Day 2

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Thursday, November 20 @ 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 2026-2027 budget bill, including NY’s response to the OBBBA. We’ll review tax rules governing the exodus of high-net-worth taxpayers from NY, surprising multistate tax consequences of telecommuting, recent sales tax cases, and NY’s use of the False Claims Act to target accounting professionals. 

Who Should Attend:
Accountants, Attorneys, CFPs

Learning Objectives:
Recognize and identify the latest developments in New York State’s 2026-2027 budget bill

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 7:45 AM
(2 CPE TAXES) (2 IRS CE G1U2N-T-00336-25-I) 
Beanna J. Whitlock, EA, CSA, RTRP.

There are numerous credits available on a Federal Tax Return to assist Taxpayers. The Tax Professional will be exposed with example to how the proper planning for such credits can greatly impact the tax of their taxpayer. From common to the not so common, credits will be reviewed to show how the knowledgeable Tax Professional can utilize credits and become the hero to their taxpayers. 

Who Should Attend:
Accountants, Tax Preparers, EAs 

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 7:45 AM
(2 CPE TAXES) (2 CFP)
Stephen Abramson, CPC, CLU®, ChFC®

This session will cover retirement plan designs some of which are unique and not often considered for a variety of reasons. Included in the material is the basic Money Purchase plan and its cousin the Target Benefit plan which adds an age variable. In addition, a comparison and discussion of traditional Defined Benefit plans versus the hybrid Cash Balance plan will be addressed and all plan designs will include examples. A little known two plan combination, referred to as a “Floor Offset” plan will also be illustrated, specifically its sensitivity to age and vesting. 

Who Should Attend:
Accountants, Financial Planners

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 7:45 AM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00348-25-I)
David R. Okrent, Esq., CPA

This course will focus on planning to protect assets, income, and related tax benefits, while creating an Estate Plan that includes long term care, the types available in NY and how to pay for it.  In addition, Mr. Okrent will speak on the use of Trusts, Wills, Powers of Attorney and Medical Advance Directives in Elder Law and Estate Planning, while preserving a person’s independence, dignity and control. 

Learn about the latest and most recent changes in Elder Law and Estate Planning. During this course Mr. Okrent will provide an update on NY law affecting Elder Law and Estate Planning including but not limited to Medicaid eligibility for long term care, Nursing home and Home Care, and various programs within those programs, i.e. Nursing Home Transition Diversion Waiver Program which offers 24 hour care at home.

Who Should Attend:
Accountants, Attorneys, EAs

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 9:45 AM
(1 CPE ADVISORY)
Val Orekhov

In this keynote session, Val Orekhov will discuss how AI is and continues to change the way we do business in our profession. 

Technology, whether it be Artificial Intelligence, Robotic Process Automation, Machine Learning, or simply technological advancement will continue to play a very critical role in our profession for many years to come. Firms will need to continue to pivot and embrace new technologies as they are introduced, in order to continue to remain relevant. 

Val will discuss how our profession is ripe to feel the impact from the effects of artificial intelligence. Our profession is riddled with manual tasks, especially in audit and tax. It’s these manual tasks that will most be impacted. 

Val will share industry content and materials that attendees will be able to take back to their practices to help them determine what they should be doing today to embrace this new technological revolution. 

Attendees will leave the session with a better understanding of the impact of AI on our profession and the role that AI will play in our profession for many years to come. 

Who Should Attend:
Accountants, Attorneys, Financial Planners

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 11:15 AM
(1.5 CPE TAXES) (1 IRS CE G1U2N-T-00346-25-I) (1 CLE)
Scott Ahroni, J.D., LL.M (Taxation); Larry Sannicandro, J.D., LL.M (Taxation)

Thursday, November 20 @ 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

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 11:15 AM
(1.5 CPE TAXES) (1 CLE)
 Marisa Friedrich, J.D.; Moshe Zupnick, J.D.
 
Moving to or from New York? This session goes beyond the basics to provide you with the insights needed to properly navigate the complex and often misunderstood New York residency maze, which is critical to avoiding costly tax surprises. 

Who Should Attend:
Accountants and Attorneys 

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 11:15 AM
(1.5 CPE SK)
Dan Fusco

Scaling Your Business with A.I.: Unlocking Growth and Innovation 

Discover how artificial intelligence (A.I.) can transform your business by driving more intelligent decisions, improving customer experiences, and accelerating growth. This session explores practical strategies and real-world examples to help you harness the power of A.I., automate key operations, and innovate faster, ensuring your business stays competitive and thrives in a rapidly evolving digital landscape.

Who Should Attend:
Accountants, Attourneys and Financial Planners

Learning Objective:
Learn how to enhance your business with A.I.

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 12:45 PM
(1 CPE SK) 
Natalie Karp & Rona Loshak; Karp Loshak LTC Insurance

Today’s retirees face a new challenge: outliving their money. Learn how long-term care insurance fits into modern retirement planning—protecting portfolios, easing family burden, and turning longevity from a liability into a legacy.  

Who Should Attend:
Accountants, Attorneys, Financial Planners

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 12:45 PM
(1 CPE TAXES) (1 CLE)
Robert S. Barnett, JD, Masters (Taxation), CPA; Matthew Taus, CPA/PFS, CFP® AEP®

Join us for a fun, interactive, and informative session.

Who Should Attend:
Accountants, Attorneys

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 12:45 PM
(1 CPE TAXES) (1 IRS CE G1U2N-T-00344-25-I) (1 CLE) 
Scott L. Kestenbaum, Esq; Karen Kelly; Neil Cohen, CFE, EA

The Justice Department Tax Division is completing the elimination of the Tax Division and the transfer of the Tax Division’s enforcement functions to the Criminal and Civil Divisions within the Justice Department. Scott Kestenbaum will moderate a panel with an IRS Special Agent and US Assistant Attorney to discuss the types of cases that the IRS Special Agents are now focused on under the current administration, how cases will be worked and referred for criminal prosecution going forward, and expectations for the future of voluntary compliance with the tax laws in the United States. 

Who Should Attend:
Accountants, Attorneys, EAs

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 12:45 PM
(1 CPE TAXES) 
Christopher Meislahn, Taxpayer Rights Advocate, NYSDTF

Chris Meislahn, Taxpayer Rights Advocate, will discuss legislative changes and important messages regarding filings, programs, and services for the upcoming filing season. He will also address common tax problems encountered by the Advocate's office, offering valuable insight on how to navigate and avoid these issues. 

Who Should Attend: 
Accountants and Attorneys 

Prerequisites: 
None 

Level: 
Intermediate 

Advanced Preparation: 
None 

Delivery Method: 
Group Live 

Thursday, November 20 @ 1:55 PM
(2 CPE TAXES) (2 IRS CE G1U2N-U-00331-25-I) (2 CLE)
Neil D. Katz, J.D., LL.M., CPA

As the 2025 filing season begins, the One Big Beautiful Bill Act has settled the looming uncertainty of the end of the Tax Cuts and Jobs Act.  As a result of the new laws, there are issues that you will face in preparing 2025 returns as well as issues you face in advising your clients on their tax future. This session will get you ready for the upcoming filing season, focusing on OBBBA and other cases and rulings that are imperative for you as the preparer to know, as well as guide you on what you need to know to advise your clients about the coming years.  

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 20 @ 1:55 PM
(2 CPE TAXES) (2 CLE)

New Jersey Tax Update
Chaim Kofinas, CPA

Chaim will be presenting on New Jersey income taxation for individuals as well as businesses. His presentation will include a discussion on sales and use taxes. Included in the update will be a discussion on the impact of the OBBBA on New Jersey taxation.

2025 Connecticut Tax Update
David O. Bigger ,Esq.

This session will review recent Connecticut tax developments, including legislative, judicial, and administrative changes. Particular emphasis will be placed on Connecticut’s 2025 legislative changes, including changes to 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 20 @ 1:55 PM
(2 CPE SK)
Daniel G. Mazzola, CFA, CPA, CFP®

An AARP survey determined that only half of its respondents who were either married or who had ever been married were aware that they were entitled to spousal benefits under Social Security. This presentation will provide a broad overview of the Social Security retirement program while examining in detail spousal and survivor benefits and ways to optimize them. 

Who Should Attend: 
Accountants advising clients on social security benefits  

Learning Objectives: 
Provide a broad overview of the Social Security retirement benefits program with an emphasis on spousal and survivor benefits. 

Level:
Intermediate/Advanced

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 1:55 PM
(1 CPE Auditing and 1 CPE Accounting)
Alexander K. Buchholz, CPA, MBA, CGMA  

Learn about recent and upcoming auditing and accounting developments.  In this session, you will take a deeper dive into new and proposed auditing and accounting standards.  Topics to include risk assessment standards; Single Audit updates; CECL, crypto currency and the status of the CPA pipeline.

Who Should Attend: 
Accountants

Prerequisites: 
None 

Level: 
Intermediate 

Advanced Preparation: 
None 

Delivery Method: 
Group Live 

Thursday, November 20 @ 3:55 PM
(2 CPE TAXES) (2 IRS CE G1U2N-U-00334-25-I) (2 CLE)
Neil D. Katz, J.D., LL.M., CPA

As the 2025 filing season begins, the One Big Beautiful Bill Act has settled the looming uncertainty of the end of the Tax Cuts and Jobs Act.  As a result of the new laws, there are issues that you will face in preparing 2025 returns as well as issues you face in advising your clients on their tax future. This session will get you ready for the upcoming filing season, focusing on OBBBA and other cases and rulings that are imperative for you as the preparer to know, as well as guide you on what you need to know to advise your clients about the coming years.  

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 20 @ 3:55 PM
(2 CPE TAXES) (2 CLE)
Mark L. Stone, CPA, MST; Joseph Calamia II, CPA; Jennifer L. Koo, Esq.

Join Sales Tax Defense as we discuss the taxability of different types of food, navigate companies through recordkeeping requirements, and address specific issues that arise for restaurants during sales tax audits. We will also review sales tax as it relates to food delivery services such as Uber Eats, Door Dash, and Grub Hub.

Who Should Attend:
Accountants, Attorneys

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 3:55 PM
(2 CPE TAXES) (2 IRS CE G1U2N-T-00337-25-I) (2 CLE)
Matthew E. Foreman, J.D., LL.M (Taxation)

Presentation on recently-amended and oft-criticized I.R.C. § 1202, exclusion for gain from the sale of qualified small business stock (QSBS), discussing how to qualify and common mistakes made by taxpayers and advisors. Matt will discuss issues with partnerships and trusts, as well as why living in certain states is disfavored. 

Who Should Attend:
Accountants, Attorneys, EAs

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Thursday, November 20 @ 3:55 PM
(1 CPE Accounting) (1 CPE Auditing)
Renee Rampulla, CPA CGMA

This course addresses frequently identified engagement deficiencies when performing an audit, a review, a compilation, and the preparation of financial statements. 

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

Level:
Intermediate

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

• Identify the various types of frequent engagement deficiencies.
• Recall useful resources available. 

Prerequisites:
Previous experience in accounting.

Advanced Preparation:
None

Delivery Method:
Group Live

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