LL.M, CPA

Course repeats at 2051

This is a continuation of Course 1041

New York State Tax Update
(TAX CPE) (CFP) (CLE)
Mark S. Klein, Esq., William J. Comiskey, Esq.

Course repeats at 2011

This seminar will cover the latest developments in New York State's budget bill, as well as the implementation of the 2015 corporate and estate tax changes. We will also highlight 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 enforcement initiatives.

Elder Care Advocacy And The New Medicaid Application Process
(TAX CPE) (CLE) (CFP)
Stuart H. Schoenfeld, Esq.

Funding the cost of long term care begins with an effective strategy to protect and preserve the family’s resources. Learn about recent changes to the Medicaid planning and application process and how effective advocacy will ensure that clients and their families receive the care and support they need. This program will highlight common pitfalls that can occur during the planning process as well as the intersection between estate and tax planning.

The Transformation of the Life Insurance Industry for 2015 and Beyond
(TAX CPE) (CFP)
Alan Kahn, CPA, MBA, CLU, ChFC; Susan Schoenfeld, CPA, Esq., Christian Kaplan, CFA

The goals of our panel discussion which will include industry representation are to enhance your knowledge of the myriad of issues your Clients face in the digital age when considering the utilization of life insurance for both personal and business needs. Industry Trends & Innovations, The Regulatory Environment, Internet and Digital Media Developments, Competitive Forces, and Estate Planning Considerations will be reviewed to help you advise your clients to make better informed decisions in the insurance arena.

Utilizing Qualified Plans for Successful Business Transition
(TAX CPE) (CFP) (CLE)
Audrey Kirwin & Richard Pope, Financial Advisors with Applied Financial Group

During this program we will evaluate how to use qualified plans as a component in the successful transition of a business upon the retirement of an important person. The impact of not having a transition plan or having a critical flaw in the plan could be catastrophic, especially in closely-held businesses. We will provide the concepts to evaluate an existing plan, identify potential shortfalls and share case studies as examples. Our uncommon approach will provide insight to new ideas to an old problem.

Employment Law 2015: Quantum Changes
(TAX CPE) (CLE)
Hon. Ruth B. Kraft, Bartlett, McDonough & Monaghan

2015 has been a year of monumental changes in employment law. This course will examine pronouncements by the executive branch of government which have altered the landscape in a variety of areas as well as the consequences of recent decisional law. It will include consideration of employee classification, the redefinition of the administrative exemption, consequences of joint employment on franchise relationships, interpretation of “on-call” time and disability accommodations. Attention will also be given to developments with respect to the National Labor Relations Board and sick leave mandates, both on the local and federal levels.

How Annuities Can Create More After - Tax Retirement Income
(TAX CPE) (CFP)
Jerome Golden, President, Golden Retirement, LLC

Learn about (1) the tax-deferral benefits of accumulating savings in low cost variable annuities, (2) the tax benefits of deferred and immediate income annuities, and (3) the tax benefit of deferring RMDs from IRA and 401(k) savings by electing a QLAC, the new IRS-approved deferred income annuity.

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