Course Grid

Course Descriptions

Day 1 | Day 2 | Day 3

Day 1 Schedule - Wednesday, November 15 2023

Course Descriptions - Day 1


Time

Session 1 Session 2 Session 3 Session 4 Session 5
7:40 AM - 10:10 AM

1011

Keynote - Technology Update For The Profession
(1.5 CPE Advisory Services)
James C. Bourke, CPA, CITP, CFF, CGMA

Keynote - TBD
(1.5 CPE TAXES)
Mary Beth Murphy

10:10 AM - 10:30 AM Break
10:30 AM - 12:10 PM

1021

2023 Labor and Employment Update Keeping CPAs and Their Clients out of Trouble
(2 CPE TAXES) (2 CLE)

Glenn J. Franklin, Esq.
Elana T. Henderson, Esq.

1022

CPA Firm Divorce – Avoid Tax Disasters
(2 CPE TAXES) (2 CLE)

Robert S. Barnett, JD, Masters (Taxation), CPA

1023

How to Lower Your Clients’ Tax Bracket in Retirement Below 10%
(2 CPE TAXES)(2 CFP)

James S. Farmer, CLU, ChFC

1024

Myth Busters: Reality vs. Perception
(2 CPE Advisory) (2 CFP)

Mark Badami, CFP®, CLTC®

1025

Judge, Jury and Executioner
(2 IRS CE G1U2N-E-00288-23-I)

Beanna J. Whitlock, EA, CSA, RTRP.

12:15 PM - 1:15 PM
(Lunch)

1031

How Tax Compliance Can Become a Criminal Matter
(1 CPE TAXES) (1 IRS CE) (1 CLE)

Richard S. Kestenbaum, Esq. and Scott L. Kestenbaum, Esq.

1032

What is a Mega Backdoor Roth Account?
(1 CPE TAXES)(1CFP)

Stephen Abramson, CPC, CLU, ChFC, President, APS Pension and Financial Services

1033

Professional Liability Update
(1 CPE SK)

John Raspante, CPA, MST

1034

How the Long Island Community Foundation can be a Resource for Your Clients
(1 CPE SK)

David M. Okorn, Executive Director, LICF; Patricia Marcin, Esq 

1:15 PM - 1:50 PM Break
1:50 PM - 3:30 PM

1041

1040 Update Part 1
(2 CPE TAXES) (2 CFP) (2 CLE) (2 IRS CE G1U2N-U-00292-23-I)

Neil D. Katz, J.D., LL.M., CPA

1042

S Corporation Update 2023 and Form 7203
(2 CPE TAXES) (2 IRS CE G1U2N-U-00274-23-I) (2 CLE)

Robert S. Barnett, JD, Masters (Taxation), CPA

1043

ASB and ARC Update and Hot Topics
(2 CPE Auditing)

Renee Rampulla, CPA, CGMA 

1044

Tax Man Cometh; Preparing Your Practice for Increased IRS Scrutiny
(2 CPE TAXES) (2 IRS CE G1U2N-T-00277-23-I) (2 CLE)

Scott Ahroni, JD; Kurt Erskine, JD; Lauren DeSantis, JD; Erika Colangelo, Associate; Andrea Parness, CPA

3:30 PM - 3:50 PM Break
3:50 PM - 5:30 PM

1051

1040 Update Part II
(2 CPE TAXES) (2 CFP) (2 IRS CE G1U2N-U-00293-23-I) (2 CLE)

Neil D. Katz, J.D., LL.M., CPA

This is a continuation of 1041

1052

NY Budget Bill/Hot Audit Issues
(2 CPE TAXES) (2 CFP) (2 CLE)

Mark S. Klein, Esq., Joseph N. Endres , Esq.

1053

Family Limited Partnerships
(2 CPE TAXES) (2 IRS CE G1U2N-T-00278-23-I)

Beanna J. Whitlock, EA, CSA, RTRP

Day 2 Schedule - Thursday, November 16 2023

Course Descriptions - Day 2

TIME SESSION 1 SESSION 2 SESSION 3 SESSION 4
7:45 AM - 9:25 AM

2011

NY Budget Bill/Hot Audit Issue
(2 TAX CPE) (2 CFP) (2 CLE)

Mark S. Klein, Esq., Joseph N. Endres , Esq.

2012

Interest Tracing and Debt Financing
(2 CPE TAXES) (2 CFP) (2 IRS CE G1U2N-T-00279-23-I) (2 CLE)

Robert S. Barnett, JD, Masters (Taxation), CPA 

2013

Aging in Place: Home Equity as a Funding Resource Option
(2 CPE SK)(2 CFP)


Steve Conroy, Reverse Mortgage Consultant

2014

The Ugly 1040
(2 CPE TAXES) (2 IRS CE G1U2N-T-00280-23-I) 

Beanna J. Whitlock, EA, CSA, RTRP

9:25 AM - 9:45 AM Break
9:45 AM - 10:45 AM

2001

Keynote - Financial Crimes
(1 CPE TAXES)

Special Agent Anthony M. Martinez, Complex Financial Crimes
Special Agent Gurdeep Singh, Securities/Corporate Fraud

10:45 AM - 11:10 AM Break
11:15 AM - 12:30 PM

2021

DEMYSTIFYING THE WISP! - The Technical Reality of WISP Requirements
(1.5 CPE SK)

Armando D’Accordo, President, CMIT Solutions of South Nassau

2022

SECURE ACT 1.0 and 2.0: A Changed Retirement Planning Landscape
(1.5 CPE TAXES) (1 CFP) (1 CLE)

Paresh Shah, CPA

2023

Not So Fast: Why Moving Out of NY Isn’t as Easy as You May Think
(1.5 CPE TAXES) (1 CLE)

Karen J. Tenenbaum, Esq., LL.M (TAX), CPA, and Marisa Friedrich, Esq.

2024

Estate and Gift Tax Update
(1.5 CPE TAXES) (1 IRS CE G1U2N-U-00281-23-I)

Beanna J. Whitlock, EA, CSA, RTRP

 

12:30 PM - 12:45 PM Break

12:45 PM - 1:40 PM

(Lunch)

2031

What’s NEW in Long Term Care Insurance Planning?
(1 CPE Special Knowledge) (1 CFP)


Natalie Karp & Rona Loshak; Karp Loshak LTC Insurance

2032

Overlooked and Underused Tax Deductions
(1 CPE TAXES) (1 CFP) (1 IRS CE G1U2N-Q-00282-23-I)


Mary Read, CPC, QPA, CPFA

2033

Don’t Trust Your Computer – Part 1
(1 CPE SK) (1 CLE)

Robert S. Barnett, JD, Masters (Taxation), CPAJoseph N. Endres , Esq., Gregory Matalon, Esq., Barry Sunshine, CPA, CGMA, MS

2034

Introduction to Purchasing a New Home with (HECM) Reverse Mortgage Financing
(1 CPE SK) (1 CFP)

Robert Tollin, CRMP, CDLP

 

1:40 PM - 1:55 PM Break
1:55 PM - 3:35 PM

2041

1040 Update Part I
(2 CPE TAXES) (2 CLE) (2 CFP) (2 IRS CE G1U2N-U-00292-23-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
James B. Evans Jr., CPA, J.D., LL.M.

Connecticut Tax Update
Louis B. Schatz, Esq.

2043

Future Of Auditing and Audit Firms
(2 CPE AUDITING)

Alexander K. Buchholz, CPA, MBA, CGMA 

 

2044

Beneficial Ownership Information (BOI)
(2 CPE TAXES)

Barry L. Sunshine, CPA, CGMA, MS

 

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 CFP) (2 IRS CE G1U2N-U-00293-23-I)

Neil D. Katz, J.D., LL.M., CPA

Repeat of Course 1051

This is a continuation of program 2041

2052

Sales and Use Tax Checklist
(2 CPE TAXES) (2 CLE)

Mark L. Stone, CPA, MST

2053

Disclosure of Financial Records in a Divorce and The Crucial Role of the CPA
(2 CPE TAXES) (2 CFP) (2 CLE)


Donna E. LaScala, RFC®, CDFA®, CLTC  , Concetta Spirio, Esq.
Nannette Watts, CPA, ABV, CFF

 

Day 3 Schedule - Friday, November 17 2023

Course Descriptions - Day 3

TIME SESSION 1 SESSION 2 SESSION 3 SESSION 4
7:45 AM - 9:25 AM

3011

Tax Planning Considerations for Elder Care and Special Needs
(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 

3012

Understanding And Implementing The New Quality Management Standards And Current Trends
(2 CPE Advisory)

Michael. E. Nawrocki, CPA

3013

Income Tax, Estate Planning and Elder Law Issues for IRA Account Holders and Their Families
(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 

9:25 AM - 9:45 AM Break

9:45 AM - 11:25 AM

3021

IRS Collections, Appeals, and Beyond!
(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)

3022

NYS Residency: Rules and Audit Best Practices
(2 CPE TAXES) (2 CLE)

Joseph N. Endres , Esq.

3023

Preparation of Fiduciary Income Tax Returns: Interpreting Trusts, Navigating Rules, and Addressing Common Questions
(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 

11:25 AM - 11:55 AM Break
 

11:55 AM - 12:50 PM

(Lunch)

3031

But my Client Won’t…
(1 CPE SK)

William Hill, MBA, CLTC

3032

Real Estate Tax Deductions That Most Tax Professionals are STILL Missing for Their Clients
(1 CPE TAXES) (1 IRS CE G1U2N-T-00287-23-I)

Eric P. Christenson, Cost Segregation Services, Inc. 

3033

Don’t Trust Your Computer – Part 2
(1 CPE SK) (1 CLE)

Robert S. Barnett, JD, Masters (Taxation), CPAJoseph N. Endres , Esq.Gregory Matalon, Esq., Barry Sunshine, CPA, CGMA, MS

3034

Tax Primer on Debt Workouts
(1 CPE TAXES) (1 CFP) (1 CLE) (1 IRS CE G1U2N-T-00289-23-I)

Mark E. Wilensky, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP

12:50 PM - 1:05 PM Break

1:05 PM - 2:20 PM

3041

IRS Audit and Collection Appeals: Tips and Techniques for Taking it to the Next Level
(1.5 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00290-23-I)

Yvonne R. Cort, Esq.

3042

Like-Kind Exchanges: A Practitioner’s Guide to 1031 Exchanges
(1.5 CPE TAXES) (1 CLE) (1 IRS CE G1U2N-T-00291-23-I)

Eric Brecher, Esq., CES®

3043

Multi-Method Investing Financial Markets Update
(1.5 CPE SK)

Jesse Mackey, Chief Investment Officer, 4Thought Financial Group Inc.

2:20 PM - 3:05 PM Break

3:05 PM - 4:20 PM

3051

The CPAs Role in Exit and Succession Planning
(1.5 CPE SK)

Anthony J. Citrolo, CPA, CEPA, CM&AA

3052

Is Your Data Really Secure?
(1.5 CPE SK)

Dan Fusco, Founder, InnerPC Computer Solutions

3053

Estate Administration for CPAs
(1.5 CPE TAXES) (1 CLE)

Erik Olson, Esq.; Gregory L. Matalon, Esq.