Course Grid

Course Descriptions

Day 1 | Day 2 | Day 3

Day 1 Schedule - Wednesday, November 20 2024

Course Descriptions - Day 1


Time

Session 1 Session 2 Session 3 Session 4 Session 5
7:40 AM - 10:10 AM

1011

Keynote Session
(3 CPE TAXES) (1 IRS CE G1U2N-T-00298-24-I)

An Update from the Trenches: How the IRS is Deploying Resources from the Inflation Reduction Act

Michael Kramarz, J.D., LL.M

2025 Tax Bill: Big, Small, or No Deal at All?
Lauren Pfingstag, Director of Congressional and Political Affairs, AICPA

ELE Update
Liz Burkhalter, CPA, Associate Director of CPA Pipeline, AICPA & CIMA 

10:10 AM - 10:30 AM Break
10:30 AM - 12:10 PM

1021

2024 Labor and Employment Law Update: Changes to the Law and Enforcement
(2 CPE TAXES) (2 CLE)

Glenn J. Franklin, Esq.
Elana T. Henderson, Esq.

1022

Business Sale / Purchase: Select Considerations
(2 CPE TAXES) (2 IRS CEG1U2N-T-00299-24-I) (2 CLE)

Robert S. Barnett, JD, Masters (Taxation), CPA

1023

The Ugly 1040 II
(2 CPE TAXES) (2 IRS CE G1U2N-T-00300-24-I) 

Beanna J. Whitlock, EA, CSA, RTRP.

1024

Myth Busters: Reality vs. Perception
(2 CPE Advisory) (2 CFP)

Mark Badami, CFP®, CLTC®

12:15 PM - 1:15 PM
(Lunch)

1031

Why Cloud Computing is Bad for Your CPA Firm!
(1 CPE SK)

Dan Fusco, Founder, InnerPC Computer Solutions

1032

SECURE ACT 2.0, Update, What Was Changed and What Was Added
(1 CPE TAXES) (1 IRS CE G1U2N-U-00302-24-I)

Mark Phillips, Senior Plan Consultant, APS Pension & Financial Services

1033

Get Ready for NYS/NYC Residency Audits! The Taxman is Coming
(1 CPE TAXES) (1 CLE)

Yvonne R. Cort, Esq.
Jaime Linder, Esq.

1034

Real Estate Income Tax Deductions That Most Tax Professionals are STILL Missing for Their Clients
(1 CPE TAXES) (1 IRS CE G1U2N-T-00303-24-I)

Eric P. Christenson, Cost Segregation Services, Inc. 
1:15 PM - 1:50 PM Break
1:50 PM - 3:30 PM

1041

1040 Update Part 1
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-U-00304-24-I)

Neil D. Katz, J.D., LL.M., CPA

1042

Form 1041 Income Tax Planning and Design
(2 CPE TAXES) (2 IRS CE G1U2N-T-00305-24-I) (2 CLE) 

Robert S. Barnett, JD, Masters (Taxation), CPA
Gregory L. Matalon, Esq.

1043

Understanding ERTC Audits
(2 CPE TAXES) (2 IRS CE G1U2N-T-00307-24-I) (2 CLE)

Scott Ahroni, J.D., LL.M (Taxation) ; Erika Colangelo, Associate; Marisa Friedrich, J.D. Moshe Zupnick, J.D.

1044

Fraud and Financial Abuse with Estate Planning
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00309-24-I)

Aaron E. Futterman, CPA, Esq.

3:30 PM - 3:50 PM Break
3:50 PM - 5:30 PM

1051

1040 Update Part II
(2 CPE TAXES) (2 IRS CE G1U2N-U-00308-24-I) (2 CLE)

Neil D. Katz, J.D., LL.M., CPA

This is a continuation of 1041

1052

NY Budget Bill/Hot Audit Issues
(2 CPE TAXES) (2 CLE)

Mark S. Klein, Esq., Joseph N. Endres , Esq.;K. Craig Reilly, Esq.

1053

Avoiding CP 2000 Notices
(2 CPE TAXES) (2 IRS CE G1U2N-T-00310-24-I)

Beanna J. Whitlock, EA, CSA, RTRP

1054

Update on Elder Law and Estate Planning
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-U-00311-24-I)

David R. Okrent, Esq., CPA

 

Day 2 Schedule - Thursday, November 21 2024

Course Descriptions - Day 2

TIME SESSION 1 SESSION 2 SESSION 3 SESSION 4
7:45 AM - 9:25 AM

2011

NY Budget Bill/Hot Audit Issues
(2 CPE TAXES) (2 CLE)

Mark S. Klein, Esq., Joseph N. Endres , Esq.; K. Craig Reilly, Esq.

Repeat of Course 1052

Empire

2012

Now is the Time: 706 & 709 
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00312-24-I) 

Gregory L. Matalon, Esq., Erik Olson, Esq. 

Starlight

2013

The Tax Side of Retirement Planning
(2 CPE TAXES) (2 CLE)


Donna Stefans, Esq., AIF 

Veranda

2014

Corporate Transparency Act - More Clarity, More Confusion, FAQS - You Decide
(2 CPE TAXES) (2 IRS CE G1U2N-T-00306-24-I) (2 CLE)

Scott Ahroni, JD., LL.M (Taxation); Andrea Parness, CPA; Craig J. Wild, CPA 

Suburban

9:25 AM - 9:45 AM Break
9:45 AM - 10:45 AM

2001

Keynote - IRS Updates: State of the IRS
(1 CPE TAXES) (1 IRS CEG1U2N-T-00314-24-I)

10:45 AM - 11:10 AM Break
11:15 AM - 12:30 PM

2021

Non-GAAP Financial Statements
(1.5 CPE Accounting)

Renee Rampulla, CPA, CGMA

Empire

2022

Unlocking Hidden Opportunities: Tax Saving and Deferral Strategies for High-Income and Net-Worth Clients
(1.5 CPE TAXES)

Paresh Shah, CPA
'
Starlight

2023

Know Before You Go! Making Sense of the NYS Residency and Sales Tax Rules
(1.5 CPE TAXES) (1 CLE)

 Marisa Friedrich, J.D.;Moshe Zupnick, J.D.

Suburban

2024

Multi-Method Investing Financial Markets Update
(1.5 CPE SK)

Jesse Mackey, Chief Investment Officer, 4Thought Financial Group Inc. 

Veranda
12:30 PM - 12:45 PM Break

12:45 PM - 1:40 PM

(Lunch)

2031

Long Term Care Insurance is NOT Expensive – Long Term CARE is!
(1 CPE SK)


Natalie Karp & Rona Loshak; Karp Loshak LTC Insurance

Veranda

2032

Buy Sell Agreements After Connelly
(1 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00315-24-I)


Robert S. Barnett, JD, Masters (Taxation), CPA
Gregory L. Matalon, Esq.

Suburban

2033

Disclosure of Financial Records in a Divorce and The Crucial Role of the CPA
(1 CPE TAXES) (1 CFP) (1 CLE)  

Donna E. LaScala, RFC®, CDFA®, CLTC  , Concetta Spirio, Esq. Nannette Watts, CPA, ABV, CFF

Empire

2034

NYS Dept of Tax & Finance
(1 CPE TAXES) (1 CFP) (1 CLE)  

Peter Ellis, Deputy Commissioner for Tax Audits; Karen Geduldig, Deputy Commissioner of the Civil Enforcement Division; Yvonne R. Cort, Esq.

Starlight

1:40 PM - 1:55 PM Break
1:55 PM - 3:35 PM

2041

1040 Update Part I
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-U-00304-24-I)

Neil D. Katz, J.D., LL.M., CPA

Repeat of Course 1041


Starlight

2042

Current Developments in NJ/CT Taxation
(2 CPE TAXES) (2 CLE)

New Jersey Tax Update
Chaim Kofinas, CPA

Connecticut Tax Update
Louis B. Schatz, Esq.;
David O. Bigger ,Esq.

Suburban

2043

International Tax Compliance and Planning: Essentials of CFC and GILTI Reporting, and Penalty Waiver Programs
(2 CPE TAXES) (2 IRS CE G1U2N-T-00316-24-I) (2 CLE)

Andrew Wang, EA, MS (Tax); Scott Ahroni, J.D., LL.M (Taxation)
 

Veranda

2044

Common Private Company Financial Statement Disclosures
(2 CPE Accounting)

Renee Rampulla, CPA, CGMA

 Empire

3:35 PM - 3:55 PM Break & Exhibitor Raffles
3:55 PM - 5:35 PM

2051

1040 Update Part II
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-U-00308-24-I)

Neil D. Katz, J.D., LL.M., CPA

This is a continuation of program 2041

Repeat of Course 1051

Starlight

2052

Preparing and Defending Multi-State Sales Tax Returns
(2 CPE TAXES) (2 CLE)

Mark L. Stone, CPA, MST;
Joseph Calamia II, CPA; Jennifer L. Koo, Esq.

 Suburban

2053

Trust and Estate Income Tax Preparation and Planning
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00317-24-I)


Matthew Taus, CPA/PFS, CFP® 

Empire

2054

Effective Communication Beyond the Numbers: Essential Skills for the Modern Accountant
(2 CPE SK)


Ken Davidson, Founder, The Davidson Group

Veranda

 

Day 3 Schedule - Friday, November 22 2024

Course Descriptions - Day 3

TIME SESSION 1 SESSION 2 SESSION 3 SESSION 4
7:45 AM - 9:25 AM

3011

Tax Issues in Elder Care and Supplemental Needs Planning 2024
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00318-24-I)

Stuart H. Schoenfeld, Esq.Robert S. Barnett, JD, Masters (Taxation), CPA 

Suburban

3012

Preparations, Compilations and Reviews
(2 CPE Accounting)

Alexander K. Buchholz, CPA, MBA, CGMA 

Empire

3013

Top Estate Planning Issues for 2024 and Future Years
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00319-24-I)

Neil D. Katz, J.D., LL.M., CPA

Starlight


9:25 AM - 9:45 AM Break

9:45 AM - 11:25 AM

3021

NYS Residency and Nonresident Allocation Hot Topics 
(2 CPE TAXES) (2 CLE)

Joseph N. Endres , Esq.

Suburban

3022

Tax and Financial Aspects of Elder Law
(2 CPE TAXES) (2 CLE)

Matthew E. Rappaport, Esq., LL.M.(Taxation); Michele Schlereth, Esq., CPA, MST ; Dana Walsh Sivak, Esq.

Empire

3023

S & C Corporation Update
(2 CPE TAXES) (2 IRS CE G1U2N-U-00320-24-I) (2 CLE)

Robert S. Barnett, JD, Masters (Taxation), CPA

Starlight

 3024

Contemporary Topics in Auditing and Accounting
(1 CPE Accounting) (1 CPE Auditing)

11:25 AM - 11:55 AM Break
 

11:55 AM - 12:50 PM

(Lunch)

3031

Debt Consolidation: What You Need to Know for Clients in Debt
(1 CPE SK) (1 CLE)

Leslie H. Tayne, Esq.

Veranda

3032

Tax Primer on Debt Workouts (2024 Edition
(1 CPE TAXES)(1 CLE)

Mark E. Wilensky, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP

Suburban

3033

Should I Stay or Should I Go? What are My Options?
(1 CPE SK) (1 CFP)

Robert Tollin, CRMP

Empire

3034

Follow the Money: How IRS Special Agents Discover and Develop Criminal Tax Cases
(1 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00322-24-I)

Richard S. Kestenbaum, Esq.; Scott L. Kestenbaum, Esq.; IRS SA Madeline Gorra; former SA in charge of NY office Thomas E. Bishop, CFE, EA

Starlight

12:50 PM - 1:05 PM Break

1:05 PM - 2:20 PM

3041

IRA Magic: Unlocking the SECURE Act 2.0 Secrets!l
(1.5 CPE TAXES) (1 CLE) 

Donna Stefans, Esq., AIF

Starlight

3042

Taxation of Cryptocurrency, NFTs, and Decentralized Finance
(1.5 CPE TAXES) (1 CLE)

Matthew E. Rappaport, Esq., LL.M.(Taxation)

Empire

3043

Prevent, Mitigate and Recover
(1.5 CPE SK)

Armando D’Accordo, President, CMIT Solutions of South Nassau ; Robert Schlener, CMIT Solutions of South Nassau 

Veranda

3044

Employees vs. Independent Contractors
(1.5 CPE SK) (1 CLE)

Elana T. Henderson, Esq.

 Suburban

2:20 PM - 3:05 PM Break

3:05 PM - 4:20 PM

3051

1031 Exchanges: Hot Topics and End of Year Considerations
(1.5 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00323-24-I)

Eric Brecher, Esq., CES®

Suburban

3052

Granting Equity-based Compensation in a Tax Efficient Manner
(1.5 CPE TAXES) (1 CLE)

Matthew E. Foreman, J.D., LL.M (Taxation)

Empire

3053

Reading Complex K-1s 
(1.5 CPE TAXES)

Barry L. Sunshine, CPA, CGMA, MS

Starlight