Day 4

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Thursday, November 19 @ 8:00 AM
(2 TAX CPE) (2 IRS Ethics CE G1U2N-E-00220-20-0)
Beanna J. Whitlock, EA, CSA, RTRP

Enrolled Agent duties and obligations are reviewed along with the crucial role played in effective tax administration.

Contracts for services, with examples to assist EAs be all they can be with the assurance they are exemplary in service.

Circular 230 and Covid scenarios to help when difficult situations arise.

Thursday, November 19 @ 8:00 AM
(2 TAX CPE) (2 CLE) (2 CFP TP-F42 & F50)
Mark S. Klein, Esq., Joseph N. Endres, Esq.

This seminar will cover the latest developments in New York State’s 2020-2021 budget bill, including NY’s response to the COVID-19 crisis. We will discuss the tax impact of working remotely and common questions concerning displaced employees. We will also discuss new decisions, rulings, and administrative releases affecting New York’s personal income, sales, and corporate taxes, as well as the impact of recent Tax Department and Attorney General enforcement initiatives. Finally, we will review various tax incentive programs, as well as recent changes in New York’s Abandoned Property law and enforcement.

Program Repeats @ 11:35 AM - Course 4022

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:
Recognize and identify the latest developments in New York State’s 2020-2021 budget bill, including NY’s response to the COVID-19 crisis

Prerequisites:
General NYS tax knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Thursday, November 19 @ 8:00 AM
(2 TAX CPE) (2 CFP)
Barry L. Sunshine, CPA, Senior Tax Partner, Janover LLC

In this course, we will cover recent developments affecting the PPP and forgiveness, review key concepts and strategies to maximize forgiveness, the financial statement reporting, the income tax effects of forgiveness and the SBA review process and record retention. This course will have examples to show the attendees to avoid some pitfalls.

Who Should Attend:
Accountants

Learning Objectives:
Recognize and identify strategies to maximize forgiveness, the financial statement reporting, the income tax effects of forgiveness and the SBA review process and record retention.

Level:
Intermediate

Prerequisites:
General knowledge of the PPP

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Thursday, November 19 @ 10:10 AM
(1 TAX CPE) (1 CFP-RS-G56) (1 IRS CE G1U2N-Q-00224-20-0)
Stephen Abramson, CPC, CLU, ChFC

This session will discuss both voluntary plan distributions including loans, in-service distributions, hardship distributions and related rules and guidelines in addition to mandatory distributions, e.g. Required Minimum Distributions (RMDs). As a related topic the choice of a beneficiary and taxation of those distributions will be addressed. For reference purposes a bullet point review will be included summarizing temporary changes made by the CARES Act and published IRS Notices effecting CARES Act distributions.

Who Should Attend:
Accountants and CFPs

Learning Objectives:
Recognize and identify strategies of voluntary distributions and qualified retirement plans

Prerequisites:
General knowledge of qualified retirement plans

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Thursday, November 19 @ 10:10 AM
(1 TAX CPE) (1 CFP) (1 CLE)
Andrew M. Thaler, Esq.

The presentation will be a primer of the cornerstone concepts that every accountant, attorney, business owner and individual should possess about consumer and corporate bankruptcy and insolvency including (i) the different bankruptcy chapters, (ii) automatic stay of creditor action, (iii) property debtors can retain, (iii) small business bankruptcy reorganization, (iv) discharge of debts, (v) fraudulent conveyance and preference action and more.

Thursday, November 19 @ 10:10 AM
(1 Accounting CPE)
Frank A. Gallo, CPA and Stephen Franciosa, CPA

During this program we will review Going Concern issues in the current environment. We will also discuss how companies are reporting the PPP Financing on their financial statements. We will review the accounting and tax effect of reporting the PPP Financing.

Wednesday, November 19 @ 11:35 AM
(2 TAX CPE) (2 CLE) (2 CFP-TP-F50) (2 IRS CE G1U2N-T-00221-20-0)
Robert S. Barnett, CPA, Esq.

This lecture will discuss how to utilize new CARES Act provisions for loss utilization – Topics include: New Carryback Ability, Section 461(l) changes and technical corrections; Suspension of the 80% limitation; Section 163 (j) update and calculations; Deduction requirements and methods; and Trust and Estate considerations.

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:
Recognize and identify new CARES Act provisions for loss utilization.

Prerequisites:
General net operating loss knowledge

Level:
Intermediate/Advanced

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Thursday, November 19 @ 11:35 PM
(2 TAX CPE) (2 CLE) (2 CFP)
Mark S. Klein, Esq., Joseph N. Endres, Esq.

This seminar will cover the latest developments in New York State’s 2020-2021 budget bill, including NY’s response to the COVID-19 crisis. We will discuss the tax impact of working remotely and common questions concerning displaced employees. We will also discuss new decisions, rulings, and administrative releases affecting New York’s personal income, sales, and corporate taxes, as well as the impact of recent Tax Department and Attorney General enforcement initiatives. Finally, we will review various tax incentive programs, as well as recent changes in New York’s Abandoned Property law and enforcement.

Repeat of Program @ 8:00 AM - Course 4002

Thursday, November 19 @ 11:35 AM
(1 Accounting CPE) (1 Auditing CPE)
Renee Rampulla, CPA, CGMA

This course is designed to teach CPAs how to research accounting (FASB), auditing (SASs), compilation, review and preparation of financial statements (SSARS) topics using numerous available and free resources. This course is very hands on and will provide you with the tools to you need so you can research topics on you own.

Learning Objectives:

• Identify the structure of the FASB Codification (FAS ASC)
• Recall the location of the AICPA’s codified auditing standards (AU-C) and codified SSARS (AR-C)

Field of Study:

• One hour of Accounting
• One hour of Auditing

Thursday, November 19 @ 1:35 PM
(1 TAX CPE) (1 CFP-RS-G61)
Larry Heller, CFP®, CPA

Will you be able to retire and enjoy your Second Act? Larry Heller, CFP® and CPA will discuss how the Pandemic will impact both the retirement life you envision and what financial steps you will need to take to for a successful Second Act in Life. Larry will discuss where you will live, your lifestyle and how that will change how you spend money. How can you determine if you have enough money to retire? How you should invest your money especially in a low interest rate environment. And more…

Who Should Attend:
Accountants and CFPs

Learning Objectives:
Recognize and identify how the pandemic impacted retirement and finances

Prerequisites:
General knowledge of retirement planning

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Thursday, November 19 @ 1:35 PM
(1 TAX CPE) (1 CFP)
Barry L. Sunshine, CPA, Senior Tax Partner, Janover LLC

In this course, we will cover which states decoupled from the CARES Act. We will discuss what taxpayers need to know how to handle these differences. This is primarily focus on NY, NJ & Ct and will show examples. Even though some states haven't released guidance on how to handle these differences, we will cover some ways to report these differences.

Who Should Attend: Accountants

Learning Objective: Recognize and identify states that have decoupled from the CARES Act with a primary focus on NY, NJ & CT

Level: Intermediate

Prerequisites: General knowledge of the CARES Act

Advanced Preparation: None

Delivery Method: Group Internet Based

Thursday, November 19 @ 1:35 PM
(1 Auditing CPE)
Frank A. Gallo, CPA and Stephen Franciosa, CPA

During this program we will address SAS 134 Auditor Reporting and Amendments, Audit Report Layout, Approach to Audit Risk, Considering Relevance in Performing an Audit, Evaluating Internal Control Risk in the COVID 19 Environment, Peer Review Considerations, etc.

Thursday, November 19 @ 2:55 PM
(2 TAX CPE) (2 CLE) (2 CFP TP-F49) (2 IRS CE G1U2N-T-00222-20-0)
Robert S. Barnett, Esq., CPA

Loss utilization first requires sufficient basis and thereafter requires that the limitations under the At Risk and Passive Activity rules be avoided. This Lecture will include both an overview and specific examples for real estate and other trades and businesses. “Real Estate Professional” status and grouping elections will be discussed. You will gain a comprehensive understanding of how these rules will work with helpful examples and cases.

Who Should Attend:
Accountants and Attorneys

Learning Objectives:
Recognize and identify loss utilization strategies

Prerequisites:
General knowledge of passive activities

Level:
Advanced

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Thursday, November 19 @ 2:55 PM
(2 TAX CPE) (2 CLE)
Mark L. Stone, CPA, MST

Comprehensive review of what to do from the moment you open your mail and find out your client is under a sales and use tax audit through going to Albany to get 5 appellate judges to say your client doesn’t owe money.

Thursday, November 19 @ 2:55 PM
(2 TAX CPE) (2 CFP RM-D26)
Natalie Karp, MBA, CLTC, Rona Loshak, MBA, CLTC

With limited government resources, clients who value lifestyle and have financial resources can protect their portfolios and income streams. Planning for long term care with insurance solutions allows you choice and control. We will discuss today’s myriad of insurance options including; standalone LTC plans, hybrids and asset-based solutions, and life and annuities with LTC riders. A discussion that will address suitability and cost including tax incentives.

Who Should Attend:
Accountants and CFPs

Learning Objectives:
Recognize and identify plans for longevity and choice of care

Prerequisites:
General knowledge of long-term care options

Level:
Intermediate/Advanced

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Thursday, November 19 @ 4:55 PM
(1 TAX CPE)
Shawn Flattery, CPA

The COVID-19 pandemic has forced millions of owners and employees into working from home. Shawn Flattery will guide you through the legal maze of income tax ramifications that your clients may face with owners and/or employees now working in different tax jurisdictions in the Midwest.

Thursday, November 19 @ 4:55 PM
(1 TAX CPE) (1 CLE) (1 CFP-TP-F50)
Mark S. Klein, Esq., Joseph N. Endres, Esq.

In this presentation, you’ll learn how abandoned property is classified and treated in New York State and what to expect during an abandoned property audit. Upon completion of this course, you will be able to:

• Define (and recognize) abandoned property and understand how property is abandoned
• Understand your obligations under New York’s Abandoned Property Law and when property has to be remitted to the state.
• Identify strategies for monitoring abandoned property
• List the typical issues that arise in an abandoned property audit
• Evaluate the pros and cons of New York’s voluntary disclosure program

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:
Recognize and identify how abandoned property is classified and treated in New York State

Prerequisites:
General NYSD tax knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Thursday, November 19 @ 4:55 PM
(1 TAX CPE) (1 CFP TP-F50)
Anthony Basile, CPA

This session will discuss the financial and tax aspects of divorce and what the CPA should know regarding the process and expectations from the income tax, valuation, and forensic accounting perspectives. We will discuss the aspects of litigation support including expert witness and testimony.

Who Should Attend:
Accountants and CFPs

Learning Objectives:
Recognize and identify financial and tax aspects of divorce

Prerequisites:
General tax and divorce knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

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