TIME |
SESSION 1 |
SESSION 2 |
SESSION 3 |
SESSION 4 |
7:45 AM - 9:25 AM |
2011
NY Budget Bill/Hot Audit Issue (2 TAX CPE) (2 CFP) (2 CLE)
Mark S. Klein, Esq., Joseph N. Endres , Esq.
|
2012
Interest Tracing and Debt Financing (2 CPE TAXES) (2 CFP) (2 IRS CE G1U2N-T-00279-23-I) (2 CLE)
Robert S. Barnett, JD, Masters (Taxation), CPA
|
2013
Aging in Place: Home Equity as a Funding Resource Option (2 CPE SK)(2 CFP)
Steve Conroy, Reverse Mortgage Consultant
|
2014
The Ugly 1040 (2 CPE TAXES) (2 IRS CE G1U2N-T-00280-23-I)
Beanna J. Whitlock, EA, CSA, RTRP
|
9:25 AM - 9:45 AM |
Break
|
9:45 AM - 10:45 AM |
2001
Keynote - Financial Crimes (1 CPE TAXES)
Special Agent Anthony M. Martinez, Complex Financial Crimes Special Agent Gurdeep Singh, Securities/Corporate Fraud
|
10:45 AM - 11:10 AM |
Break
|
11:15 AM - 12:30 PM |
2021
DEMYSTIFYING THE WISP! - The Technical Reality of WISP Requirements (1.5 CPE SK)
Armando D’Accordo, President, CMIT Solutions of South Nassau
|
2022
SECURE ACT 1.0 and 2.0: A Changed Retirement Planning Landscape (1.5 CPE TAXES) (1 CFP) (1 CLE)
Paresh Shah, CPA
|
2023
Not So Fast: Why Moving Out of NY Isn’t as Easy as You May Think (1.5 CPE TAXES) (1 CLE)
Karen J. Tenenbaum, Esq., LL.M (TAX), CPA, and Marisa Friedrich, Esq.
|
2024
Estate and Gift Tax Update (1.5 CPE TAXES) (1 IRS CE G1U2N-U-00281-23-I)
Beanna J. Whitlock, EA, CSA, RTRP
|
12:30 PM - 12:45 PM |
Break
|
12:45 PM - 1:40 PM
(Lunch)
|
2031
What’s NEW in Long Term Care Insurance Planning? (1 CPE Special Knowledge) (1 CFP)
Natalie Karp & Rona Loshak; Karp Loshak LTC Insurance
|
2032
Overlooked and Underused Tax Deductions (1 CPE TAXES) (1 CFP) (1 IRS CE G1U2N-Q-00282-23-I)
Mary Read, CPC, QPA, CPFA
|
2033
Don’t Trust Your Computer – Part 1 (1 CPE SK) (1 CLE)
Robert S. Barnett, JD, Masters (Taxation), CPA, Joseph N. Endres , Esq., Gregory Matalon, Esq., Barry Sunshine, CPA, CGMA, MS
|
2034
Introduction to Purchasing a New Home with (HECM) Reverse Mortgage Financing (1 CPE SK) (1 CFP)
Robert Tollin, CRMP, CDLP
|
1:40 PM - 1:55 PM |
Break
|
1:55 PM - 3:35 PM |
2041
1040 Update Part I (2 CPE TAXES) (2 CLE) (2 CFP) (2 IRS CE G1U2N-U-00292-23-I)
Neil D. Katz, J.D., LL.M., CPA
Repeat of Course 1041
|
2042
Current Developments in NJ/CT Taxation (2 CPE TAXES) (2 CLE)
New Jersey Tax Update James B. Evans Jr., CPA, J.D., LL.M.
Connecticut Tax Update Louis B. Schatz, Esq.
|
2043
Future Of Auditing and Audit Firms (2 CPE AUDITING)
Alexander K. Buchholz, CPA, MBA, CGMA
|
2044
Beneficial Ownership Information (BOI) (2 CPE TAXES)
Barry L. Sunshine, CPA, CGMA, MS;
|
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 CFP) (2 IRS CE G1U2N-U-00293-23-I)
Neil D. Katz, J.D., LL.M., CPA
Repeat of Course 1051
This is a continuation of program 2041
|
2052
Sales and Use Tax Checklist (2 CPE TAXES) (2 CLE)
Mark L. Stone, CPA, MST
|
2053
Disclosure of Financial Records in a Divorce and The Crucial Role of the CPA (2 CPE TAXES) (2 CFP) (2 CLE)
Donna E. LaScala, RFC®, CDFA®, CLTC , Concetta Spirio, Esq. Nannette Watts, CPA, ABV, CFF
|