A CPA's Approach to Life Insurance Products + What to Look for in Life Insurance Trusts (TAX CPE) (CLE) (CFP)

Lee Slavutin, MD, CLU

We will review the different types of life insurance, how to review an illustration, which products best fit the different needs of clients, and some key things to look for in reviewing a life insurance trust.

Life of a Financial Plan Phase 3 - Common Areas of Concern in Many Financial Plans (TAX CPE) (CFP)

John A. Baldi, CPA, PFS® MBA, Richard Bergen, CPA, CFP® and Anthony F. Papa, CFP®

You do not have to attend the previous sessions to understand and benefit from phase 3. Depending on the clients needs at any given point of time, the financial plan has to be flexible enough to be able to address numerous concerns. We will explore the "what if's" in life (death, disability, etc.).

CT/NJ Tax Update (TAX CPE) (CFP) (CLE)

(CT) Louis B. Schatz, Esq. & (NJ) Alan J. Preis, CPA, P.C.

This is a Repeat of Course 2024

Sales Tax Audits That Lead to Income Tax Audits (TAX CPE) (CLE)

Mark L. Stone, CPA, MST

This is a Repeat of Course 1032

A discussion about handling New York sales tax audits, especially ones that lead to increases in revenue. These audits are now being referred for corporate income tax audits AND personal income tax audits. We will discuss what to do and what not to do.

Statements on Standards for Tax Services (A&A CPE)

Carole M. Roble, MBA, CPA

This program will cover the Revised Statements on Standards for Tax Services which became effective on January 1, 2010. The session will analyze how these standards are intended to complement the Internal Revenue Service Circular 230 (Regulations Governing Practice Before the IRS), penalty provisions of the Internal Revenue Code and state boards of accountancy rules.

QuickBooks in the Cloud – What You Need to Know as an Accountant (A & A CPE)

QuickBooks ProAdvisor

This course will cover the features and functionality of QuickBooks Online, Intuit Online Payroll for Accountants and some 3rd party integrated applications to help you create a rich cloud-based accounting system for your clients who require more flexible access than QuickBooks desktop currently allows.

1040 Update Part 2 (TAX CPE) (CFP) (CLE) (2 CE #989)

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

This is a continuation of Course 2031

Top Ten Mistakes in Life Insurance + Valuation of Life Insurance Policies for Gift or Sale (TAX CPE) (CFP) (CLE)

Lee Slavutin, MD, CLU

We will review 10 common mistakes made in life insurance planning and recent developments in valuation of life insurance policies for gift or sale.

Life of a Financial Plan Phase 4 - Implementation, Monitoring Modifications & Life Changing Events (SK CPE) (CFP)

Paul Schifter, CFP®, and Francesca M. Banci, CFP®, MBA, ChFC, CLU

Now that you have done all this work it's time to make the action plans a reality. We'll discuss and provide examples of what should be happening with the client and when. It's important to remember and utilize your clients' financial plan and treat it as a living document.

Retirement Planning Strategies in the Current Environment (TAX CPE)

Alvin Rapp, Founder RPG Consultants

With the enactment of the Pension Protection Act of 2006 (PPA) and subsequent DOL Legislation, plan sponsors have more opportunities and choices for their plans than ever before. However, with those opportunities and choices comes an increased level of responsibility to understand and meet the new fiduciary requirements. The following topics will be discussed:

• New Trends in the Retirement Plan Marketplace
• The Current State of the Retirement Planning Market
• DB and DC Highlights of the PPA 2006

Understanding IRS Statutes of Limitations: Refunds, Assessments and Collection (TAX CPE) (CLE) (2 CE #1279)

Bryan E. Gates, EA

This course will help you understand the statutory limitations on taxpayer refunds, IRS assessments and IRS collections. A lack of awareness of statutory limitations can result in lost refunds as well as extended periods for the assessment of additional tax amounts or extended periods for the collection of taxes. Every tax professional should have a working knowledge of the statutory limitation periods and how they change.

Accounting & Auditing Update (A&A CPE)

George Victor, CPA

Stay abreast of the continuous changes in the fast-paced accounting and auditing environment. This seminar will highlight recently issued accounting and auditing pronouncements, including AICPA, Financial Accounting Standards Board (FASB) and Auditing Standards Board (ASB) releases, exposure drafts, and other relevant pronouncements that can impact your practice.

Lacerte Tips and Tricks (MAP CPE)

Jim Buffington, CPA

Learn valuable tips and shortcuts that you can implement immediately to save data entry time and unleash the power of Lacerte. Increase your productivity by using features designed to: streamline the process of accessing vital client information; reduce input time for tax return information; and manage and review returns efficiently.