Day 3

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Course 3011 - Tax Issues in Elder Care and Supplemental Needs Planning 2025

Friday, November 21 @ 7:45 AM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00338-25-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 S. Barnett and Stuart Schoenfeld will present an in-depth lecture with helpful examples. 

Who Should Attend:
Accountants, Attorneys, Financial Planners, EAs

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

Course 3012 - Estate Tax Planning for the Middle Wealthy

Friday, November 21 @ 7:45 AM
(2 CPE TAXES) (2 IRS CE G1U2N-T-00345-25-I) (2 CLE)
Neil D. Katz, J.D., LL.M., CPA, Alyssa Danziger, J.D.

Many clients believe that unless their estate exceeds the Federal estate tax exemption amount, they do not need estate planning. Following the enactment of the Big Beautiful Bill which extends the high Federal Estate Tax Exemption beyond 2025, this has become an even for significant mantra.  However, for those with estates in the $5M to $10M range, tax planning can still provide significant savings for the family. Understanding the concepts applicable to estates of this size is essential, as many clients fall into this category. This session will discuss these planning tools and how they should be utilized by your clients.  

Who Should Attend:
Accountants, Attorneys, EAs

Learning Objective:
Recognize and identify Federal Estate Planning issues  

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Course 3013 - NYS Residency and Nonresident Allocation Hot Topics

Friday, November 21 @ 7:45 AM
(2 CPE TAXES) (2 CLE)
Joseph N. Endres , Esq.

This course will include (i) a review of NY’s residency rules; (ii) a discussion of audit initiatives and best audit defense practices; (iii) a review of nonresident allocation issues including telecommuting, choice of entity impact and sale of business structuring; and (iv) resident credit issues. 

Who Should Attend:
Accountants, Attorneys

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Course 3021 - Tax Issues with Distressed Real Estate

Friday, November 21 @ 9:45 AM
(2 CPE TAXES) (2 CLE) (2 IRS CE G1U2N-T-00339-25-I) 
Louis Kesselbrenner, Esq.;  Alan Kaufman, Esq., LL.M

This course will provide a comprehensive overview of distressed real estate transactions, focusing on their tax implications and strategic considerations. Key topics to be covered include debt restructuring and the tax treatment of foreclosures, sales, and deed-in-lieu transactions. 

This presentation will also explore how bankruptcy, solvency/insolvency, and receiverships affect the tax treatment of various distressed real estate transactions. Additionally, Matthew Rappaport will highlight the application of §1031 exchanges in distressed real estate, assessing their feasibility based on various factors. 


Who Should Attend:
Accountants, Attorneys, Financial Planners, EAs

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Course 3022 - S & C Corporation Update

Friday, November 21 @ 9:45 AM
(2 CPE TAXES) (2 IRS CE G1U2N-U-00340-25-I) (2 CLE) 
Robert S. Barnett, JD, Masters (Taxation), CPA 

This lecture will focus on issues presented in recent cases focusing on bad debt deductions, cancellation of debt income, basis calculations, various elections and reporting requirements including: 

  • Proper intercompany loan recording
  • Avoiding the net investment income surtax
  • Debt/Equity classification
  • Tax traps to watch in buy-sell agreements
  • S  distributions and constructive dividends

Who Should Attend:
Accountants, Attorneys, EAs

Level:
Intermediate

Prerequisite:
None

Advanced preparation:
None

Delivery Method:
Group Live

Course 3023 - Standards Update Simplified: What Small Firms Need to Know

Friday, November 21 @ 9:45 AM
(2 CPE Auditing) 
Matthew Gerberg, CPA; Alexis Schneider, CPA

Designed for small practices, this session highlights key changes in audit, review, and compilation standards. Learn what’s new, what’s essential, and how these updates affect your work with small business clients. 

Who Should Attend:
Accountants and preparers

Level:
Intermediate

Prerequisite:
None

Advanced preparation:
None

Delivery Method:
Group Live

Course 3031 - Tax Planning 2025

Friday, November 21 @ 11:55 AM
(1 CPE TAXES) (1 CLE)
Mark E. Wilensky, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP

This program will review recent updates to the qualified small business stock and qualified opportunity zone property rules and the newly-enacted 100% deduction for qualified production property. 

Who Should Attend:
Accountants, Attorneys

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Course 3032 - Managing Sequence of Returns Risk with Home Equity

Friday, November 21 @ 11:55 AM
(1 CPE SK)
Robert Tollin, CRMP, CDLP

In today’s high-interest rate environment, retirees and pre-retirees face heightened risks when drawing down investment assets, especially early in retirement. This session explores how home equity can be strategically utilized to manage the sequence of returns risk and improve long term financial outcomes. We’ll compare the qualification requirements and use cases for two key lending tolls the traditional Home Equity Line of Credit (HELOC) and the Home Equity Conversion Mortgage (HECM), also know as a reverse mortgage line of credit. Attendees will gain insight into income and credit considerations, liquidity benefits and the pros and cons of each program empowering financial professionals to offer informed guidance to their clients.

Who Should Attend:
Accountants and CFPs

Learning Objectives:
Recognize and identify financing options meant for homeowners 

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Course 3033 - Estate Timeline for CPAs

Friday, November 21 @ 11:55 AM
(1 CPE TAXES)
Gregory L. Matalon, Esq.

Description coming soon

Course 3034 - Proactive Exit Planning for Business Owners

Friday, November 21 @ 11:55 AM
(1 CPE SK)
Steven Tambone, CFP®, CEPA® 

This presentation explores the process of exit planning for business owners, emphasizing the value of early preparation in potentially maximizing business value, ensuring continuity, and achieving personal and financial goals. Drawing on research, methodology, and experience as a Certified Exit Planning Advisor, we will discuss the key elements of a successful exit strategy, including personal readiness, business attractiveness, and financial preparedness. We will discuss why starting the exit planning process in advance can increase outcomes for the business owner and how to avoid common pitfalls that cause many business owners to regret their exit. 

Who Should Attend:
Accountants, Attorneys

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Course 3041 - Artificial Intelligence: A Comprehensive Panel Discussion

Friday, November 21 @ 1:05 PM
(1.5 CPE TAXES) (1 CLE)
 Kenneth J. Falcon, Esq.; James M. Black II, Esq.

Will AI replace my job? How do I respond when a client sends me a question with Chat GPT output? What are the legal and ethical implications of using AI in my practice? This panel will dive into these questions and more, including current laws, AI-washing, current products, and what's next with agentic AI.

Who Should Attend:
Accountants, Attorneys, Financial Planners

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Course 3042 - Bridging the Gap: How New York Lawyers and CPAs Can Collaborate on Effective Medicaid

Friday, November 21 @ 1:05 PM
(1.5 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00341-25-I)
Aaron Futterman, CPA, Esq.

As the population ages and long-term care costs continue to rise, Medicaid planning has become a critical component of elder law and estate planning in New York. This presentation will provide CPAs with an essential overview of Medicaid eligibility rules, asset protection strategies, and planning tools that attorneys use to help clients qualify for benefits—while preserving family wealth. 

We will explore the legal framework surrounding Medicaid in New York, including the use of irrevocable Medicaid asset protection trusts, promissory note planning, spousal refusal, and income management through pooled trusts. Attendees will learn how proactive planning can prevent costly mistakes and how last-minute crisis planning can still offer powerful solutions. Topics to include Medicaid trusts including common provisions that make it a grantor trust, use of LPOA and why assets are not reachable by Medicaid but are included in the estate for step up. 

Importantly, this session will highlight the vital role CPAs can play in identifying client needs early, gathering and organizing financial documentation, and collaborating with legal professionals to implement effective Medicaid plans.

Who Should Attend:
Accountants, Attorneys, Financial Planners

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Course 3043 - Circular 230 – Rules and Best Practices for Tax Return Positions, Interacting with the

Friday, November 21 @ 1:05 PM
(1.5 TAX) (1 IRS CE G1U2N-T-00342-25-I)
Megan L. Brackney, J.D., LL.M (Taxation)

In this program, Megan will discuss the Circular 230 standards that apply in our everyday practice, beginning with the standards for return positions. We will also discuss the ethical rules that apply to a tax practitioner’s interactions during an audit, including what our obligations are to the IRS, and how to handle clients who do not want to assist in an audit. Finally, we will cover the existing rules for advising a client about past-noncompliance and how proposed changes to Circular 230 may impact us. 

Who Should Attend:
Accountants, Attorneys, Enrolled Agents

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

Course 3051 - 1031 Exchange Advanced Issues Explained: Related Parties, Identification, Expenses and

Friday, November 21 @ 3:05 PM
(1.5 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00343-25-I)
Eric Brecher, Esq., CES®

This class will discuss basis shifting issues pertaining to related party transactions under 1031(f), exchange expenses under 1031(g)(7), identification issues and recent case law.

Learning objectives: 

  • How to issue spot and guide taxpayers through related party transactions; 

  • Understanding the “substantially similar” requirement and other challenges when identifying; 

  • Addressing exchange expenses for relinquished and replacement property and QI restrictions; and 

  • Recent 1031 Exchange cases. 

Who Should Attend:
Accountants, Attorneys, EAs

Learning Objectives:

Prerequisites:
None

Level:
Intermediate

Advanced Preparation:
None

Delivery Method:
Group Live

Course 3052 - Tax and Financial Aspects of Elder Law

Friday, November 22 @ 3:05 PM
(1.5 CPE TAXES) (1 CLE)
Michele Schlereth, Esq., CPA, MST; Ashley R. Arcuri, Esq.

With the passing of OBBBA and changes in Medicaid eligibility, the Elder Law landscape has shifted over the past year. In this presentation, we will cover updates to planning, tax, and accounting considerations based on the latest legislative and policy changes.  
 
Heavy Q&A is encouraged.

Who Should Attend:
Accountants, Attorneys, Financial Planners

Level:
Intermediate

Prerequisites:
None

Advanced Preparation:
None

Delivery Method:
Group Live

 

Course 3053 - Client Management for Firm Efficiency

Friday, November 21 @ 3:05 PM
(1.5 CPE Advisory) 
James E. Hall, CPA, CEPA; Andrea Parness, CPA; Sandra G. Johnson, CPA, EA, CFE; Alex Resnick, CPA

Run your firm with confidence, not chaos 

CPA firms have evolved significantly over the past decade. With work-life balance feeling increasingly out of reach, it’s more important than ever to reclaim your time and take control of your firm’s direction. This seminar will equip you with proven strategies, tools, and real-world techniques to streamline your operations and regain control. Your staff, your clients — and your spouse — will thank you. 

In this seminar, we’ll cover: 

  • Redefining the CPA–Client Relationship 

  • Setting and Enforcing Boundaries 

  • Communication Management: Texting apps, portal messages and community inbox 

  • Evaluating and Refining Your Client Base 

  • Optimizing Internal Operations 

  • Evaluate and update on-boarding process 

  • Evaluate and update payment/billing process  

 
Who Should Attend: 
Accountants

Prerequisites: 
None

Level: 
Basic 

Delivery Method:
Group Live

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