Putting a Human Face on Special Needs (And Elderlaw Update) (TAX CPE) (CFP) (CLE)

Vincent J. Russo, J.D., LL.M., CELA

This session will begin by highlighting some of the notable developments in elder law the past twelve months and providing a glimpse of what is in store for the future, including a discussion of Expanded Medicaid Estate Recovery. This session will then explore the concept that "one size does not fit all" when implementing special needs planning. Each beneficiary is differently-abled and the planning documents such as Trusts must be tailored to the specific needs of the individual.

Life of a Financial Plan Phase 1-Fact Finding Process (SK CPE) (CFP)

Moss Kaufman CFP®, EA, CLTC and Bonnie Baval‐ Kresin, CFP®

Every good Financial Plan starts with good client data. The process of gathering information is in-depth and comprehensive covering such topics as monthly cash flow, assets and liabilities, risk tolerance, insurance protection, as well as tax issues, retirement and estate plans. Client tax returns and Wills will be discussed.

An Overview: The Framework of Business Valuation (TAX CPE) (CLE) (CFP)

Todd B. Ringler CPA, CVA, MST

What is a Business Valuation? Are Business Valuations an Art or a Science? This course will introduce the attendee to the basics of Business Valuation. Attendees will come away with the following:

• An improved awareness of some of the key concepts, principles and definitions that are the foundation of the business valuation process.
• An appreciation of the complexity of the Valuation Process, and
• An improved ability to advise clients on the applications and potential benefits of the Formal Business Valuation Process.

Handling IRS Examinations and Appealing IRS Audit Findings Effectively (TAX CPE) (CLE) (2 CE #1273)

Bryan E. Gates, EA

This course will help you deal with questions of fact and questions of law effectively before IRS agents and appeals officers to resolve examination questions at the lowest possible level at the earliest opportunity. You will learn representation techniques that will keep client stress and inconvenience to a minimum.

The Mobile Firm (MAP CPE)

Therese Witherow, Thomson Reuters Sr. Technical Trainer

Why Smartphones, iPads, and Internet access everywhere these items have changed the way people can and are choosing to work. How does this work into an accounting firm? What really makes sense as a way to operate? There are a number of tools to enable firms to be as mobile as they wish and maintain tight security on client data.

Mergers, Acquisitions and Succession Planning - Expert Panel of Buyers, Sellers and Consultants (TAX CPE) (CLE)

Moderator: Robert Fligel, CPA, Panelists: Thomas Gallo, CPA, Eliot Lebenhart, CPA, Michael Thaler, CPA

Mergers, acquisitions and succession planning continue to be hot topics for CPA firms of all sizes. Come and hear from our panel of CPA and industry experts who have many years of direct experience acquiring, merging, selling and consulting within the profession.

Marital & Divorce Estate Planning Considerations (TAX CPE) (CFP) (CLE) (2 CE #1274)

Robert S. Barnett, CPA, Esq.

Marital and divorce planning has many income and estate tax consequences. This presentation highlights often overlooked estate and gift considerations. Learn about the "safe harbors" and how to avoid common traps. Discussion will also include "estate trusts" and how to maximize deductions for marital obligations and avoid conflict.

Limited Liability Companies (LLCs)–The Basics and Beyond (TAX CPE) (CFP) (CLE) (2 CE #1275)

Beanna J. Whitlock, EA, CSA

Limited Liability Companies, what they are, what they are not. Answers the tax professional's questions on why the LLC is quickly becoming the fastest mode of business formation and whether it is "right" for your client. Examine the LLC for its asset protection benefit. Discover what happens when you liquidate one federal tax classification within the LLC to elect another. What's new in the world of LLCs.

Life of a Financial Plan Phase 2 - Identifying Needs Obstacles and Possible Solutions (SK CPE) (CFP)

Moss J. Kaufman, CFP®, EA, CLTC, John A. Baldi, CPA, PFS®, MBA and Joe Hatzfeld, CFP®, CLTC

We will utilize the information gathered in session one but it is not necessary to have attended session one to understand and benefit from phase 2. Basically we will take the information gathered in the first session and use that information to prepare a current plan for the client.

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

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

Practitioners representing Connecticut and New Jersey clients will discuss 2011 legislative developments, which were significant. In addition, the practitioners will provide a review of recent case law, administrative and regulatory developments that affect business and individual income tax returns. Recent developments in nexus policies of each state will also be discussed.

Accomplishing Taxpayer Objectives at IRS Collection Appeals and CDP Hearings (TAX CPE) (CFP) (CLE) (2 CE #1276)

Bryan E. Gates, EA

This course will help you present alternatives to enforced collection measures for taxpayers who are unable to pay in full immediately. The collection due process hearing provides taxpayer representatives an opportunity to resolve a client's payment problems quickly and efficiently with a well-qualified IRS professional.

PPC Smart Practice Aids – Disclosure (A&A CPE)

Fiona Posillico, Account Manager, Thomson Reuters

Eliminate the mechanical effort of navigating and completing disclosure checklists. This PPC tool saves you hours of time in completing your financial statement disclosure checklist. Complete with disclosure examples and footnotes you will learn how to pick the applicable topics then complete your checklists while ensuring compliance with all disclosure requirements.

Business Valuation & Forensic Accounting Tips, Tools & Techniques for the Practicing Accountant (TAX CPE) (CLE)

Mark S. Warshavsky, CPA

This program discusses topics in the expanding fields of business valuation and forensic accounting. Various components of a valuation report will be explained, and an overview of fraud and abuse in the workplace, along with cutting-edge forensic accounting techniques and tools will be discussed.

Buy-Sell Agreements (TAX CPE) (CLE) (1 CE #1277)

Robert S. Barnett, CPA, Esq.

This presentation discusses buy/sell agreements and compares and contrasts the different methods. Topics include: corporate redemption v. cross purchase, discounts, S corporations, LLC considerations, valuation formulas and the IRS regulations. Also covered will be recent gift and estate issues.

Rain•mak•er – An Executive With Exceptional Ability to Attract Clients (MAP CPE)

Sandra G. Johnson, CPA, EA, CFE

The marketing function is crucial to the success of your CPA practice. Join us for lunch as we discuss advertising, networking, social media, websites and more, introducing you to the tools to develop a strategic marketing plan. Increase your earnings, grow your practice, become a rainmaker.

How to Put More Money in Your Clients' Pockets Through Cost Segregation (TAX CPE) (1 CE #1278)

Joel E. Ackerman, CPA MST

Cost Segregation Studies are a valuable resource for clients who purchased, constructed, or inherited commercial or residential real estate in the past several years. By performing an engineering based study on a client's real estate holding, significant tax savings can be achieved by properly reclassifying the costs of the building to accelerated depreciation lives.

Plan Design for Closely Held Businesses – What's in It for Me? (WIIFM) (TAX CPE) (CFP) (CLE)

Stephen Abramson, CPC, CLU, ChFC

This presentation focuses on designing qualified retirement plans for small to mid size companies with the goal of maximizing benefits for the owners and key employees while keeping the cost for the rank and file employees to a manageable level acceptable to management.

Just Lunch

HERE YOU JUST EAT! NO PROGRAM, NO CREDIT!