Day 1

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Tuesday, November 10 @ 8:00 AM
(2 TAX CPE) (2 CLE) (2 CFP-TP-F50)
Karen J. Tenenbaum, Esq., LL.M. (Tax); Marisa Friedrich, Esq., Eliot H. Lebenhart, CPA, Eric Donner, ChFC, CExP, CAP, CLU, Jonathan D. Mariner and Joseph A. Carzo, Director, Audit Division New York State Department of Taxation and Finance

Taxpayers who own or rent residential property outside New York State and continue to maintain a home in New York State or New York City may be targets for residency audits by the NYS Department of Taxation and Finance. Through this program you will receive a unique insight from five different perspectives on NYS residency: NYS Department of Taxation and Finance, the tax attorney, the CPA, the multistate businessman and a tax planning concierge.

Who Should Attend:
Tax preparers in New York State.

Learning Objectives:
Recognize and identify the five different perspectives on NYS Residency: NYS Dept of Taxation and Finance, the tax attorney, the CPA, the multistate businessperson and a tax planner.

Level:
Intermediate

Prerequisites:
Experience with NYS Residency

Advance Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 10 @ 8:00 AM
(2 TAX CPE) (2 CFP-ESP-H72) (2 CLE) (1 IRS CE G1U2N-T-00209-20-0)
Neil D. Katz, J.D., LL.M., CPA, Robert S. Barnett, CPA, Esq., Gregory L. Matalon, J.D.

The estate, gift and GST tax rules, with the large exemptions that presently exist, have created an environment ripe for planning. How will the 2020 Presidential and Congressional Elections change that? Only a few weeks beyond the results, Neil and Robert will share their insight as to what the future holds for estate planning, highlighting the possible need for immediate action. In addition, no estate planning conversation would be complete without a focus on the many non-tax implications that also must be considered by your clients.

Who Should Attend:
Professionals who engage in estate planning.

Learning Objectives:
Recognize and identify estate planning opportunities subsequent to the 2020 Election and highlight the possible need for immediate action.

Level:
Intermediate/Advanced

Prerequisites:
Knowledge of estate planning

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 10 @ 10:10 AM
(1 TAX CPE) (1 CLE) (1 IRS CE G1U2N-T-00210-20-0)
Sunita Lough, IRS Deputy Commissioner for Services and Enforcement

Sunita Lough is the Deputy Commissioner for Services and Enforcement of the Internal Revenue Service. As the DCSE, she provides leadership to the four taxpayer-focused IRS operating divisions; Wage & Investment, Large Business and International (LB&I), Small Business/ Self Employed and Tax Exempt & Government Entities (TE/GE). She also oversees the IRS Criminal Investigation Division, Office of Professional Responsibility, Online Services, the Return Preparer Office, and the IRS Whistleblower Office.

Tuesday, November 10 @ 11:35 AM 
(2 TAX CPE) (2 CLE) (2 CFP-RS-G54)
Aaron Futterman, CPA, Esq.

Necessary elements of complicated estate plans and Medicaid plans will be analyzed. Case studies used to demonstrate what can go right with planning and what can go wrong. This event includes the important legal changes coming to Community Medicaid October 2020. What will this mean for accountants, attorneys, and clients?

Who Should Attend:
Accountants, Attorneys, CFP, and clients.

Learning Objectives:
Recognize necessary elements of estate and Medicaid planning, including legal changes coming to Community Medicaid October 2020.

Level:
Advanced

Prerequisites:
Experience/knowledge of estate and Medicaid planning.

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 10 @ 11:35 AM
(2 TAX CPE) (2 CLE) (2 CFP-RS-G54) (1 IRS CE G1U2N-T-00211-20-0)
Donna M. Stefans, Esq.; Marilyn Stefans, CFP, E.A.

This presentation will explore estate and asset protection planning documents in the face of the SECURE Act and CARES Act; including IRA protection and other important estate planning documents. Our discussion will also include an update on Medicaid and provide an understanding of the new difficult rules.

Who Should Attend:
Professionals who engage in estate planning.

Learning Objectives:
Recognize estate and asset protection planning documents identified in the SECURE Act and CARES Act.

Level:
Intermediate/Advanced

Prerequisites:
Knowledge of estate planning, asset protection and Medicaid.

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 10 @ 11:35 PM
(2 Accounting CPE)
Frank A. Gallo, CPA, Edward P. Caine, MBA, CPA, CFF, CITP, CGMA

We will review the current rules on the Compilations and Reviews. We will discuss any updates and what the standards require the accountant to document in their files when they do Compilations and Reviews.

Tuesday, November 10 @ 1:35 PM
(1 MAP CPE)
Dan Fusco, IT Consultant, InnerPC Computer Solutions

Cybersecurity is a huge issue for CPA’s. Your client’s data is valuable, and Cybercriminals want to steal it from you. In this seminar, you will learn how to protect your data by using secure applications.

Who Should Attend:
Accountants, Attorneys and CFP

Learning Objective:
Learn how to protect your data by using secure applications.

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 10 @ 1:35 PM
(1 TAX CPE) (1 CFP RS-G53)
Daniel G. Mazzola, CFA, CPA, CFP

An AARP survey determined that only half of its respondents who were either married or who had ever been married were aware of the availability of spousal benefits. This presentation will provide a broad overview of the Social Security retirement benefits program with an emphasis on spousal and survivor benefits. Attendees will learn how to optimize these benefits and prudently integrate them into an individual/couple’s retirement plan.

Who Should Attend:
Accountants advising clients on social security benefits

Learning Objectives:
Provide a broad overview of the Social Security retirement benefits program with an emphasis on spousal and survivor benefits.

Level:
Intermediate/Advanced

Prerequisites:
Basic knowledge of social security benefits

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 10 @ 1:35 PM
(1 TAX CPE) (1 CLE) (1 CFP-TP-F50)
Joseph T. Conley III, Esq., Bureau Chief of the Frauds Bureau, Queens County District Attorney’s Office

ADA Conley along with a representative of Department of Taxation and Finance will discuss state criminal tax laws, various steps in tax investigations, criminal and civil tax restitution and communications with the tax department in criminal investigations. This discussion will provide insight for tax professionals representing clients facing criminal investigation.

Who Should Attend:
Accountants and Attorneys

Learning Objectives:
Provide insight for tax professionals representing clients facing criminal investigation.

Level:
Intermediate/Advanced

Prerequisites:
Knowledge of state criminal tax laws

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 10 @ 2:55 PM
(2 TAX CPE) (2 CLE) (2 CFP-TP-F42) (2 IRS CE G1U2N-T-00212-20-0)
Neil D. Katz, J.D., LL.M., CPA

These Sessions will cover the many Federal tax issues that have arisen during this difficult year of 2020. In addition to the Secure Act (passed in late 2019) and the CARES Act (passed in 2020 in response to COVID-19), the Federal Government has been busy addressing issues that still linger from the Tax Cuts and Jobs Act. During this seminar we will focus on these changes to prepare you for your planning discussions with your clients as their fiscal years come to an end and you ready yourselves and your clients for filing their 2020 individual returns.

Course repeats: Course 3024 - Wednesday, November 18 @ 11:35 AM
Part 2: Course 2041 - Friday, November 13th @ 2:55 PM or Course 3044 - Wednesday, November 18 @ 2:55 PM

Who Should Attend:
Accountants, Attorneys, CFP

Learning Objective:
Recognize and identify Federal tax issues since SECURE Act, CARES Act and Covid-19.

Prerequisites:
Basic Federal tax law knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 10 @ 2:55 PM
(2 TAX CPE) (2 CLE) (2 CFP-TP-F47) (2 IRS CE G1U2N-T-00213-20-0)
Beanna J. Whitlock, EA, CSA, RTRP

§7122 allows the Commissioner of the Internal Revenue Service to compromise taxes.

Participants will understand who should file an Offer in Compromise and the timing based on the case study approach.

Fees, timetable, commitments are part of the process before, during and after an OIC.

Who Should Attend:
Accountants, Attorneys, CFP

Learning Objectives:
Recognize and identify who should file an Offer in Compromise under Section 7122.

Level:
Intermediate/Advanced

Prerequisite:
Knowledge of Offer in Compromise

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 10 @ 2:55 PM
(2 TAX CPE) (2 CLE) (2 CFP-TP-F50)
Harlan J. Kwiatek, CPA, JD, LL.M

By the end of this course, you will be able to:

• Describe the changing nature of business and workforces in the COVID-19 economy
• Recognize the state and local tax issues surrounding these changing work dynamics
• Discuss these topics with your clients and prospects

Who Should Attend:
Accountants, Attorneys, CFPs

Learning Objectives:
Describe the changing nature of business and workforces in the COVID-19 economy

Prerequisites:
Basic State and Local Tax knowledge

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 10 @ 4:55 PM
(1 MAP CPE)
Joel Sinkin, President, Transition Advisors

This webinar is for any firm considering a merger or acquisition, whether they are the buyer, seller, merger or "mergee."

• Is it a buyer or sellers" marketplace?
• Trends in dealing with COVID-19
• Firm valuations
• How partners are buying out partners
• Trends in firm cultures
• The role of mandatory retirement

Tuesday, November 10 @ 4:55 PM
(1 Auditing CPE) (1 CLE)
Nicholas G. Himonidis, JD, CFE, CCFS, CCFI

This program will provide a basic understanding of how cryptocurrencies and blockchains operate and discuss their impact on financial investigations and forensic accounting; including tips and techniques on identifying their potential use, tracing transactions, and strategies to tie crypto assets and transactions to specific individuals / entities.

Tuesday, November 10 @ 4:55 PM
(1 Auditing CPE)
Jeff Weiss, CPA, Partner, Zelenkofske, Axelrod CPAs

Risks for not-for-profit organizations may cause losses in donors, employees, controls, management oversight and grants. We will discuss what risks should be assessed and what actions are recommended for not-for-profit organizations to mitigate those risks.

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