Day 2

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All sessions are for 2 CE credits unless otherwise indicated.

Course 2001

Keynote Session​

Patti Newcomer

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

Transform Your Value Proposition: How You Can Leverage Changes In The Economy, Tax Policy And Technology To Power Prosperity For Your Clients
The intersection of the macro changes in the economy, tax policy, and technology ignite an opportunity to transition your firm into a broad array of advisory services, powered by intelligent technology to meet increasing client demands. If change in our profession was ever more eminent, it is now.

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

The Speak Out Evolution: Are You Prepared?

Craig Roberts, Esq.

It has been one year since the Weinstein scandal and the birth of the #metoo and Times Up movements. In response to these events, New York State and New York City passed a series of laws designed to combat sexual harassment in the workplace. In our presentation “The Speak Out Evolution: Are You Prepared?” attendees will learn about these new laws. We will provide strategies for compliance, not only for you and your firm, but for your clients as well.

Course 2013

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 Connecticut's new pass-through entity tax and other Connecticut 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 cover: Major 2018 NJ Legislation; Multi-millionaires tax; Wayfair Sales Tax Law – effective October 1, 2018; combined Corporation Reporting and Market Sourcing in 2019 and NJ Response to Federal TCJA.

Course 2014

Its November 1st and I’m Retiring on the 30th, Now What?

Moss J. Kaufman, CFP®; John A. Baldi, MBA, PFS, CPA; Frank Melia, CMPS; Larry Heller, CFP®, CPA; Vincent W. Ansanelli III, Esq.

One of the most common challenges with financial planning is to properly prepare to achieve a goal. Sometimes, we have the length of a career to piece them together and other times, it needs to be done in short order. As a team of experienced Financial Planners, Income Tax Professionals and Financial Advisors, we’ll address the individual challenges and evaluate a few case studies mapping out the process into a plan.

Course 2015

Planning For Those NOT In The 1% Category – Income Tax Planning And Estate Tax Planning! Is It Still Important?
(TAX CPE) (CLE) (CFP) (IRS CE G1U2N-T-00180-18-I)

Robert S. Barnett, CPA, Esq. and Neil D. Katz, J.D., LL.M, CPA

With the incredible amount of changes as well as the magnitude of the dollar amount of the estate tax rules, is planning for income taxes and/or estate taxes still relevant? Janover LLC’s Senior Tax Partner, Barry Sunshine, will return to this year’s symposium and discuss the ramifications of the income tax and estate tax changes and how they will affect YOUR clients and what planning options YOU have to HELP them! This is a session not to be missed.

Course 2016

Tax Updates in Lacerte

David McMinn, CPA

Learn about how Lacerte is accommodating the Tax Cuts and Jobs Act tax reform. We will review specific changes in the Lacerte inputs that will change as a result of the new law. We will also go over key changes in the NY and NJ products.

Course 2021

IRC Section 199A - Who Gets It, How Do They Get It and What Do They Do with It?
(1.5 TAX CPE) (1.5 CLE) (1.5 CFP TP-F42) (1 IRS CE G1U2N-T-00168-18-I)

Beanna J. Whitlock, EA, CSA, RTRP

This is a condensed version of Course 1021

The Tax Cuts and Jobs Act of 2018, while it eliminated IRC 199, the Domestic Production Activity Deduction, it is the largest sweeping tax legislation in 30 years. Learn what businesses the 199A, known as the 20 per cent deduction will apply. Identify clients that are Specified vs. Non-specified and what the differences mean. Determine the requirements of the 199A deduction and how correct tax planning can eliminate obstacles. Discover a "gift" for businesses that will benefit them in the reduction of income.

Course 2022

Yours, Mine and Ours: Financial Planning for Blended Families
(1.5 TAX CPE) (1.5 CFP)

Paresh Shah, CFP

Blended families (second and third marriages) have unique planning needs to encompass the couples' wishes for children of each spouse and the children they have together. In this session you will learn through a set of case studies, the challenges for modern day families and how you can use financial planning to help them.

Course 2023

The New Face Of Long Term Care Planning - Are Your Clients Prepared?
(1.5 TAX CPE) (1.5 CFP)

Natalie Karp, MBA, CLTC and Rona Loshak, MBA, CLTC

Why? Longevity, limited government resources, and changing family dynamics necessitate Long Term Care Insurance planning. How? Today's high-quality solutions allow for customized Long Term Care plans and financing options using 1035 exchanges. Who? Business owners, single women, blended families, those with family histories, etc., are among those who will benefit. As a trusted advisor, you have an important role in bring awareness and solutions to mitigate the largest unfunded risk to your clients’ portfolio and lifestyle. Without a plan, extended care threatens to disrupt their legacy, lifestyle, and family dynamics.

Course 2024

Taxes in Retirement and the 2017 Tax Cuts and Jobs Act
(1.5 TAX CPE) (1.5 CFP) (1.5 CLE)

Craig J. Ferrantino, CWS

The changing tax landscape not only has the potential to drastically change one’s tax return, but also their financial and retirement future. Planning to see how your clients’ taxes may be impacted now and in future fiscal years can make a critical difference to their financial health.

Course 2025

Don’t Lose Your Restaurant Due to Unpaid Taxes
(1.5 TAX CPE) (1.5 CLE) (1.5 CFP)

Karen Tenenbaum, Esq., LL.M. (Tax), CPA, David Joseph of DAVO Technologies, Joel Ackerman, CPA and Steve Haweeli of WordHampton

When restaurant owners don’t pay their taxes, they suffer consequences. Learn about the alternatives, tactics and strategies to prevent the closure of a restaurant, from a distinguished and diverse panel of professionals who represent the restaurant industry regularly. Karen will discuss NYS Tax Collection issues. David Joseph talks about debunking the Urban Myth of Retail, “I collect sales tax, therefore it’s ok for me to use it to run my business.” Joel Ackerman will explain how restaurant owners can monitor costs and maximize tax opportunities. Steve Haweeli will speak about the important role public relation plays in the restaurant industry.

Course 2026

Compliance & Technology in a CPA Practice: IRS, FTC, PCI…
(1.5 SK CPE)

Armando D’Accordo, President, CMIT Solutions

The alphabet soup of compliance has real implications for a CPA practice. In addition to the IRS, FTC and PCI, some firms need to pay attention to the DFS and Massachusetts compliance laws. Its not impossible to work within these rules, but it is not something you can ignore. In fact, if you follow the guidelines and best practices, you will not only be compliant, but you will be protecting your own business. In this session, we will discuss all of this and lay the ground work for a comprehensive action plan for your network, data, and employees.

Course 2031 (Lunch Program)

Longevity - Don't Outlive Your Money
(1 TAX CPE) (1 CLE) (1 CFP)

Robert S. Barnett, CPA, Esq.; Jeffrey A. Hall, Managing Director, Risk Mitigation Strategies; Eric Chorney, Regional Vice President, Jackson National Life Distributors LLC

Our discussion includes various planning considerations to maximize and protect income and guarantee resource availability for a long lifetime. Don’t be surprised by having your insurance policy expire or lose important benefits. We will also discuss strategies for long-term care protection, and how to effectively evaluate benefits and disadvantages of annuities including the new longevity annuities recently allowed by the Internal Revenue Service.

Course 2032 (Lunch Program)

Blockchain & Cryptocurrencies – FAQs and Updates for Tax Professionals

Christopher Coluccio, CEO, TechWorks Consulting Inc.

Blockchain and cryptocurrencies can be intimidating and confusing topics for clients and practitioners alike, but they do not have to be. This session dives into the updates, changes, and implications of blockchain and cryptocurrencies on accounting and tax planning.

Course 2033 (Lunch Program)

NYS Department of Taxation and Finance Online Services Best Practices

Beth Ostwald, CPA, Director of the Enterprise Services Bureau in the Tax Department’s Processing Division

New York State Tax Department Enterprise Services
We will provide a view to Tax Professional Online Services Accounts and the services you can perform on behalf of your individual clients 24/7. We will cover a variety of payment options, how to respond to bills and notices, reconciliation of estimated tax payments and our Power of Attorney web application.

Course 2034 (Lunch Program)

Collaborative Divorce – Parting Ways Doesn’t Mean You Can’t Hold It Together
(1 SK CPE)
Kim M. Ciesinski, Esq., PLLC

Our legal system is transactional by its very nature and not equipped to deal with the complex emotional and psychological issues attendant to every divorce. As a result, families in transition are often left emotionally, as well as, financially devastated. Collaborative Divorce is a non-adversarial, team approach to the restructuring of families in the least emotionally destructive and most cost-efficient manner. To the extent that the parties (with guidance from their individual attorneys and specially trained experts) decide for themselves what is best for their particular family and are not subjected to arbitrary statutes, the process helps to preserve the family assets, thereby protecting the future financial security of the entire family.

Course 2035 (Lunch Program)

The Power Of The Connected Platform

Aaron Berson, Xero Ambassador and Senior Manager at Eisner Amper

Automation is everywhere, and tax preparation is no different. By further automating tasks and developing scalability of your process – you can significantly improve efficiency and profitability. Join Aaron Berson, Xero Ambassador and senior manager at Eisner Amper, as he details the power of the connected platform – with accessible data – to serve your diverse client needs. He also demonstrates how the right vertical app functionality provides nuanced data aggregation to streamline compliance with sales tax and income tax reporting.

Course 2037 Just Lunch

No Program - Just Lunch

Course 2041

1040 Update Part 1
(TAX CPE) (CLE) (CFP TP-F42) (2 IRS CE G1U2N-U-00163-18-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 2018 Form 1040, including a complete discussion of the Tax Cuts and Jobs Act and the regulations and pronouncements that have been issued to address the provisions of the Act. In addition, there will be a discussion of the latest developments that affect the preparation of the 2018 Federal Income Tax Return.

Course 2042

Navigating Through the Medicaid Application Process

Stuart Schoenfeld, Esq. and Monica Ruela, Esq.

Successfully applying for Medicaid begins with a comprehensive plan to protect assets and income while minimizing adverse tax consequences. We will explore the strategies to consider prior to submitting a Medicaid application. We will also discuss the Medicaid application process from beginning to end, including meeting eligibility requirements, submitting proper documentation and protecting the non-applying spouse. An update of current elder law will be provided, detailing recent and expected changes to Medicaid laws.

Course 2043

Form 706 Preparation, with Portability
(TAX CPE) (CLE) (2 IRS CE G1U2N-T-00170-18-I) (CFP)

Beanna J. Whitlock, EA, CSA, RTRP

Line by line instruciton of the Form 706, tax return, United States Estates and Generation Skipping Tax Return. Learn the proper way to address the estate of your client and when the filing of the Form 706 is required. Discover the proper reporting to enable the deceased spouse unused exemption, DSUE, amount to be ported over to the surviving spouse. Determine whose responsibility it is to file the Form 706, the need for the Form 706 and the further requirements of the Executor of the estate. Discover the hidden liability of not filing the Form 706 and how to protect yourself.

Course 2044

What Goes Up Will Come Down

Moss J. Kaufman, CFP?; Mark A. Badami, CFP?, Mike Kresh CFP?, Larry Heller CFP?, CPA

We are still enjoying the longest Bull Market in history. How long will it continue? What happens when it goes down? What strategy can our clients use to preserve their Assets, Buying Power, Principal PAL and Spending Power? The Financial Planning Association has trapped a number of its members to share their best practices in addressing these challenges.

Course 2045

Auditing, Compilation And Review – What’s New For 2019 And Beyond
(A & A CPE)

Joseph A. Maffia, CPA, CGMA, Partner Janover LLC

Get ready for 2019 busy season and learn about new auditing, attestation, compilation and review requirements. Also hear about trends that are impacting our practice. Hear about the latest trends and techniques that will impact how you perform attest work. Learn tips and tricks that you can implement now to leverage technology to more efficiently perform assurance services. Learn about Digital financial reporting, Data analytics and new products available now.

Course 2046

Getting Ahead of Current Trends in Payroll & HR Compliance

Kristin LaRosa, Senior Counsel, HR & Specialty Products - ADP Small Business Services

Employers saw first-hand in 2018 how the workplace can be impacted by changing employment laws. Issues like pay equity, the rising gig economy and paid leave requirements can leave business owners scrambling to stay compliant. Which trends are expected to continue in 2019? This session will provide insights on these trends and more.

Course 2047

The Effect of the New Tax Laws on Accelerating Sales and Mergers of CPA and Tax Practices

Max T. Krotman, Esq.

The New Tax laws will have the Bunsen Burner Effect on the Industry. Who wants to learn all the ins and outs quickly of the new pass through code sections and 1,400 pages of regulations? Only those who plan to continue in practice for more than few years! 2019 will be more dynamic than ever and more unpredictable. Sellers will feel the urge to extricate themselves and Buyers will need to enhance their books of business and their expertise.

This is an interactive program with plenty of Q&A!

Course 2051

1040 Update Part 2
(TAX CPE) (CLE) (CFP TP-F42) (2 IRS CE G1U2N-U-00166-18-I)

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

This is a repeat of Course 1051

This is a continuation of Course 2041

Course 2052

The Power of Trusts
(TAX CPE) (CFP) (CLE) (2 IRS CE G1U2N-T-00171-18-I)

Deanna M. Elbe, Esq.

Deanna M. Elbe, Esq. will discuss four powerful Trusts that can protect assets while maximizing government benefits and minimizing taxes. The Medicaid Asset Trust (MAPT) can protect assets while being eligible for Medicaid; the Family Protection Trust which provides for asset protection for one’s children; the Retirement Trust to allow for asset protection while stretching the IRA payments and the Special Needs Trust which can maximize the assets for the benefit of a loved one with special needs. All of these trusts have tax consequences, which need to be considered.

Course 2053

New York City Real Property Tax Appeals

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.

Course 2055

NYC/NYS Update

(NYS); Robert Smith, Outreach Services, New York State Department of Taxation and 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 2056

Successful Succession: A Case Study

William Carlino, Transition Advisors, Mark Goodman, CPA, Managing Partner, Janover LLC; Robert L. Goldfarb, CPA

Over the past several years there have been more than 600 mergers of accounting firms and that trend is not likely to slow down anytime soon. Mergers happen for a variety of reasons – succession, growth, new markets or client services. However, for many firms considering a merger, most are unfamiliar with the process or even where or how to start.

In 2013, Schoenfeld Mendelsohn Goldfarb LLP merged into Janover LLC, one of the top regional practices in the New York area. In this session, former SMG managing Partner Bob Goldfarb will join Janover managing partner Mark Goodman for a Q&A discussion on their affiliation, from their initial meeting, to closing and what it looks like today.

Among the topics they will address are:

    • What were their respective goals in the merger?
    • How each decided it was the right “fit.”
    • What were some of the roadblocks they encountered along the way to contract signing, staff and client retention?
    • What aspects of the merger were harder than anticipated and what were easier?
    • Five years later; an update on the SMG-Janover union.


Course 2057

Seeking Tax Deferral on Sale of a Business: Opportunity Zones, Charitable Remainder Trusts, and Deferred Sales Trusts
(TAX CPE) (CLE) (CFP) (2 IRS CE G1U2N-T-00172-18-I)

Mark E. Wilensky, Esq., David C. Jacobson, Esq.

This program will address several fundamental techniques for deferring gain on the sale of a business, including through investment in Opportunity Zones, as added by the 2017 Tax Act.

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All sessions are for 2 CE credits unless otherwise indicated.