S & C Corporation Update (TAX CPE) (CLE) (CFP) (CE#1011)

Robert S. Barnett, CPA, Esq. 

Presentation will include current update on rules affecting S and C Corporations as presented in recent cases and rulings. Many diverse topics will be discussed. Highlights include N.O.L. utilization, basis computation; dividends v. loans, liens and levies, built in gains, personal service corporations, bad debt deductions and more.

Tax Issues of the Rich And Famous: When IRS & NYS Collection and NYS Residency Matters Hit the Headlines (TAX CPE) (CLE) (2 CE #1268)

Karen J. Tenenbaum, Esq., LL.M. (Tax), CPA, Yvonne R. Cort, Esq., Christopher Bourell, Esq.

This program will explore IRS and NYS residency and collection issues, highlighted by cases involving public figures and celebrities. The presentation will discuss how a practitioner can address and resolve residency issues, and highlight some interesting and high profile residency matters. The seminar will also explore IRS and NYS collection issues such as liens, levies, NYS warrants, and Installment Agreements. Similar issues may affect your clients, and the presentation will address points that the celebrities wish they had known in advance!

Divorce Mediation and Asset Misappropriation – A Tale of Two CPAs (TAX CPE) (CFP) (CLE)

Stephen A. Linker, CPA, CVA, CFF, DABFA & Ada L. Hasloecher, Mediator

Sometimes a divorcing spouse may be hiding assets. The couple's CPA may be called in to assist in bringing financial facts to light. Where suspicions arise, a mediation support accountant may be appropriate. Program includes:

1. Characteristics of misappropriation
2. Role of the parties' accountant
3. Role of the mediation support services accountant

Process Perfection: Going with the Digital Flow! (MAP CPE)

David Bergstein CPA, CITP

This session will focus on increasing profitability and realization by leveraging technology. The session will examine a full paperless tax workflow, from front-end scanning through delivery via e-file and portal. Add to that new development in document management and firm-wide workflow which are giving tech-savvy firms the power to access documents 24/7 from anywhere, increasing throughput and staff utilization.

Representing the Lesbian and Gay Client: What Has Changed and What Hasn't in Light of the New York Marriage Equality Act (TAX CPE) (CFP) CLE)

Joseph G. Milizio, Esq.

Recognition of same-sex marriage in New York has brought about many changes for the lesbian and gay community. This session will provide a primer on the status of same-sex marriage in New York and for federal purposes. Income and estate tax issues will be explored, as well as marriage rights and obligations, divorce, children and adoption, the status of civil unions and domestic partnerships, and recognition by other states.

Accounting & Auditing Update (A&A CPE)

Frank Gallo, CPA, MBA

The objective is to understand the latest developments in accounting and auditing as related to closely held businesses. We will review the latest accounting and auditing pronouncements. It will enable participants to understand the new requirements for accounting and auditing and how they will affect their practice.

Transitions of Wealth (TAX CPE) (CFP) (CLE)

Audrey Kirwin, Registered Rep. MetLife, Larry Moskowitz, CLU, ChFC, NY Life Northeastern Council VP

A panel discussion of strategies for transitioning wealth between: working years & retirement; succession of a business or practice; and planning between generations. We will address potential problems and solutions. The use of life insurance, annuities, retirement plans, charitable giving and various agreements & trusts will be discussed as part of the potential solutions to transitions of wealth.

What the CPA Should Know About the Recently Enacted (1/1/10) 2006 Pension Protection Act (TAX CPE) (1 CE #1269)

Henry Montag, CFP®, CLTC

This course will cover the recent changes that took place in the life insurance long term care insurance and annuity marketplace. You will discover new tax free strategies to pay for LTC insurance & any expenses from insurance proceeds or from annuities that were previously not available.

Going Paperless? What Does This Really Mean? (MAP CPE)

James N. Filicetti, CPA, Carol Streholow

Going paperless is a lot more than paper. From Scanning mail to delivering your final documents through secure portals, let's discuss the best practice approach. Through Discovery, Planning, Implementation and Follow Through, we can together build a premier workflow solution for you and your firm.

How to Leverage Social Media to Grow Your Business (MAP CPE)

Charles Baratta

We will be discussing proven techniques and showing real life case studies on how you can build a large, loyal following on the social media networks, such as FB and Linked In, combined with video marketing that will increase your client base.

Great Marketing with Inexpensive Cloud Solutions (MAP CPE)

Dhananjay Agarwal, Director of Product Management, ADP, NJ

Use cloud solutions to apply best marketing practices within your firm using a monthly budget of under five hundred dollars. We will discuss how to use cloud tools to get client feedback, attract new clients, improve customer service, get more referrals, and leverage other best marketing strategies for a profitable and growing Practice.

Just Lunch

HERE YOU JUST EAT! NO PROGRAM, NO CREDIT!