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
10:30 AM - 10:50 AM Morning Break
10:50 AM - 12:30 PM 1021
NYC / NYS
Tax Law


TAX CPE
1022
A Roadmap
for Making a Merger /  Acquisition / Succession Plan


MAP CPE
1023
IRS Collection: Journey
Through the Labyrinth


TAX CPE,
CLE
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,
CLE

1026
IRS Compliance Audit for SEPs and SIMPLE IRAs, What You Should Know

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

TAX CPE,
CFP, CLE

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

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
TBA
1036
Just Lunch
(No Program)
1:30 PM - 3:10 PM 1041
1040 Update Part 1

TAX CPE,
CFP, CLE


Repeats at 2041

1042
S&C Corporation Update

TAX CPE,
CFP, CLE

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

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

TAX CPE,
CFP, CLE

1046
7 Key Benefits When Using Practice Management Solutions
& Unexpected


TAX CPE

1047
What Your Clients Don’t Know About Their Life Insurance Policies: An Asset or a liability?

TAX CPE,
CFP

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, CLE


Repeats at 2051

1052
NYS Tax Update

TAX CPE,
CFP, CLE


Repeats at 2011

1053
IRS Live Stream

TAX CPE

1054
Sales Tax Refund with Sales Tax Audits

TAX CPE

1055
1031 Exchange Overview and New Developments

TAX CPE,
CFP, CLE
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
I
T
 
A
R
E
A
 
O
P
E
N
7:50 AM - 8:00 AM
2001
Keynote Speaker
1 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, 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, CLE

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

TAX CPE,
CFP, CLE

2017
IRS Criminal Investigation and Identity Theft

TAX CPE,
CLE
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

2022
Challenging an IRS Determination from Appeals to Tax Court

TAX CPE,
CLE
2023
TBA
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

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

12:30 PM - 1:30 PM 2031
Lunch Program
Passive Activities - Real Estate Professionals

1 TAX CPE,
1 CFP, 1 CLE

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

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

2037
Just Lunch
(No Program)
1:35 PM - 3:15 PM 2041
1040 Update Part 1

TAX CPE,
CFP, CLE


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

2046
Smarter Social Security -Strategies to Maximize Spousal Benefits

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

TAX CPE,
CLE

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, CLE


Repeat of 1051

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

TAX CPE,
CFP, CLE

2053
Partnership Allocations

TAX CPE,
CLE

2054
SBA and Other Lending Alternatives for Small & Growing Businesses

SK CPE,
CFP

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

TAX CPE,
CFP

2056
State and Local Tax: New Developments, Trends and Traps

TAX CPE,
CLE
2057
Health
Reform Update


TAX CPE,
CFP, CLE
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 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 3011
Complete Tax Update for Year 2013
Part 1


TAX CPE,
CFP, CLE,

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, CLE
3014
The New Long Term Care Landscape: Benefiting from Changes

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


TAX CPE,
CFP, CLE

3016
QuickBooks Accounting Product Update

MAP CPE

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

TAX CPE,
CFP, 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, CLE

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, CLE

3026
Partnership Capital Accounts and Allocations

TAX CPE,
CLE

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

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 CLE
3034
Lunch Program
The Principles of Prosperity Economics

1 SK CPE

3035
Just Lunch
(No Program)
1:35 PM - 3:15 PM 3041
Complete Tax Update for Year 2013
Part 1


TAX CPE,
CFP, CLE

Repeat of 3011

3042
The Benefits
of Captive Insurance Companies


TAX CPE,
CLE
3043
Tax Law Research in the IRM

TAX CPE,
CLE
3044
TBA
3045
Bankruptcy and Insolvency Impact on Tax Obligations

TAX CPE,
CLE

3046
7 Ideas to Boost Your Bottom Line

MAP CPE

3047
Like Kind Exchanges of Real Estate Under IRC §1031

TAX CPE,
CLE

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, CLE

Repeat of 3021

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

TAX CPE,
CLE

3053
International Taxation: Fundamentals of "INBOUND" US Taxation

TAX CPE,
CLE

3054
Matters Affecting the Gay and Lesbian Community: A 2013 Update on Historic Changes in the Law

TAX CPE,
CFP, CLE

3055
S&C
Corporation Update


TAX CPE,
CLE


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






3:30 PM - 5:00 PM





5:00 PM - 5:05 PM