KEYNOTE SPEAKERS
Christopher Wagner - IRS Commissioner SB/SE Division
William Comiskey - Deputy Commissioner of Tax Enforcement for the NYS Department of Taxation & Finance

YOU MUST REGISTER AND ATTEND THIS COURSE FOR A FULL DAY’S CREDIT!

Advising the College Bound Family (TAX CPE) (CFP)
Jan Esposito & Tony Esposito

Much has changed in the world of financial aid, college loans, scholarships and college admissions. Learn what you need to know to help your clients protect their assets and get the most money for college.  Included will be an overview of financial aid forms.

NYS Residency & Allocation Audits - Tips on How to Minimize Your Clients' Exposure (TAX CPE)(CLE)
Karen J. Tenenbaum , Esq.,CPA LL.M (Taxation), Yvonne R. Cort , Esq., Audra Wright, EA

Be prepared for a NYS residency audit with this review of domicile, statutory residency and income allocation, including the Department’s 2009 revised guidelines.  We will look at how you can increase your clients’ chances of a successful outcome, as well as how you can implement best practices at the return preparation stage.

The New Form  990 (TAX CPE)(CLE)
Michael E. Nawrocki, CPA & IRS Tax Law Specialist, Stephen Clarke

For the first time in 30 years, the Internal Revenue Service has made extensive modifications to Form 990 (“Return of Organization Exempt From Income Tax”).  While most of the changes focus on governance and transparency, a new format provides tax exempt organizations with a unique opportunity to present detailed information about their programs and activities.  This presentation will highlight the major changes, a “walk through” of the redesigned form, what areas of the tax compliance the new form focuses on and what new information must be disclosed on the Form.

Create Time During Tax Season (TAX CPE)
Thomas R. Gawne , CPA - Thomson Reuters

Tax and accounting professionals realize that saving time is the number one objective in running a successful practice. Time savings equates to increased revenue. Many professionals credit their success to an efficient process. Our goal is to show you how easy it is to cut hours out of your processing time using advanced technology.

Form 706/709 A Practical Workshop (TAX CPE)(CLE )
Victoria A. McGinn , EA

This presentation will be a “hands on” workshop and discussion on preparing Form 706 and 709.  There will be a practical example and participants will complete various parts of the forms.  We will also discuss the most common problem areas of the forms.