Courses & Grid

Day 1 Schedule - Tuesday, November 9

Descriptions for all courses


TIME SESSION 1 SESSION 2 SESSION 3
8:00 AM - 9:50 AM

1001

Gifts and Planning: New Tax Law Traps Update

Robert S. Barnett, Esq., CPA; Gregory Matalon, Esq.; Martin M. Shenkman, CPA, MBA, PFS, AEP, JD; Kevin Matz, Esq., CPA, LL.M (Taxation)

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-U-00225-21-O)

1002

Contemporary Topics in Auditing

Alexander K. Buchholz, CPA, MBA, CGMA

(2 CPE Auditing)

1003

Technology’s Role in Changing the Accounting Profession

James C. Bourke, CPA, CITP, CFF, CGMA

(1 CPE Advisory)

9:50 AM - 10:10 AM Break
10:10 AM - 11:20 AM

1011

Keynote: Major Issues and Trends Inside the CPA Profession

Barry C. Melancon, CPA, CGMA, President & CEO, AICPA

(1 TAX CPE)

11:20 AM - 11:50 AM Break
11:50 AM - 12:50 PM

1021

Cybersecurity & Compliance Risk Management: A Tax Practice Guide to Protecting YOUR Critical Devices and Data

Armando D’Accordo, President, CMIT Solutions of South Nassau

(1 SK & Applications)

1022

IRS Trust Fund Liability & NYS Responsible Person Assessments

Karen J. Tenenbaum, Esq., LL.M. (Tax); Dawn Harris, IRS, Area Director, Civil Enforcement Advice and Support Operations; Argi O’Leary, Deputy Commissioner, Civil Enforcement Division, New York State Department of Taxation and Finance

(1 CPE Taxes) (1 CLE) (1 IRS CE G1U2N-T-00226-21-O)

1023

How the Mass Affluent & HNW Can Benefit from LTC Planning, Incentives, Impetus, Importance

Natalie Karp, MBA, CLTC, Rona Loshak, MBA, CLTC

(1 CPE Taxes)

12:50 PM - 1:30 PM Lunch/Learn (No Credit)
  1121

Lunch/Learn - Get the IRS Out of Your Retirement

Mary Read CPC, QPA, CPFA

(No Credit)
 
1:30 PM - 3:10 PM

1031

Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation

Stephen Abramson, CPC, CLU, ChFC, President, APS Pension and Financial Services

(2 CPE Taxes) (2 CLE)

1032

New York’s 2021-2022 Budget Bill and its Response to Federal Tax Legislation and Telecommuting

Mark S. Klein, Esq. and Joseph N. Endres, Esq.

(2 CPE Taxes) (2 CLE)

Repeats with Course 1041

1033

2021 State and Local Taxes Update

Harlan J. Kwiatek, CPA, JD, LL.M

(2 CPE Taxes) (2 CLE)

3:10 PM - 3:30 PM Break
3:30 PM - 5:10 PM

1041

New York’s 2021-2022 Budget Bill and its Response to Federal Tax Legislation and Telecommuting

Mark S. Klein, Esq. and Joseph N. Endres, Esq.

(2 CPE Taxes) (2 CLE)

Repeat of Course 1032

1042

Tax Audits and Collections in a Post-COVID-19 World

Scott Ahroni, Partner, Robinson Brog Leinwand Greene Genovese & Gluck P.C.

(2 CPE Taxes)

1043

Partnership Freeze Transactions:  Income Tax and Real Estate Transfer Tax Reporting Issues

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

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-T-00227-21-O)

 

Day 2 Schedule - Friday, November 12

Descriptions for all courses


TIME SESSION 1 SESSION 2 SESSION 3
8:00 AM - 9:50 AM

2001

Private Company Accounting: Get to Know the Available Alternatives

Renee Rampulla, CPA, CGMA

(2 CPE Accounting)

2002

Multi-State Sales and Use Tax Filings

Mark L. Stone, CPA, MST; Joseph Calamia II, CPA.

(2 CPE Taxes) (2 CLE)

2003

Business Losses

Robert S. Barnett, CPA, Esq. and Barry L. Sunshine, CPA, CGMA

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-T-00228-21-O)

9:50 AM - 10:10 AM Break
10:10 AM - 11:20 AM

2011

Keynote: Overview of the IRS Taxpayer Experience

Ken Corbin, IRS Chief Taxpayer Experience Officer

(1 CPE Taxes) (1 IRS CE G1U2N-T-00229-21-O)

11:20 AM - 11:50 AM Break
11:50 AM - 12:50 PM

2021

Optimizing Your Financial Plans After Biden Administration Tax Law Changes

Paresh B. Shah, CFPⓇ

(1 CPE Taxes)

2022

How to Perform Accounting and SSARS Research for Free

Renee Rampulla, CPA, CGMA

(1 CPE Accounting)

2023

Essential Bankruptcy Law, Concepts and Updates Accountants Need to Know

Andrew M. Thaler, Esq.

(1 CPE Taxes) (1 CLE) (1 IRS CE G1U2N-T-00230-21-O)

12:50 PM - 1:30 PM Lunch/Learn (No Credit)
  2121

Lunch/Learn - The TaxBook

Jacob Meyer

(No Credit)
   
1:30 PM - 3:10 PM

2031

1040 Update Part I

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

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-U-00231-21-O)

Repeats with Course 3031

2032

TBD

2033

Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements

Michael Glynn, CPA, CGMA; Renee Rampulla, CPA, CGMA

(2 CPE Auditing)

3:10 PM - 3:30 PM Break
3:30 PM - 5:10 PM

2041

1040 Update Part II

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

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-U-00232-21-O)


Repeats with Course 3041

2042

TBD

2043

2021 Labor and Employment Update from A to Z (Americans with Disabilities Act to Zoom

Glenn J. Franklin, Esq.

(2 CPE Taxes) (2 CLE)

 

Day 3 Schedule - Tuesday, November 16

Descriptions for all courses


TIME SESSION 1 SESSION 2 SESSION 3
8:00 AM - 9:50 AM

3001

TBD

3002

Understanding the NYS PTET

Barry L. Sunshine, CPA, CGMA, Senior Tax Partner, Janover LLC; Richard Feldman, CPA, Senior Manager, Janover LLC

(2 CPE Taxes) (2 CLE)

3003

Vocabulary of EA Ethics

Beanna J. Whitlock, EA, CSA, RTRP

(2 CPE Taxes) (2 IRS CE G1U2N-E-00241-21-O)

9:50 AM - 10:10 AM Break
10:10 AM - 11:20 AM

3011

NYS Collection: Warrants, Levies and Resolutions

Yvonne R. Cort, Esq., Partner, Capell Barnett Matalon & Schoenfeld LLP;
Argi O’Leary, NYS Dept. of Taxation and Finance, Deputy Commissioner, Civil Enforcement Division & Office of Professional Responsibility

(1 CLE)

3012

Cyber Security: Learn to Work Remotely the Secure Way

Dan Fusco, IT Consultant, InnerPC Computer Solutions

(1 SK & Applications)

3013

How to Find & Track Cryptocurrency for Litigation

Nicholas G. Himonidis, JD, CFE, CCFS, CCFI

(1 CPE Taxes) (1 CLE)

11:20 AM - 11:50 AM Break
11:50 AM - 12:50 PM

3021

NYS Abandoned Property Overview and Hot Topics

Joseph N. Endres, Esq.

(1 CPE Taxes) (1 CLE)

3022

Myth Busters…Reality vs. Perception

Mark Badami CFP®, CLTC®

(1 CPE Taxes) (1 CFP) (1 IRS CE G1U2N-T-00234-21-O)

3023

TBD

12:50 PM - 1:30 PM Lunch/Learn (No Credit)
  3121

Lunch/Learn - The Tax Book

Jacob Meyer

(No Credit)
3122

Lunch/Learn - National Life Group

(No Credit)
 
1:30 PM - 3:10 PM

3031

1040 Update Part I

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

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-U-00231-21-O)

Repeat of Course 2031

3032

The Cost of Divorce: How YOU Can Help Your Clients Preserve Asset and Avoid Taxes

Nannette Watts, CPA/ABV/CFF, Jackie Caputo, Esq., Aaron Lieberman, CFP®, CDFA, Amy Reinstein-Augenstein, Esq. LCSW

(2 CPE Taxes) (2 CLE) (2 CFP)

3033

Stock Options and Equity Compensation

Robert S. Barnett, CPA, Esq. and Barry L. Sunshine, CPA, CGMA

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-T-00235-21-O)

3:10 PM - 3:30 PM Break
3:30 PM - 5:10 PM

3041

1040 Update Part II

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

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-U-00232-21-O)


Repeat of Course 2041

3042

SECURE Act and SECURE Act 2.0: Tips & Techniques For Planning Under This Detrimentally Taxing New Law

Donna Stefans, Esq., Henry Montag, CFP

(2 CPE Taxes) (2 CLE) (2 CFP) (2 IRS CE G1U2N-U-00236-21-O)

3043

Sales Tax and Audits in the Multi-State Universe

Mark L. Stone, CPA, MST and Jennifer L. Koo, Esq.

(2 CPE Taxes) (2 CLE)

 

Day 4 Schedule - Thursday, November 18

Descriptions for all courses


TIME SESSION 1 SESSION 2 SESSION 3
8:00 AM - 9:50 AM

4001

Tax Planning for IRAs in 2021 and Beyond

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

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-T-00240-21-0)

4002

Current Developments in NJ/CT Taxation

Alan J. Preis, CPA, P.C. (NJ)
Louis B. Schatz, Esq. (CT)

(2 CPE Taxes) (2 CLE)

4003

S Corporation/ Partnership Update

Robert S. Barnett, CPA, Esq.

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-U-00237-21-O)

9:50 AM - 10:10 AM Break
10:10 AM - 11:20 AM

4011

Divorcing Your Mortgage

Robert Tollin, CRMP, CDLP

(1 SK & Applications)

4012

IRS & NYS Criminal Tax Investigations, Prosecutions and Sentencing

Richard S. Kestenbaum, Esq. and Scott L. Kestenbaum, Esq.

(1 CPE Taxes) (1 CLE)

4013

RESIDENCY: A Matter Of Life And Death

Robert S. Barnett, CPA, Esq., Yvonne Cort, Esq., Gregory Matalon, Esq.

(1 CPE TAXES) (1 CLE)

11:20 AM - 11:50 AM Break
11:50 AM - 12:50 PM

4021

Income Tax Meets Elder Care Planning

Stuart Schoenfeld, Esq., Robert S. Barnett, CPA, Esq.

(1 CPE Taxes) (1 CLE)

4022

Smarter Social Security

Daniel G. Mazzola, CFA, CPA, CFP

(1 CPE Taxes)

4023

TBD

12:50 PM - 1:30 PM Lunch/Learn (No Credit)
  4121

Lunch/Learn - Long Island Community Fund

(No Credits)
 4122

Lunch/Learn - TheTaxBook

(No Credits)
 
1:30 PM - 3:10 PM

4031

LLC Update

Beanna J. Whitlock, EA, CSA, RTRP

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-T-00242-21-0)

4032

TBD

4033

2021 Sales Tax Changes and Updates

Scott Peterson, VP of U.S. Tax Policy & Government Relations, Avalara

(2 CPE Taxes) (2 CLE)

3:10 PM - 3:30 PM Break
3:30 PM - 5:10 PM

4041

The Notice Season

Beanna J. Whitlock, EA, CSA, RTRP

(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-T-00238-21-O)

4042

TBD

4043

NYS Bulk Sales and the Tax and Non-Tax Considerations when Buying or Selling a Business

Karen J. Tenenbaum, CPA, Esq., LL.M. (Tax); Argi O’Leary, Deputy Commissioner, Civil Enforcement Division, New York State Department of Taxation and Finance; Scott Ahroni, Esq., Partner, Robinson Brog Leinwand Greene Genovese & Gluck P.C.; Lee Schwartz, Esq.; Sally Anne Hughes, MBA

(2 CPE Taxes) (2 CLE)