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 SESSION 7

7:00 AM - 7:40 AM
E
X
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A
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O
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N
 Registration and Breakfast
7:40 AM - 8:00 AM
1011
Keynote Speakers
1.5 MAP CPE, 1 SK CPE
Attendance is MANDATORY for FULL Day Credit



8:00 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
IRC Section 199A - Who Gets It, How Do They Get It and What Do They Do with It?
Condensed version at 2021
TAX CPE,
CLE,
CFP TP-F42,
2 IRS CE
G1U2N-T-00161-18-I

 1022
Current Developments in Preparations, Compilations, and Reviews

A&A CPE



  

1024
New York State Residency Audits - Make the Days Count

TAX CPE,
CLE,
CFP TP-F50

 1025
Down Goes Quill – Internet Sales Tax

TAX CPE,
CLE		 1026
Estate Planning, Trusts and Asset Protection: Impact of the 2017 Tax Cuts & Jobs Act

TAX CPE,
CLE,
CFP EP-H65,
2 IRS CE
G1U2N-T-00162-18-I		  
12:15 PM - 1:15 PM 1031
Lunch Program
Home Equity Conversion Mortgage to Purchase

1 SK CPE,
1 CFP GP-B16

 1032
Lunch Program
Forget The New Tax Law?

1 TAX CPE,
1 CLE,
1 CFP EP-H72

1033
Lunch Program
Illegal Immigration and Taxes: Recent Changes Affect Available Deductions and Credits for Dependents

1 TAX CPE,
1 CLE

 1034
Lunch Program
Are You a QBO Hero?

1 SK CPE

1035
Lunch Program
The Ripple Effects of Fraud

1 A&A CPE,
1 CLE,

1 CFE*

*CFE credits not issued by NCCPAP

 1036
Lunch Program
Goal Setting - Personal and Professional: What’s Your Vision?

1 MAP CPE

 1037
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 CE
G1U2N-U-00163-18-I

Repeats at 2041

 1042
Defined Benefit Plans Do Double Duty: Eligibility for Qualified Business Income Deduction and Post-Retirement Medical

TAX CPE,
CLE,
CFP RSG60
 1043
2018 State and Local Tax Update

TAX CPE,
CLE,
CFP TP-F43		   1045
Real Estate Tax Deductions That Most Tax Professionals Are STILL Missing For Their Clients

TAX CPE,
CLE,
2 IRS CE
G1U2N-T-00164-18-I		 1046
Sales Tax Nightmares You Didn’t Know You Had

TAX CPE,
CLE 		1047
IRS-Preparing an Innocent Spouse Request, Appeals and Litigating the Case in U.S. Tax Court in a Nutshell

TAX CPE,
CLE,
CFP TP-F50,
2 IRS CE
G1U2N-T-00165-18-I
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
CEG1U2N-U-00166-18-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
The Accountant’s Roll in Divorce Litigation

TAX CPE,
CLE
   1055
Top Medicaid Misconceptions

TAX CPE,
CLE,
CFP RS-G54

 1056
Ethical Issues in Tax Practice

TAX CPE, 2 IRS CE
G1U2N-E-00167-18-I
  

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

7:10 AM - 7:45 AM
E
X
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O
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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

Repeat of
1052

2012
The Speak Out Evolution: Are You Prepared?

SK CPE,
CLE

 2013
Current Developments in CT/NJ Taxation

TAX CPE,
CFP, CLE
 2014
Its November 1st and I’m Retiring on the 30th, Now What?

SK CPE,
CFP

2015
Planning For Those NOT In The 1% Category – Income Tax Planning And Estate Tax Planning! Is It Still Important?

TAX CPE,
CLE, CFP
2 IRS CE
G1U2N-T-00180-18-I

 2016
2016
Tax Updates in Lacerte

SK CPE
  

8:00 AM - 9:25 AM
C
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R
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S
O
L
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T
I
O
N
9:25 AM - 9:45 AM Morning Break
9:45 AM - 10:45 AM
2001
Keynote Speaker
1 MAP CPE
Attendance is MANDATORY for FULL Day Credit
10:45 AM - 11:00 AM Morning Break
11:00 AM - 12:30 PM

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

Condensed version of 1021

 2022
Yours, Mine and Ours: Financial Planning for Blended Families

1.5 TAX CPE,
1.5 CFP
 2023
The New Face Of Long Term Care Planning - Are Your Clients Prepared?

1.5 TAX CPE,
1.5 CFP
 2024
Taxes in Retirement and the 2017 Tax Cuts and Jobs Act

1.5 TAX CPE,
1.5 CFP,
1.5 CLE
 2025
Don’t Lose Your Restaurant Due to Unpaid Taxes

1.5 TAX CPE,
1.5 CLE,
1.5 CFP

 2026
Compliance & Technology in a CPA Practice: IRS, FTC, PCI…

1.5 SK CPE
  
12:40 PM - 1:40 PM 2031
Lunch Program
Longevity - Don't Outlive Your Money

1 TAX CPE,
1 CLE, 1 CFP
 2032
Lunch Program
Blockchain & Cryptocurrencies - FAQs and Updates for Tax Professionals

1 TAX CPE
 2033
Lunch Program
NYS Department of Taxation and Finance Online Services Best Practices

1 MAP CPE

2034
Lunch Program
Collaborative Divorce – Parting Ways Doesn’t Mean You Can’t Hold It Together

1 SK CPE
 2035
Lunch Program
The Power Of The Connected Platform

1 MAP CPE


   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
2 IRS CE
G1U2N-U-00163-18-I

Repeat of
1041

 2042
Navigating Through the Medicaid Application Process

TAX CPE,
CLE, CFP
 2043
Form 706 Preparation, with Portability

TAX CPE,
CLE, CFP,
2 IRS CE
G1U2N-T-00170-18-I		 2044
What Goes Up Will Come Down

SK CPE,
CFP
 2045
Auditing, Compilation And Review – What’s New For 2019 And Beyond

A&A CPE
 2046
Getting Ahead of Current Trends in Payroll & HR Compliance

TAX CPE,
CLE		 2047
The Effect of the New Tax Laws on Accelerating Sales and Mergers of CPA and Tax Practices

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,
2 IRS CE
G1U2N-U-00166-18-I

Repeat of
1051		 2052
The Power of Trusts

TAX CPE,
CPF, CLE
2 IRS CE
G1U2N-T-00171-18-I		 2053
New York City Real Property Tax Appeals

TAX CPE, CLE		  

2055
NYC / NYS Update

TAX CPE,
CLE

 2056
Successful Succession: A Case Study

MAP CPE

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



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
H
N
O
L
O
G
Y
 
F
A
I
R
 Registration and Breakfast
7:45 AM - 8:00 AM
3011
TCJA - Select Business Considerations

TAX CPE,
CLE, CFP,
2 IRS CE
G1U2N-T-00173-18-I

Repeats at 3041

   3013
Pension Design and Planning for the New Tax Law

TAX CPE,
CFP		 3014
Accounting & Auditing Issues for 2018

A&A CPE		 3015
Steps to Consider When Transitioning to a Technology Driven Firm

MAP CPE		 3016
2018 Labor and Employment Law Update: Lots of Changes and Lots of Potential Headaches!

TAX CPE,
CLE		 3017
You Prepared It, Prepare to Defend It

TAX CPE,
CLE, CFP,
2 IRS CE*
G1U2N-E-00174-18-I


*Does not qualify towards NYS CPA Ethics requirements

8:00 AM - 9:25 AM
C
A
S
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R
E
S
O
L
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T
I
O
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9:25 AM - 9:45 AM Morning Break
9:45 AM - 11:05 AM
3001
Keynote Speaker
1.5 A&A CPE, 1.5 CLE
Attendance is MANDATORY for FULL Day Credit
11:05 AM - 11:20 AM Morning Break
11:20 AM - 12:30 PM

3021
§ 199A Aggregation Rules

1 TAX CPE,
1 CFP,
1 CLE,
1 IRS CE
G1U2N-T-00175-18-I

 3022
Financial Aspects of a Divorce

1 TAX CPE,
1 CLE,
1 CFP		 3023
Succession Planning for the Closely Held Business Owner

1 TAX CPE,
1 CFP,
1 CLE		 3024
New Tip Credit And Pooling Rules, And Federal Wage And Hour Requirements For Employers

1 TAX CPE,
1 CLE		 3025
How To Efficiently Research Your Tax Question

1 TAX CPE		 3026
Transition Your Practice From Tax Preparer to Trusted Advisor

1 SK CPE

  
12:40 PM - 1:40 PM 3031
Lunch Program
 7 Critical Steps to Protect Your Companies Data

1 MAP CPE
 3032
Lunch Program
TCJA – Tax Reform Changes Affecting Cost Segregation

1 TAX CPE,
1 CLE,
1 IRS CE
G1U2N-T-00176-18-I

 3033
Lunch Program
Big GAAP Issues for Small Business Auditors: A Roundtable

1 A&A CPE		 3034
Lunch Program
IRS Collection Update: Passports at Risk

1 TAX CPE,
1 CLE,
1 CFP,
1 IRS CE
G1U2N-T-00177-18-I

 3035
Lunch Program
Everything Is a Negotiation

1 MAP CPE
 3036
Lunch Program
Court Testimony: How to Be Prepared

1 TAX CPE,
1 CLE		 3037
Just Lunch
(No Program)
1:40 PM - 1:55 PM Afternoon Break
1:55 PM - 3:35 PM

3041
TCJA - Select Business Considerations

TAX CPE,
CLE, CFP,
2 IRS CE
G1U2N-T-00173-18-I

Repeat of
3011

 3042
Criminal Tax Prosecutions and the Role of Tax Professionals

TAX CPE,
CLE		 3043
Accounting & Auditing Update

A&A CPE		   3045
Apps, Tools, & Resources

SK CPE		 3046
4 Ways To Structure Your Succession And The 5 Main Variables To Practice Valuations

MAP CPE		 3047
The New Partnership Audit Rules – What to Do Now

TAX CPE,
CLE,
2 IRS CE
G1U2N-T-00178-18-I
3:35 PM - 3:55 PM Afternoon Break and Exhibitor Raffles

3:55 PM - 4:30 PM

 3051
TCJA - Passive Activities

TAX CPE,
CFP, CLE,
2 IRS CE
G1U2N-T-00179-18-I

3052
What Every Accountant Should Know About Divorce, And Its Tax Impact

TAX CPE,
CLE, CFP

 3053
Smarter Social Security

TAX CPE,
CFP		 3054
IRS Scrutiny on Cryptocurrency Reporting: Legal and Tax Issues

SK CPE,
CLE,
2 IRS CE
G1U2N-T-00181-18-I		  

3056
Wayfair / Nexus / Residency

TAX CPE,
CLE, CFP

  


4:30 PM - 5:35 PM