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NASBA # 108369

Course 3002 - Understanding the NYS Pass-through Entity Tax

Tuesday, November 16 @ 8:00 AM
(2 CPE TAXES)
Barry L. Sunshine, CPA, CGMA, Senior Tax Partner, Janover LLC; Richard Feldman, CPA, Senior Manager, Janover LLC


Effective 2021, NYS passed an entity level tax to provide a work around the SALT limitation. This new elective rule has a lot of pros and cons but if you fully understand these pros and cons, then you can properly advise clients and business owners. We will discuss these new rules and help you guide through these tough decision-making process. In addition, we will provide an excel spreadsheet to assist you to communicate with your client showing the benefits for making the election.


Who Should Attend:
Accountants

Learning Objectives:


Prerequisites:


Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3003 - Vocabulary of EA Ethics

Tuesday, November 16 @ 8:00 AM
(2 CPE TAXES) (2 IRS CE G1U2N-E-00241-21-O)
Beanna J. Whitlock, EA, CSA, RTRP

Based upon talking the talk to walk the walk, Beanna will lead you through the Vocabulary of Ethics, discovering the real meaning of words for tax professionals to help us navigate the oftentimes uncertain waters of the practice of tax. Circular 230, Federal Code of Regulations will give us guidance and enhance our understanding of the way be go from "See Jane Run" to the complexities of the "Tax Code" as we expand our vocabulary to know not only how we do what we do but how we conduct ourselves while we do it.

A must for every Enrolled Agent in practice in 2021.

Who Should Attend:
Enrolled Agents

Learning Objectives:
Recognize and identify the duties and obligations of Enrolled Agents

Prerequisites:
Basic knowledge of duties and obligations of Enrolled Agents

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3011 - NYS Collection: Warrants, Levies and Resolutions

Tuesday, November 16 @ 10:10 AM
(1 CPE TAXES) (1 CLE)
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

NYS has powerful tools for collection. We will discuss the State and practitioner viewpoints of tax warrants, income executions, bank levies and seizures. We will include resolutions, Installment Payment Agreements, collection alternatives, release of levies, and the sale of a home.

Who Should Attend:
Accountants and Attorneys

Learning Objectives:
Recognize and identify NYS tools for collection, including various viewpoints of tax warrants, income executions, bank levies and seizures.

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3012 - Cyber Security: Learn to Work Remotely the Secure Way

Tuesday, November 16 @ 10:10 AM
(1 SK & Applications CPE)
Dan Fusco, IT Consultant, InnerPC Computer Solutions

As an accounting and tax professional, you are responsible for your client’s sensitive information and its security. It is not only a matter of ethical compliance but also regulatory compliance and practical concern. Having a structured data security plan and execution either costs beyond affordability or the trust of the client. In this situation, is there a feasible solution for the small to medium-sized firm to ensure data security and support clients?

As a CPA, an accounting professional or a tax professional you are responsible for your client's data. Find out how Cybercriminals are able to access and steal your data.

We will look into compliance and discuss; what the repercussions are if you are compromised? what are the fees that you will encounter? what will you be responsible for in regards to letting your clients know? We will then discuss, an easy way in which you can dramatically decrease your chances of ever being compromised.

LEARNING OBJECTIVES

Recognize and identify:
• 7 reasons why are you not compliant
• 3 Easy steps to create a secure network that will ensure you are compliant
• How the Cloud makes being compliant easy.

Who Should Attend:
Accountants, Attorneys and CFP

Learning Objective:
Learn how to protect your data by using secure applications. 

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3013 - How to Find & Track Cryptocurrency for Litigation

Tuesday, November 16 @ 10:10 AM
(1 CPE TAXES) (1 CLE)
Nicholas G. Himonidis, JD, CFE, CCFS, CCFI

While parties hiding assets in litigation is nothing new, cryptocurrencies are changing the game.  Cryptocurrencies can be purchased for cash, held anonymously without the involvement of any third party and transferred to anyone, anywhere in the world, without any paper trail.  This program will provide information on how Cryptocurrencies operate, and how to identify them and track them in litigation.

Who Should Attend:
Accountants , Attorneys and CFPs

Learning Objectives
Recognize and identify the basics of cryptocurrencies, blockchain and bitcoin.

Prerequisites:
None

Level:

Intermediate


Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3021 - Multi-State Nexus Issues for Businesses

Tuesday, November 16 @ 11:50 AM
(1 CPE TAXES ) (1 CLE)
Joseph N. Endres, Esq.

Doing business in multiple states raises some problematic tax issues for companies and employees. In this presentation, Joe will guide you through several issues that must be considered in order to adequately address the applicable income, sales, withholding and other tax obligations. This program will necessarily require a review of multistate tax rules, but will also provide a detailed review of New York’s rules as well. 

Learning Objectives:

Recognize and identify:
  • Learn how to determine if a business has a potential sales tax obligation in light of the various state Wayfair rules.
  • Determine if employees must pay tax (and employers withhold tax) in every state visited
  • Identify the corporate tax implications of doing business on the web
  • Review telecommuting and mobile workforce rules
  • Identify tricky issues for allocating Income (workday allocation, bonuses, stock options, severance, retirement income, etc.)
Who Should Attend:
Accountants, Attorneys and CFPs

Prerequisites:
General NYS tax knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3022 - Myth Busters…Reality vs. Perception

Tuesday, November 16 @ 11:50 AM
(1 CPE TAXES) (1 CFP) (1 IRS CE G1U2N-T-00234-21-O)
Mark Badami CFP®, CLTC®

Want to learn more about the myths of Real Return vs. Average Returns on an investment portfolio? Interested in understanding and finding the tax savings in a Qualified Plan? Want to make sure that you cannot out live your assets regardless of market performance?

All this and more will be discussed in this informative Myth Busting session. Mark A. Badami, CFP® will uncover and expose uncommon knowledge and destroy the hardwired commonly misunderstood notions of today’s retirement planning.

Who Should Attend:
Accountants and CFPs

Learning Objectives:
Recognize and identify uncommon knowledge and destroy the hardwired commonly misunderstood notions of today’s retirement planning

Prerequisites:
Experience with Retirement Planning

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3031 - 1040 Update Part I

Tuesday, November 16 @ 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.

This is a repeat of Course 2031

Who Should Attend:
Accountants, Attorneys, CFP

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

Prerequisites:
Basic Federal tax law knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3032 - The Cost of Divorce: How YOU Can Help Your Clients Preserve Asset and Avoid Taxes

Tuesday, November 16 @ 1:30 PM
(2 CPE TAXES) (2 CFP) (2 CLE)
Nannette Watts, CPA/ABV/CFF, Jackie Caputo, Esq., Aaron Lieberman, CFP®, CDFA, Amy Reinstein-Augenstein, Esq. LCSW

A panel of speakers will include a divorce attorney, a Forensic CPA, and a Certified Divorce Financial Analyst (CDFA) who will lead an interactive discussion based on a Case Study of divorce.  Attendees will learn about the potential pitfalls and common mistakes that can be made during equitable distribution, the “cost of the mistake” to clients and how the CPA can and should play an integral role in helping their client(s) preserve their assets and avoid unnecessary taxation in the transfer of those assets pursuant to divorce proceedings.

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:
Recognize and identify strategies to provide tax and financial assistance during divorce

Prerequisites:
General knowledge of divorce and taxes

Level:

Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3033 - Stock Options and Equity Compensation

Tuesday, November 16 @ 1:30 PM
(2 CPE TAXES) (2 IRS CE G1U2N-T-00235-21-O)
Robert S. Barnett, CPA, Esq. and Barry L. Sunshine, CPA, CGMA

Many employers have equity-based plans and offer stock options to employees. Special rules applicable to S Corporations and Partnerships will be discussed. We will provide case studies and a workshop including how to prepare Form 1040 and required schedules including AMT.

Who Should Attend:
Accountants, Attorneys, CFP

Learning Objective:
Recognize and identify how to accurately prepare Form 1040 as it relates to equity-based plans and other stock options

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3041 - 1040 Update Part II

Tuesday, November 16 @ 3:30 PM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-U-00232-21-0)
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.

This is a repeat of Course 2041

Who Should Attend:
Accountants, Attorneys, CFP

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

Prerequisites:
Basic Federal tax law knowledge

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3042 - SECURE Act and SECURE Act 2.0: Tips & Techniques For Planning Under This Detrimentally

Tuesday, November 16 @ 3:30 PM
(2 CPE TAXES) (2 CLE) (2 CFP) (2 IRS CE G1U2N-U-00236-21-O)
Donna Stefans, Esq., Henry Montag, CFP

Learn what every Accountant needs to know about the SECURE Act – this discussion will go over key takeaways for the SECURE Act of 2019 and the SECURE Act 2.0 and will include information on estate planning techniques for retirement and account preservation, trusts that can be utilized to help, provisions for Special Needs planning and ROTH planning strategies. We will also be focused on wealth replacement strategies when the tax bite hits and how it may be avoided.

Who Should Attend:
Accountants, Attorneys, CFP

Learning Objective:
Recognize and identify the effect on estate planning and account preservation as a result of the SECURE Act

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Internet Based

Course 3043 - Sales Tax and Audits in the Multi-State Universe

Tuesday, November 16 @ 3:30 PM
(2 CPE TAXES) (2 CLE)
Mark L. Stone, CPA, MST and Jennifer L. Koo, Esq.

This discussion will focus on how other states conduct sales tax audits on a company located in New York. We will also highlight some strange and different sales tax laws in other states that you may have to address for your multi-state clients.

Who Should Attend:
Accountants, CFPs

Level:
Intermediate

Learning Objectives:
Recognize and identify on how other states conduct sales tax audits on New York companies as well as different sales tax laws in other states

Prerequisites:
General knowledge of New York sales tax law

Advanced Preparation:
None

Delivery Method:
Group Internet Based

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