Day 1

Course 1011 - Keynote

Wednesday, November 16 @ 7:40 AM
(3 CPE TAXES)

More information coming soon


Who Should Attend:

Accountants

Learning Objectives:

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1021 - State of the IRS

Wednesday, November 16 @ 10:30 AM
(2 CPE TAXES) (2 CLE) (2 IRS CE)
Karen J, Tenenbaum, Esq., LL.M (TAX)

Hear from the IRS National Taxpayer Advocate and tax practitioners about processing and refund delays, automatic penalty abatement, how the IRS will be spending the $80 billion provided by the Inflation Reduction Act and many other items of interest to tax practitioners.

Who Should Attend:
Accountants, Attorneys

Learning Objectives:

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1022 - Understanding Premium Financing of Your Life Insurance

Wednesday, November 16 @ 10:30 AM
(2 SKCPE) (2 CFP)
Mark Badami, CFP®, CLTC®


This course will uncover the ins and outs of how premium financing could benefit your clients when the need to purchase large blocks of life insurance comes into play. With interest rates rising, what do we do when your premium financing goes sideways or upside down?


Who Should Attend:
Accountants and CFPs

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1023 - Latest International Tax Issues, IRS Compliance Campaigns, and Remaining Voluntary Dis

Wednesday, November 16 @ 10:30 AM
(2 CPE TAXES) (2 CLE) (2 IRS CE)
Hale E. Sheppard, Esq


IRS enforcement has reached new heights, with much more over the next decade thanks to recent congressional funding.  The IRS is carrying out numerous Compliance Campaigns.  Audits are focused on unreported foreign assets, repatriation taxes, foreign investors with U.S. property, FATCA violations, withholding taxes on foreign payments, receipt of foreign gifts and inheritances, deceased taxpayers with offshore violations, and much more.  Several voluntary disclosure programs still exist, which can help taxpayers “come clean.”  This presentation explains key issues, current IRS campaigns, and remedies for taxpayers.


Who Should Attend:
Accountants and Attorneys, EAs

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1024 - Reasonable Compensation

Wednesday, November 16 @ 10:30 AM
(2 CPE TAXES) (2 IRS CE G1U2N)
Beanna J. Whitlock, EA, CSA, RTRP

  • The 2022 Inflation Reduction Act (IRA) has $80B going toward IRS enforcement.
  • The U.S. Treasury estimates approximately $14T of a total $290B tax gap is attributable to underreporting of Social Security and Medicare taxes by employers.
  • Learn the focus IRS will take and how to avoid a negative impact on your taxpayers.
  • A must for every Enrolled Agent in practice in 2021.

Who Should Attend:
Accountants, Enrolled Agents

Learning Objectives:

Prerequisites:
None 

Level:
Intermediate 

Advanced Preparation
None

Delivery Method:
Live Seminar

Course 1031 - NYS Department of Taxation and Finance Updates and Department Messages

Wednesday, November 16 @ 12:15 PM
(1 CPE TAXES ) (1 CLE)
Christopher Meislahn and Robert Smith

This presentation explains the Department’s focus for the upcoming year and will provide you will an overview of the tax law changes that were enacted. In addition, you’ll hear a few words from our Taxpayer Advocate.

Who Should Attend:
Accountants, Attorneys

Learning Objective:

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1032 - Hot Potato: How IRS and NYS Civil Cases Become Criminal

Wednesday, November 16 @ 12:15 PM
(1 CPE TAXES) (1 IRS CE) (1 CLE)
Richard S. Kestenbaum, Esq. and Scott L. Kestenbaum, Esq.

Scott and Richard Kestenbaum will discuss common tax fraud schemes, including how to handle egg-shell audits, how a case can go from a civil audit to a criminal matter, various stages of a criminal tax case, how an accountant can handle interviews with a Special Agent in a criminal investigation, and how an accountant can protect the non-liable spouse.

Who Should Attend:
Accountants, Attorneys

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1033 - Section 1031 Exchanges and Qualified Small Business Stock

Wednesday, November 16 @ 12:15 PM
(1 TAX CPE) (1 CLE)
Mark E. Wilensky, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP

This panel will address common planning tools for section 1031 exchanges and sales of qualified small business stock.  In the context of section 1031 exchanges, this panel will address forward and reverse "parking" arrangements, special allocations of income, and partner redemption notes. In the context of sales of qualified small business stock, this panel will address structures to maximize the exemption amount and rollover provisions to the extent gain does not qualify for exemption.

Who Should Attend
Accountants, Attorneys, Financial Planners

Learning Objectives:

Level:
Intermediate/Advanced

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1034 - Buy/Sell Agreements After Connelly Live Seminar

Wednesday, November 16 @ 12:15 PM
(1 CPE TAXES) (1 CLE)
Robert S. Barnett, CPA, Esq. and Gregory L. Matalon, Esq.

This lecture will include buy/sell considerations post Connelly, including how to avoid the recent trap presented in the Connelly case, the best methods, insurance considerations and funding, conflicts, and valuations.  A complimentary surprise will be offered to attendees.

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1041 - 1040 Update Part 1

Wednesday, November 16 @ 1:50 PM
(2 CPE TAXES) (2 CFP) (2 CLE) (2 IRS CE) 
Neil D. Katz, J.D., LL.M., CPA

Continues at Part II – Program 1051 

With the experience of the 2021 filing season behind us, we now move on to the rules for 2022 and beyond. Certain changes have already been made and President Biden and Congress continue to debate even more significant modifications. This session will cover any new laws as well as Federal tax cases and rulings that are imperative for the CPA to know. We will primarily focus on the issues necessary to prepare you for your planning discussions with your clients as their fiscal years come to an end and to ready yourselves and your clients for filing their 2022 individual returns.

Who Should Attend:
Accountants, Attorneys, CFP

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

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1042 - IRS Attacks the Dirty Dozen in 2022: Broader Consequences of Extreme Enforcement

Wednesday, November 16 @ 1:50 PM
(2 CPE TAXES) (2 IRS CE)
Hale E. Sheppard, Esq


The IRS is now attacking items found on its “Dirty Dozen” list for 2022, including conservation easement donations, micro-captive insurance companies, offshore arrangements, and more. Encouraging taxpayer compliance through enforcement is fine, but extreme actions aimed at particular taxpayers can trigger negative consequences for the entire tax system.  This presentation reviews various situations the IRS is currently targeting and identifies some unexpected effects for ordinary taxpayers, return preparers, and others.

Who Should Attend:
Accountants, Attorneys

Learning Objectives:

Level:
Intermediate

Prerequisite:
None

Advanced Preparation: 
None

Delivery Method:
Live Seminar

Course 1043 - 2022 Labor and Employment Update: What’s New and What’s Next

Wednesday, November 16 @ 1:50 PM
(2 CPE TAX) (2 CLE)
Glenn J. Franklin, Esq.

We will discuss updates and developments in labor and employment law.  This will include both New York State and Federal laws. 

Some of the topics will include:  The latest Covid requirements, (yes there are still specific laws and issues on this), sick leave, Unemployment Insurance relating to 1099’s, discrimination, workers’ compensation, wage and hour law updates, electronic monitoring, arbitration agreements, non-compete and non-solicitation agreements and other labor and employment issues, topics and strategies. 

Who Should Attend:
Accountants and Attorneys

Learning Objectives:
Recognize and identify strategies to avoid employment discrimination law suites

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1044 - Market Update and Tax & Wealth Strategies in Uncertain Times

Wednesday, November 16 @ 1:50 PM
(2 CPE TAXES)
Brian Daley, Managing Director and CIO; Anthony Russo, C(k)P®, CRPC®, CPFA; Cleo Coates, Financial Advisor, M.S.


Don’t miss this lively panel discussion lead by Merrill Lynch’s Chief Investment Officer, Brian Daley, and Investment Advisors, Anthony Russo and Cleo Beletsis Coates, as they sort through the market impact of the Mid-term elections, recent interest hikes, inflation and the post-Covid economy.

Who Should Attend:
Accountants and Attorneys

Learning Objectives: 

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None 

Delivery Method:
Live Seminar

Course 1045 - The Game of Ethics

Wednesday, November 16 @ 1:50 PM
(2 IRS ETHICS CE )
Beanna J. Whitlock, EA, CSA, RTRP

Participants will become familiar with Circular 230, understand the guidance given, learn how to apply principles in Circular 230 to their practice and know the function of the Office of Professional Responsibility and the actions OPR can and will take to ensure practitioners act accordingly. 

Who Should Attend:
Enrolled Agents

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1051 - 1040 Update Part II

Wednesday, November 16 @ 3:50 PM
(2 CPE TAXES) (2 CFP) (2 IRS CE G1U2N) (2 CLE)
Neil D. Katz, J.D., LL.M., CPA

This is a continuation of 1041


With the experience of the 2021 filing season behind us, we now move on to the rules for 2022 and beyond.  Certain changes have already been made and President Biden and Congress continue to debate even more significant modifications. This session will cover any new laws as well as Federal tax cases and rulings that are imperative for the CPA to know. We will primarily focus on the issues necessary to prepare you for your planning discussions with your clients as their fiscal years come to an end and to ready yourselves and your clients for filing their 2022 individual returns.

Who Should Attend:
Accountants, Attorneys, CFP

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

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1052 - Passive Activities & At Risk

Wednesday, November 16 @ 3:50 PM
(2 CPE TAXES) (2 CLE) (2 IRS CE) 
Robert S. Barnett, CPA, Esq.

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, Attorneys and CFPs

Learning Objectives:

Prerequisites:
General knowledge of tax rules regarding passive activities.
 

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1053 - Working with the IRS

Wednesday, November 16 @ 3:50 PM
(2 CPE TAXES) (2 IRS CE) 
Beanna J. Whitlock, EA, CSA, RTRP

  • Enforcement efforts of the IRS are expected to double or triple the current numbers in the next few years. 
  • Currently the tax debt is estimated at over $527B, with an estimated 7M unfiled income tax returns and 13.1M taxpayers in the IRS’ Collection Division.
  • Tax professionals must learn the inter-workings of the IRS in order to work with them to resolve taxpayer issues.
 

Who Should Attend:
Accountants

Learning Objectives: 

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar

Course 1052 - Passive Activities & At Risk

Wednesday, November 16 @ 3:50 PM
(2 CPE TAXES) 
MaryBeth (MB) Raimondi, CPA, CITP, MS (Taxation)

Did you know that QuickBooks Online Accountant has tools to help you manage your work, clean up your client's books as well as analyze information?  This session is for accounting professionals who want to expand their knowledge about QuickBooks Online Accountant and the related tools.  The class will cover tools such as Work (in QBOA), Books review and Accountant tools.  Using these tools will improve your efficiency when working with QuickBooks Online clients.

Who Should Attend:
Accountants

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Live Seminar