Day 3

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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

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

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

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

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

• 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.)

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

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