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Wednesday, November 19 @ 7:40 AM

You must attend this session for a full day’s credit

Keynote Session

Who Should Attend:
Accountants, Attorneys

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 19 @ 10:30 AM
(2 CPE TAXES) (2 CLE)
Glenn J. Franklin, Esq.;Elana T. Henderson, Esq.

We will discuss updates and developments in labor and employment law, both New York State and Federal. Specific topics will include:

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 19 @ 10:30 AM
(2 CPE TAXES) (2 IRS CE G1U2N-T-00327-25-I) (2 CLE)
Robert S. Barnett, JD, Masters (Taxation), CPA;Matthew Taus, CPA/PFS, CFP®, AEP®

Partnership Capital Accounts are frequently misunderstood and misapplied. They are an essential element supporting allocation of partnership profits and losses. We will discuss and demystify partnership capital accounts and how they must be maintained to support substantial economic effect, partners’ capital contributions, distributions and many other provisions. We will also discuss the integration of section 754 and its impact on capital account maintenance. Recent cases and common drafting mistakes will be discussed. 

Who Should Attend:
Accountants and Attorneys

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 19 @ 10:30 AM
(2 CPE TAXES) (2 IRS CE G1U2N-T-00328-25-I) 
Beanna J. Whitlock, EA, CSA, RTRP.

All clients want Capital Gain anytime they sell an asset. Capital losses, not so much. Tax professionals will learn the difference between ordinary and capital, the pitfalls and how to avoid them, as well as some “tricks of the trade” to assist their taxpayers. Tax professionals will be awakened to tax planning as a necessary feature of their tax practice, planning for not only the purchase of assets, how to use the assets but how to sell the assets as well. 

Who Should Attend:
Accountants, Attorneys, EAs 

Learning Objectives:
Tax Professionals will learn that even the most organized of taxpayers can present challenges and create obstacles to a complete and accurate return. 

Prerequisites:
None

Level:
Beginner to Advanced 

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 19 @ 10:30 AM
(2 CPE TAXES) (2 IRS CE G1U2N-T-00329-25-I) 
Eric P. Christenson, Cost Segregation Services, Inc.

This in-depth session covers key techniques including:  

•     Bonus Depreciation for 2025 
•     Look-Back Study to get 100% Bonus Depreciation Retroactively 
•     Grouping Technique to create non passive income 
•     Asset Disposition 
•     Expensing Decisions using Ratio Test for medium to large expensing decisions. 
•     179 – how to qualify and what to expect

SPECIAL OFFER: 

Prior to the conference, we can review all your client’s properties for available 2025 Income Tax Deductions. This review will typically identify $50,000-$80,000 in cash flow for every $1M in cost basis. 

Send Depreciation Schedules 2 weeks prior to the session and receive a personalized full client summary of Income Tax Deductions available for each of your client’s buildings. White out client name and Number. We can review these valuable tax deductions for your client during a visit to our booth. 
eric.christenson@CSSIServices.com 

Who Should Attend:
Accountants, Tax Preparers and anyone who owns Commercial Real Estate 

Learning Objective:  
Recognize and identify Commercial Real Estate Income Tax Deductions 

Prerequisites:
None

Level:
Intermediate

Advanced Preparation
None

Delivery Method:
Group Live

Wednesday, November 19 @ 12:15 PM
(1 CPE SK)
Armando D’Accordo, President, CMIT Solutions of South Nassau; Robert Schlener, Director of Operations CMIT Solutions of Long Island 

This session will provide a framework for a comprehensive security strategy. Attendees can then use this model to build a flexible and robust security posture that will help identify and combat evolving threats, assist with compliance, balance security cost and risk, and ensure business continuity.

Who Should Attend: 
Accountants, Attorneys 

Level: 
Intermediate 

Prerequisites: 
None 

Advanced Preparation: 
None 

Delivery Method: 
Group Live  

Wednesday, November 19 @ 12:15 PM
(1 CPE TAXES) (1 CLE)
Yvonne R. Cort, Esq. ; Matthew Juzefyk

New York City has specific taxes including Unincorporated Business Tax, and Commercial Rent Tax. We will discuss these and more with a NYC Dept of Finance representative (invited), and also review potential collection resolutions. Meanwhile, NYS Dept of Taxation and Finance is constantly searching for more revenue. Enforcement is strong and seizures have become commonplace. We will look at tips for limiting exposure in sales tax audits and residency audits, and discuss strategies for collection.  

Who Should Attend:
Accountants, Attorneys

Level:
Intermediate/Advanced

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 19 @ 12:15 PM
(1 CPE TAXES) (1 IRS CE G1U2N-T-00330-25-I) 
Brian Broussard, VP, R&D, 179D, Cost Segregation Services, Inc. 

Dive into the essentials of the Research & Development Tax Credit and learn how your business can benefit. This session covers the fundamentals of the credit including: 

•     Overview of the R&D Credit 
•     Identify Industries, Activities and the 4-Part test 
•     New Form 6765, Filing & Amending Requirements 
•     Current and New Legislation 
•     R&D Case Studies 

Who Should Attend:
Accountants, Tax Preparers

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 19 @ 12:15 PM
(1 CPE Advisory) (1 CFP)
Mark Badami, CFP®, CLTC®

Level: 
Intermediate 

Advanced Preparation: 
None 

Delivery Method: 
Group Live 

Wednesday, November 19 @ 1:50 PM
(2 CPE TAXES) (2 IRS CE G1U2N-U-00331-25-I) (2 CLE)
Neil D. Katz, J.D., LL.M., CPA

Continues at Part II – Program 1051

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.

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

Wednesday, November 19 @ 1:50 PM
(2 CPE Accounting)
Alexander K. Buchholz, CPA, MBA, CGMA 

This session highlights the importance of understanding the engagement with the client and the typical procedures for reviews, compilations, and preparation clients.   
 
Who Should Attend: 
Accountants

Prerequisites: 
None 
 
Level: 
Intermediate 
 
Advanced Preparation: 
None 
 
Delivery Method: 
Group Live 

Wednesday, November 19 @ 1:50 PM
(2 CPE TAX) (2 IRS CE G1U2N-U-00332-25-I) (2 CLE)
Scott Ahroni, J.D., LL.M (Taxation) ; Andy Wang, EA, MS (Tax)

Who Should Attend:
Accountants and Attorneys

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 19 @ 1:50 PM
(2 CPE TAX) (2 IRS CE G1U2N-T-00333-25-I) (2 CLE)
Leo Gabovich, J.D.,; Hana Boruchov, J.D

This comprehensive session provides tax professionals with essential guidance on Foreign Account Tax Compliance Act (FATCA) reporting obligations. Participants will receive in-depth explanations of both the FBAR (FinCEN Form 114) and Form 8938, including detailed explanations of each form's purpose, reporting requirements, filing procedures, and compliance strategies.  This session will also cover ancillary forms that often accompany Form 8938 filings, including, Form 1116 (Foreign Tax Credit), Form 5471 (Information Return of U.S. Persons With Respect to Certain Foreign Corporations) and Form 5472 (Information Return of a 25% Foreign-Owned U.S. Corporation).

Who Should Attend:
Accountants, Tax Preparers, and Attorneys

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 19 @ 3:50 PM
(2 CPE TAXES) (2 IRS CE G1U2N-U-00334-25-I) (2 CLE)
Neil D. Katz, J.D., LL.M., CPA

This is a continuation of 1041

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.  

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

Wednesday, November 19 @ 3:50 PM
(2 CPE TAXES) (2 CLE)
Mark S. Klein, Esq.; Joseph N. Endres , Esq.; K. Craig Reilly, Esq.

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.

This program repeats at course 2011

Who Should Attend:
Accountants, Attorneys and CFPs

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

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 19 @ 3:50 PM
(2 CPE TAXES) (2 IRS CE G1U2N-T-00335-25-I) 
Beanna J. Whitlock, EA, CSA, RTRP

I am sure you remember Irwin R. Ugly and his bride, Ursula R. Knott.  Well, it is 2024 and they have sent you Irwin’s Aunt. Ima Duckling has a much more simple tax return than Irwin so she is expecting a much smaller fee. As Tax Professionals we encounter all type of taxpayers with different and interesting tax situations.  As Tax Professionals face the 2026 Filing Season, they will be reminded that clients, particularly new clients, pose unusual challenges and opportunities. 

 Who Should Attend:
Accountants, Attorneys, EAs

Learning Objectives: 
Tax Professionals will learn that even the most organized of taxpayers can present challenges and create obstacles to a complete and accurate return. 

Prerequisites:
None

Level:
Beginner to Advanced

Advanced Preparation:
None

Delivery Method:
Group Live

Wednesday, November 19 @ 3:50 PM
(2 CPE TAXES) (2 CLE)
Matthew Taus, CPA/PFS, CFP®AEP®; Michele Schlereth, Esq., CPA, MST 

This presentation will dive into the common footnote disclosures found on investment K-1 forms. We will discuss the meanings behind the notes, reporting considerations and planning opportunities including passive vs ordinary treatment, carried interest, management fees, qualified opportunity zones, 163j excess interest limitations, reporting for foreign activity disclosed, and more.  

Who Should Attend: 
Accountants, Attorneys and Preparers

Prerequisites: 
None

Level: 
Intermediate 
 
Advanced Preparation: 
None 
 
Delivery Method: 
Group Live 

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