Day 2

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Thursday, November 21 @ 7:45 AM
(2 CPE TAXES) (2 CLE)
Mark S. Klein, Esq., Joseph N. Endres , Esq., K. Craig Reilly, Esq.

Repeat of Course 1052

The latest developments in NYS’s 2024-2025 budget bill, proposals that may become law next year, tax rules governing the exodus of high-net-worth taxpayers from NY, the surprising multistate tax consequences of telecommuting, recent sales tax cases, and NY’s use of sophisticated computer programs to identify and audit individuals and businesses.  

Who Should Attend:
Accountants, Attorneys, Financial Planners

Learning Objectives:
Recognize and identify the latest developments in New York State’s 2024-2025 budget bill

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 7:45 AM
(2 CPE TAXES) (2CLE) (2 IRS CE G1U2N-T-00312-24-I)
Gregory L. Matalon, Esq., Erik Olson, Esq. 

This lecture will review Trust and Estate Tax planning and preparation including: 

•     Preparation of Estate Tax Return Form 706 
•     Gift Tax Returns Form 709  
•     Income Tax Planning for Trusts  
•     Computation of portability and tax elections  
•     Valuations and discounts 
•     Proper use of automatic GST allocations 
•     Gifts: To split or not  

Who Should Attend:
Accountants, Attorneys, EAs 

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 7:45 AM
(2 CPE TAXES) (2 CLE)
Donna Stefans, Esq., AIF 

Discover the best time to take Social Security benefits and manage retirement income from a tax perspective. Learn essential strategies to maximize your retirement savings and secure your financial future. Whether you're nearing retirement or just starting to plan, this workshop is an invaluable resource for securing your financial future.

Who Should Attend:
Accountants, Attorneys, Financial Planners

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 7:45 AM
(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 

Beginning January 1, 2024, a brand-new requirement has landed on the desks of many business owners. As part of the Corporate Transparency Act (CTA), business entities are now required to report information about their beneficial owners to FinCEN to help combat money laundering and other illegal activities. Additionally, the law provides harsh penalties for the failure to report the required information. This seminar will feature a detailed explanation of the new CTA to help guide you through the process.

TOPICS & LEARNING OBJECTIVES INCLUDE: 

•     Reporting Requirements: Reporting Company, Beneficial Owners, Company Applicants 
•     Personal Identifying Information (PII) 
•     Reporting vs. Exempt Companies 
•     Impending Deadlines 
•     Penalties and Enforcement 
•     BOSS Access: Law enforcement, Financial Institutions 
•     Derivative State Transparency Initiatives 

Who Should Attend:
Accountants, Attorneys, EAs

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 9:45 AM
(1 CPE Advisory) (1 IRS CE G1U2N-T-00314-24-I)
Rick Lazio, Senior VP, Alliantgroup

Join us for an insightful presentation focusing on recent IRS developments and legislative updates. Rick Lazio, former New York congressman and current executive VP of alliantgroup, will lead this informative discussion, shedding light on how these IRS updates, along with post-election legislative changes, are shaping key federal initiatives and clean energy programs. 

Throughout the presentation, we'll explore the implications of these developments for various industries and state-specific offerings. You'll gain valuable skills to recognize and anticipate how different administrations and IRS policies may alter the tax landscape. This session will equip you with the knowledge to forecast and navigate the evolving world of tax legislation and its impact on your business. 

By the end of the presentation, you'll be better prepared to adapt your strategies to the shifting tax environment, ensuring your organization remains competitive and compliant in this ever-changing regulatory landscape. Don't miss this opportunity to stay ahead of the curve in understanding and leveraging the latest tax policy developments. 

Who Should Attend:
Accountants, Attorneys, EAs

Learning Objective: This session will equip you with the knowledge to forecast and navigate the evolving world of tax legislation and its impact on your business.

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 11:15 AM
(1.5 CPE Accounting)
Renee Rampulla, CPA, CGMA

This course addresses the unique reporting requirements associated with financial statements prepared in accordance with a special purpose framework (non-GAAP framework), such as tax or cash basis).

Who Should Attend?
Professionals who prepare, compile, review, or audit private company financial statements. 

Learning Objectives:
Upon completion of this course, you will be able to:

• Recall the definition of a “Special Purpose Framework.”

• Identify the types of non-GAAP frameworks available. 

• Recognize unique reporting requirements. 

Prerequisites: Previous experience in accounting.

Level of Knowledge:  Update

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 11:15 AM
(1.5 CPE TAXES)
Paresh B. Shah, CFPⓇ

Discover financial planning techniques to help business owners and families minimize income, estate, and long-term capital gains taxes. These strategies complement the work of CPAs, enhancing their ability to provide comprehensive tax and wealth management solutions.

Who Should Attend:
Accountants and Financial Planners

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 11:15 AM
(1.5 CPE TAXES) (1 CLE)
 Marisa Friedrich, J.D.; Moshe Zupnick, J.D.

Whether you’re planning to change your domicile out of New York, obtain a summer home in New York, or start up a business in New York that is subject to sales tax, join our panel for an interactive discussion on key issues involved with the complex NYS residency and sales tax rules. We will delve into the basics of the rules, planning, and the audit process.

Who Should Attend:
Accountants and Attorneys 

Learning Objective:

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 11:15 AM
(1.5 CPE SK)
Jesse Mackey, Chief Investment Officer, 4Thought Financial Group Inc. 

This session will feature financial markets update and discussion on the current investment environment (from a Multi-Method Investing perspective).

Who Should Attend:
Accountants and Financial Planners

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 12:45 PM
(1 CPE SK) 
Natalie Karp & Rona Loshak; Karp Loshak LTC Insurance

The last year has seen considerable changes. The market has expanded, new carriers and new solutions offered that address the growing need to plan given longevity, limited government programs, changing family dynamics and the high cost of self-funding. And, a discussion of the changing legislation as well as new planning concepts for consumers and employers in today's evolving LTC landscape.  

Who Should Attend:
Accountants, Attorneys, Financial Planners

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 12:45 PM
(1 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00315-24-I)
Robert S. Barnett, JD, Masters (Taxation), CPA; Gregory L. Matalon, Esq.

This lunch lecture will discuss the significance of buy-sell agreements in business succession planning including the impact of the recent Supreme Court decision in Connelly v. United States.  All buy-sell agreements and insurance premiums should be reviewed. 

Who Should Attend:
Accountants, Attorneys, EAs 

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 12:45 PM
(1 CPE TAXES) (1 CFP) (1 CLE)
Donna E. LaScala, RFC®, CDFA®, CLTC  , Concetta Spirio, Esq. Nannette Watts, CPA, ABV, CFF

Participants will learn what documents their clients have, how they are relevant to a divorce and what reliance is placed on the records received. We will discuss real life situations, detailing how issues of cooperation vs. non-compliance, working with both parties to gather information, working with the CPA to help in fact gathering, and the problems in obtaining partial information in snippets vs the entire picture can affect the successful outcome for the client. Details on how the accountant can be a crucial part of assisting the attorney in understanding the financial records will be discussed as well as the difference between what information is pertinent in a case where a business is involved.  Case studies and role play will be utilized to illustrate these points. 

Who Should Attend:
Accountants, Attorneys and Financial Planners

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

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 12:45 PM
(1 CPE TAXES) (1 CLE)
Peter Ellis, Deputy Commissioner for Tax Audits; Karen Geduldig, Deputy Commissioner of the Civil Enforcement Division; Yvonne R. Cort, Esq.

During this program, we will discuss: 
The Audit Process: how to keep audits moving and prevent aged cases 
Civil Enforcement Updates: modern enforcement.  

Who Should Attend:
Accountants and Attorneys

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 1:55 PM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-U-00304-24-I)
Neil D. Katz, J.D., LL.M., CPA

As the 2024 filing season begins, we are growing closer to the end of the TCJA tax changes and dealing with the results of the November elections. This session will address the current events, focusing on any new laws as well as Federal tax cases and rulings that are imperative for you as the preparer 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, to ready yourselves and your clients for filing their 2024 individual returns and to begin to look forward to what will likely be an interesting 2025. 

This is a repeat program of 1041

Who Should Attend:
Accountants, Attorneys, Preparers

Learning Objective:
Recognize and identify Federal tax issues

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 1:55 PM
(2 CPE TAXES) (2 CLE)

New Jersey Tax Update
TBD

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

This seminar will review recent Connecticut tax developments, including legislative, judicial, and administrative changes. Particular emphasis will be placed on Connecticut’s 2024 legislative changes, including changes to Connecticut’s pass-through entity tax, and an update of other recent developments in Connecticut’s sales and use tax, personal income tax and corporate business tax.

Who Should Attend:
Accountants, Attorneys and Financial Planners

Learning Objectives:
Recognize and identify current developments in NJ/CT Taxation.

Prerequisites:
Basic general knowledge of NJ/CT taxes

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 1:55 PM
(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) 

This comprehensive guide aims to equip professionals with the knowledge and tools needed to navigate the complex landscape of international tax compliance and planning effectively. The subject covers the critical aspects of ensuring compliance and strategic planning in the context of international tax and compliance. It delves into the intricacies of Controlled Foreign Corporation (CFC) and Global Intangible Low-Taxed Income (GILTI) reporting, along with exploring various voluntary disclosure programs for issues related to foreign information returns. Both non-filing and incorrect filing which may be deemed substantially incomplete can potentially result in penalties of $10,000, $25,000 or even substantially higher.  Additionally, many other outbound transfer transactions trigger additional filing requirements, which can often be overlooked, causing taxpayers further substantial penalties. 

Who Should Attend:
Accountants, Attorneys

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 22 @ 1:55 PM
(2 CPE Accounting)
Renee Rampulla, CPA, CGMA

This course addresses frequently encountered disclosures associated with the preparation of financial statements for private companies that use FASB as their financial reporting framework. 

Who Should Attend?
Professionals who prepare, compile, review, or audit private company financial statements should consider attending this course. 

Learning Objectives:
Upon completion of this course, you will be able to:

• Identify the types of frequent disclosures found in the financial statements of private companies.

• Recall useful resources available. 

Prerequisites: Previous experience in accounting.

Level of Knowledge:  Update

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 3:55 PM
(2 CPE TAXES) (2 IRS CE G1U2N-U-00308-24-I) (2 CLE) 
Neil D. Katz, J.D., LL.M., CPA

As the 2024 filing season begins, we are growing closer to the end of the TCJA tax changes and dealing with the results of the November elections. This session will address the current events, focusing on any new laws as well as Federal tax cases and rulings that are imperative for you as the preparer 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, to ready yourselves and your clients for filing their 2024 individual returns and to begin to look forward to what will likely be an interesting 2025. 

This is a continuation of program 2041

This is a repeat program of 1051

Who Should Attend:
Accountants, Attorneys, Preparers

Learning Objective:
Recognize and identify Federal tax issues

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 3:55 PM
(2 CPE TAXES) (2 CLE)
Mark L. Stone, CPA, MST; Joseph Calamia II, CPA; Jennifer L. Koo, Esq.

This will be a discussion on how to keep the appropriate records to prepare sales tax returns in multiple states. We will also discuss how to defend those sales tax returns during an audit when a business must prove its reporting was correct.

Who Should Attend:
Accountants, Attorneys

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 3:55 PM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00317-24-I) 
Matthew Taus, CPA/PFS, CFP® 

This course will walk through select sections of the Federal and New York fiduciary income tax returns covering preparation issues, income and estate planning strategies, and available elections. Specific topics addressed will include grantor trusts, situs, interplay with the income and estate tax returns, exempt resident trusts, including capital gains in DNI, the role of fiduciary accounting income and distributable net income, and elections available to save your fiduciary clients taxes. 

Who Should Attend:
Accountants, Attorneys, EAs

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 21 @ 3:55 PM
(2 CPE SK)
Ken Davidson, Founder, The Davidson Group

Exercising the fundamental dynamics of effective communication is essential to create remarkable relationships and results, personally and professionally.  To live the life you imagine possible requires a persistent effort to identify and remove self-imposed obstacles to gain access to your full capabilities and natural talents.

Who Should Attend:
Professionals in all fields 

Level:
Intermediate/Advanced

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

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