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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 X H I B I T A R E A O P E N		Registration and Breakfast
8:00 AM - 10:30 AM		C A S E R E S O L U T I O N	1011 Keynote Speakers 3 TAX CPE Attendance is MANDATORY for FULL Day Credit
10:35 AM - 10:50 AM			Morning Break
10:50 AM - 12:30 PM			1021 Identity Theft – Who Is You Today? SK CPE	1022 2014 Labor and Employment Law Updates – Lots of Changes and Lots to Know! TAX CPE, CLE	1023 The Latest Residency Audit Rules: What You Need to Know TAX CPE, CLE	1024 What's New for Accountants from Intuit MAP CPE	1025 Financial Statement Fraud - What We See In Our Financial Statements; and What Should We See A&A CPE	1026 Plan Design for the Closely Held Business TAX CPE, CFP-RP	1027 Divorce Doesn’t Have To Be Taxing CFP-IC, CLE
12:35 PM - 1:25 PM			1031 Lunch Program NCCPAP Membership Has Its Privileges 1 SK CPE	1032 Lunch Program Foreign Bank Accounts and Form 8938 1 TAX CPE, 1 CLE, 1 CE G1U2N-T-00074-14-I	1033 Lunch Program Creating A Culture Of Ownership In Your Company 1 SK CPE	1034 Lunch Program Branding Your Firm & Managing Your Online Presence with Web Builder CS (Trust Owned Life Ins) 1 MAP CPE	1035 Lunch Program NYS Prudent Management of Institution Funds Act 1 TAX CPE	1036 Lunch Program Perspectives on Employment Law 2014 1 TAX CPE, 1 CLE	1037 Just Lunch (No Program)
1:35 PM - 3:15 PM			1041 1040 Update Part 1 TAX CPE, CE G1U2N-U-00002-12-0 Repeats at 2041	1042 Cost Segregation & The New Tangible Property Regulations TAX CPE, CLE	1043 Coping With Tax Levies, IRS Liens & NYS Warrants TAX CPE, CLE	1044 Projecting the Intuit World of Tomorrow MAP CPE	1045 Accounting & Auditing Update A&A CPE	1046 Asset vs. Stock Sale: A Practical Workshop TAX CPE, CFP-INV, CLE, CE G1U2N-T-00075-14-I	1047 The Affordable Care Act and Employer Compliance Update TAX CPE, CE G1U2N-U-00076-14-I
3:15 PM - 3:35 PM			Afternoon Break and Exhibitor Raffles
3:35 PM - 5:15 PM			1051 1040 Update Part 2 TAX CPE, CE G1U2N-U-00003-12-I Repeats at 2051	1052 NYS Tax Update TAX CPE, CFP-ITP, CLE Repeats at 2011	1053 Elder Care Advocacy and the Medicaid Application Process TAX CPE, CLE	1054 M & A Update: What are the Trends & How are Firms Being Valued in 2014 and Beyond TAX CPE	1055 Non-Profit Revitalization Act 2013 TAX CPE	1056 Watch the P’s, Q’s & S’s of Insurance Planning TAX CPE, CLE, CFP-IP	1057 IRC Sections 162(a) & 263(a): Deduction and Capitalization of Expenditures Related to Tangible Property TAX CPE, CE G1U2N-T-00089-14-I
5:15 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 - 7:45 AM	E X H I B I T A R E A O P E N		Registration and Breakfast
7:50 AM - 8:00 AM			2001 Keynote Speaker TAX 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 Sales Tax Audits and General Audit Updates TAX CPE	2013 Myth Busters, Reality vs. Perception SK CPE, CFP-INV	2014 The Retirement Journey SK CPE, CFP-RP	2015 SSARS Clarity Project - Compilation And Review Procedures Under SSARS No. 21 A&A CPE	2016 Strategies To Accelerate Revenue Growth: Develop the Tools, Resources and Mindset to Grow Your Business MAP CPE	2017 IRS Criminal Investigation and Identity Theft TAX CPE, CLE, CE G1U2N-T-00077-14-I
10:35 AM - 10:50 AM			Morning Break
10:50 AM - 12:30 PM			2021 Reasonable Compensation TAX CPE, CLE, CE G1U2N-T-00078-14-I	2022 Fiduciary Income Tax: The Basics and Beyond - Part 1 TAX CPE, CLE, CFP-EP, CE G1U2N-T-00079-14-I	2023 Will You Retire Successfully or Work Forever? TAX CPE CFP-RP	2024 CT / NJ Tax Update TAX CPE CLE	2025 NYC / NYS Tax Law Updates TAX CPE	2026 It’s a Digital World MAP CPE	2027 Owning Life Insurance Inside Qualified Plans TAX CPE, CFP-RP
12:35 PM - 1:25 PM			2031 Lunch Program How to Read a Trust and Will for Tax Considerations 1 TAX CPE, 1 CLE	2032 Lunch Program Negotiation: How to Get What You Want Without Giving Away The Store 1 SK CPE	2033 Lunch Program Eat Your Way To A Healthier Web Image e-Commerce and Multi-State 1 MAP CPE	2034 Lunch Program How To Maximize Client Tax Deductions in a Qualified Plan while Minimizing Trustee Liabilities 1 TAX CPE, 1 CFP-INV	2035 Lunch Program Reducing Risk: Avoiding Common Audit Triggers and Other Pitfalls in Qualified Retirement Plans 1 TAX CPE, 1 CLE, 1 CE G1U2N-Q-00081-14-I	2036 Lunch Program Revenue Recognition – Getting Ready for the New Standard 1 A&A CPE	2037 Just Lunch (No Program)
1:35 PM - 3:15 PM			2041 1040 Update Part 1 TAX CPE, CE G1U2N-U-00002-12-I Repeat of 1041	2042 Fiduciary Income Tax: The Basics and Beyond - Part 2 TAX CPE, CFP-EP, CLE, CE G1U2N-T-00080-14-I	2043 Advanced Strategies That Will Protect Your Clients Assets - Income & Estate Planning Strategies You Need To Understand TAX CPE, CFP-INV	2044 Branding Your Practice as a Tech-Savvy Firm MAP CPE	2045 Update on Uses of Life Insurance in Estate Planning TAX CPE, CFP-EP	2046 Are Long Term Care Needs Creating a Hole in Your Client’s Tax & Estate Planning? TAX CPE, CFP-IP	2047 The Affordable HealthCare Act – Update TAX CPE, CE G1U2N-U-00082-14-I Repeats at 3025
3:15 PM - 3:35 PM			Afternoon Break and Exhibitor Raffles
3:35 PM - 5:10 PM			2051 1040 Update Part 2 TAX CPE, CE G1U2N-U-00003-1-I Repeat of 1051	2052 10 Keys to Successful Firm Management MAP CPE	2053 Financial Planning: An Essential Tool for Your Practice CFP-FP	2054 The Truth about Commercial Mortgage Financing SK CPE	2055 Mastering Lacerte: Top Time Saving Features & What’s New MAP CPE	2056 New York City Real Property Tax Appeals TAX CPE	2057 Executive Bonus Arrangement - What They Can Mean For Your Business TAX CPE
5:10 PM - 5:15 PM				2052 10 Keys to Successful Firm Management MAP CPE

Day 3 Schedule

Descriptions for all courses

			SESSION 1	SESSION 2	SESSION 3	SESSION 4	SESSION 5	SESSION 6	SESSION 7
6:45 AM - 7:00 AM			Registration and Breakfast
7:00 AM - 7:15 AM	T E C H N O L O G Y F A I R		Registration and Breakfast
7:15 AM - 8:00 AM			3001 Keynote Speaker 1 TAX CPE Attendance is MANDATORY for FULL Day Credit
8:00 AM - 8:50 AM		C A S E R E S O L U T I O N
8:50 AM - 8:55 AM			Morning Break
8:55 AM - 10:35 AM			3011 Current Tax Update TAX CPE, CFP, CLE, CE G1U2N-U-00028-14-I Repeats at 3041	3012 Federal Wage and Hour Requirements for Employers and their Represent-atives TAX CPE, CLE	3013 Estate Planning Case Study – Part 1 TAX CPE, CFP-EP, CLE	3014 Partnership and 1031 Exchange TAX CPE, CLE	3015 Senior Taxpayers TAX CPE	3016 Converting to QuickBooks Online: What to Expect MAP CPE	3017 AICPA Ethics & IRS Tax Practice Rules CPE NYS ETHICS
10:35 AM - 10:50 AM			Morning Break
10:50 AM - 12:30 PM			3021 S&C Corporation Update TAX CPE, CLE, CE G1U2N-U-00084-14-I Repeats at 3051	3022 The Mobile Firm & Review Engagements MAP CPE	3023 Estate Planning Case Study – Advanced TAX CPE, CFP-EP, CLE	3024 IRS Practice & Procedures Issues TAX CPE, CE G1U2N-T-00085-14-I	3025 The Affordable Health Care Act – Update TAX CPE, CE G1U2N-U-00082-14-I Repeat of 2047	3026 What Do We Do? Our Client Is Filing For Bankruptcy: Insight into the Intimate Relationship between CPAs, Attorneys, and Insolvent Debtors TAX CPE, CLE	3027 What to Expect When You Are Expecting: A Sales Tax Assessment & CPA Firms TAX CPE
12:35 PM - 1:30 PM			3031 Lunch Program Why Is The Net Investment Income Tax So Complicated? 1 TAX CPE			3032 Just Lunch (No Program)
1:30 PM - 3:15 PM			3041 Current Tax Update TAX CPE, CFP, CLE, CE G1U2N-U-00083-14-I Repeat of 3011	3042 What Every Advisor Needs to Know About Special Needs Planning TAX CPE, CLE	3043 Lessons From Working For and Against The IRS TAX CPE	3044 International Taxation: Foreign Tax Credits TAX CPE, CLE, CE G1U2N-T-00086-14-I	3045 Smarter Social Security - Strategies to Maximize Spousal Benefits TAX CPE, CFP-RP	3046 Reading a Hedge Fund K-1 TAX CPE, CE G1U2N-T-00087-14-I	3047 Effective Use of IRA Trusts after the U.S. Supreme Court Decision in Clark v. Rameker TAX CPE, CLE, CE G1U2N-T-00088-14-I
3:15 PM - 3:30 PM			Afternoon Break and Exhibitor Raffles
3:35 PM - 5:00 PM			3051 S&C Corporation Update TAX CPE, CFP, CLE, CE G1U2N-U-00084-14-I Repeat of 3021	3052 International Tax – Fixing the Past – Planning the Future TAX CPE, CE G1U2N-T-00088-14-I	3053 Buy-Sell Agreements Considerations Including a Discussion of 101(a) and 101(j) TAX CPE, CLE	3054 The Insiders Truth About How to Do a Successful Merger on Long Island TAX CPE, CLE	3055 Cyber Liability Decoded MAP CPE	3056 Learn How to Help Your Clients Benefit From the New Tangible Property Regulations TAX CPE
5:00 PM - 5:15 PM							3055 Cyber Liability Decoded MAP CPE

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