Course Grid

1011
Keynote
(3 CPE Taxes)

Christopher Morell, IRS Local Taxpayer Advocate; James Guarnera and Connor Patterson, Special Agents, United States Secret Service, Long Island Office

1021

State of the IRS
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00244-22-I)

Karen J, Tenenbaum, Esq., CPA, LL.M (TAX);Christopher Morell, IRS Local Taxpayer Advocate; Gary Bove; IRS Supervisory Revenue Officer

1023

Latest International Tax Issues: IRS Compliance Campaigns, & Remaining Voluntary Disclosure Programs
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00245-22-I)

Hale E. Sheppard, Esq

1024

Reasonable Compensation
(2 CPE TAXES) (2 IRS CE G1U2N-T-00246-22-I)

Beanna J. Whitlock, EA, CSA, RTRP

1031

NYS Department of Taxation and Finance Updates and Department Messages
(1 CPE TAXES ) (1 CLE)

New York State Department of Taxation and Finance: Christopher Meislahn and Robert Smith

1032

Hot Potato: How IRS and NYS Civil Cases Become Criminal
(1 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00247-22-I)

Richard S. Kestenbaum, Esq. and Scott L. Kestenbaum, Esq.

1033

Section 1031 Exchanges and Qualified Small Business Stock
(1 TAX CPE) (1 CLE) (1 IRS CE G1U2N-T-00248-22-I)

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

1034

Buy/Sell Agreements After Connelly
(1 CPE TAXES) (1 CLE)

Robert S. Barnett, CPA, Esq. and Gregory L. Matalon, Esq.

1041

1040 Update Part 1
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-U-00251-22-I) 

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

1042

IRS Attacks the Dirty Dozen in 2022: Broader Consequences of Extreme Enforcement
(2 CPE TAXES) (2 IRS CE G1U2N-T-00249-22-I)

Hale E. Sheppard, Esq

1043

2022 Labor and Employment Update: What’s New and What’s Next
(2 CPE SK) (2 CLE)

Glenn J. Franklin, Esq.

1044

The Uncertain Road Ahead: Market Update and Tax & Wealth Strategies in Uncertain Times
(2 CPE SK)

Brian Daley, Managing Director and CIO; Aaron Shamshoian, CFP & SVP, CIO Wealth Strategies Advisor Merrill Lynch, a Bank of America Organization.

1045

The Game of Ethics
(2 IRS ETHICS CE G1U2N-E-00257-22-I)

Beanna J. Whitlock, EA, CSA, RTRP

1051

1040 Update Part II
(2 CPE TAXES) (2 IRS CE G1U2N-U-00252-22-I) (2 CLE)

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

This is a continuation of 1041

1052

Passive Activities & At Risk
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00253-22-I) 

Robert S. Barnett, CPA, Esq. and Barry L. Sunshine, CPA, CGMA

1053

Working with the IRS
(2 CPE TAXES) (2 IRS CE G1U2N-T-00254-22-I) 

Beanna J. Whitlock, EA, CSA, RTRP

1054

Sharpening Up The Tools in Your QBO Tool Box for More Efficiencies
(2 CPE ADVISORY) 

MaryBeth (MB) Raimondi, CPA, CITP, MS (Taxation)

2011

Rock, Paper Scissors: Cyber Compliance!
(2 CPE SK)

Armando D'Accordo, President, CMIT Solutions South Nassau

2012

Estate Planning For Business Owners
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00255-22-I)

Robert S. Barnett, CPA, Esq. and Gregory L. Matalon, Esq.

2013

The Mathematics of Divorce: Court Mandates vs. ADR Alternatives: How to Advise Your Clients Before it's too Late
(2 CPE SK) (2 CFP) (2 CLE)

Jackie Caputo, Esq., Donna E. LaScala, RFC®, CDFA® and Aaron D. Lieberman, CFP®, CDFA®

2001 - Keynote

Innovate or Die: How Anyone can Innovate and Why it's Imperative for the Accounting Industry
(1 CPE SK)

Jackie Meyer, CPA, CCA, CTC; Kelly Rohrs, CPA; James Hall, CPA

2021

Update on Standards for Audits, Reviews, Compilations, Preparation, and Attestation Engagements
(1.5 CPE AUDITING)

Michael Glynn, CPA, CGM

2022

Help clients defer, minimize and/or eliminate taxes using Financial Planning Strategies
(1.5 CPE TAXES) (1 IRS CE G1U2N-T-00256-22-I)

Paresh Shah, CPA

2023

Real Estate Update
(1.5 CPE TAXES) (1.5 CLE) (1 IRS CE G1U2N-U-00258-22-I)

Robert S. Barnett, CPA, Esq. and Barry L. Sunshine, CPA, CGMA

2024

Small Business Issues
(1.5 CPE TAXES) (1 IRS CE G1U2N-T-00259-22-I)

Beanna J. Whitlock, EA, CSA, RTRP

2031

Long Term Care: What You Should Know To Be Proactive
(1 CPE ADVISORY)

Natalie Karp & Rona Loshak;Karp Loshak LTC Insurance

2032

Use the Tax Code to get the IRS out of your Retirement
(1 CPE TAXES)

Mary Read, CPC, QPA, CPFA

2033

How the Long Island Community Foundation can be a Resource for Your Clients
(1 SK CPE)

David M. Okron, Executive Director, LICF and Patricia Marcin, Esq.

2034

Introduction to Reverse for Purchase
(1 CPE SK)

Robert Tollin, CRMP, CDLP

2041

1040 Update Part I
(2 CPE TAXES) (2 IRS CE G1U2N-U-00251-22-I) (2 CLE)

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

This is a repeat of course 1041

2042

Handling Documents Efficiently at Tax Time
(2 CPE SK)

2043

Sales Tax Best Practices and Handling the Worst Problems
(2 CPE TAXES) (2 CLE)

Mark L. Stone, CPA, MSTandJennifer Koo, Esq.

2044

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

Alexander K. Buchholz, CPA, MBA, CGMA 

2051

1040 Update Part II
(2 CPE TAXES) (2 IRS CE G1U2N-U-00252-22-I) (2 CLE)

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

This is a continuation of course 2041

2052

New York’s 2022-2023 Budget Bill and the Impact of Remote Workers
(2 CPE TAXES) (2 CLE)

Mark S. Klein, Esq.andJoseph N. Endres, Esq.

2053

Are Your Clients Heading Over the NYS Estate Tax Cliff? A Road Map to Help your Client
(2 CPE TAXES) (2 CFP)

Susan Silverman Quigley, CFP®

2054

Smarter Social Security
(2 CPE SK)

Daniel G. Mazzola, CFA, CPA, CFP

3011

New York’s 2022-2023 Budget Bill and the Impact of Remote Workers
(2 CPE TAXES) (2 CLE)

Mark S. Klein, Esq. and Joseph N. Endres, Esq.

This is a repeat of program 2052

3012

Learn About the New Quality Management Standards
(2 CPE AUDITING)

Renee Rampulla, CPA, CGMA.

3013

Planning Consideration for the PTET for 2022(2 CPE TAXES) (2 IRS CE G1U2N-T-00260-22-I)

Barry L. Sunshine, CPA, CGMA and Richard Feldman, CPA

3014

Income Tax, Estate Planning and Elder Law Issues for IRA Account Holders and Their Families
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00261-22-I)

Neil D. Katz, Esq., LL.M (Taxation)andDonna Stefans, Esq., AIF

3021

Multi-State Nexus Issues for Businesses
(1.5 CPE TAXES) (1.5 CLE)

Joseph N. Endres, Esq.

3022

Cryptocurrency – Taxation, Reporting and Investigations
(1.5 CPE TAXES) (1.5 CLE) (1 IRS CE G1U2N-T-00262-22-I)

Scott Ahroni, CPA and John Woodruff

3023

It’s not pennies on the dollar: The real way to handle an Offer in Compromise
(1.5 CPE TAXES) (1.5 CLE) (1 IRS CE G1U2N-T-00265-22-I)

Yvonne R. Cort, Esq., and Karen Geduldig, Deputy Commissioner, NYS Civil Enforcement Division

3024

Maximizing Income Tax Deductions for Commercial Real Estate Owners
(1.5 CPE TAXES) (1 IRS CE G1U2N-T-00266-22-I)

Eric P. Christenson, Cost Segregation Services, Inc.

3031

Engagement letters from A - Z
(1.5 CPE ADVISORY)

John F. Raspante, CPA, MST

3033

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

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

3034

S Corporation Update
(1.5 CPE TAXES) (1.5 CLE) (1 IRS CE G1U2N-U-00267-22-I)

Robert S. Barnett, CPA, Esq. and Barry L. Sunshine, CPA, CGMA

3041

Financial Market Update
(1 CPE SK)

Jesse Mackey

3042

Pension Risk Transfer
(1 CPE SK)

Steve J. Musmanno, MBA, AIFA®, CIO 

3043

Is Your Client’s Data at Risk? 27 Questions the Government will ask you in an Audit
(1 CPE SK)

Dan Fusco, Founder, InnerPC Computer Solutions

3044

ESOPs as a Diversification Strategy
(1 CPE SK)

Patrick M. Trask, CPA (New York), and Steve Berman

3051

Strategies Tax Planning & Asset Protection Trusts, Including Elder Care & Special Needs
(2 CPE TAXES) (2 CLE)

Stuart Schoenfeld, Esq. and Robert S. Barnett, CPA, Esq.

3052

2022 Mergers & Acquisitions Intel Report
(2 CPE SK)

3053

NYS Audit and Collection Update
(2 CPE TAXES)

Karen J. Tenenbaum, Esq., LL.M (TAX), Marisa Friedrich, Associate, Tanenbaum Law, Joseph Carzo, NYS Audit Division Director and Karen Geduldig, Deputy Commissioner, NYS Civil Enforcement Division

3054

Newton's Laws of Motion: The Real Application to Executing Through Change in Your Firm
(2 CPE ADVISORY)

William Hill, MBA, CLTC