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NASBA # 108369

Course 2001 - Private Company Accounting: Get to Know the Available Alternatives

Friday, November 12 @ 8:00 AM
(2 Accounting CPE)
Renee Rampulla, CPA, CGMA

Preparing financial statements for private companies can sometimes get complicated. This session addresses many frequently encountered issues and the various accounting alternatives available Learning Objectives:

Highlights: Learn the various accounting alternatives private companies can elect while still issuing financial statements in compliance with GAAP. This session addresses goodwill impairment and amortization, improvements to hedge accounting, electing to not consolidate variable interest entities (VIEs), intangibles, and much more.

Learning Objectives:
  • Identify the various accounting alternatives available to private companies.
  • Recognize when a private company can elect to not consolidate VIEs.
  • Recall the required financial statement disclosures associated with the election of an accounting alternative
Who Should Attend:
Accountants who prepare financial statements

Level of knowledge:
Intermediate

Prerequisite:
Knowledge of accounting and financial statement preparation

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 2002 - Multi-State Sales and Use Tax Filings

Friday, November 12 @ 8:00 AM
(2 CPE TAXES) (2 CLE)
Mark L. Stone, CPA, MST; Joseph Calamia II, CPA.

This course will discuss economic nexus, registration, filing requirements and the mechanics of multi-state sales and use tax filings. We will also discuss the use of third-party software to assist with return preparation.

Who Should Attend:
Accountants and Attorneys

Level:
Intermediate

Learning Objectives:
Recognize and identify economic nexus, multi-state sales and third-party software

Prerequisites:
Basic knowledge of sales tax

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 2003 - Business Losses

Friday, November 12 @ 8:00 AM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00228-21-O)
Robert S. Barnett, CPA, Esq. and Barry L. Sunshine, CPA, CGMA

Many businesses have experienced losses in 2020 and 2021. We will discuss several recent issues surrounding family businesses and real estate. Loss calculations for 2020 and 2021, including recent clarifications to the TCJA and CARES Act, PPP issues, Passive Activities, At Risk, and Basis Calculations, will also be discussed.

Who Should Attend:
Accountants, Attorneys

Learning Objective:
Recognize and identify loss calculations, clarification to the TCJA, CARES Act, PPP issues, passive activities at risk and basis calculations.


Prerequisites:
Basic Federal tax law knowledge.

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 2011 Keynote Session - Overview of the IRS Taxpayer Experience

Friday, November 12 @ 10:10 AM
(1 CPE TAXES) (1 IRS CE G1U2N-T-00229-21-O)
Ken Corbin, IRS Chief Taxpayer Experience Officer

As the newly appointed Chief Taxpayer Experience Officer, Ken Corbin will give an overview of the strategic direction of the IRS and the areas of focus related to the taxpayer experience.

Who Should Attend:
Accountants


Learning Objectives:

Level:
Intermediate


Prerequisites:
General knowledge of the IRS Taxpayer Services


Advanced Preparation:
None


Delivery Method:
Group Internet Based

Course 2021 - Optimizing Your Financial Plans After Biden Administration Tax Law Changes

Friday, November 12 @ 11:50 AM
(1 CPE TAXES)
Paresh B. Shah, CFPⓇ

The Biden administration is bringing sweeping tax law changes for individuals and businesses. In this presentation, we will examine these changes and to go over strategies that would work best in the new environment.

Who Should Attend:
Accountants, CFPs

Level:
Intermediate

Learning Objectives:
Recognize and identify new planning opportunities since the most recent tax law changes.

Prerequisites:
Knowledge of financial planning

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 2022 - How to Perform Accounting and SSARS Research for Free

Friday, November 12 @ 11:50 AM
(1 Accounting CPE)
Renee Rampulla, CPA, CGMA

Do you need a refresher on how to locate authoritative accounting guidance? Do you struggle with finding the correct answer to a SSARS question? If you answer yes to any of these questions, or just need a little help, this session is for you. In this session you will be shown how to use free resources tools so you can perform your own accounting and SSARS research, for free.

Highlights:
Learn researching techniques using free technical resources provided by the FASB and the AICPA

Learning Objectives:
Upon completion of this course, you will be able to:
  • Recognize key elements in the free FASB codification
  • Identify the location of authoritative SSARS including preparation of financial statements, compilations, and review guidance.
  • Recall the difference between a SSARS requirement vs. application and explanatory guidance.
Who Should Attend:
CPAs who prepare, compile or review financial statements

Level of knowledge:
Intermediate

Prerequisite:
General knowledge of accounting and auditing

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 2023 - Essential Bankruptcy Law, Concepts and Updates Accountants Need to Know

Friday, November 12 @ 11:50 AM
(1 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00230-21-O)
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 conveyances preference actions and more.

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:
Recognize and identify basic consumer and business bankruptcy and insolvency.

Level:
Intermediate

Prerequisites:
Basic knowledge of bankruptcy laws

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 2031 - 1040 Update Part I

Friday, November 12 @ 1:30 PM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-U-00231-21-O)
Neil D. Katz, J.D., LL.M., CPA

These Sessions will cover the many Federal tax issues that have arisen during 2021.  In addition to the continued impact of the Secure Act and the CARES Act, the Federal Government has passed additional legislation that will impact the 2021 return and more is coming.  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 to ready yourselves and your clients for filing their 2021 individual returns.

Repeats on Tuesday, Nov. 16th @ 1:30pm Course: 3031

Who Should Attend:
Accountants, Attorneys, CFPs

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

Course 2033 - Update on Standards for Reviews, Compilations, and Financial Statement Preparation Eng

Friday, November 12 @ 1:30 PM
(2 Auditing CPE)
Michael Glynn, CPA, CGMA; Renee Rampulla, CPA, CGMA

This session will be an interactive discussion between Renee Rampulla, Mike Glynn and conference participants.  The session leaders will discuss revisions to the standards for reviews, compilations, and financial statement preparation engagements resulting from the issuance of SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.  In addition, the session leaders will discuss select performance requirements and best practices for reviews, compilations, and financial statement preparation engagements as well as answering frequently asked questions on such engagements and the current activities of the Accounting and Review Services Committee.

Who Should Attend:
Accountants and auditors

Learning Objective:
Recognize the key elements in the most recently issued SSARS
Recall the current activities of the Accounting and Review Services Committee

Prerequisites:
General compilation and review knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 2041 - 1040 Update Part II

Friday, November 12 @ 3:30 PM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-U-00232-21-O)
Neil D. Katz, J.D., LL.M., CPA

These Sessions will cover the many Federal tax issues that have arisen during 2021. In addition to the continued impact of the Secure Act and the CARES Act, the Federal Government has passed additional legislation that will impact the 2021 return and more is coming. 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 to ready yourselves and your clients for filing their 2021 individual returns.

Repeats on Tuesday., Nov. 16th @ 3:30pm Course: 3041

Who Should Attend:
Accountants, Attorneys, CFPs

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

Course 2043 - 2021 Labor and Employment Update from A to Z (Americans with Disabilities Act to Zoom)

Friday, November 12 @ 3:30 PM
(2 CPE TAXES) (2 CLE)
Glenn J. Franklin, Esq.

We will discuss updates and developments in labor and employment law, both New York State and Federal.  Specific topics will include: vaccination policies, COVID issues, the New York State Sick Leave Law, the NY Heroes Act, wage and hour law updates, discrimination issues, workers’ compensation, unemployment insurance and other labor and employment issues, topics and strategies.

Who Should Attend:
Accountants and Attorneys

Learning Objectives:
Recognize and identify recent labor and employment law issues, vaccination policies, COVID issues, NYS sick leave, NY Heroes Act, worker’s compensation and numerous other topics.

Prerequisites:
General knowledge of labor and employment law

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

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