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Wednesday, November 15 @ 7:40 AM

You must attend this session for a full day’s credit

Technology Update For The Profession (1.5 CPE Advisory Services) 
James C. Bourke, CPA, CITP, CFF, CGMA

In this session, Jim Bourke will discuss a number of hottest technology trends and issues in the profession and actively get the attendees involved in the session.

Our profession will change more quickly in the next 5 years than it has in the past 30! Technology is the reason for that rapid transformation and expansion into new service lines. Jim will share insight and knowledge that will prepare you for this change and help to guide you and your firm in making the right strategic decisions!

Jim will discuss a range of technologies covering all firm service lines from tax to attest to advisory and he’ll also share best practices when it comes to technologies in firm administration.

With the July 2023 general release of the AICPA’s new Dynamic Audit Solution, he’ll give the attendees a 30,000 ft overview and also discuss how it plays with their other solutions for prep, comp and review as well as employee benefit plan engagements.

In addition, Jim will share his thoughts on AI and ChatGPT and why and how these and other technologies will change tax and audit forever!

Keynote Part 2 TBA (1.5 CPE TAXES)

Who Should Attend:
All Attendees

Learning Objectives:

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 10:30 AM
(2 CPE Specialized Knowledge) (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: new discrimination employee protections, minimum wage changes, A-I hiring, wage and hour law updates, Pregnant Workers’ Fairness Act as well as the transparency law effecting all employers. We will also review other labor and employment issues, topics and strategies.

Who Should Attend:
Accountants, Attorneys, Business Owners

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

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 10:30 AM
(2 CPE TAXES) (2 CLE)
Robert S. Barnett, CPA, Esq.

Our session will concentrate on breakup of professional partnerships, LLCs and PLLCs.  A recent Tax Court decision provides guidance and highlights tax traps to avoid.  We will analyze practice goodwill and client based intangible assets and how they are treated under various methods.  The special partnership provisions applicable to sales and redemptions will be contrasted.

Learning Objectives:

• Compare methods including sales and redemptions
• Identify tax traps and benefits
• Apply capital account rules and valuation
• Analyze and distinguish partnership agreement provisions

Who Should Attend:
Accountants and Attorneys

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 10:30 AM
(2 CPE TAXES)
James S. Farmer, CLE, ChFC

Learn how to lower your clients' tax bracket in retirement below 10% no matter what income level they desire. During this program we will discuss a Roth IRA alternative that is fully liquid, has no income restraints, no contribution limit and no 59 1/2 rule. We will also explore several trust ideas including how to fix your clients' Grantor Trusts to make them completely tax free and create an alternate step-up in cost basis.  We’ll also go over how to change the rules of trusts, how to get rid of state tax and how to create a creditor protected account.

What your clients want are lower taxes and this program will give you the tools you need and show you how!

Who Should Attend:
Accountants, Financial Professionals

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 10:30 AM
(2 CPE Advisory) (2 CFP)
Mark Badami, CFP®, CLTC®; Ron Roth

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

Prerequisites:
None 

Level:
Intermediate 

Advanced Preparation
None

Delivery Method:
Group Live

Wednesday, November 15 @ 10:30 AM
(2 IRS CE ETHICS G1U2N)
Beanna J. Whitlock, EA, CSA, RTRP

Participants will understand the requirements for tax professionals presented by Circular 230, Federal Code of Regulations.  Attendees will review what is required of them in today’s business of tax.  They will understand how unscrupulous preparers get on the radar screen of IRS and how the Department of Justice protects taxpayers from them.  A review of current cases has participants act as the jury to deem innocent or guilty, and set the sentence if guilty.

Who Should Attend:
Enrolled Agents

Prerequisites:
None 

Level:
Intermediate 

Advanced Preparation
None

Delivery Method:
Group Live

Wednesday, November 15 @ 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 the newest iteration of the Voluntary Disclosure Program has changed the landscape for taxpayers.

Who Should Attend:
Accountants, Attorneys

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 12:15 PM
(1 CPE TAXES)
Stephen Abramson, CPC, CLU, ChFC, President, APS Pension and Financial Services

The program will explain the nature of this approach to retirement savings, the rules and guidelines and the optimum circumstances under which it works best.  Included will be examples of plan designs that accommodate a MEGA Roth and those that do not.

Who Should Attend:
Accountants, CFPs

Learning Objective:

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 12:15 PM
(1 CPE Specialized Knowledge)
John Raspante, CPA, MST

This course will cover the most common professional liability claims facing CPA firms across the country.

Claim frequency and severity will be discussed including best practices for claim avoidance.

In addition, new and emerging claims will be highlighted.

Who Should Attend:
Accountants

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 12:15 PM
(1 CPE Specialized Knowledge)
David M. Okorn, Executive Director, LICF; Patricia Marcin, Esq

Professional advisors play a key role in philanthropy. The most effective way of doing this is by proactively talking about giving with their clients. The benefits of doing so are profound. Advisers can build trust and rapport with their clients, donors can become more effective in their philanthropy and support for charitable organizations will grow, ensuring safer, healthier, and better communities. In this lunchtime session, David Okorn, Executive Director of the Long Island Community Foundation and Tricia Marcin, Partner at Rivkin Radler will present various ways to help you identify and seize opportunities to save your clients money and plan their charitable legacy.

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 1:50 PM
(2 CPE TAXES) (2 CFP) (2 CLE) (2 IRS CE G1U2N)
Neil D. Katz, J.D., LL.M., CPA

Continues at Part II – Program 1051

As we focus on the coming 2023 filing season, we see that certain changes have already been made, and President Biden and Congress continue to discuss and 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 2023 individual returns.

Who Should Attend:
Accountants, Attorneys, CFP

Learning Objective:
Recognize and identify Federal tax issues

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 1:50 PM
(2 CPE TAXES) (2 IRS CE) (2 CLE)
Robert S. Barnett, CPA, Esq.

This lecture will focus on the new Form 7203, basis considerations, and reporting requirements including:

• Calculating beginning stock basis 
• Open account debt regulations in coordination with Form 7203
• Proper order for basis calculations
• Loan basis and reporting
• Tax traps to watch
• S distributions and reporting

Who Should Attend:
Accountants, Attorneys

Learning Objectives:

Level:
Intermediate

Prerequisite:
None

Advanced Preparation: 
None

Delivery Method:
Group Live

Wednesday, November 15 @ 1:50 PM
(2 CPE Auditing)
Renee Rampulla, CPA, CGMA

Learn about various standards recently issued by the AICPA’s Auditing Standards Board (ASB) and the Accounting and Review Standards Committee (ARSC), along with current projects on their standard setting agendas.

Who Should Attend:
CPAs who prepare, compile, review, or audit private company financial statements.

Learning Objectives:
Upon completion of this course, you will be able to:Upon completion of this course, you will be able to:
• Identify ASB and ARSC Current Workplans.
• Recall the various standard setting hot topics.
• Recognize the guidance in SAS Nos. 143, 144, 147, and 148.
• Identify the various available resources.

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 1:50 PM
(2 CPE TAXES) (2 IRS CE) (2 CLE)
Scott Ahroni, JD; Kurt Erskine, JD; Lauren DeSantis, JD; Andrea Parness, CPA

As a result of additional congressional funding enabling the hiring of additional IRS agents, we are seeing an increase in scope and number of audits. This presentation explains key issues, planning opportunities and ways to protect your client and yourself during audits in general with a focus on International Bank and Asset Reporting, Employee Retention Tax Credits, and Syndicated Conservation Easements.

Who Should Attend:
Accountants

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 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

As we focus on the coming 2023 filing season, we see that certain changes have already been made, and President Biden and Congress continue to discuss and 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 2023 individual returns.

Who Should Attend:
Accountants, Attorneys, CFP

Learning Objective:
Recognize and identify Federal tax issues 

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 3:50 PM
(2 CPE TAXES) (2 CFP) (2 CLE)
Mark S. Klein, Esq., Joseph N. Endres , Esq.

This seminar will cover the latest developments in NYS’s 2023-2024 budget bill, including proposals that may become law. We’ll look at the tax impact of the post-pandemic exodus from NY, the surprising multistate tax consequences of telecommuting, and two new audit initiatives: sales and withholding tax.

Repeat program at course 2011

Who Should Attend:
Accountants, Attorneys and CFPs

Learning Objectives:

Prerequisites:
Recognize and identify the latest developments in New York State’s 2023-2024 budget bill.

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 15 @ 3:50 PM
(2 CPE TAXES) (2 IRS CE G1U2N)
Beanna J. Whitlock, EA, CSA, RTRP

Do you have wealthy clients? Do you want a wealthy client?  Do you want to be wealthy? All wealthy clients have “stupid” children so they don’t want to give their children the assets they have worked so hard to accumulate. The FLP, Family Limited Partnership is the answer to the question of how do I gift from my estate yet still maintain control. Participants will identify clients who can benefit from the FLP and how to set the plan in motion making them a hero to their clients. With the extraordinary level of estate and gifting available before January 1, 2026 there is no better time than now to put this plan in place.

 Who Should Attend:
Accountants, Attorneys

Learning Objectives: 

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

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