Courses

All programs and speakers subject to change.

Thursday, November 21

Morning Session 1

New York State Tax Update (2 TAX CPE) (2 CFP-ITP) (2 CLE)
Mark S. Klein, Esq. and William J. Comiskey, Esq.

Live Stream

This program will cover the latest developments in New York State's budget bill, as well as new decisions, rulings, and administrative releases affecting New York's corporate, personal income, and sales and use taxes. The impact of recent Tax Department enforcement initiatives will also be discussed.


Morning Session 2

LLC's and How to Change the Federal Tax Classification and Maintain the LLC (2 TAX CPE) (2 CFP-ITP) (2 CE G1U2N-T-00050-13-I)
Beanna J. Whitlock, EA, CSA, RTRP

Live Stream

An overview of Limited Liability Company structure and unique tax status is followed by how to change the federal tax classification of the LLC without liquidating the LLC. A step by step process will instruct the tax professional on how to change the federal tax classification, what is required by the Internal Revenue Service, and finally how to shut-down the LLC when the time comes.

Tax professionals will be refreshed on the unique tax capabilities of the Limited Liability Company, including the ability to change the Federal Tax Classification of the LLC without liquidating the LLC. The liquidation of the sole proprietorship, partnership, C and S corporaitons will be reviewed with examples of each to assist the tax professional. These complex calculates happen infrequently in a normal business but in an LLC they can be much more frequent as the Federal Tax Classification can be changed and although has some restrictions is much more apt to require tax and accounting actions than a non-LLC business.


Afternoon Session 1

1040 Update Part 1 (2 TAX CPE) (2 CFP-ITP) (2 CLE) (2 CE G1U2N-U-00002-13-I)
Robert Katz, J.D., LL.M, and Neil Katz, J.D., LL.M, CPA

Live Stream

This presentation will focus on the tax law changes that affect the preparation of the 2013 Form 1040. In addition, there will be a discussion of the latest cases, rulings and regulations that affect the preparation of the 2013 Federal Income Tax Return.


Afternoon Session 2

1040 Update Part 2 (2 TAX CPE) (2 CFP-ITP) (2 CLE) (2 CE G1U2N-U-00002-13-I)
Robert Katz, J.D., LL.M, and Neil Katz, J.D., LL.M, CPA

Live Stream

This is a continuation of 1040 Update Part 1.