| TIME |
SESSION 1 |
SESSION 2 |
SESSION 3 |
SESSION 4 |
| 7:45 AM - 9:25 AM |
2011
NY Budget Bill/Hot Audit Issues
(2 CPE TAXES) (2 CLE)
Mark S. Klein, Esq., Joseph N. Endres , Esq.; K. Craig Reilly, Esq.
Repeat of Course 1052
|
2012
Now is the Time: 706 & 709
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00312-24-I)
Gregory L. Matalon, Esq., Erik Olson, Esq.
|
2013
The Tax Side of Retirement Planning
(2 CPE TAXES) (2 CLE)
Donna Stefans, Esq., AIF
|
2014
Corporate Transparency Act - More Clarity, More Confusion, FAQS - You Decide
(2 CPE TAXES) (2 IRS CE G1U2N-T-00306-24-I) (2 CLE)
Scott Ahroni, JD., LL.M (Taxation); Andrea Parness, CPA; Craig J. Wild, CPA
|
| 9:25 AM - 9:45 AM |
Break
|
| 9:45 AM - 10:45 AM |
2001
Keynote - IRS Updates: State of the IRS
(1CPE Advisory) (1 IRS CEG1U2N-T-00314-24-I)
|
| 10:45 AM - 11:10 AM |
Break
|
| 11:15 AM - 12:30 PM |
2021
Non-GAAP Financial Statements
(1.5 CPE Accounting)
Renee Rampulla, CPA, CGMA
|
2022
Unlocking Hidden Opportunities: Tax Saving and Deferral Strategies for High-Income and Net-Worth Clients
(1.5 CPE TAXES)
Paresh Shah, CPA
|
2023
Know Before You Go! Making Sense of the NYS Residency and Sales Tax Rules
(1.5 CPE TAXES) (1 CLE)
Marisa Friedrich, J.D.;Moshe Zupnick, J.D.
|
2024
Multi-Method Investing Financial Markets Update
(1.5 CPE SK)
Jesse Mackey, Chief Investment Officer, 4Thought Financial Group Inc. |
| 12:30 PM - 12:45 PM |
Break
|
|
12:45 PM - 1:40 PM
(Lunch)
|
2031
Long Term Care Insurance is NOT Expensive – Long Term CARE is!
(1 CPE SK)
Natalie Karp & Rona Loshak; Karp Loshak LTC Insurance
|
2032
Buy Sell Agreements After Connelly
(1 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00315-24-I)
Robert S. Barnett, JD, Masters (Taxation), CPA
Gregory L. Matalon, Esq.
|
2033
Disclosure of Financial Records in a Divorce and The Crucial Role of the CPA
(1 CPE TAXES) (1 CFP) (1 CLE)
Donna E. LaScala, RFC®, CDFA®, CLTC , Concetta Spirio, Esq. Nannette Watts, CPA, ABV, CFF
|
2034
NYS Dept of Tax & Finance
(1 CPE TAXES) (1 CFP) (1 CLE)
Peter Ellis, Deputy Commissioner for Tax Audits; Karen Geduldig, Deputy Commissioner of the Civil Enforcement Division; Yvonne R. Cort, Esq.
|
| 1:40 PM - 1:55 PM |
Break
|
| 1:55 PM - 3:35 PM |
2041
1040 Update Part I
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-U-00304-24-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
TBD
Connecticut Tax Update
Louis B. Schatz, Esq.;
David O. Bigger ,Esq.
|
2043
International Tax Compliance and Planning: Essentials of CFC and GILTI Reporting, and Penalty Waiver Programs
(2 CPE TAXES) (2 IRS CE G1U2N-T-00316-24-I) (2 CLE)
Andrew Wang, EA, MS (Tax); Scott Ahroni, J.D., LL.M (Taxation)
|
2044
Common Private Company Financial Statement Disclosures
(2 CPE Accounting)
Renee Rampulla, CPA, CGMA
|
| 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 IRS CE G1U2N-U-00308-24-I)
Neil D. Katz, J.D., LL.M., CPA
This is a continuation of program 2041
Repeat of Course 1051
|
2052
Preparing and Defending Multi-State Sales Tax Returns
(2 CPE TAXES) (2 CLE)
Mark L. Stone, CPA, MST; Joseph Calamia II, CPA; Jennifer L. Koo, Esq.
|
2053
Trust and Estate Income Tax Preparation and Planning
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00317-24-I)
Matthew Taus, CPA/PFS, CFP®
|
2054
Effective Communication Beyond the Numbers: Essential Skills for the Modern Accountant
(2 CPE SK)
Ken Davidson, Founder, The Davidson Group
|