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All sessions are for 2 CE credits unless otherwise indicated.

Course 2001 Keynote Session

Keynote Session​
(1 TAX CPE) (1 IRS CE G1U2N-T-00195-19-I)

IRS Commissioner, Charles P. Rettig

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

As Commissioner, Mr. Rettig presides over the nation's tax system, which collects nearly $3.4 trillion in tax revenue each year. This revenue funds most government operations and public services. Mr. Rettig manages an agency of about 80,000 employees and a budget of approximately $11 billion. In leading the IRS, Mr. Rettig is focused on improving service to the nation's taxpayers, balancing appropriate enforcement of the nation's tax laws while respecting taxpayer rights.

Course 2011

New York’s Response to TCJA and Other Hot Topics

Mark S. Klein, Esq., Joseph N. Endres, Esq.

Repeat of course 1052

This seminar will cover the latest developments in New York State's 2018-19 budget bill, including NY’s response and implementation of the TCJA. We will discuss the SALT cap workarounds, while also highlighting new decisions, rulings, and administrative releases affecting New York's personal income, sales and corporate taxes, as well as the impact of recent Tax Department and Attorney General enforcement initiatives. Finally, we will review recent changes in New York’s Abandoned Property law and enforcement.

Course 2012

Accounting & Auditing Update
(A & A CPE)

Alexander K. Buchholz, CPA, MBA, CGMA

Learn about recent and upcoming accounting and auditing developments. In this session, you will take a deeper dive into new and proposed accounting and auditing standards. Topics include the revised lease accounting standards update, financial statement revisions for not-for-profit entities, accounting for contributions received and made, revenue recognition standards, and other important accounting and auditing standards.

Course 2013

Divorce - Litigation vs. Collaborative Resolution vs. Mediation
Donna E. LaScala, RFC, Elizabeth Vaz, Esq. and Nannette Watts, CPA

A panel discussion including an attorney, CPA, financial professional and mental health professional, all trained in each discipline, who will discuss the advantages and disadvantages of each method. This breakout session will also include a case study with roll play to demonstrate the differences of each approach.

Course 2014

IRS Updates and Cybersecurity
(TAX CPE) (IRS CE G1U2N-T-00294-29-I)

Beanna J. Whitlock, EA, CSA, RTRP

Learn the changes at the IRS that impact your practice. Review what makes available to the tax professional to assist you in your service to America's taxpayers.

It is not a matter of if, but of when, a scammer/hacker will access your client information. Tax professionals are a treasure trove of coveted information for a security thief. Learn what the IRS requires of tax professionals to secure their client data and what tools are available out there to assist us to protect our taxpayers and therefore ourselves.

Course 2015

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

Mary Read, CPC, CPFA, QPA

There is currently $29.1 Trillion waiting to be taxed in qualified accounts like IRAs and 401(k)s.  Your clients have some of this money.  The currently proposed SECURE Act will speed up the tax on these funds by eliminating the stretch IRA for beneficiaries.  In this session learn about a way to significantly reduce the tax bill on these funds and leverage for greater benefits.  We will explore real life cases to see the impact you might be able to have for your clients.

Course 2016

Current Developments in CT/NJ Taxation

Alan J. Preis, CPA, P.C. and Louis Schatz, Esq.

This seminar will review recent Connecticut tax developments, including legislative, judicial, and administrative changes. Particular emphasis will be placed on recent changes to Connecticut's new pass-through entity tax, an update of Connecticut’s legislative responses to the Federal Tax Cut and Jobs Act, as well as changes to the Connecticut sales tax laws following the Supreme Court’s decision in Wayfair.

NJ discussion will include; current developments in NJ corporation business tax, sales and use tax and personal income with specific attention to: New 2019 corporate combined reporting; new 2019 corporate market sourcing for receipts from services (including CPA corporations); proposed NJ legislation requiring federal/state conformity for S corps.; proposed 2020 NJ initiative for streamlined dissolution of corporations and streamlined reinstatement of corporations with voided charters; NJ Wayfair adoption-11/1/18 effective date.

Course 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)

Karen Tenenbaum, Esq., LL.M. (Tax), Leo Gabovich, Esq., Hana Boruchov, Esq.

Are your clients being contacted by the federal taxing authorities for amounts owed? Hear the latest tax enforcement updates from experienced tax attorneys who handle tax controversies and disputes. Learn about collection tools and tactics used by the IRS, as well as collection alternatives and payment options for taxpayers.

Course 2022

Can You Reduce My Taxes, Please?
(1.5 TAX CPE) (1.5 CFP TP-F47)

Paresh Shah, CFP

These 15 financial planning strategies help your client save, eliminate or defer income, estate and / or capital gain taxes. With year end 2019 round the bend, this may just be the ideal time to get some of these under the belt for your client.

Course 2023

What You Really Need to Know About IRAs
(1.5 TAX CPE) (1.5 CFP RS-G55)

Daniel G. Mazzola, CFA, CPA, CFP

Not understanding the rules and nuances of IRAs can result in thousands of dollars lost and planning opportunities missed. This presentation will cover basic concepts such as income limitations as well as examining overlooked and unsung vehicles such as back door Roth IRAs, Health Savings Accounts and the solo 401(k).

Course 2024

1031 Exchanges after TCJA
(1.5 TAX CPE) (1.5 CLE) (1.5 CFP TP-F47) (1 IRS CE G1U2N-T-00197-19-I)

Beanna J. Whitlock, EA, CSA, RTRP

The Tax Cuts and Jobs Act made a major change to the qualification of a §1031 Exchange. For years 2018 through 2025 the exchange can only be of real property.

Learn what is and what is not real property. The difference between §1250 and §1245 can result in income to your taxpayer, often unexpected income.

Is cost segregation still a valid tool for taxpayers with real property? Is there an ability to avoid tax on the property not qualifying for the exchange? Learn the answers and much more.

Course 2025

Mitigate Cyber Threats with Strong Data Protection
(1.5 SK CPE)

Armando D’Accordo, President, CMIT Solutions

Have you read IRS Publication 4557? In today’s dangerous online world, hackers target everyone—even small businesses. Even if you’ve never had a virus or think you’re completely protected, you could still get caught with your defenses down. This session will cover how to protect your business and your client data.

Course 2026

Important Wage and Hour Law Changes on the Horizon & DOL Audits
(1.5 CPE TAX) (1.5 CLE)

Andrew A. Kimler, Esq.; Irv Miljoner, retired District Director, U.S. Dept. Of Labor/Wage and Hor Div./Long Island District Office

We will examine DOL audits and new rules regarding the salary threshold for white-collar OT exemptions and for determining joint employer wage liability. Misclassification rulings will also be reviewed as well as State court decisions regarding the importance of maintaining records.

Course 2031 (Lunch Program)

Secure Act IRA Planning
(1 TAX CPE) (1 CLE) (1 CFP RS-G61) (1 IRS CE G1U2N-T-00198-19-I)

Robert S. Barnett, CPA, Esq., Gregory L. Matalon, Esq.

Is it safe?? We were all secure with our traditional IRA and annuity planning UNTIL NOW! Hear how the new proposals will affect planning and how to maximize benefits. We will include speakers to address different planning options.

Course 2032 (Lunch Program)

Challenging an Assessed Tax
(1 TAX CPE) (1 CLE) (CFP TP-F50) (1 IRS CE G1U2N-T-00199-19-I)

Yvonne R Cort, Esq. and Noelle Geiger, Esq.

What if your client thinks he does not owe the tax? We will discuss options to open previously closed IRS and NYS assessments, reducing the balance to the correct amount, or sometimes in full. The audit may be closed, or your client missed the deadline; but there may still be ways to move forward. We will look at different tools and how you can assist your client.

Course 2033 (Lunch Program)

The R&D Tax Credit & Business Incentives: Leveraging Technology & Data
(1 TAX CPE) (1 IRS CE G1U2N-T-00200-19-I)

Vaqar Khan, Director, Tax Credits, ADP Brandi Price, Esq., Senior Tax Manager, Tax Credits, ADP

This presentation will provide a strategic overview of the evolving tax incentive landscape, highlighting key programs and providing insight into the latest tools & techniques being leveraged in the market. We’ll also cover impact of Tax Reform (TCJA 2017) on tax incentives and other relevant topics on the minds of taxpayers.

Course 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 IRS CE G1U2N-T-00201-19-I)
Chris Hitselberger, Managing Director, SourceHOV Tax

What Happened to 15 Year Qualified Leasehold Improvement, Qualified Restaurant Property, Qualified Retail Improvement Property, Qualified Improvement Property, and Section 179? Additionally, when does Bonus Depreciation apply and what does Bonus Depreciation Apply to?

Course 2035 (Lunch Program)

How to Talk About Philanthropy with Your Clients
(1 TAX CPE) (1 CFP TP-F51)

Marie C. Smith, Director, Donor Relations & Communications; David Okorn

Financial advisers, attorneys, and accountants play a key role in philanthropy. The most effective way of doing this is by proactively talking about giving with their clients. The benefits of doing so are profound. Advisers can build trust and rapport with their clients, donors can become more effective in their philanthropy and support for charitable organizations will grow, ensuring safer, healthier and better communities. In this 50 minutes session, David Okorn and Marie Smith of the Long Island Community Foundation will present various ways to help you identify and seize opportunities to save your clients money and plan their charitable legacy.

Course 2036 (Lunch Program)

New York State Tax Collections and Enforcement Update
(1 TAX CPE) (1 CFP TP-F42)

Argi O’Leary, Deputy Commissioner, Civil Enforcement Division & Office of Professional Responsibility, New York State Department of Taxation and Finance

Learn about the new grounds for exemption from the New York State driver’s license suspension program and how to help your clients who may be eligible for an exemption; updates and changes to the New York State offer-in-compromise program; and New York’s efforts to regulate tax return preparers who violate New York State laws and standards of conduct.

Course 2037 Just Lunch

No Program - Just Lunch

Course 2041

1040 Update Part 1
(TAX CPE) (CLE) (CFP TP-F42) (IRS CE G1U2N-U-00184-19-I)

Neil Katz, J.D., LL.M, CPA

Course continues at 2051 and is a repeat of 1041

This presentation will focus on the changes that affect the preparation of the 2019 Form 1040, including a complete discussion of the aftermath of the Tax Cuts and Jobs Act and the recent guidance that has been issued to address these and other provisions. In addition, there will be a discussion of the latest case law, rulings and other current developments that affect the 2019 tax year.

Course 2042

Cryptocurrency, Cybercrimes, Ransomware & Data Breach; IRS Security Measure to the Protect Tax Professionals
(TAX CPE) (IRS CE G1U2N-T-00202-19-I)

Senior Stakeholder Liaison Linda Henson, Communications & Liaison and Special Agent Christopher H. King, Criminal Investigations

IRS’ Criminal Investigations & Stakeholder Liaison representatives will discuss Cryptocurrency, Cybercrimes, Ransomware & Data Breach from both the criminal and civil perspective. Information will be provided on the various procedures that have been implemented for taxpayers and tax practitioners to minimize risks as well as the necessary steps to take if you become prey to these devices.

Course 2043

How to Plan for “The New Retirement”

Mark Badami, CFP, CLTC and Larry Heller, CFP, CPA

People are living longer. We will discuss how to best create a retirement plan in today’s world. We will cover. How to put together an investment portfolio for retirement. How to determine best draw down strategy from investments. How to minimize income taxes How to coordinate pension, social security and investment withdrawals.

Course 2044

NYC/NYS Update

(NYS); Robert Smith, Outreach Services, New York State Department of Taxation and Finance
(NYC); Eunkyong Choi, Taxpayer Advocate NYC Department of Finance

New York State Tax Department Outreach Services -This session will cover the latest New York State legislative developments pertaining to taxation and return processing updates. Key messages for tax practitioners and Department initiatives will also be discussed.

Course 2045

Beyond Estate Planning

Stuart Schoenfeld, Esq.

Medicaid planning is just a start – Help your aging clients access available technology, quality care and community services to protect their lifestyle, live independently and manage their care needs. This will be an interactive panel led by Stuart Schoenfeld, Esq.

Course 2046

State Tax Audit Update

Brian Gordon, CPA

An update on all of the key State Tax audit issues taxpayers are facing today. Primary focus will be on NYS Residency, Sales Tax and Nexus issues.

Course 2051

1040 Update Part 2
(TAX CPE) (CLE) (CFP TP-F42) (IRS CE G1U2N-U-00187-19-I)

Neil Katz, J.D., LL.M, CPA

This is a repeat of Course 1051

This is a continuation of Course 2041

Course 2053

Tax Efficient Investing

Joyce A. Streithorst, CFP, MSFS, CDFA and Richard L. Bergen, CPA, CFP, PFS

Most individuals and many accountants don’t understand how coordinating tax efficient investing can increase overall performance. We will cover capital gains tax rate planning, mutual fund efficiencies, tax loss harvesting, the importance of asset location for both accumulators and distributors, Medicare premium implications and many other strategies.

Course 2054

2019 Labor and Employment Law Update; If You Sneeze Wrong, Expect to Be Sued

Glenn J. Franklin, Esq. and Danny Carrascal, Esq.

We will discuss updates and developments in labor and employment law, both New York State and federal. Specific topics will include: wage and hour information, sexual harassment prevention training requirements; independent contractor v. employees, the new standard for discrimination/harassment claims, workers’ compensation, unemployment insurance, new local, city and state laws and requirements.

Course 2055

Advising the College Bound Family

Tony Esposito, Independent Educational Consultant and Jan Lerner Esposito, Certified Educational Planner

Much is changing in the world of financial aid, scholarships, college loans, and college admissions. Learn what you need to know about the new trends in college discounting and how to help your clients protect their assets. Included will be a brief overview of financial aid forms.

Course 2056

Standardizing Your Tech Stack

A David Bergstein, CPA, CITP, CGMA

This session will introduce the importance of an efficiently designed, standardized stack of technology applications (tech stack) to implement in multi-service tax and accounting firms. This session will enable attendees to create a cloud-based tech stack to streamline firm services, processes and operations. This session will also enable attendees to create a cloud-based tech stack to deliver CAS (Client Accounting Services) and real time accounting.  This session will introduce the anchor platforms for CAS, Tax and Practice Management and review how most transactional tasks can be automated. The course will also introduce additional integrated cloud applications that automate and streamline CAS tasks for the firm and the client. The course will provide attendees with a framework to customize technology stacks to automate and simplify workflows. Attendees will also receive resources to help transform traditional compliance oriented firms into proactive advisory oriented firms.

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All sessions are for 2 CE credits unless otherwise indicated.