Course Grid

1011

Turning AI Adoption into Competitive Advantage 
(1 CPE SK)  
Adam Russell, VP, Soraban

OBBBA Panel
(2 CPE TAXES) (2 IRS CE G1U2N-T-00349-25-I) 
Moderated by: Yvonne R. Cort, Esq
Speakers: Neil D. Katz, J.D., LL.M., CPA; Robert S. Barnett, JD, Masters (Taxation), CPA; Beanna J. Whitlock, EA, CSA, RTRP. and K. Craig Reilly, Esq.

You must attend this session for a full day’s credit

Program information coming soon...

1021

2025 Labor and Employment Law Update: What’s New and What’s Next
(2 CPE TAXES) (2 CLE)

1022

Partnership Capital Accounts
(2 CPE TAXES) (2 IRS CE G1U2N-T-00327-25-I) (2 CLE)

Robert S. Barnett, JD, Masters (Taxation), CPA;
Matthew Taus, CPA/PFS, CFP®, AEP®

1023

Income/Loss - Ordinary Capital 
(2 CPE TAXES) (2 IRS CE G1U2N-T-00328-25-I) 

1024

Maximizing 2025 Income Tax Deductions for Commercial Real Estate Owners
(2 CPE TAXES) (2 IRS CE G1U2N-T-00329-25-I) 

Eric P. Christenson, Cost Segregation Services, Inc.

1031

The "5 C's" of Cybersecurity: Compliance, Change, Cost, Continuity & Coverage
(1 CPE SK)

1032

Surprise! Your client may owe more than you think! Pitfalls and Tips for NYS and NYC audits and collection
(1 CPE TAXES) (1 CLE)

1033

Discover the Value of Innovation: R&D Tax Credits Uncovered
(1 CPE TAXES) (1 IRS CE G1U2N-T-00330-25-I) 

Brian Broussard, VP, R&D, 179D, Cost Segregation Services, Inc. 

1034

Beyond the Beauty: What OBBB Really Means for Your Retirement Plan
(1 CPE Advisory) (1 CFP)

Mark Badami, CFP®, CLTC®

1041

1040 Update Part 1
(2 CPE TAXES) (2 IRS CE G1U2N-U-00331-25-I) (2 CLE)

Neil D. Katz, J.D., LL.M., CPA

1042

Understanding Preparations, Compilations and Reviews
(2 CPE Accounting)

Alexander K. Buchholz, CPA, MBA, CGMA 

1043

Navigating International Tax Changes: OBBBA & The Exit Tax
(2 CPE TAX) (2 IRS CE G1U2N-U-00332-25-I) (2 CLE)

Scott Ahroni, J.D., LL.M (Taxation) ;
Andy Wang, EA, MS (Tax)

1044

Navigating FATCA Compliance: Understanding FBARs, Form 8938, and Related International Reporting Requirements
(2 CPE TAX) (2 IRS CE G1U2N-T-00333-25-I) (2 CLE)

Leo Gabovich, J.D.,; Hana Boruchov, J.D

1051

1040 Update Part II
(2 CPE TAXES) (2 IRS CE G1U2N-U-00334-25-I) (2 CLE)

Neil D. Katz, J.D., LL.M., CPA

This is a continuation of 1041

1052

NY Budget Bill/Hot Audit Issues
(2 CPE TAXES) (2 CLE)

Mark S. Klein, Esq., Joseph N. Endres , Esq.;K. Craig Reilly, Esq.

1053

The Ugly 1040 Two
(2 CPE TAXES) (2 IRS CE G1U2N-T-00335-25-I)

Beanna J. Whitlock, EA, CSA, RTRP

1054

Complex K-1 Footnotes: Tax Issues and Reporting for Individuals
(2 CPE TAXES) (2 CLE)

Matthew Taus, CPA/PFS, CFP®, AEP®; Michele Schlereth, Esq., CPA, MST 

2011

NY Budget Bill/Hot Audit Issues
(2 CPE TAXES) (2 CLE)

Mark S. Klein, Esq., Joseph N. Endres , Esq.; K. Craig Reilly, Esq.

Repeat of Course 1052

2012

Credit, Credit, Whose Got a Credit?
(2 CPE TAXES) (2 IRS CE G1U2N-T-00336-25-I) 

Beanna J. Whitlock, EA, CSA, RTRP.

2013

Alternate Designs for Defined Contribution and Defined Benefit Plans
(2 CPE TAXES) (2 CFP)

Stephen Abramson, CPC, CLU®, ChFC®

2014

Update on Elder Law and Estate Planning
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00348-25-I)

David R. Okrent, Esq., CPA

2001

Keynote - Stay Ahead of the Curve: Embracing A.I. & Technology
(1 CPE Advisory)

2021

“Dude, where’s the IRS?” - Dealing with the “New” IRS and Enforcement Priorities
(1.5 CPE TAXES) (1 IRS CE G1U2N-T-00346-25-I) (1 CLE)

Scott Ahroni, J.D., LL.M (Taxation); Larry Sannicandro, J.D., LL.M (Taxation)

2022

Multi-Method Investing Financial Markets Update
(1.5 CPE SK)

Jesse Mackey, Chief Investment Officer, 4Thought Financial Group Inc. 

2023

Beyond 183 Days: Understanding NY's Aggressive Tax Residency Rules
(1.5 CPE TAXES) (1 CLE)

 Marisa Friedrich, J.D.;Moshe Zupnick, J.D.

2024

The A.I. Advantage: Scaling Smarter, Faster, and Stronger
(1.5 CPE SK)

12:45 PM - 1:40 PM

(Lunch)

2031

Living Longer, Spending Smarter: LTC Insurance in the New Retirement Reality!
(1 CPE SK) 

Natalie Karp & Rona Loshak; Karp Loshak LTC Insurance

2032

Tax True or False? Test Your Tax Knowledge
(1 CPE TAXES) (1 CLE)

Robert S. Barnett, JD, Masters (Taxation), CPA
Matthew Taus, CPA/PFS, CFP® AEP®

2033

The Times They Are a-Changing
(1 CPE TAXES) (1 IRS CE G1U2N-T-00344-25-I) (1 CLE) 

Scott L. Kestenbaum, Esq; Karen Kelly; Neil Cohen, CFE, EA

2034

NYSDTF: Tax Updates and Department Messages
(1 CPE TAXES)

Christopher Meislahn, Taxpayer Rights Advocate, NYSDTF

2041

1040 Update Part I
(2 CPE TAXES) (2 IRS CE G1U2N-U-00331-25-I) (2 CLE)

Neil D. Katz, J.D., LL.M., CPA

Repeat of Course 1041

2042

Current Developments in NJ/CT Taxation
(2 CPE TAXES) (2 CLE)

New Jersey Tax Update
Chaim Kofinas, CPA

Connecticut Tax Update
David O. Bigger ,Esq.

2043

Smarter on Social Security: Strategies to Optimize Spousal & Survivor Benefits
(2 CPE SK)

Daniel G. Mazzola, CFA, CPA, CFP®

2044

Contemporary Topics in A & A
(1 CPE Auditing and 1 CPE Accounting)

Alexander K. Buchholz, CPA, MBA, CGMA  

2051

1040 Update Part II
(2 CPE TAXES) (2 IRS CE G1U2N-U-00334-25-I) (2 CLE)

Neil D. Katz, J.D., LL.M., CPA

This is a continuation of program 2041

Repeat of Course 1051

2052

The Sales Tax Buffet: An Apple to Zucchini Recipe for Sales Tax on Food and Handling Restaurant Audits
(2 CPE TAXES) (2 CLE)

Mark L. Stone, CPA, MST; 
Joseph Calamia II, CPA; Jennifer L. Koo, Esq.

2053

QSBS Common Mistakes and Misconceptions
(2 CPE TAXES) (2 IRS CE G1U2N-T-00337-25-I) (2 CLE)

Matthew E. Foreman, J.D., LL.M (Taxation)

2054

Common Private Company Engagement Deficiencies
(1 CPE Accounting) (1 CPE Auditing)

Renee Rampulla, CPA, CGMA

3011

Tax Issues in Elder Care and Supplemental Needs Planning 2025
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00338-25-I)

Stuart H. Schoenfeld, Esq., Robert S. Barnett, JD, Masters (Taxation), CPA 

3012

Estate Tax Planning for the Middle Wealthy
(2 CPE TAXES) (2 IRS CE G1U2N-T-00345-25-I) (2 CLE)

Neil D. Katz, J.D., LL.M., CPA, Alyssa Danziger, J.D.

3013

NYS Residency and Nonresident Allocation Hot Topics 
(2 CPE TAXES) (2 CLE)

Joseph N. Endres , Esq.

3021

Tax Issues with Distressed Real Estate
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00339-25-I) 

Louis Kesselbrenner, Esq.;  Alan Kaufman, Esq., LL.M

3022

S & C Corporation Update
(2 CPE TAXES) (2 IRS CE G1U2N-U-00340-25-I) (2 CLE) 

Robert S. Barnett, JD, Masters (Taxation), CPA

3023

Standards Update Simplified: What Small Firms Need to Know
(2 CPE Auditing) 

11:55 AM - 12:50 PM

(Lunch)

3031

Tax Planning 2025
(1 CPE TAXES) (1 CLE)

Mark E. Wilensky, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP

3032

Managing Sequence of Returns Risk with Home Equity
(1 CPE SK)

Robert Tollin, CRMP, CDLP

3033

Estate Timeline for CPAs
(1 CPE TAXES)

Gregory L. Matalon, Esq.

3034

Proactive Exit Planning for Business Owners
(1 CPE SK)

Steven Tambone, CFP®, CEPA®

1:05 PM - 2:20 PM

3041

Artificial Intelligence: A Comprehensive Panel Discussion
(1.5 CPE TAXES) (1 CLE)

Kenneth J. Falcon, Esq.; James M. Black II, Esq.

3042

Bridging the Gap: How New York Lawyers and CPAs Can Collaborate on Effective Medicaid Planning
(1.5 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00341-25-I)

Aaron Futterman, CPA, Esq.

3043

Circular 230 – Rules and Best Practices for Tax Return Positions, Interacting with the IRS, and Assisting Clients with Past Non-Compliance
(1.5 TAX) (1 IRS CE G1U2N-T-00342-25-I)

Megan L. Brackney, J.D., LL.M (Taxation)

3051

1031 Exchange Advanced Issues Explained: Related Parties, Identification, Expenses and Recent Case Law
(1.5 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00343-25-I)

Eric Brecher, Esq., CES®

3052

Tax and Financial Aspects of Elder Law
(1.5 CPE TAXES) (1 CLE)

Michele Schlereth, Esq., CPA, MST;  Ashley R. Arcuri, Esq.

3053

Client Management for Firm Efficiency
(1.5 CPE Advisory)

James E. Hall, CPA, CEPA; Andrea Parness, CPA; Sandra G. Johnson, CPA, EA, CFE; Alex Resnick, CPA