Skip to Day 2, Skip to Day 3
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SESSION 1 |
SESSION 2 |
SESSION 3 |
SESSION 4 |
SESSION 5 |
SESSION 6 |
SESSION 7 |
| 7:00 AM - 7:45 AM |
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Registration & Breakfast |
| 8:00 AM - 10:30 AM |
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1011
Keynote Speakers
TAX CPE (3)
Attendance is MANDATORY for FULL Day Credit
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| 10:30 AM - 10:50 AM |
Morning Break |
| 10:50 AM - 12:30 PM |
1021
S & C
Corportation Update
TAX CPE, CLE, CFP
CE #1011
Repeats at 3034
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1022
Tax Issues of the Rich & Famous: When IRS & NYS Collection & NYS Residency Matters Hit the Headlines
TAX CPE, CLE,
CE #1268
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1023
Divorce Mediation & Asset Misappropriation: A Tale of 2 CPAs
SK CPE, CLE, CFP
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1024
Process Perfection: Going with the Digital Flow!
MAP CPE
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1025
Representing the Lesbian & Gay Client: What Has Changed & What Hasn't in Light of the New York Marriage Equality Act
TAX CPE, CLE, CFP
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1026
Accounting & Auditing Update
A&A CPE
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1027
Transitions of Wealth
TAX CPE, CLE, CFP
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| 12:30 PM - 1:30 PM |
1001
Lunch Program
What the CPA Should Know About the Recently Enacted (1/1/10) 2006 Pension Protection Act
TAX CPE (1),
CE #1269 (1)
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1002
Lunch Program
Going Paperless? What Does This Really Mean?
MAP CPE (1)
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1003
Lunch Program
How to Leverage Social Media to Grow Your Business
MAP CPE (1)
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1004
Lunch Program
Great Marketing with Inexpensive Cloud Solutions
MAP CPE (1)
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1005
Just Lunch
(No Program)
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| 1:30 PM - 3:10 PM |
1031
1040 Update
Part 1
Continues with 1041
TAX CPE, CLE, CFP
CE #988
Repeats at 2031
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1032
Sales Tax Audits That Lead to Income Tax Audits
TAX CPE, CLE
Repeats at 2035
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1033
2011 Employment Law Update: The Effect on CPAs, Their Clients & Taxes
TAX CPE, CLE
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1034
Exit Planning for Professional Partnerships
TAX CPE, CLE
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1035
IRS/NYS E-Services Update
TAX CPE,
CE #1270 (1)
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1036
Compilation & Review Update Including OCBOA Statements
A&A CPE
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1037
Recent Developments & Current Trends for NYS BCMS, Audit & Collection
TAX CPE, CLE
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| 3:10 PM - 3:30 PM |
Afternoon Break & Exhibitor Raffles |
| 3:30 PM - 5:10 PM |
1041
1040 Update
Part 2
Continuation of 1031
TAX CPE, CLE, CFP
CE #989
Repeats at 2041
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1042
NYS Update
TAX CPE, CLE, CFP
Repeats at 2011
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1043
Health Care Reform Reloaded: Where Are We Now?
TAX CPE, CLE, CFP
CE #1271
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1044
Minimize Taxes, Maximize Wealth: Understanding Tax Deferral Strategies When Selling Real Estate
TAX CPE, CLE, CFP
CE #1272
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1045
Automating Your Tax Workflow
MAP CPE
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1046
Inside View of Small Business Underwriting
SK CPE, CFP
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1047
Retirement Decisions & Social Security Planning
TAX CPE, CLE, CFP
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| 5:15 PM - 7:00 PM |
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Cocktail Party |
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Skip to Day 1, Skip to Day 3
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SESSION 1 |
SESSION 2 |
SESSION 3 |
SESSION 4 |
SESSION 5 |
SESSION 6 |
SESSION 7 |
| 7:30 AM - 8:00 AM |
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Registration & Breakfast |
| 8:00 AM - 8:15 AM |
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| 8:15 AM - 9:55 AM |
2011
NYS Update
TAX CPE, CLE, CFP
Repeat of 1042
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2012
Putting a Human Face on Special Needs (& Elderlaw Update)
TAX CPE, CLE, CFP
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2013
Life of a Financial Plan Phase 1: Fact Finding Process
SK CPE, CFP
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2014
An Overview: The Framework of Business Valuation
TAX CPE, CLE, CFP
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2015
Handling IRS Examinations & Appealing IRS Audit Findings Effectively
TAX CPE, CLE
CE #1273
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2016
The Mobile Firm
MAP CPE
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2017
Mergers, Acquisitions & Succession Planning: Expert Panel of Buyers, Sellers & Consultants
MAP CPE
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| 9:55 AM - 10:15 AM |
Morning Break |
| 10:15 AM - 11:55 AM |
2021
Marital & Divorce Estate Planning Considerations
TAX CPE, CLE, CFP
CE #1274
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2022
Limited Liability Companies (LLCs): The Basics & Beyond
TAX CPE, CLE, CFP
CE #1275
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2023
Life of a Financial Plan Phase 2: Identifying Needs, Obstacles & Possible Solutions
SK CPE, CFP
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2024
CT/NJ Tax Update
TAX CPE, CLE, CFP
Repeats at 2034
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2025
Accomplishing Taxpayer Objectives at IRS Collection Appeals & CDP Hearings
TAX CPE, CLE, CFP
CE #1276
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2026
PPC Smart Practice Aids: Disclosure
A&A CPE
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2027
Business Valuation & Forensic Accounting Tips, Tools & Techniques for the Practicing Accountant
TAX CPE, CLE
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| 12:00 PM - 1:00 PM |
2001
Lunch Program
Buy-Sell Agreements
TAX CPE (1), CLE
CE #1277 (1)
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2002
Lunch Program
Rain•mak•er: An Executive with Exceptional Ability to Attract Clients
MAP CPE (1)
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2003
Lunch Program
How to Put More Money in Your Clients' Pockets Through Cost Segregation
TAX CPE (1),
CE #1278 (1)
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2004
Lunch Program
Plan Design for Closely Held Businesses: What's in it for Me (WIIFM)
TAX CPE (1), CLE
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2005
Just Lunch
(No Program)
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| 1:15 PM - 2:55 PM |
2031
1040 Update
Part 1
Continues with 2041
TAX CPE, CLE, CFP
CE #988
Repeat of 1031
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2032
A CPA's Approach to Life Insurance Products + What to Look For in Life Insurance Trusts
TAX CPE, CLE, CFP
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2033
Life of a Financial Plan Phase 3: Common Areas of Concern in Many Financial Plans
TAX CPE, CFP
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2034
CT/NJ Tax Update
TAX CPE, CLE, CFP
Repeat of 2024
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2035
Sales Tax Audits That Lead to Income Tax Audits
TAX CPE, CLE
Repeat of 1032
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2036
Statements on Standards for Tax Services
A&A CPE
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2037
QuickBooks in the Cloud: What You Need to Know as an Accountant
A&A CPE
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| 2:55 PM - 3:15 PM |
Afternoon Break & Exhibitor Raffles |
| 3:15 PM - 4:55 PM |
2041
1040 Update
Part 2
Continuation of 2031
TAX CPE, CLE, CFP
CE #989
Repeat of 1041
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2042
Top 10 Mistakes in Life Insurance + Valuation of Life Insurance Policies for Gift or Sale
TAX CPE, CLE
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2043
Life of a Financial Plan Phase 4: Implementation, Monitoring Modifications, Life Changing Events
SK CPE, CFP
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2044
Retirement Planning Strategies in the Current Environment
TAX CPE
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2045
Understanding IRS Statutes of Limitations: Refunds, Assessments & Collection
TAX CPE, CLE
CE #1279
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2046
Accounting & Auditing Update
A&A CPE
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2047
Lacerte Tips & Tricks
MAP CPE
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| 4:55 PM - 5:00 PM |
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| 5:00 PM - 7:00 PM |
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Cocktail Party |
Skip to Day 1, Skip to Day 2
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|
|
SESSION 1 |
SESSION 2 |
SESSION 3 |
SESSION 4 |
SESSION 5 |
SESSION 6 |
SESSION 7 |
| 7:30 AM - 8:00 AM |
T
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Registration & Breakfast |
| 8:00 AM - 8:15 AM |
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| 8:15 AM - 9:55 AM |
3011
Complete Tax Update for Year 2011 Part 1
Continues with 2021
TAX CPE, CLE, CFP
CE #1003
Repeats at 3031
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3012
Reasonable Compensation
TAX CPE, CLE
CE #1280
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3013
Review Analysis of Laws to Prepare & Review Form 1040: Part 1
Continues with 3023
TAX CPE, CLE, CFP
CE #1281
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3014
Drawing Value & Perspective from a Business Valuation
TAX CPE, CLE
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3015
Advising the College Bound Family
TAX CPE, CFP
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3016
New Technology: What to Expect, How to Stay Ready, Safe & Compliant
MAP CPE
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3017
The New Era of Estate Planning for Small, Medium & Large Estates
TAX CPE, CLE, CFP
CE #1282
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| 9:55 AM - 10:15 AM |
Morning Break |
| 10:15 AM - 11:55 AM |
3021
Complete Tax Update for Year 2011 Part 2
Continuation of 3011
TAX CPE, CLE, CFP
CE #1001
Repeats at 3041
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3022
Fringe Benefits & Choice of Entity
TAX CPE, CLE, CFP
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3023
Review & Analysis of Laws to Prepare & Review Form 1040: Part 2
Continuation of 3013
TAX CPE, CLE, CFP
CE #1283
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3024
Federal Wage & Hour Requirements for Employers & Their Representatives
TAX CPE, CLE
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3025
Update from the IRS Return Preparer Office
TAX CPE, CLE
CE #1284
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3026
Elder Care Advocacy & the Medicaid Application Process
TAX CPE, CLE, CFP
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3027
The Myths & Realities & Tax Treatment of Qualified Long Term Care Insurance
TAX CPE, CLE, CFP
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| 12:00 PM - 1:00 PM |
3001
Lunch Program
Passive Activity Groups
TAX CPE (1), CLE, CFP
CE #1285 (1)
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3002
Lunch Program
State of the LI Economy
SK CPE (1)
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3003
Lunch Program
Social Media for Tax Preparers
MAP CPE (1)
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3004
Lunch Program
The Benefits of Strategic Planning for Your Future Success
TAX CPE (1), CLE
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3005
Just Lunch
(No Program)
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| 1:15 PM - 2:55 PM |
3031
Complete Tax Update for Year 2011 Part 1
Continues with 3041
TAX CPE, CLE, CFP
CE #1003
Repeat of 3011
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3032
IRC 754 Election
TAX CPE, CLE, CFP
CE #1286
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3033
Payroll is Not a Hobby
TAX CPE, CLE
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3034
S & C
Corporation Update
TAX CPE, CLE, CFP
CE #1011
Repeat of 1021
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3035
NY's Accountancy Law: The 2012 Effective Date, Peer Review, Quality Review & What It All Means to You
A&A CPE
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3036
Understanding the Commercial Real Estate Tax Reduction Process & How to Maximize It for the Benefit of the Taxpayer
TAX CPE, CLE
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3037
NYS/NYC Tax Update
TAX CPE, CLE
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| 2:55 PM - 3:15 PM |
Afternoon Break & Exhibitor Raffles
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| 3:15 PM - 3:30 PM |
3041
Complete Tax Update for Year 2011 Part 2
Continues 3031
TAX CPE, CLE
CE #1001
Repeat of 3021
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3042
Technology Update: Are You & Your Accounting Software PCI Compliant?
SK CPE
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3043
Medicade & Taxes: Case Studies for Accountants & Financial Planners
TAX CPE, CLE, CFP
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3044
Most Common QuickBooks Mistakes Clients Make & How to Fix Them
SK CPE
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3045
When Worlds Collide: New Bankrupcy Laws in Troubled Economic Times
TAX CPE, CLE, CFP
CE #1287
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3046
Longevity Planning
TAX CPE, CLE, CFP
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3047
Pension Rescue Techniques
TAX CPE, CLE, CFP
CE #1288
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| 3:30 PM - 4:55 PM |
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| 4:55 PM - 5:00 PM |
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Symposium 
