TIME |
SESSION 1 |
SESSION 2 |
SESSION 3 |
8:00 AM - 9:50 AM |
1001
Gifts and Planning: New Tax Law Traps Update
Robert S. Barnett, Esq., CPA; Gregory Matalon, Esq.; Martin M. Shenkman, CPA, MBA, PFS, AEP, JD; Kevin Matz, Esq., CPA, LL.M (Taxation)
(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-U-00225-21-O)
|
1002
Contemporary Topics in Auditing
Alexander K. Buchholz, CPA, MBA, CGMA
(2 CPE Auditing)
|
1003
Technology’s Role in Changing the Accounting Profession
James C. Bourke, CPA, CITP, CFF, CGMA
(1 CPE Advisory)
|
9:50 AM - 10:10 AM |
Break |
10:10 AM - 11:20 AM |
1011
Keynote: Major Issues and Trends Inside the CPA Profession
Barry C. Melancon, CPA, CGMA, President & CEO, AICPA
(1 TAX CPE)
|
11:20 AM - 11:50 AM |
Break |
11:50 AM - 12:50 PM |
1021
Cybersecurity & Compliance Risk Management: A Tax Practice Guide to Protecting YOUR Critical Devices and Data
Armando D’Accordo, President, CMIT Solutions of South Nassau
(1 SK & Applications)
|
1022
IRS Trust Fund Liability & NYS Responsible Person Assessments
Karen J. Tenenbaum, Esq., LL.M. (Tax); Dawn Harris, IRS, Area Director, Civil Enforcement Advice and Support Operations; Argi O’Leary, Deputy Commissioner, Civil Enforcement Division, New York State Department of Taxation and Finance
(1 CPE Taxes) (1 CLE) (1 IRS CE G1U2N-T-00226-21-O)
|
1023
How the Mass Affluent & HNW Can Benefit from LTC Planning, Incentives, Impetus, Importance
Natalie Karp, MBA, CLTC, Rona Loshak, MBA, CLTC
(1 CPE Taxes)
|
12:50 PM - 1:30 PM |
Lunch/Learn (No Credit) |
|
1121
Lunch/Learn - Get the IRS Out of Your Retirement
Mary Read CPC, QPA, CPFA
(No Credit) |
|
|
1:30 PM - 3:10 PM |
1031
Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation
Stephen Abramson, CPC, CLU, ChFC, President, APS Pension and Financial Services
(2 CPE Taxes) (2 CLE)
|
1032
New York’s 2021-2022 Budget Bill and its Response to Federal Tax Legislation and Telecommuting
Mark S. Klein, Esq. and Joseph N. Endres, Esq.
(2 CPE Taxes) (2 CLE)
Repeats with Course 1041
|
1033
2021 State and Local Taxes Update
Harlan J. Kwiatek, CPA, JD, LL.M
(2 CPE Taxes) (2 CLE)
|
3:10 PM - 3:30 PM |
Break |
3:30 PM - 5:10 PM |
1041
New York’s 2021-2022 Budget Bill and its Response to Federal Tax Legislation and Telecommuting
Mark S. Klein, Esq. and Joseph N. Endres, Esq.
(2 CPE Taxes) (2 CLE)
Repeat of Course 1032
|
1042
Tax Audits and Collections in a Post-COVID-19 World
Scott Ahroni, Partner, Robinson Brog Leinwand Greene Genovese & Gluck P.C.
(2 CPE Taxes) (2 CLE)
|
1043
Partnership Freeze Transactions: Income Tax and Real Estate Transfer Tax Reporting Issues
Mark E. Wilensky, Esq., David C. Jacobson, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP
(2 CPE Taxes) (2 CLE) (2 IRS CE G1U2N-T-00227-21-O)
|