Courses

Day 1 Schedule - Tuesday, November 10

Descriptions for all courses


TIME SESSION 1 SESSION 2 SESSION 3
8:00 AM - 9:50 AM

1001

5 Degrees of Perspective on NYS Residency

(2 TAX CPE) (2 CFP) (2 CLE)

1002

Estate Planning After the 2020 Presidential Election: An Initial Reaction

(2 TAX CPE) (2 CLE) (2 CFP) (2 IRS CE)

1003

TBA

9:50 AM - 10:10 AM Break
10:10 AM - 11:20 AM

1011

Keynote & Awards

11:20 AM - 11:35 AM Break
11:35 AM - 1:25 PM

1021

Legal Dissection of Complex Estate and Medicaid Plans

(2 TAX CPE) (2 CLE)

1022

Estate Planning & Asset Protection and How the Medicaid Game Has Changed!

(2 TAX CPE) (2 CLE) (2 CFP) (2 IRS CE)

1023

Update on SSARS

(2 Accounting CPE)

1:25 PM - 1:35 PM Break
1:35 PM - 2:35 PM

1031

Cyber Security: Learn to Work Remotely the Secure Way

(1 SK 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)

2:35 PM - 2:55 PM Break
2:55 PM - 4:45 PM

1041

1040 Update Part I

(2 TAX CPE) (2 CLE) (2 CFP) (2 IRS CE)

Part 2 - Course 2041
Friday, November 13th @ 2:55 PM

1042

Offer in Compromise

(2 TAX CPE) (2 CLE) (2 CFP) (2 IRS CE)

1043

Never Going Back Again: The State and Local Tax Consequences of a Virtual Workforce...

(2 TAX CPE) (2 CLE) (2 CFP)

4:45 PM - 4:55 PM Break
4:55 PM - 5:45 PM

1051

Trends in M&A of CPA Firms Including the Coronavirus Impact

(1 TAX CPE)

1052

Bitcoin, Blockchain & Cryptocurrencies: Understanding These Technologies and Their Imp...

(2 TAX CPE) (2 CLE) (2 CFP) (2 IRS CE)

1053

Risk Assessment in the Non-Profit World

(1 Accounting CPE)

5:45 PM - 6:30 PM Virtual Cocktail Party

 

Day 2 Schedule - Friday, November 13

Descriptions for all courses


TIME SESSION 1 SESSION 2 SESSION 3
8:00 AM - 9:50 AM

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) (2 CLE)

2003

TBA

9:50 AM - 10:20 AM Break
10:20 AM - 11:20 AM

2011

Keynote & Awards

Technology’s Role in Transforming the Profession

(1 Advisory CPE)

11:20 AM - 11:35 AM Break
11:35 AM - 1:25 PM

2021

IRS Update

(2 TAX CPE) (2 CLE) (2 IRS CE)

2022

Nonprofit GAAP Update

(2 Accounting CPE)

2023

Calling All Tax Procrastinators: Using Voluntary Disclosure Programs to Neutralize New...

(2 TAX CPE) (2 CLE) (2 IRS CE)

1:25 PM - 1:35 PM Break
1:35 PM - 2:35 PM

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)

2033

Closing the Retirement Gap Utilizing Home Equity

(1 SK CPE) (1 CFP)

2:35 PM - 2:55 PM Break
2:55 PM - 4:45 PM

2041

2040 Update Part II

(2 TAX CPE) (2 CLE) (2 CFP) (2 IRS CE)

Part 1 - Course 1041
Tuesday, November 10th @ 2:55 PM

2042

Disaster Planning

(2 TAX CPE)

2043

FASB and AICPA Updates

(1 Accounting CPE) (1 Auditing CPE)

4:45 PM - 4:55 PM Break
4:55 PM - 5:45 PM

2051

Hear Directly From the IRS About IRS Tax Collection

(1 TAX CPE) (1 CLE) (1 IRS CE)

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)

5:45 PM - 6:30 PM Virtual Cocktail Party

 

Day 3 Schedule - Wednesday, November 18

Descriptions for all courses


TIME SESSION 1 SESSION 2 SESSION 3
8:00 AM - 9:50 AM

3001

Current Developments in NJ/CT Taxation

(2 TAX CPE) (2 CFP TP-F42) (2 CLE)

3002

TBA

3003

TBA

9:50 AM - 10:20 AM Break
10:20 AM - 11:20 AM

3011

Keynote & Awards

11:20 AM - 11:35 AM Break
11:35 AM - 1:25 PM

3021

Choice of Entity

(2 TAX CPE) (2 CLE) (2 IRS CE)

3022

What’s New in the QuickBooks World

(1 TAX CPE) (1 Advisory CPE)

3023

How to Use the Tax Code to Get the IRS Out of Your Retirement

(2 TAX CPE) (2 CLE) (2 CFP)

1:25 PM - 1:35 PM Break
1:35 PM - 2:35 PM

3031

Beware The Waking Giants: IRS and NYS Collection Update

(1 TAX CPE) (1 CLE) (1 CFP TP-F50) (1 IRS CE)

3032

The Passive Activity Rules: A Deep Dive

(1 TAX CPE) (1 CLE) (1 CFP) (1 IRS CE)

3033

Captive Insurance: Helping Businesses Protect Their Assets

(1 TAX CPE) (1 CFP RM-D22)

2:35 PM - 2:55 PM Break
2:55 PM - 4:45 PM

3041

Financial Statement and Related Frauds Of The Past: Where Are The Fraudsters Today?

(2 Accounting CPE)

3042

2020 Labor and Employment Law Update; EVERY Employee Can Sue you: Strategies to Avoid...

(2 TAX CPE) (2 CLE)

3043

1041 & Estate Planning – After TCJA & CARES

(2 TAX CPE) (2 CLE) (2 CFP) (2 IRS CE)

4:45 PM - 4:55 PM Break
4:55 PM - 5:45 PM

3051

Income Tax Meets Elder Care

(1 TAX CPE) (1 CLE) (1 CFP)

3052

Partnership Freeze Transactions: Income Tax and Real Estate Transfer Tax Reporting Issues

(1 TAX CPE)

3053

Divorce of Non-Traditional Families: How to Preserve Assets and Property

(1 TAX CPE) (1 CFP) (1 CLE)

5:45 PM - 6:30 PM Virtual Cocktail Party

 

Day 4 Schedule - Thursday, November 19

Descriptions for all courses


TIME SESSION 1 SESSION 2 SESSION 3
8:00 AM - 9:50 AM

4001

EA Ethics

(2 IRS Ethics CE)

4002

New York’s Response to COVID-19 and Other Hot Topics

(2 TAX CPE) (2 CLE) (2 CFP)

Program Repeats @ 11:35 AM - Course 4022

4003

TBA

9:50 AM - 10:10 AM Break
10:10 AM - 11:20 AM

4011

Distributions in Qualified Retirement Plans

(1 TAX CPE) (1 CFP)

4012

TBA

4013

Going Concern and What are you Reporting with your PPP Financing

(1 Accounting CPE)

11:20 AM - 11:35 AM Break
11:35 AM - 1:25 PM

4021

Net Operating Losses

(2 TAX CPE) (2 CLE) (2 CFP) (2 IRS CE)

4022

New York’s Response to COVID-19 and Other Hot Topics

(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

(1 Accounting CPE) (1 Auditing CPE)

1:25 PM - 1:35 PM Break
1:35 PM - 2:35 PM

4031

Retirement Planning in a Post Pandemic World

(1 TAX CPE) (1 CFP)

4032

TBA

4033

Auditor Reporting and Updates

(1 Auditing CPE)

2:35 PM - 2:55 PM Break
2:55 PM - 4:45 PM

4041

Passive Activities and At Risk Rules

(2 TAX CPE) (2 CLE)

4042

Sales Tax Headaches; Audits to Appeals

(2 TAX CPE) (2 CLE)

4043

Plan for Longevity and Choice of Care

(2 TAX CPE) (2 CFP)

4:45 PM - 4:55 PM Break
4:55 PM - 5:45 PM

4051

Multi-State Taxation - How Does Working From Home Affect Income Taxes In The Midwest

(1 TAX CPE)

4052

NYS Abandoned Property Overview and Hot Topics

(1 TAX CPE) (1 CLE) (1 CFP)

4053

Divorce Litigation and the Accountant’s Role

(1 TAX CPE) (1 CFP)

5:45 PM - 6:30 PM Virtual Cocktail Party