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SESSION 1 |
SESSION 2 |
SESSION 3 |
SESSION 4 |
SESSION 5 |
SESSION 6 |
SESSION 7 |
7:00 AM - 7:30 AM
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Registration and Breakfast |
| 7:30 AM - 7:45 AM |
E
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| 7:50 AM - 8:00 AM |
Attendance is MANDATORY for FULL Day Credit
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| 8:00 AM - 8:40 AM |
C
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| 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
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2012
Gaining Greater Efficiencies with Intuit Lacerte Tax
1 TAX CPE,
1 MAP CPE |
2013
Clarity Project and More
A & A CPE
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2014
Identity Theft: The #1 Crime in Americal
SK CPE
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2015
Cross Border Planning
TAX CPE,
CFP, CLE
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2016
Special Needs Trusts: The Who, What, When and Why?
TAX CPE,
CFP, CLE
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2017
IRS Criminal Investigation and Identity Theft
TAX CPE,
CLE
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| 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
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2022
Challenging an IRS Determination from Appeals to Tax Court
TAX CPE,
CLE
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2023
TBA
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2024
CT / NJ
Tax
Update
TAX CPE
CLE
Repeats at 2044
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2025
Why is Financial Planning for Retirement Not as Simple as You Might Think?
TAX CPE,
CFP
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2026
PPC’s SMART Practice Aids - Audit Essential and Compilation & Review Engagements
A&A CPE
Repeats at
3022
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2027
Protecting Business Clients from EOLI (Employer Owned Life Insurance) Shortfalls
TAX CPE
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| 12:30 PM - 1:30 PM |
2031
Lunch Program
Passive Activities - Real Estate Professionals
1 TAX CPE,
1 CFP, 1 CLE
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2032
Lunch Program
Top 10 Things Accountants and Professionals Need to Know About Bankruptcy
1 TAX CPE,
1 CLE
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2033
Lunch Program
Sales Tax
e-Commerce and
Multi-State
1 TAX CPE,
1 CFP, 1 CLE
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2034
Lunch Program
Cost Segregation
& The New Tangible Property Regulations
1 TAX CPE,
1 CLE
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2035
Lunch Program
Building Your Professional Brand and Attracting Business with LinkedIn
1 MAP CPE
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2036
Lunch Program
Investigating Financial Myths vs. Realities
1 SK CPE,
1 CFP
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2037
Just Lunch
(No Program) |
| 1:35 PM - 3:15 PM |
2041
1040 Update Part 1
TAX CPE,
CFP, CLE
Repeat of 1041
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2042
The Mobile Firm
MAP CPE
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2043
Compilation
& Review: What Lenders Are Looking For
TAX CPE
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2044
CT / NJ
Tax
Update
TAX CPE
CLE
Repeat of 2024
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2045
When, Why and How to Partner With a Financial Planning Professional
TAX CPE,
CFP
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2046
Smarter Social Security -Strategies to Maximize Spousal Benefits
SK CPE,
CFP
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2047
The United States Tax Court and the Decisions Being Made that Change the Way We Practice Tax
TAX CPE,
CLE
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| 3:15 PM - 3:30 PM |
Afternoon Break and Exhibitor Raffles |
| 3:30 PM - 3:35 PM |
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3:35 PM - 5:10 PM
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2051
1040 Update Part 2
TAX CPE,
CFP, CLE
Repeat of 1051
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2052
Life Insurance and Estate Planning Concepts Under the The American Taxpayer Relief Act of 2012
TAX CPE,
CFP, CLE
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2053
Partnership Allocations
TAX CPE,
CLE
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2054
SBA and Other Lending Alternatives for Small & Growing Businesses
SK CPE,
CFP
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2055
Can You Provide Solutions to the Risks to Which Your High Net Worth Clients Are Exposed?
TAX CPE,
CFP
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2056
State and Local Tax: New Developments, Trends and Traps
TAX CPE,
CLE
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2057
Health
Reform Update
TAX CPE,
CFP, CLE
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| 5:10 PM - 5:15 PM |
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