Day 3

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All sessions are for 2 CE credits unless otherwise indicated.

Keynote Session​
(1 TAX CPE) (1 A & A CPE)
Carl Peterson, CPA, Vice President of Small Firms, American Institute of CPAs (AICPA)
Edward S. Karl, CPA, Vice President, Taxation of the American Institute of CPAs (AICPA)

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

S & C Update Including Open Account Debt Calculations
(TAX CPE) (CFP) (CLE) (CE G1U2N-U-00106-15-I)
Robert S. Barnett, CPA, Esq.

Course repeats at 3041

This program will include an update of new cases and rulings. Shareholder basis and loss utilization will be analyzed including a detailed workshop focusing on the open account debt calculations.

Independent Contractor? Exempt from Overtime? Intern or Employee? It All Depends
(TAX CPE) (CLE)
Irv Miljoner, District Director, U.S. DOL, Wage and Hour Division and Andrew Kimler, Esq.

Misclassification of employees occurs when an employee is incorrectly labeled an independent contractor or is "off-the-books." Because of increased governmental scrutiny of employers who classify workers as independent contractors, it is essential for employers to determine if their workers are properly classified. How this is done and what are the latest considerations made by federal and state agencies will be closely examined. The DOL's proposed increase of the salary threshold for white collar exemptions will also be covered. Finally, we will review a significant recent court decision which involves a new test for determining whether interns must be paid just like regular employees.

Captive Insurance - Benefits for your Clients
(TAX CPE) (CFP) (CLE)
Thomas A. Bacharach, CLU & Michael Aguas, National Life Group

This lecture will cover practical application of the captive insurance rules; history and utilization, case analysis and estate planning considerations are included.

Common Workflows in QuickBooks Online
(SK CPE)
MB (Mary Beth) Raimondi, CPA, CITP, MS (TAX)

In this session, you will learn common workflows using QuickBooks Online. MB Raimondi will walk you through the different ways of entering transactions including utilizing the banking center to assist with entering transactions. You will also learn how to take advantage of the Accountant Toolbox to help manage all of your small business clients using QuickBooks Online.

Moving the Real Estate Empire to the Next Generation - Balancing Income Taxes and Transfer Taxes
(TAX CPE) (CFP) (CLE)
Mark E. Wilensky, Esq., Stephen M. Breitstone, Esq.

The paradigm of moving the private real estate empire to the next generation has changed due to market conditions as well as the tax and legislative environment. Factors driving the change include the administrative proposals of the Obama Administration as well as significantly elevated income tax rates, declining transfer tax rates, increasing exemptions and the need to strike an appropriate balance between transfer tax planning and obtaining the maximum step up in income tax basis. Moreover, liquidity concerns are paramount when it comes to transfer tax planning. This program will take a fresh look at the planning opportunities and challenges and will explore planning techniques that are responsive to the changing environment.

Marital Dissolution Taxation: Advising Your Divorcing Clients
(TAX CPE) (CFP) (CLE)
Neil Katz, J.D., LL.M, CPA

This session will focus on the tax aspects of divorce and separation. The topics to be covered will include: The tax consequences of Alimony payments to the spouses; the treatment of Property Settlements; Child Support; and other issues the accountant must be aware of to properly advise their client during this period of transition.

Tangible Property Regulations
(TAX CPE) (CLE) (CE G1U2N-T-00107-15-I)
Beanna J. Whitlock, EA, CSA, RTRP

While taxpayers and tax professionals were filled with angst over the new Tangible Property Regulations, the presentation will address participants concern and leave them with the knowledge to assist their clients. What are the annual elections, why do we make them and how does it affect our taxpayers? What is a 481(a) adjustment and does the taxpayer want one? What is a Cost Segregation Study and does my taxpayer need one? All will be answered in this presentation designed to help those who help America's taxpayers to be compliant.

Basic to Advanced.

Interest Tracing Rules and Other "Interesting" Issues
(TAX CPE) (CLE) (CE G1U2N-T-00108-15-I)
Robert S. Barnett, CPA, Esq.

Course repeats at 3051

The interest tracing rules will be explored with examples and planning opportunities available under the regulations. Special Look-through rules for pass-through entities will be described as will debt financed distributions and their reporting requirements. The lecture will also include other recent cases involving the deductibility of interest payments.

Branding Your Practice as a Relevant and Tech-Savvy Firm
(MAP CPE)
Christina Wiseman, Product Manager, Thomson Reuters

Many clients and staff have come to expect technology previously associated with only the most progressive firms, but now available to everyone, providing firms the opportunity to position themselves as savvy and relevant. Join us for an overview of the technology shift, and strategies you can start putting to work for your current clients today – and future clients tomorrow.

Tangible Property Repair Regulations - Looking Back and Going Forward
(TAX CPE) (CLE) (CE G1U2N-T-00109-15-I)
Alexander Bagne, JD, MBA, & Malik Javed, CCSP

The Final Tangible Property Repair Regulations are in full effect, yet many taxpayers are not in compliance or are missing opportunities to take full advantage of these new rules. This session covers compliance requirements as well as potential tax planning strategies on both a retroactive and prospective basis. The session also contains in-depth examples and real-life case studies. Participants will be better able to identify tax saving opportunities and be in compliance with these new regulations.

Smarter Social Security: Strategies to Optimize Spousal Benefits
(SK CPE) (CFP)
Daniel G. Mazzola, CFA, CPA

The class will provide a broad overview of the Social Security program as it relates to retirees and their beneficiaries while emphasizing spousal benefits. An AARP survey determined that only half of the respondents who were either married or had ever been married were aware of spousal benefits. Spousal benefits will be examined and you will learn how married couples can -optimize their collective payouts using two simple strategies.

Getting to Know Windows 10 and Office 2016: New Features
(SK CPE)
Dan Leary and Tiffany Medeck

Course repeats at 3056

Achieve more with Windows 10 by joining our 60-minute workshop to learn everything Windows 10 has to offer for everyday use, whether it’s for work or play, home or office. You’ll learn how get the most out of new features, how to personalize your Windows experience, work and play across all your devices, and get more done faster with new productivity capabilities. Aspects of Windows 10 covered in the workshop include: Navigation, Start, Windows Explorer, Menus, Accessing Applications, Security Features and Synchronization across Devices.

The NEW IRS and How Practitioners Can Get What They Need Without Talking to the IRS
(TAX CPE) (CLE) (CE G1U2N-T-00110-15-I)
Beanna J. Whitlock, EA, CSA, RTRP

The NEW IRS is suffering from budget cuts, retirement of trained and experienced personnel and a host of bad publicity. Tax professionals report being on the wait line at the IRS for hours and they still get no resolve to their tax issue. What to do? What to do? This presentation is arranged to assist the tax professional to access www.irs.gov and find what they need in minutes rather than waiting to talk to an IRS employee. From payment agreements and offers in compromise to transcripts and information, all at the practitioners fingertips. Participants will become familiar with the how to's and the where they are strategy of www.irs.gov in a logical and concise manner.

Basic to Advanced.

Plain Talk Answers about Long Term Care & Tax Ramifications
(TAX CPE) (CLE)
Stuart Schoenfeld, Capell Barnett Matalon Schoenfeld & Jonathan Schwartz, LTC Product Consultant, New York Life Insurance Company

Some folks see Long Term-Care [LTC] as expensive…Some think it’s only for the elderly and nursing home care. In this educational workshop we’ll use plain talk to dispel some of the myths about LTC so you can intelligently measure whether this dynamic investment product can assist your clients in planning for a better tomorrow.

The New Marketing Blueprint
(1 MAP CPE)
Bob Torella, MBA

Get practical tips on how to capitalize on the web and especially mobile technology to build client loyalty and to attract the right clientele to your practice. Free workbook included.

Shareholder, Partnership, Buy-Sell Agreements Considerations Including a Discussion of 101(a) and 101(j)
(1 TAX CPE) (1 CFP) (1 CLE)
Renato Matos, Esq., Capell Barnett Matalon Schoenfeld LLP and Donald Vigliotti, New York Life.

These Agreements are an important tool for your clients to effectively manage their business interests and head off estate and business continuation issues before they occur. Find out how to protect years of hard work and smoothly settle succession considerations and assist with tax effective wealth transfer. This course will cover Tax & Financial and Pension Considerations and Funding Options.

Value Pricing in Accounting
(1 MAP CPE)
Glenn Rothburd, CPP

Value based pricing is transforming many professional service industries, delivering improved revenue and profit results, as well as enhanced client relationships. Find out how you and your clients can benefit from this approach.

Fearing the "F" Word
(1 TAX CPE) (1 CLE) (CE G1U2N-T-00111-15-I)
Eric L. Morgenthal, Esq., CPA, M.S. (Taxation)

A Fraud assessment is a powerful tool in the IRS arsenal. When will the IRS seek to assert the Fraud Penalty and can the Accountant be charged? A discussion of the badges of fraud, exposure, defenses and strategies with international and domestic eggshell tax matters before audit, during audit and in Tax Court.

New Developments in Qualified Retirement Plan Design: How to Maximize the Business Owner’s Contributions and Minimize Staff Cost
(1 TAX CPE) (1 CFP) (1 CLE) (CE G1U2N-Q-00112-15-I)
Andrew E. Roth, Esq., and William Miller, M.S.P.A., M.A.A.A.

The current economy has prompted many business owners to search for ways to reduce expenses while maintaining both their personal and their business’s financial well-being. This presentation discusses ways in which business owners can design and revise their retirement plans in order to increase owner contributions and reduce staff cost.

What You Need to Know About Health Care Reform for 2015 and Beyond
(1 TAX CPE) (CE G1U2N-T-00113-15-I)
John Hodson, President, True Benefit

This course provides an overview of various aspects of the Affordable Care Act (Health Care Reform) with a focus on what it means for you and your clients. We explore trends within the healthcare marketplace along with specific provisions of the law and their implementation.

Learning Objectives

• Overview of the Affordable Care Act (Health Care Reform)
• Identify the impact of Health Care Reform to small businesses
• Gain insight into the trends and impact on your small business clients

S & C Update Including Open Account Debt Calculations
(TAX CPE) (CFP) (CLE) (CE G1U2N-U-00106-15-I)
Robert S. Barnett, CPA, Esq.

This is a repeat of course 3011

This program will include an update of new cases and rulings. Shareholder basis and loss utilization will be analyzed including a detailed workshop focusing on the open account debt calculations.

2015 Labor and Employment Law Update: (with apologies to John McEnroe)
(TAX CPE) (CLE)
Glenn J. Franklin, Esq.

This program will go over updates and new developments in labor and employment law, both New York State and federal. Specific topics will include the New York City Paid Sick Leave Law; changes with regard to interns; New York State unemployment insurance law, including misclassification of employees; workers; compensation; wage and hour updates, such as the tip credits; and social media and the law.

Future Ready. Future Now. Is Your Firm Playing Above the Line?
(MAP CPE)
David Bergstein, CPA, CITP, CGMA

This session will enable the participants to become a firm of the future and move from traditional compliance work to reliance work. The objectives are to demonstrate and discuss why cloud collaborative accounting and tax and the new app world is a benefit to firms and helps them increase bottom line revenue.

New Regs Affecting Capitalization and Deduction of Expenditures
(TAX CPE) (CLE)
Chris Hitselberger, Managing Director, SourceHOV Tax

The presentation will include an Overview of the Final Regulations, Routine Maintenance Safe Harbors, Repairs vs. Improvements, What is a Unit of Property, a Major Component and Substantial Structural Part, Dispositions, Filing Procedures, Cost Segregation and the Final Regulations.

Entity Formation & Dissolution: Compliance, Liability and Best Practices
(TAX CPE) (CLE) (CE G1U2N-T-00114-15-I)
Steven Friedman, Esq. President & CEO, Platinum Filings LLC

Overview of different types of entities and requirements in different popular states like Delaware. We will discuss conversions and dissolutions and best practices to avoid liability at a later date, State compliance requirements such as publishing, initial reports, and unique requirements of different states. Liability for noncompliance with state requirements and the legality of loopholes used. Things to consider when Signing as organizer/authorized representative for client on formation documents, and much more.

International Tax - Introduction to Concepts
(TAX CPE) (CFP) (CLE) (CE G1U2N-T-00116-15-I)
Alan R. Sasserath, CPA, MS, Michael D. O’Brien, EA

Whether your client is a foreign person starting operations in the US or US person starting operations abroad, you will need to recognize the basic concepts of international taxation. We will introduce these concepts as they relate to individuals and businesses as well as the related tax forms.

NYS Residency Audits
(TAX CPE) (CFP) (CLE)
Brian Gordon, CPA, SALT Director at Sanders Thaler Viola & Katz LLP specializing in NYS Tax Audit Representation

Walk through the audit process - NYS Tax Audits: Residency and Sales Tax. Included will be Highlights of 2015 NYS/NYC Corporate Tax: Economic Nexus and Market Based Sourcing.

Interest Tracing Rules and Other "Interesting" Issues
(TAX CPE) (CLE) (CE G1U2N-T-00108-15-I)
Robert S. Barnett, CPA, Esq.

This is a repeat of course 3021

The interest tracing rules will be explored with examples and planning opportunities available under the regulations. Special Look-through rules for pass-through entities will be described as will debt financed distributions and their reporting requirements. The lecture will also include other recent cases involving the deductibility of interest payments.

Rich and Famous Seminar
(TAX CPE)
Eliot Lebenhart, CPA, Senior Partner, Sanders Thaler Viola & Katz, LLP and Brian Gordon, CPA, SALT Director at Sanders Thaler Viola & Katz LLP

Eliot Lebenhart and Brian Gordon will discuss what happens when the IRS and/or the State comes knocking on your client’s door. We will speak about war stories, and provide practical advice to help you and your clients respond to and avoid the unique tax problems.

IRA Traps and Benefits
(TAX CPE) (CFP) (CLE) (CE G1U2N-T-00117-15-I)
Gregory L. Matalon, Esq., Capell Barnett Matalon & Schoenfeld LLP and Douglas Sinetar, CPA

IRA planning is important for your practice. We will be discussing recent cases and rulings, proper beneficiary designations, NUA planning, trust design, Roth conversions, asset protection and more.

Tax Audits, Investigations, and Appeals
(TAX CPE) (CFP) (CLE)
Barry Leibowicz, Esq.

Acquire the practical and technical skills necessary to represent clients in tax audits by Federal, State and Local tax authorities for foreign and domestic income, sales, excise, and payroll tax matters. Learn to recognize cross border activity liability and risk, including US tax obligations of foreign investors, transfer pricing, foreign source income, FBAR, and FACTA obligations. Learn about how to identify criminal prosecution potential and respond to an IRS summons.

Avoidance V. Evasion: Criminal Tax Prosecutions at the State Level
(TAX CPE) (CLE)
Joseph T. Conley III, Attorney-in-Charge, Suffolk County DA’s Office

ADA Conley will address the detection, investigation and criminal prosecution of taxpayers who commit crimes in the evasion of their tax obligations. He will also focus on the differences between civil and criminal audits and the role accountants play in criminal cases.

Getting to Know Windows 10 and Office 2016: New Features
(SK CPE)
Dan Leary and Tiffany Medeck

This is a repeat of course 3025

Achieve more with Windows 10 by joining our 60-minute workshop to learn everything Windows 10 has to offer for everyday use, whether it’s for work or play, home or office. You’ll learn how get the most out of new features, how to personalize your Windows experience, work and play across all your devices, and get more done faster with new productivity capabilities. Aspects of Windows 10 covered in the workshop include: Navigation, Start, Windows Explorer, Menus, Accessing Applications, Security Features and Synchronization across Devices.

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