Day 2

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All sessions are for 2 CE credits unless otherwise indicated.

Keynote Session​
(1 TAX CPE)
Jerry Boone, Commissioner, NYS Department of Tax and Finance
Joanne S. Barry, CAE, is Executive Director and CEO of the New York State Society of Certified Public Accountants (NYSSCPA)

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

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

This is a repeat of Course 1052

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.

Case for the Cloud
(MAP CPE)
Christina Wiseman, Product Manager, Thomson Reuters

There’s no question that business and consumer use of cloud computing services is gaining momentum and transforming the tax and accounting profession. The widespread use of cloud technology in the consumer space is driving the transition in the business sector. Increasingly, your clients and employees will see these services as the norm. If you are considering switching your business operations to the cloud, don’t miss this opportunity to gain a clear understanding of how you might benefit, as well as the risks your firm might face. In this workshop, we will provide an explanation of what cloud services entail, as well as information on the flexibility, convenience, and efficiency gains of cloud usage for tax and accounting firms.

Are You a QBO Hero?
(MAP CPE)
James N. Filicetti, CPA

The switch is on from QuickBooks Desktop to QuickBooks Online. In this interactive session, learn how to seek knowledge in understanding the depth and breadth of the conversion process between QB Desktop and QB Online. Learn proven methods from your peers to make you and your firm more profitable by adopting methods you will experience. Be the next QBO Hero to your clients.

Myth Busters, Reality vs. Perception
(SK CPE) (CFP)
Mark Badami, CFP®, John Baldi, PFS, CPA

Want to learn more about the myths of Real Return vs. Average Returns on an investment portfolio? Interested in understanding and finding the tax savings in a Qualified Plan? Want to make sure that you can’t out live your assets regardless of market performance? All this and more in this informative Myth Busting session. We will uncover and expose uncommon knowledge and destroy the hardwired commonly misunderstood notions of today’s retirement planning.

Audit to ALJ - What to Do When You Don’t Like the Sales Tax Bill
(TAX CPE) (CLE)
Mark L. Stone, CPA, Joseph Calamia II, CPA, Jennifer L. Koo, Esq., Jessica L. Cettina, Esq.

This 100 minute seminar will consist of a panel discussing the process of audits, BCMS hearings, and ALJ trials. The seminar will show how an audit assessment is disputed, what information is needed, and what the process entails.

The Insiders Truth About How to Do a Successful Merger on Long Island in 2015
(MAP CPE)
Max T. Krotman, Esq.

One of your colleagues who has successfully completed a Long Island merger/sale will tell you the blunt truth of what really happens to clients, staff, earnings, and most of all the control (or lack of control) and professional enjoyment that results from a successful merger. You will have ample opportunity for questions and interaction.

Risky Business - The Employment Risks That Can Hurt Your Bottom Line - And How To Avoid Them
(TAX CPE) (CLE)
Al Anastasi, Director-Business Development, Alcott HR

Businesses pay $400 million in fines for employment violations annually, and ineffective HR practices can increase your exposure to these risks. Our seminar will provide the insight and advice you need to combat the high costs of noncompliance, and we’ll explore cost-effective solutions that can keep you compliant and protected.

How to Communicate with the Tax Department
(TAX CPE) (CLE)
Moderator: (NYS) Margaret Neri, Deputy Commissioner, Taxpayer Rights Advocate;
Panelists Include: Argi O’Leary, Deputy Commissioner, Civil Enforcement Division, Gerard Miller, Director, Consolidated Contact Center, Kristen Hope, Taxpayer Services Specialist, Enterprise Services, Anne Smith, Taxpayer Services Administrator, Individual Liability Resolution Center and Gerry Rehfuss, Assistant Manager, Business Liability Resolution Center

Margaret Neri, Deputy Commissioner, Taxpayer Rights Advocate, will moderate a discussion on how tax practitioners can best communicate with the Tax Department regarding their clients’ tax issues.

Long Term Care Insurance: The Conversation You Need to Have With Your High Net Worth Clients
(SK CPE) (CFP)
Natalie Karp, MBA, CLTC and Rona Loshak, MBA, CLTC

The new landscape of long term care insurance offers flexibility and tax incentives. The financial and emotional costs to a client’s family, generational wealth, and legacy commitments when there is no plan in place can be devastating.

Beyond assets and income, the “true costs” of self-insuring costs will be discussed. Life / LTC Hybrids, asset based solutions, and traditional plans merit a fresh analysis for blended families, single or divorced women, and business owners.

Automated Tax Office Management
(MAP CPE)
Michael Giardina, CEO, Office Tools Professional

Today more than ever, firms are trying to find a differentiator, an edge, a unique brand that elevates them over their competition. Since simply offering tax return processing doesn’t make your firm unique, a new set of automated tax processes can be just the thing to set your firm apart. Tax firms wanting an edge are automating their office management with new technologies like scan and fill, onscreen review and markups. In addition, online appointment systems, kiosk check in systems and electronic organizers are providing clients with a high tech experience. This session will cover the myriad of new technologies, processes and methods that elevate tax practices and empower them as a forward thinking, modern and unique firm.

Practical Uses of Trust in Estate & Elder Planning
(TAX CPE) (CFP) (CLE)
Moss J. Kaufman, CFP®, Robert S. Lusthaus, CPA, JD, LLM (Taxation) and Gary H. Friedenberg, JD, LLM (Taxation, Corporation Law)

Tax accountants and financial planners are often the professionals who will uncover the need for creative estate & asset protection planning. We will take an interdisciplinary approach to identifying and solving these problems. Using a case study format, a team of tax accountants, attorney’s and financial planners will show how a professional alliance can result in intelligent solutions.

LLC's - Beyond the Basics
(TAX CPE) (CFP) (CLE) (CE G1U2N-T-00098-15-I)
Beanna J. Whitlock, EA, CSA, RTRP

After a brief overview of the Limited Liability Company, issue of formation and associated problems will be discussed. Practitioners will learn the critical differences in Federal Tax Classifications as well as how the LLC can assist in a growing and changing business environment. Participants will discover the dangers that lie in wait for the LLC and what the LLC member can do to keep the LLC member safe from liability. Finally, the knowledge about the LLC will enhance the practitioners understanding of this widely used formation for business.

Intermediate to Advanced.

CT/NJ Tax Update
(TAX CPE) (CFP) (CLE)
(CT) Louis B. Schatz, Esq. & (NJ) Alan J. Preis, CPA, P.C.

Practitioners representing Connecticut and New Jersey clients will discuss significant recent legislative developments in their respective jurisdiction. In addition, the practitioners will provide a review of significant recent case law and administrative and regulatory developments that affect business and individual income tax returns.

2015 Updated AICPA, EA & IRS Tax Practice Rules
(TAX CPE) (CE G1U2N-E-00099-15-I)
Gerard H. Schreiber, Jr., CPA

This session will cover the most recent revisions to the AICPA Code of Professional Conduct, Circular 230, and other ethical matters that affect your tax practice. Practitioners will be able to identify the similarities and differences between these ethical rules and how they affect day to day practice. Also included will be the NAEA Code of Ethics and Rules of Professional Conduct and how it relates to Circular 230.

Part 2: IRS Payroll Tax Penalty Abatement
(1 TAX CPE) (CE G1U2N-T-00100-15-I)
Robert S. Barnett, CPA, JD, MS (Taxation)

Learn how to minimize and abate payroll tax penalties. The reasonable cause standard will be explored. Recent cases provide helpful guidance and will be reviewed and analyzed.

Compilation, Preparation and Review Engagements Update
(1 A & A CPE)
Joseph A. Maffia, CPA, CGMA, Partner, Janover LLC

Get ready for SSARS No. 21 with a discussion of how to perform preparation, compilation and review engagements and reporting on these engagements including a discussion of implementation issues.

Protecting Assets with Trusts
(1 TAX CPE) (1 CFP) (1 CLE)
Ann-Margaret Carrozza, Esq.

We will focus on protecting the primary residence and other assets from long term care costs, estate taxes and divorces. We will cover revocable, irrevocable, asset protection, life insurance and special needs trusts as well as prenuptial and postnuptial agreements.

Line By Line For The 709 - Gift Tax Workshop
(1 TAX CPE) (1 CFP) (1 CLE) (CE G1U2N-T-00101-15-I)
Gregory L. Matalon, Esq., Capell Barnett Matalon & Schoenfeld LLP

Gift Tax returns are back in the spotlight. Recent cases stress that proper presentation is essential to close the statute of limitations. We need to be aware of many factors ranging from discounts, expiration of statutes (including lack of expiration for no-filers), computations, split gifts and GST exemptions. If this were not enough, states in the Tri-State area have their own set of laws and requirements.

Join us for a practical workshop analysis of Form 709.

Grow Your Firm by Leveraging Technology and Outsourcing
(1 MAP CPE)
Ravi Kurani, MBA Finance, Hardik Shah, CPA, ACA, DISA

Learn how to free your time to focus on building your firm by using smart outsourcing techniques. Discover what outsourcing is, the technology and processes behind it and tips on security. Find out how to increase profitability, productivity and improved customer satisfaction using outsourcing.

Compliance and Fiduciary Responsibility in Qualified Plans
(1 TAX CPE)
Audrey Kirwin & Richard Pope, Financial Advisors with Applied Financial Group

Revenue is one of the most important financial statement measures. The long-awaited revised revenue recognition standard was issued by the FASB in May 2014. The new standard can have a significant impact on companies’ revenue recognition policies, particularly for companies in certain industries. This session provides an overview of the standard, highlighting practical implications.

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

This is a repeat of course 1041

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.

Opportunities & Pitfalls of Advanced Life Insurance Planning Techniques
(TAX CPE) (CFP) (CLE)
Matthew Evan Rappaport, Esq., LL.M (Tax) and Edward W. Gordon, CEP

On occasion, tax professionals are tasked with determining the tax basis and/or fair market value of life insurance policies. This presentation will first detail the tax law principles governing the two tax attributes and then demonstrate how to apply those principles. The presentation will also cover special circumstances, such as split-dollar arrangements and policies owned by qualified plans.

NYC/NYS Tax Law Updates
(TAX CPE) (CFP) (CLE)
NYS: Deborah Liebman, Deputy Counsel, Margaret Neri, Deputy Commissioner, Taxpayer Rights Advocate and Kristen Hope, Online Services Specialist
NYC: Sanjeev Aggarwal, Assistant Director, General Corp. Tax, NYC Department of Finance

A presentation on what’s new this year at the NYS Tax Department: the new Power of Attorney form, proposed Corporation Tax regulations, and upgrades and enhancements to the Department’s Online Services. New York State and New York City tax reforms; why reforms were necessary as well as nexus, tax rates, tax base, apportioning, combination, and net operating loss.

De-Clutter Your Image Of Social Security
(TAX CPE) (CFP)
Christopher Danzer, Financial Advisor, Franchise Owner, Ameriprise Financial Services, Inc. and Shamir D. Hirsch, MBA, CFP® CIMA®

We will take you through the origin, design and construct of the Social Security Administration offering a revealing a perspective that will help you answer your client’s questions with confidence. We will be covering claiming strategies and all attendees will receive a personal Social Security Optimization Report. This course is designed to help you offer your clients meaningful and thoughtful advice without becoming a social security actuary.

Family Limited Partnerships
(TAX CPE) (CFP) (CLE) (CE G1U2N-T-00102-15-I)
Beanna J. Whitlock, EA, CSA, RTRP

Beyond estate planning, this fast moving presentation takes the participant through the basics of partnership law into the application of using the FLP to protect family wealth. How it is done and even more importantly, how it is not done will make the practitioner confident of their recommendation and implementation of the Family Limited Partnership. Learn what is common in all wealthy clients, what they want to accomplish and how the FLP can meet all their needs, wishes and desires. The participants will become acquainted with a "charging order" and "cash calls" as protections for the FLP.

Intermediate to Advanced.

What's New for Accountants from Intuit
(MAP CPE)
MB (Mary Beth) Raimondi, CPA, CITP, MS (TAX)

In this session, MaryBeth Raimondi will walk you through Intuit's latest releases for accounting professionals and their small business clients.

IRS Practice & Procedures Issues Including Identity Theft
(TAX CPE) (CLE) (CE G1U2N-T-00103-15-I)
Gerard H. Schreiber, Jr., CPA

The recently enacted Trade and Highway Bills impose additional penalties and changes in the due dates for many returns. This session will cover these changes, show how it will affect tax practice in the future and furnish information on the rapidly expanding problem of Identity Theft and how IRS and practitioners are having to deal with it.

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

This is a repeat of Course 1051

This is a continuation of Course 2041

101 Stupid Sales Tax Rules
(TAX CPE)
Mark L. Stone, CPA

In this 100 minute seminar Mark Stone will go over New York State’s 101 most ridiculous sales tax rules and regulations that most professionals are unfamiliar with. Topics for these rules range from sales tax exemptions to ecommerce sales tax rules.

Fraud in Financial Statements - What is Financial Statement Fraud
(A & A CPE)
Frank A. Gallo, CPA

We will discuss various financial statement frauds and what went wrong. Review how effective internal control policies and procedures can prevent fraud. Review what procedures would have helped the accountants and auditors detect fraud. Will review fraud audit techniques and recognize signs that indicate fraud could be occurring.

Available Health Care Options
(TAX CPE) (CFP) (CLE) (CE G1U2N-T-00104-15-I)
Daniel Nessim, President of A&C Management, Samantha Viola - Oasis Outsourcing, and Tobin Gaun - Professional Group Plans

Small business owners are more confused than ever when it comes to managing their group health benefits program. The changing landscape as a result of provisions in the Affordable Care Act (ACA) has left employers scrambling to find a solution as they struggle to cope with ever rising costs. Please join us for a thoughtful discussion on the state of the New York small group health market, provisions in ACA impacting small employers, defining a small employer in 2016, carriers available to small employer and Professional Employer Organizations (PEO) as an alternative solution. The discussion will be followed by a comprehensive Q & A session.

The New Tangible Property Regulations-Am I Maximizing The Available Tax Deductions For My Client?
(TAX CPE) (CLE) (CE G1U2N-T-00105-15-I)
Eric P. Christenson, Cost Segregation Services

The new Tangible Property Regulations are here and have had a tremendous impact on clients that own and improve commercial real estate. This presentation will help make Tax Professionals aware of the issues and timelines that concern them and their clients. It will illustrate the importance of researching these issues, identifying impacted clients, and when applicable, partnering with a Cost Segregation Company to assist them in accurately performing asset valuation and cost segregation studies.

Why Estate Planning & ATRA Tax Update
(TAX CPE) (CFP) (CLE)
Leslie J. Larson, MS, LUTCF, Agent, New York Life, Ari Kirschbaum, Registered Representative, New York Life and David Gebber, JD, LLM, LUTCF, Corporate Vice President Advanced Planning Group, New York Life

This program examines the New York City real property tax appeal process (aka "tax certiorari"), including review of the tax appeal calendar and procedure, Department of Finance notices, and Tax Commission forms. Applicable valuation methods and financial analysis techniques are discussed and presented, as well as special issues related to tax-exempt/abated and leased properties.

New York City Real Property Tax Appeals
(SK CPE) (CLE)
Eric W. Olson, Partner, Akerman LLP

This program examines the New York City real property tax appeal process (aka "tax certiorari"), including review of the tax appeal calendar and procedure, Department of Finance notices, and Tax Commission forms. Applicable valuation methods and financial analysis techniques are discussed and presented, as well as special issues related to tax-exempt/abated and leased properties.

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