Courses

All sessions are for 2 CE credits unless otherwise indicated.

Day 1 Schedule

Descriptions for all courses


SESSION 1 SESSION 2 SESSION 3 SESSION 4 SESSION 5 SESSION 6

7:00 AM - 7:40 AM

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Registration and Breakfast
7:40 AM - 8:00 AM
1011
Keynote Speakers
3 TAX CPE, 3 MAP CPE, 3 CFP TP-F42
Attendance is MANDATORY for FULL Day Credit



7:00 AM - 10:10 AM


C
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R
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10:10 AM - 10:30 AM Morning Break
10:30 AM - 12:10 PM

1021
Current Developments in Preparations, Compilations, and Reviews

A&A CPE

1022
IRS Collections & Appeals – Working Together for Alternative Resolutions

TAX CPE,
1 CLE,
CFP TP-F47,
IRS CE
G1U2N-T-00189-19-I

IRS/Small Business-Self-Employed Operating Division Program Goals & Objectives for Tax Compliance



1023
NYS Sales Tax Audit & Tax Collection Issues

TAX CPE,
CLE

1024
401(k) Plans: Fiduciary Issues, Remitting Deferrals, and Auto-Enrol Pros and Cons

TAX CPE,
CLE,
CFP RS-G58

1025
199A Demystified

TAX CPE,
CLE,
CFP TP-F50,
IRS CE
G1U2N-T-00190-19-I

1026
Real Estate Tax Deductions That Most Tax Professionals Are STILL Missing For Their Clients

TAX CPE,
CLE,
CFP TP-F47
12:15 PM - 1:15 PM 1031
Lunch Program
1041 & TCJA

1 TAX CPE,
1 CFP TP-F45,
1 CLE,
1 IRS CE
G1U2N-T-00191-19-I

1032
Lunch Program
Financial Literacy for the Next Generation

1 SK CPE

1033
Lunch Program
Alternative Investments

1 TAX CPE,
1 CFP IP-E41,
1 CLE

1034
Lunch Program
Are You a QBO Hero?

1 MAP CPE

1035
Lunch Program
Estate and Elder Plans fo the Other 99½ Percent of Us

1 SK CPE,
1 CFP GP-B14

1036
Just Lunch
(No Program)
1:15 PM - 1:50 PM Afternoon Break
1:50 PM - 3:30 PM 1041
1040
Update
Part 1


TAX CPE,
CLE,
CFP TP-F42,
IRS C
E
G1U2N-U-00184-19-I

Repeats at 2041

1042
Roadblocks in M&A and How to Avoid Them

MAP CPE
1043
Long Term Care Consequences Are Real. What Is Your Plan?

TAX CPE,
CFP RM-D26
1044
2019 State and Local Tax Update: State Responses to TCJA, Wayfair, Kaestner and Beyond

TAX CPE,
CLE
1045
Taxpayer First Act

TAX CPE,
CLE,
CFP PC-A5,
IRS CE
G1U2N-T-00192-19-I

1046
Estate Planning, Trusts, Asset Protection and Medicaid Myths

TAX CPE,
CLE,
CFP ESP-H65


Repeats at 3056

3:30 PM - 3:50 PM Afternoon Break and Exhibitor Raffles

3:50 PM - 4:30 PM

1051
1040
Update
Part 2


TAX CPE,
CLE,
CFP TP-F42,
IRS CE
G1U2N-U-00187-19-I


Repeats at 2051

1052
New York’s Response to TCJA and Other Hot Topics

TAX CPE,
CLE,
CFP TP-F42


Repeats at 2011

1053
Asset Protection Planning for Accountants, Doctors, Lawyers, and Other Vulnerable Professionals

TAX CPE,
CLE,
CFP TP-F50

1054
Candid Presentation Of The Workings Of The IRS And How To Utilize That Knowledge To The Benefit Of Your Clients

TAX CPE,
IRS CE
G1U2N-T-00193-19-I

1055
Special Needs Throughout a Lifespan

TAX CPE,
CLE,
CFP RS-G54


1056
Can You Still Find a Successor Who Will Pay You for Your Accounting Practice?

MAP CPE


4:30 PM - 5:30 PM


5:30 PM - 7:00 PM

Cocktail Party

 

 

Day 2 Schedule

Descriptions for all courses



SESSION 1 SESSION 2 SESSION 3 SESSION 4 SESSION 5 SESSION 6 SESSION 7

7:00 AM - 7:40 AM

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Registration and Breakfast
7:45 AM - 8:00 AM 2011
New York’s Response to TCJA and Other Hot Topics

TAX CPE,
CLE,
CFP TP-F42


Repeat of
1052

2012
Accounting & Auditing Update

A&A CPE

2013
Divorce - Litigation vs. Collaborative Resolution vs. Mediation

SKE CPE,
CFP TP-F50,
CLE
2014
IRS Updates and Cybersecurity

TAX CPE,
IRS CE
G1U2N-T-00194-19-I

2015
Getting Uncle Sam Out of Your Retirement. Tax Advantaged Distribution of Your Qualified Money

TAX CPE,
CLE,
CFP RS-G56

2016
Current Developments in CT/NJ Taxation

TAX CPE,
CLE,
CFP TP-F42

8:00 AM - 9:25 AM

C
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R
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9:25 AM - 9:45 AM Morning Break
9:45 AM - 10:45 AM
2001
Keynote Speaker
1 TAX CPE, 1 IRS CE G1U2N-T-00196-19-I
Attendance is MANDATORY for FULL Day Credit
10:45 AM - 11:00 AM Morning Break
11:00 AM - 12:30 PM

2021
IRS Audit & Tax Collection Issues

1.5 TAX CPE,
1.5 CLE,
1.5 CFP TP-F47
1 IRS CE
G1U2N-T-00196-19-I

2022
Can You Reduce My Taxes, Please?

1.5 TAX CPE,
1.5 CFP TP-F47
2023
What You Really Need to Know About IRAs

1.5 TAX CPE,
1.5 CFP RS-G55

2024
1031 Exchanges after TCJA

1.5 TAX CPE,
1.5 CFP TP-F47,
1.5 CLE,
1 IRS CE
G1U2N-T-00197-19-I

2025
Mitigate Cyber Threats with Strong Data Protection

1.5 SK CPE


2026
Important Wage and Hour Law Changes on the Horizon & DOL Audits

1.5 TAX CPE, 1.5 CLE

12:30 PM - 12:40 PM Coffee Break
12:40 PM - 1:40 PM 2031
Lunch Program
Secure Act IRA Planning

1 TAX CPE,
1 CLE,
1 CFP RS-G61,
1 IRS CE
G1U2N-T-00198-19-I

2032
Lunch Program
Challenging an Assessed Tax

1 TAX CPE,
1 CLE,
1 CFP TP-F50,
1 IRS CE
G1U2N-T-00199-19-I

2033
Lunch Program
The R&D Tax Credit & Business Incentives: Leveraging Technology & Data

1 TAX C
PE,
1 IRS CE
G1U2N-T-00200-19-I

2034
Lunch Program
What Happened To 15 Year Qualified Property, Bonus Depreciation and Section 179 and What To Do About It

1 TAX CPE,
1 CFP TP-F47,
1 CFP TP-F47,
1 IRS CE
G1U2N-T-00201-19-I

2035
Lunch Program
How to Talk About Philanthropy with Your Clients

1 TAX CPE,
1 CFP TP-F51


2036
Lunch Program
New York State Tax Collections and Enforcement Update

1 TAX CPE
1 CFP TP-F42


2037
Just Lunch
(No Program)
1:40 PM - 1:55 PM Afternoon Break
1:55 PM - 3:35 PM

2041
1040
Update
Part 1


TAX CPE,
CLE,
CFP TP-F42
IRS C
E
G1U2N-U-00184-19-I

Repeat of
1041

2042
Cryptocurrency, Cybercrimes, Ransomware & Data Breach; IRS Security Measure to the Protect Tax Professionals

TAX CPE,
IRS CE
G1U2N-T-00202-19-I
2043
How to Plan for “The New Retirement”

TAX CPE,
CFP RS-G55
2044
NYC/NYS Update

TAX CPE,
CLE,
CFP TP-F42

2045
Beyond Estate Planning

TAX CPE,
CLE,
CFP RS-G54

2046
State Tax
Audit Update


TAX CPE,
CLE
3:35 PM - 3:55 PM Afternoon Break and Exhibitor Raffles


3:55 PM - 4:30 PM


2051
1040
Update
Part 2


TAX CPE,
CLE,
CFP TP-F42,
IRS C
E
G1U2N-U-00187-19-I

Repeat of
1051

2053
Tax Efficient Investing

TAX CPE,
CFP IP–E33
2054
2019 Labor and Employment Law Update; If You Sneeze Wrong, Expect to Be Sued

TAX CPE,
CLE

2055
Advising the College Bound Family

SK CPE,
CFP EP-C19

2056
Standardizing Your Tech Stack

MAP CPE



4:30 PM - 5:35 PM



 

 

Day 3 Schedule

Descriptions for all courses


SESSION 1 SESSION 2 SESSION 3 SESSION 4 SESSION 5 SESSION 6 SESSION 7

7:00 AM - 7:45 AM

T
E
C
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F
A
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Registration and Breakfast
7:45 AM - 8:00 AM
3011
TCJA 2019 – Losses and Carryforwards

TAX CPE,
CLE,
CFP TP-F50,

IRS CE
G1U2N-T-00203-19-I

Repeats at 3051

3012
IRA Distribution Rules and the Potential (or Actual) Impact of the SECURE Act

TAX CPE,
CFP RS-G60,
CLE,
IRS CE
G1U2N-T-00204-19-I

3013
How to Fight Albany: Disputing a Sales Tax Assessment

TAX CPE,
CLE
3014
Accounting & Auditing Issues for 2019

A&A CPE
3015
Using Desktop Tax Software In Your Cloud Based Firm

MAP CPE
Free QuickBooks Online Certification Training & Exam
 
(Click for Details)


6 MAP CPE

8:00 AM - 9:25 AM

C
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R
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I
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9:25 AM - 9:45 AM Morning Break
9:45 AM - 11:05 AM
3001
Keynote Speakers
1.5 TAX CPE
Attendance is MANDATORY for FULL Day Credit
11:05 AM - 11:20 AM Morning Break
11:20 AM - 12:30 PM

3021
Aggregation for 199A

1 TAX CPE,
1 CFP TP-F42,
1 CLE,
1 IRS CE
G1U2N-T-00205-19-I

3022
Captive Insurance: Helping Businesses Protect Their Assets

1 TAX CPE,
1 CFP RM-D22

3023
Now is the Time to Sell The Family Business-The State of the Market

1 SK CPE
3024
Kress v. United States: A Gamechanger for Business Valuations

1 TAX CPE,
1 CLE

3025
Wayfair – 1 Year Later: The Fall Out

1 TAX CPE,
1 CLE

3026
Peer Review Rescue

1 MAP CPE

12:30 PM - 12:40 PM Coffee Break
12:40 PM - 1:40 PM 3031
Lunch Program
The Good The Bad and The Ugly

1 MAP CPE

3032
Lunch Program
Divorce & Innocent Spouse

1 TAX CPE,
1 CLE,
1 CFP TP-F47,
1 IRS CE
G1U2N-T-00206-19-I

3033
Lunch Program
Coins, Currency, Gems and Jewels

1 TAX CPE,
1 CLE,
1 CFP ESP-H72
3034
Lunch Program
The 4x Formula: How to Boost Growth and Profit in 2020

1 MAP CPE
3035
Lunch Program
The Importance of Tax Research

1 SK CPE
3036
Lunch Program
Best Practices/Pitfalls in Transitioning to Cloud Accounting

1 MAP CPE
3037
Just Lunch
(No Program)
1:40 PM - 1:55 PM Afternoon Break
1:55 PM - 2:40 PM

3041
No Taxation without (Defense) Representation

TAX CPE,
CLE,
CFP TP-F50

3042
Business Valuation – The Insider’s Scoop

TAX CPE
3043
Smarter Social Security

TAX CPE,
CFP RS-G53
3044
Medicaid Elder Law and the CPA: How to Identify Clients that Can Benefit from Medicaid Programs

TAX CPE,
CLE,
CFP RS-G54
3045
New York City Real Property Tax Appeals

TAX CPE,
CLE,
CFP TP-F48
3046
Opportunity Zones, Delaware Statutory Trusts, and Other Alternatives to 1031 Exchanges Under the TCJA

TAX CPE,
CFP TP-F50


2:40 PM - 3:35 PM
3:35 PM - 3:55 PM Afternoon Break and Exhibitor Raffles

3:55 PM - 4:30 PM

3051
TCJA 2019 – Losses and Carryforwards

TAX CPE,
CFP TP-F47,
CLE,
IRS CE
G1U2N-T-00203-19-I


Repeat of
3011

3052
Mortgages Comings and Goings

SK CPE,
CFP GP-B16

3053
Bitcoin, Blockchain & Cryptocurrencies: Understanding These Technologies and Their Impact on Financial Investigations and Forensic Accounting

A&A CPE,
CLE


3054
What’s New in Lacerte

MAP CPE
3055
The Future of Accounting Technology: Preparing for Artificial Intelligence (AI) and Machine Learning

MAP CPE

3056
Estate Planning, Trusts, Asset Protection and Medicaid Myths

TAX CPE,
CLE,
CFP ESP-H65

Repeat of
1046



4:30 PM - 5:35 PM