Day 3

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Friday, November 17 @ 7:45 AM
(2 CPE TAXES) (2 CFP) (2 CLE) (2 IRS CE G1U2N-T-00283-23-I)
Stuart H. Schoenfeld, Esq., Robert S. Barnett, JD, Masters (Taxation), CPA 

Asset protection trusts are frequently used in the context of elder care and special needs planning. We will discuss strategies and assets that present challenging trust tax structures such as IRAs, annuities and business interests. We will compare available tax opportunities, highlight lurking tax traps and compare techniques to maintain tax benefits. Robert Barnett and Stuart Schoenfeld along with additional guest speakers will present an in-depth lecture with helpful examples.

Who Should Attend:
Accountants, Attorneys, CFPs

Learning Objectives:
Recognize and identify strategies to minimize income and estate taxes relative to elder care and special needs planning.

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 7:45 AM
(2 CPE Advisory)
Michael. E. Nawrocki, CPA

Is your Accounting and Auditing Practice ready to implement the New Quality Management Standards which will replace the existing Quality Control Standards in 2025?  This presentation will provide an overview of the new standards and a recommended "plan of attack" to ensure you're in compliance for your peer reviews in 2025 and beyond.  We'll also give you an update on other hot topics in peer reviews today.

Who Should Attend:
Accountants

Learning Objectives:

Prerequisites:
Knowledge of Offer in Compromise

Level:
Intermediate/Advanced

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 7:45 AM
(2 CPE TAXES) (2 CLE) (2 CFP) (2 IRS CE G1U2N-T-00284-23-I)
Neil D. Katz, J.D., LL.M., CPA, Donna Stefans, Esq., AIF 

This session will review the tax rules related to distributions, focus on the recent and proposed changes in the planning landscape, and discuss how IRAs impact estate planning decisions. We will also discuss the differences between tax rules and Medicaid rules when it comes to IRA distributions so as to dispel any misconceptions.

Who Should Attend:
Accountants, Attorneys, CFPs

Learning Objective:

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 9:45 AM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00285-23-I)
Karen J. Tenenbaum, Esq., LL.M (TAX), Gary Bove; IRS Supervisory Revenue Officer; Eric Feinman, IRS Appeals Office; Moshe Zupnick, Esq. (admitted in MO only)

Join our panel, which includes a representative from the IRS, for an in-depth discussion of the IRS collections process, various resolution alternatives and strategies for taxpayers, the appeals process, and other timely issues.

Learning Objectives:

Who Should Attend:
Accountants, Attorneys

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 9:45 AM
(2 CPE TAXES) (2 CLE) 
Joseph N. Endres , Esq.

The New York State Department of Taxation and Finance has the most advanced and aggressive residency audit program in the nation. Auditors are constantly on the hunt for revenue by pursuing nonresidents for additional New York taxes.

This presentation will help you understand the rules, requirements, and issues in working through New York’s residency tests and associated personal income taxation (including a review of recent audit initiatives, case law and other authority).  Joe will review of the residency fundamentals for NY residents (and nonresidents), offer helpful insights gained from his personal experience working with clients into the audit process itself, and describe best practice strategies for achieving a successful outcome for your clients.

Who Should Attend:
Accountants and Attorneys

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 9:45 AM
(2 CPE TAXES) (2 IRS CE G1U2N-T-00286-23-I) (2 CLE)
Matthew E. Rappaport, Esq., LL.M.(Taxation); Michele Schlereth, Esq., CPA, MST 

Trusts come in many different flavors: revocable or irrevocable, grantor or non-grantor, QTIP, life insurance, and charitable split-interest, just to name a few. Preparing income tax returns for these trusts often raises interesting questions. In this program, we will review the different types of trusts and go over the federal and state income tax forms they file each year. We will explain the law governing how each of the trusts work and what to do when these trusts accept property, own interests in entities, and eventually terminate. We will include sample language from our template trusts and show how the language translates into tax preparation. Heavy Q&A will be encouraged.

Who Should Attend:
Accountants, Attorneys

Learning Objectives:

Level:
Intermediate

Prerequisite:
None

Advanced preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 11:55 AM
(1 CPE Specialized Knowledge)
William Hill, MBA, CLTC

As the expert, you know what your clients must do to achieve their goals. But getting clients to follow through is a challenge. We will dig into the strategic approach your firm can take to see your clients willingly the steps placed in front of them for success.

Who Should Attend:
Accountants, CFPs

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 11:55 AM
(1 CPE TAXES) (1 IRS CE G1U2N-T-00287-23-I)
Eric P. Christenson, Cost Segregation Services, Inc. 

Commercial Real Estate Professionals - If you have these clients, you better understand these Income Tax Deductions that are available:

• Accelerated Depreciation
• Capital to Expense Reversal
• Asset Disposition
• Expensing Decisions using Ratio Test for medium to large expensing decisions.

We will review these valuable tax deductions that could be slipping past your clients.

Who Should Attend:
Accountants

Learning Objectives:
Recognize and identify commercial real estate deductions

Prerequisites:
None

Level:
Intermediate/Advanced

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 11:55 AM
(1 CPE Specialized Knowledge) (1 CLE)
Robert S. Barnett, JD, Masters (Taxation), CPA, Joseph N. Endres , Esq., Gregory Matalon, Esq., Barry Sunshine, CPA, CGMA, MS

Tax preparation computer issues will be presented focusing on losses and NOL’s. Warning! This may lead to indigestion. 

Who Should Attend:
Accountants and Attorneys

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 11:55 AM
(1 CPE TAXES) (1 CFP) (1 CLE) (1 IRS CE G1U2N-T-00289-23-I)
Mark E. Wilensky, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP

This program will address tax consequences arising from foreclosure sales and debt modifications, exceptions to cancellation of indebtedness income and associated attribute reduction, and potential planning alternatives to minimize adverse income tax consequences.

Who Should Attend:
Accountants, Attorneys, Financial Planners

Learning Objective:

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 1:05 PM
(1.5 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00290-23-I)
Yvonne R. Cort, Esq.

Current trends and potential pitfalls in IRS Appeals. Topics include administrative and statutory appeals for examinations, docketed appeals and mediation. We will also discuss Collection Due Process hearings, Collection Appeals Program, penalty abatement and recent U.S. Tax Court cases.

Who Should Attend:
Accountants, Attorneys, EAs

Learning Objectives:

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 1:05 PM
(1.5 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00291-23-I)
Eric Brecher, Esq., CES®

Attendees will learn about procedures in guiding investors through a 1031 Exchange – strategies, timelines, equity/debt rules, forward-delayed exchanges, reverse/improvement exchanges, recent developments, tax considerations and the role of the Qualified Intermediary.

Who Should Attend:
Accountants, Attorneys, Financial Planners 

Learning Objective:

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 1:05 PM
(1.5 CPE Specialized Knowledge)
Jesse Mackey, Chief Investment Officer, 4Thought Financial Group Inc.

This course will provide an up-to-date overview of the current state of the financial markets (stocks, bonds, and other assets), with in-depth analysis of historical data from multiple investment method perspectives. We’ll discuss what all of this might mean for investors looking forward.

Who Should Attend:
Accountants, CFPs

Learning Objective:

Level:
Intermediate 

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 3:05 PM
(1.5 CPE Specialized Knowledge)
Anthony J. Citrolo, CPA, CEPA, CM&AA

There are 10,000 people turning 65 every day.  65% of all businesses are owned by baby boomers.  350,000 boomers are selling their businesses every year. As a CPA you see many clients considering the exit of their business as they look toward retirement. We look at your role in this process, evaluate how the CPA can be impactful, be the best resource for the business owner and have an active role in Exit and Succession Planning. We provide a path to a new revenue and prospecting source for all CPAs.

Who Should Attend:
Accountants

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 3:05 PM
(1.5 CPE SK)
Dan Fusco, Founder, InnerPC Computer Solutions

Find out how 3 accounting firms were hacked this year, which resulted in almost going out of business.

This seminar will explore how bad actors get into your data and what they are doing with it. You will get valuable tips on how to prevent this from happening to you! Finally, you will see how this relates to SOC 2 compliance.

Who Should Attend:
Accountants, Attorneys, and CFPs

Learning Objectives:
Learn how to protect your data and prevent being hacked.

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Friday, November 17 @ 3:05 PM
(1.5 CPE TAXES) (1 CLE)
Erik Olson, Esq.; Gregory L. Matalon, Esq. 

Erik Olson and Gregory Matalon will take us through the estate administration process “from soup to nuts” and tell us what CPAs absolutely need to know about this critical process from a practical standpoint.

Who Should Attend:
Accountants

Learning Objectives:

Level:
Intermediate

Prerequisites:
None

Advance Preparation:
None

Delivery Method:
Group Live

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