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Tuesday, November 9 @ 8:00 AM
(2 CPE TAXES (2 CLE) (2 IRS CE G1U2N-U-00225-21-O)
Robert S. Barnett, Esq., CPA; Gregory Matalon, Esq.; Martin M. Shenkman, CPA, MBA, PFS, AEP, JD; Kevin Matz, Esq., CPA, LL.M (Taxation)

2021 has been an active year for family gifts, business succession, and estate planning. We will consider the impact of pending legislation with emphasis on practical gift planning, protection of estates in valuation disputes, Covid-19 valuations, and effective defined value clauses. Form 709 preparations and a summary of the IRA and Secure Act issues will also be discussed.

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:
Learn the Form 709 rules and regulations and how to complete the form. Also, learn the new IRA rules and Secure Act issues.

Level:
Intermediate/Advanced

Prerequisites:
Knowledge of gift taxes and estate planning

Advance Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 8:00 AM
(2 CPE Auditing)
Alexander K. Buchholz, CPA, MBA, CGMA

Learn about recent and upcoming auditing developments. In this session, you will take a deeper dive into new and proposed auditing standards. Topics include the new auditor’s report; audit evidence; auditor’s responsibilities relating to accounting estimates; and specific considerations when conducting a remote audit.

Who Should Attend:
Professionals who engage in Auditing.

Learning Objectives:
Recognize and identify the new and proposed auditing standards, including the remote audit.

Level:
Intermediate/Advanced

Prerequisites:
Knowledge of auditing and auditing standards.

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 8:00 AM
(1 Advisory CPE)
James C. Bourke, CPA, CITP, CFF, CGMA

In this session, Jim Bourke will discuss technology’s role in keeping our profession functional and relevant. The recent pandemic forced change onto our profession and with that change came massive disruption on how we do business and collaborate with our clients.

We will all agree that selecting the “right” technologies was a recent differentiator in an organization’s ability to survive. Some in our profession struggled with client service, some encountered challenges with a remote workforce while others did not miss a beat.
Jim will share his perspective on what he witnessed during this period of change – the good and the bad, and he’ll share some of the best practices for technology in our space around technology and innovative solutions in this new world.

You’ll walk away from this session with a new appreciation and awareness about some of the unique technologies that are ready to take our profession to the next level as well a clear directive to your IT support personnel on the technologies and platforms that should currently be under consideration to allow your practice to function whether your staff are working in the office or working remotely.

Who Should Attend:
Accountants, IT professionals

Learning Objectives:
Learn some best practices for technology, innovative solutions, client services, whether working in the office or remotely.

Level:
Intermediate/Advanced

Prerequisites:
Knowledge of current and future technology available to the profession

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 10:10 AM
(1 CPE TAXES)
Barry C. Melancon, CPA, CGMA, President & CEO, AICPA

Barry will provide a wide-ranging view of the major issues and trends inside the CPA profession. 

Who Should Attend:
Accountants

Learning Objectives:

Level:
Intermediate

Prerequisites:

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 11:50 AM 
(1 SK & APPLICATIONS CPE)
Armando D’Accordo, President, CMIT Solutions of South Nassau

In this session we will discuss the ever-changing threat landscape and how the pandemic affected businesses, and cybercriminals. Discussion topics will include; advanced threat protection, compliance changes and requirements and budgeting for all protection required.

The fact is, you must spend on protection. Join this session and learn how to spend it wisely and proactively, vs paying for the cleanup and damage associated with breaches and downtime.

Who Should Attend:
Accountants, Attorneys, CFPs

Level:
Intermediate/Advanced

Learning Objectives:
Identify how businesses can recognize advanced threats, compliance changes and how to spend to protect yourself and your clients.

Prerequisites:
Basic knowledge of cybersecurity and risk management

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 11:50 AM
(1 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00226-21-O)
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

The IRS and NYS have the power to hold an individual personally responsible for a business’s back taxes in certain situations. This webinar discusses what taxes this applies to, who is responsible and what limits exist on the government’s power. Further, once someone is found to be responsible, the government has various tools at its disposal to collect monies owed, including liens, levies, passport revocation, driver’s license suspension and other consequences. Learn how to challenge these actions and options for resolving a tax dispute.

Who Should Attend:
Accountants and Attorneys

Learning Objective:
Recognize and identify the IRS procedural challenges effecting business’s back taxes and who the IRS and NYS hold responsible

Prerequisites:
Basic Federal and NYS Tax law knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 11:50 AM
(1 CPE TAXES)
Natalie Karp, MBA, CLTC, Rona Loshak, MBA, CLTC

Learn how the mass affluent can benefit from today’s long term care planning solutions and why the LTC discussion deserves consideration in a comprehensive financial plan. Evaluating the myriad of planning solutions in today’s marketplace. Why a comprehensive analysis of ALL solutions matters in maximizing successful outcomes.

Who Should Attend:
Accountants and CFPs

Learning Objectives:
Recognize and identify possible planning solutions for long term care for high net worth clients

Prerequisites:
General knowledge of long-term care options

Level:
Intermediate/Advanced

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 12:50 PM 
(No Credit)
Mary Read CPC, QPA, CPFA

Required Minimum Distributions, the SECURE Act and new proposed changes in the Build Back Better Act control when your qualified retirement savings must be distributed and create added investment risk and tax risk. Keep your traditional IRA or do a Roth Conversion? There is another alternative that can reduce the tax bill and put control of how and when to use the money back in the owner’s hands, all using IRS safe harbor rules. Learn how this strategy could benefit your clients in this session.

Tuesday, November 9 @ 1:30 PM
(2 CPE TAXES  ) (2 CLE)
Stephen Abramson, CPC, CLU, ChFC, President, APS Pension and Financial Services

This program will provide insight into the basis for the majority of fiduciary litigation currently in the
courts, cases that have settled and those that were dismissed due to proper due diligence by plan fiduciaries.

Who Should Attend:
Accountants, Attorneys, CFPs

Level:
Advanced

Learning Objectives:
Learn about the most current fiduciary litigation in the courts and cases recently settled.

Prerequisites:
General knowledge of retirement plans.


Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 1:30 PM
(2 CPE TAXES) (2 CLE)
Mark S. Klein, Esq. and 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 TCJA and the CARES Act. We will discuss the new SALT cap workaround, while also highlighting new decisions, rulings, and administrative releases affecting New York’s personal income, sales, and corporate taxes. The program will cover issues relating to taxpayers who have been telecommuting since the pandemic and will address some common misconceptions about how remote work affects residency and wage allocation. Finally, we will review various tax incentive programs, as well as recent changes in New York’s abandoned property law and enforcement.

Learning Objectives:

1. To understand the application and impact of New York’s new tax laws and the effect of decoupling with the Internal Revenue Code.

2. To understand the mechanics and recognize the value of the new optional flow-through entity tax to avoid the federal tax law SALT limitation of $10,000.

3. To recognize what it takes to get a state to accept a taxpayer’s change of residence.

4. To appreciate the impact of state taxes on remote workers

5. To identify certain traps for the unwary

Program Repeats at 1041 @ 3:30pm

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:
Recognize and identify the latest developments in New York State’s
2021-2022 budget bill, including NY’s response to TJA and CARES Act

Prerequisites:
General NYS tax knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 1:30 PM
(2 CPE TAXES) (2 CLE)
Harlan J. Kwiatek, CPA, JD, LL.M

During this program, we will address these important topics:

• Preparing for SALT issues in a post-pandemic world
• Where are we today with SALT
• 2022 SALT outlook
• Preparing for the future of SALT

Who Should Attend:
Accountants, Attorneys, Financial Planners

Learning Objectives:
Recognize and identify new and possible proposed issues involving SALT.

Level:
Intermediate

Prerequisites:
Basic State and Local Tax knowledge

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 3:30 PM
(2 CPE TAXES) (2 CLE)
Mark S. Klein, Esq. and 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 TCJA and the CARES Act. We will discuss the new SALT cap workaround, while also highlighting new decisions, rulings, and administrative releases affecting New York’s personal income, sales, and corporate taxes. The program will cover issues relating to taxpayers who have been telecommuting since the pandemic and will address some common misconceptions about how remote work affects residency and wage allocation. Finally, we will review various tax incentive programs, as well as recent changes in New York’s abandoned property law and enforcement.

Learning Objectives:

1. To understand the application and impact of New York’s new tax laws and the effect of decoupling with the Internal Revenue Code.

2. To understand the mechanics and recognize the value of the new optional flow-through entity tax to avoid the federal tax law SALT limitation of $10,000.

3. To recognize what it takes to get a state to accept a taxpayer’s change of residence.

4. To appreciate the impact of state taxes on remote workers

5. To identify certain traps for the unwary

Program Repeat of 1031

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:
Recognize and identify the latest developments in New York State’s
2021-2022 budget bill, including NY’s response to TJA and CARES Act

Prerequisites:
General NYS tax knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 3:30 PM
(2 CPE TAXES) (2 CLE)
Scott Ahroni, Partner, Robinson Brog Leinwand Greene Genovese & Gluck P.C.

This seminar will discuss the “hot button” audit triggers and related issues, how best to protect your client during a civil audit and criminal investigation, and how to shield your client from forced collection activity by the IRS and New York State Department of Taxation and Finance.

Who Should Attend:
Accountants

Learning Objectives:
Recognize and identify audit triggers, civil audits, criminal investigations and forced collections.

Level:
Intermediate

Prerequisite:
Knowledge of auditing

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Tuesday, November 9 @ 3:30 PM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00227-21-O)
Mark E. Wilensky, Esq., David C. Jacobson, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP

This panel will address frequently asked questions regarding income tax reporting for partnerships set up as freeze partnerships. In addition, the panel will address special real estate transfer tax concerns where property contributed to the freeze partnership is located in New York City. The panel will also provide an overview of common freeze partnership techniques.

Who Should Attend:
Accountants and Attorneys

Learning Objectives:
Recognize and identify issues related to income tax reporting for partnerships setup as freeze partnerships.

Level:
Intermediate/Advanced

Prerequisites:
General knowledge of freeze partnerships and transfer tax concerns

Advanced Preparation:
None

Delivery Method:
Group Internet Based

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