Courses

Day 1 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
E
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A
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O
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Registration and Breakfast
8:00 AM - 10:30 AM
C
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R
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1011
Keynote Speakers
3 TAX CPE
Attendance is MANDATORY for FULL Day Credit
10:30 AM - 10:50 AM Morning Break
10:50 AM - 12:30 PM 1021
NYC / NYS
Tax Law

TAX CPE,
CFP-ITP		 1022
A Roadmap
for Making a Merger /  Acquisition / Succession Plan

MAP CPE 		1023
IRS Collection: Journey
Through the Labyrinth

TAX CPE,
CFP-ITP,
CLE, CE
G1U2N-T-00041-13-I		 1024
In the Clouds With Books to Tax: Leveraging
the Virtual Office to
Better Meet
the Needs of Your Clients

MAP CPE

 1025
Using
Spousal Transfer Strategies to Minimize Estate Taxes

TAX CPE,
CFP-EP,
CLE, CE G1U2N-T-00042-13-I
 1026
IRS Compliance Audit for SEPs and SIMPLE IRAs, What You Should Know

TAX CPE,
CFP-RP,
CLE, CE
G1U2N-Q-00043-13-I

 1027
The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012

TAX CPE,
CFP-EP,
CLE, CE G1U2N-T-00044-13-I
12:30 PM - 1:30 PM 1031
Lunch Program
Show Me the Money!

1 MAP CPE
 1032
Lunch Program
Debt Cancellation - How to Analyze Form 1099C

1 TAX CPE,
1 CLE, 1 CE G1U2N-T-00045-13-I

 1033
Lunch Program
Age Weighted Retirement Plans

1 TAX CPE,
1 CFP, 1 CLE 		1034
Lunch Program
What the CPA Needs to Know About Fiduciary Liability Regarding T.O.L.I.
(Trust Owned Life Ins)

1 TAX CPE, CLE

 1035
Lunch Program
Growth Through Acquisition-Options for Business Growth - Organic / Inorganic with Mergers & Acquisitions

1 TAX CPE
 1036
Just Lunch
(No Program)		 1037
Lunch Program
Impact of the Affordable Care Act: What Does It Mean to You and Your Clients?

1 TAX CPE, 1 CE G1U2N-T-00046-13-I
1:30 PM - 3:10 PM 1041
1040 Update Part 1

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-U-00002-13-I

Repeats at 2041

 		1042
S&C Corporation Update

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-U-00067-13-I

Repeats at 3055 		1043
The View from Albany: Top NYS Tax Dept. Represent-atives Discuss Policy and Procedures

TAX CPE
 1044
College Financial-Aid Rules Seem Bizarre Even to Those Accustomed to Doing 1040s

SK CPE,
CFP-FP

 1045
Intentionally Defective Grantor Trusts: Are They Really as Tax Effective as They Seem?

TAX CPE,
CFP-EP,
CLE, CE G1U2N-T-00056-13-I

 1046
7 Key Benefits When Using Practice Management Solutions
& Unexpected

TAX CPE
 1047
TBA
3:10 PM - 3:30 PM Afternoon Break and Exhibitor Raffles
3:30 PM - 5:10 PM 1051
1040 Update Part 2

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-U-00003-13-I

Repeats at 2051
 1052
NYS Tax Update

TAX CPE,
CFP-ITP,
CLE

Repeats at 2011
 1053
Elder Care Advocacy and the Medicaid Planning Process

TAX CPE,
CLE		 1054
Sales Tax Refund with Sales Tax Audits

TAX CPE
 1055
1031 Exchange Overview and New Developments

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-U-00047-13-I		 1056
2013 Labor and Employment Law Updates - The Patient Protection and Affordable Care Act and Other Nightmares!

TAX CPE

 1057
Evolving Accounting Services

MAP CPE
5:10 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 - 7:30 AM

Registration and Breakfast
7:30 AM - 7:45 AM
E
X
H
I
B
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A
R
E
A
 
O
P
E
N
7:50 AM - 8:00 AM
2001
Keynote Speaker
1 A&A CPE
Attendance is MANDATORY for FULL Day Credit
8:00 AM - 8:40 AM
C
A
S
E
 
R
E
S
O
L
U
T
I
O
N
8:40 AM - 8:55 AM Morning Break
8:55 AM - 10:35 AM 2011
NYS Tax Update

TAX CPE,
CFP-ITP,
CLE

Repeat of 1052

 2012
Gaining Greater Efficiencies with Intuit Lacerte Tax

1 TAX CPE,
1 MAP CPE		 2013
Clarity Project and More

A & A CPE
 2014
Identity Theft: The #1 Crime in Americal

SK CPE
 2015
Cross Border Planning

TAX CPE,
CFP-EP,
CLE, CE
G1U2N-T-00048-13-I

 2016
Special Needs Trusts: The Who, What, When and Why?

TAX CPE,
CFP-EP,
CLE

 2017
IRS Criminal Investigation and Identity Theft

TAX CPE,
CLE, CE
G1U2N-T-00049-13-I
10:35 AM - 10:50 AM Morning Break
10:50 AM - 12:30 PM 2021
LLC's and How to Change the Federal Tax Classification and Maintain the LLC

TAX CPE,
CFP-ITP, CE
G1U2N-T-00050-13-I 		2022
Challenging an IRS Determination from Appeals to Tax Court

TAX CPE,
CFP-ITP,
CLE, CE
G1U2N-T-00051-13-I 		2023
IRS Foreign Reporting Pitfalls: Offshore Accounts & Activities, FBAR, & Reasons to Voluntarily Disclosure Missed Filings

TAX CPE

 2024
CT / NJ
Tax
Update

TAX CPE
CLE

Repeats at 2044

 2025
Why is Financial Planning for Retirement Not as Simple as You Might Think?

TAX CPE,
CFP-RP
 2026
PPC’s SMART Practice Aids - Audit Essential and Compilation & Review Engagements

A&A CPE

Repeats at
3022

 2027
Protecting Business Clients from EOLI (Employer Owned Life Insurance) Shortfalls

TAX CPE,
CFP-IP
12:30 PM - 1:30 PM 2031
Lunch Program
Passive Activities - Real Estate Professionals

1 TAX CPE,
1 CFP-ITP,
1 CLE, 1 CE
G1U2N-T-00052-13-I

 2032
Lunch Program
Top 10 Things Accountants and Professionals Need to Know About Bankruptcy

1 TAX CPE,
1 CLE

 2033
Lunch Program
Sales Tax
e-Commerce and
Multi-State

1 TAX CPE,
1 CFP, 1 CLE
 2034
Lunch Program
Cost Segregation
& The New Tangible Property Regulations

1 TAX CPE,
1 CLE, 1 CE G1U2N-T-00053-13-I

 2035
Lunch Program
Building Your Professional Brand and Attracting Business with LinkedIn

1 MAP CPE

 2036
Lunch Program
Investigating Financial Myths vs. Realities

1 SK CPE,
1 CFP-IC
 2037
Just Lunch
(No Program)
1:35 PM - 3:15 PM 2041
1040 Update Part 1

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-U-00002-13-I

Repeat of 1041

 2042
The Mobile Firm

MAP CPE
 2043
Compilation
& Review: What Lenders Are Looking For

TAX CPE
 2044
CT / NJ
Tax
Update

TAX CPE,
CLE

Repeat of 2024

 2045
When, Why and How to Partner With a Financial Planning Professional

TAX CPE,
CFP-FP
 2046
Smarter Social Security -Strategies to Maximize Spousal Benefits

SK CPE,
CFP-RP		 2047
The United States Tax Court and the Decisions Being Made that Change the Way We Practice Tax

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-T-00054-13-I
3:15 PM - 3:30 PM Afternoon Break and Exhibitor Raffles
3:30 PM - 3:35 PM  






3:35 PM - 5:10 PM






 2051
1040 Update Part 2

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-U-00003-13-I

Repeat of 1051
 2052
Life Insurance and Estate Planning Concepts Under the The American Taxpayer Relief Act of 2012

TAX CPE,
CFP-IP-EP,
CLE

 2053
Partnership Allocations

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-T-00059-13-I
 2054
SBA and Other Lending Alternatives for Small & Growing Businesses

SK CPE,
CFP-FP

 2055
Can You Provide Solutions to the Risks to Which Your High Net Worth Clients Are Exposed?

TAX CPE,
CFP-FP-IP
 2056
State and Local Tax: New Developments, Trends and Traps

TAX CPE,
CFP-ITP,
CLE 		2057
Health
Reform Update

TAX CPE,
CFP-IP,
CLE, CE G1U2N-U-00055-13-I
5:10 PM - 5:15 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 - 7:30 AM
Registration and Breakfast
7:30 AM - 7:45 AM
T
E
C
H
N
O
L
O
G
Y
 
F
A
I
R
7:50 AM - 8:00 AM
3001
Keynote Speaker
1 MAP CPE
Attendance is MANDATORY for FULL Day Credit
8:00 AM - 8:40 AM
C
A
S
E
 
R
E
S
O
L
U
T
I
O
N
8:40 AM - 8:55 AM Morning Break
8:55 AM - 10:35 AM 3011
Complete Tax Update for Year 2013
Part 1

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-U-00068-13-I

Repeats at 3041

 		3012
Federal Wage and Hour Requirements for Employers and their Represent-atives

TAX CPE,
CLE
 3013
Intentionally Defective Trusts

TAX CPE,
CFP-EP,
CLE, CE G1U2N-T-00056-13-I		 3014
The New Long Term Care Landscape: Benefiting from Changes

TAX CPE,
CFP-IP		 3015
Affordable Health Care Act: What
Every Tax Professional Must Know Part 1

TAX CPE,
CFP-IP,
CLE, CE G1U2N-T-00057-13-I

 3016
QuickBooks Accounting Product Update

MAP CPE
 3017
Caught in the Middle: Obstructions and Opportunities - The Accountant and Divorce

TAX CPE,
CLE
10:35 AM - 10:50 AM Morning Break
10:50 AM - 12:30 PM 3021
Complete Tax Update for Year 2013
Part 2

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-U-00069-13-I

Repeats at 3051

 3022
BPPC’s SMART Practice Aids - Audit Essential and Compilation
& Review Engagements

A&A CPE

Repeat of 2026

 		3023
PCPS
Update

MAP CPE
 3024
Turning Rants into Raves - From Compliant to Committed: Getting Your Employees to Think and Act Like Owners

MAP CPE
 3025
Affordable Health Care Act: What Every Tax Professional Must Know Part 2

TAX CPE,
CFP-IP,
CLE, CE G1U2N-T-00058-13-I
 3026
Partnership Capital Accounts and Allocations

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-T-00059-13-I
 3027
Succession Planning for Sole Practitioners
& CPA Firms

SK CPE
12:30 PM - 1:30 PM 3031
Lunch Program
Choosing a Retirement Solution for a Small Business / Professional Practice

1 TAX CPE,
1 CFP-RP, 1 CE G1U2N-Q-00060-13-I

 3032
Lunch Program
The Tech-Savvy Client is Here - Are You Ready?

1 MAP CPE


 3033
Lunch Program
Foreign Bank Account and Income Reporting

1 TAX CPE,
1 CFP-ITP,
1 CLE, 1 CE G1I2N-T-00061-13-I		 3034
Lunch Program
The Principles of Prosperity Economics

1 SK CPE,
1 CFP-IC
 3035
Lunch Program
Double Your Practice in 1 Year: Strategies to Accelerate Revenue

1 MAP CPE
 3036
Just Lunch
(No Program)		 3037
Lunch Program
Emerging Threats in Cyber / Data Breach Security

1 SK CPE
1:35 PM - 3:15 PM 3041
Complete Tax Update for Year 2013
Part 1

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-00068-13-I

Repeat of 3011

 3042
The Benefits
of Captive Insurance Companies

TAX CPE,
CFP-ITP,
CLE 		3043
Tax Law Research in the IRM

TAX CPE,
CFP-ITP,
CLE 		3044
Unemployment Insurance Reform

TAX CPE 		3045
Bankruptcy and Insolvency Impact on Tax Obligations

TAX CPE,
CLE, CE G1U2N-T-00062-13-I
 3046
7 Ideas to Boost Your Bottom Line

MAP CPE
 3047
Like Kind Exchanges of Real Estate Under IRC §1031

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-T-00063-13-I
3:15 PM - 3:25 PM Afternoon Break and Exhibitor Raffles
3:25 PM - 3:30 PM 3051
Complete Tax Update for Year 2013
Part 2

TAX CPE, CFP-ITP,
CLE, CE G1U2N-U-00069-13-I

Repeat of 3021

 3052
Captive Property & Casualty Insurance Companies: Best Uses & Some Misuses to Avoid

TAX CPE,
CFP-FP,
CLE

 3053
International Taxation: Fundamentals of "INBOUND" US Taxation

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-T-00064-13-I
 3054
Matters Affecting the Gay and Lesbian Community: A 2013 Update on Historic Changes in the Law

TAX CPE,
CFP-FP-ITP,
CLE

 3055
S&C
Corporation Update

TAX CPE,
CFP-ITP,
CLE, CE G1U2N-U-00067-13-I

Repeat of 1042

 3056
Apps Cloud
& Mobile

MAP CPE
 3057
How to Get Fined $100,000 by IRS & Sued
by Your Clients, Updated for 2013

TAX CPE,
CLE, CE G1U2N-U-00065-13-I





3:30 PM - 5:00 PM
5:00 PM - 5:05 PM