 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
|
 |
80 Educational Sessions Offer CE Credit November 19, 20, 21 Principal Sponsors: Other Sponsoring Organizations: Keynoters, 8 a.m, Wednesday, November 19 See schedule of events below. NCCPAP Tax Symposium Exhibitors
Life Force Financial
Pace Professional Services Property Allocation Consultants
NCCPAP Tax Practitioner Symposium Schedule of Sessions Wednesday, November 19 8 a.m.: Keynote Speakers: 10:50 a.m.: Concurrent Sessions: * Advanced Business Succession Planning Issues. Clay Bristow, J.D., LL.M, senior case design specialist and Robert Lazzi, CFP, MBA, AXA Advisors. Tax traps to avoid, the “Unholy Triangle,” AMT, family attribution and transfer for value. * Advanced "S" and "C" Corporation Tax Considerations. Robert Barnett, Esq. CPA. Loss utilization and basis issues including the important new open account tracing rules which affect all S corporation. Recent case updates. * The Residency Audit and Appeals Process Part 1. Karen Tenenbaum, Esq., LL.M (Taxation) CPA; Yvonne Cort, Esq.; BCMS: Marcia Trapanese, Tax Conference Supervisor; Lara Chwat, Esq. A step-by-step case study of a New York income tax audit. * How Intellectual Property and Brands Are Used in Mergers and Acquisitions. Richard Kestenbaum & Errol Glasser of Trianglr Capitial, LLC. How intellectual property and brands can be used to finance acquisitions. * Combating Fraud Through Vendor & Pre Employment Screening. Dawn-Marie Dalsass, CFE Stephen E. Cleary, CFE. FRAUD committed by vendors and employees. Basics of how to conduct cost-efficient, comprehensive Vendor and Pre-Employment screening. * E-Services IRS & NYS. IRS Stakeholder Liaison, Susan Marks; (NYS) Joanne Touhey; (NYS) William Comiskey, Deputy Commissioner of Tax Enforcement; and William Stevenson, Ed.D., CFP®, EA. New NYS e-file requirements in effect on January 1, 2009. * Investment Taxation Issues. Dean A. Mioli, CPA, PFS. How to maximize after-tax returns via an Integrated Managed Account Program and through Tax-Managed Mutual Funds; it's what you get to keep. 1:30 p.m.: Concurrent Sessions: * Individual Income Tax Update Part 1. Robert Katz, J.D., LL.M, CPA and Neil Katz, J.D., LL.M, CPA. Significant tax law changes, IRS rulings, court cases and regulations that affect 2008 individual income tax returns. * Security and Maintenance of Networks and Personal Computers. Armando D'Accordo, President CMIT Solutions. How to Keep your systems secure, efficient and effective. * The Residency Audit and Appeals Process Part 2. Robert Plautz, Esq. and Bernard Mark, Esq,; Tax Appeals Tribunal: Robert McDermott, Esq. (member, NYS Tax Appeals Tribunal); Arthur Rosen, Esq.; Roberta Moseley Nero, Esq. Follows the audit as it move through the dispute resolution process to the ALJ Hearing, and finally an oral argument at the Tax Appeals Tribunal. * Solving the Problem of the Unfunded Exit Strategy: A Comforable Retirement? Leon " Jerry" Hochheiser. How retiring partners can receive their share of the value of the business with the least amount of financial stress to remaining partners. * Busting Software Pirates: A Case Study (CFE). John Wolfe, Director, Internet Enforcement - Business Software Alliance. How software piracy has evolved from floppies to high-speed broadband: The current face of Internet software piracy. * Advance Issues Regarding Passive Activity Losses. Steven Greenberg, CPA. Aggregation rules, Rental Real Estate, Dispositions, Self-Charged Interest, and Recharacterized Income Rules. * IRS Exam Update - Audit-Proofing a Tax Return. Bryan Gates, EA. Review of the IRS return selection process and the issues most frequently raised in IRS examinations. 3:30 p.m.: Concurrent Sessions: * Individual Income Tax Update Part 2. Robert Katz, J.D., LL.M, CPA and Neil Katz, J.D., LL.M, CPA. Continuation of Tax Update (1:30p.m.) * Turning Exits Into Opportunities: Growing Your Business by Helping Business Owners Plan for Exiting Theirs. Key insights from the new research including owners' objectives, concerns and preparedness; and how tax, legal and exit advisors collaborate. * Employment Law and Wage Issues. Moderator, Andrew A. Limler, Esq.; LI Dept. of Labor, Director Irv Miljoner; IRS - Revenue Agent - TBA; NYS Dept of Labor - TBA. Important employment law and wage issues such as the classification of workers as independent contractors or employees. * NYS Tax Issues. Mark S. Klein, Eaq. "Hot" New York State tax developments, including the new Budget Bill. * Shareholder Agreements: The Good, The Bad, and The Ugly (CFE). Ira M. Kantor, CPA, Janis Cowhey McDonagh, JD, Kathleen E. Suker, CPA, CFE. Legal, financial issues, and ramifications resulting from poorly written agreements. * Business Continuity and Disaster Recovery. Armando D'Accordo, President - CMIT Solutions. Reviews of security, business continuity, data protection, compliance, and disaster recovery. * Case Study With IRS. Bryan Gates, EA & IRS Revenue Agent Stephen Levy, IRS Group Manager, Maureen Cole. A revenue officer's determinations, a taxpayer's opportunity to settle a dispute with the IRS. Thursday, November 20 8:15 a.m.: Concurrent Sessions: * Real Estate Taxation. Mitchell Klein, CPA. Section 754 Elections, tax concerns when selling Real Estate, Ordinary vs Capital Gain treatment for Dealers, and what to expect now. * "A Magical Mystery Tour in Eldercare and Special Nedds". Vincent J. Russo, J.D., LL.M., CELA. Avoid the traps in Elder Law and Special Needs Planning. Updates in planning, strategies and the law. * Creative Insights on Resolving Conflict and Dealing with Difficult People. Dr. Jeffery Magee. How to detect differences that can lead to conflicts, and ultimately, confrontations, 25 immediate intervention techniques. * NYS Tax Issues. Mark S. Klein, Esq. Repeat of Wednesday 3:30 p.m. Session. * IRS Penalties: Avoiding Them; Getting Them Abated; Getting Them Refunded Part 1. Bryan E. Gates, EA. Relief from penalties via Reasonable Cause; Statutory Exceptions; Administrative Waivers; Correction of Service Error. * Advising the College Bound Family (CFP). Jan & Tony Esposito. Case studies and an overview of the FAFSA, CSS Profile, TAP and Institutional financial aid forms. * Quickbooks® 2009 Accounting Professional Update Seminar - Part 1. Delivered by an expert Quickbooks Proadvisor. What's new in the 2009 products. Client Data Review, Accounts Copy, Bank Reconciliation, Intuit Statement Writer and Enhancements to historical payroll data setup. 10:15 a.m.: Concurrent Sessions: * Professional Malpractice Issues. Kenneth Gross, J.D., Property & Casualty, Life, Accidents & Health Licenses, President, Pace Professional Services, Ltd. Professional liability insurance covering common client questions, practical risk management suggestions, underwriting premium debits and credits, general coverage issues, and claim activity. * "A Magical Mystery Tour in Eldercare and Special Nedds". Vincent J. Russo, J.D., LL.M., CELA. Repeat of 8:15 a.m. Session. * Creative Insights on Resolving Conflict and Dealing with Difficult People. Dr. Jeffery Magee. Repeat of 8:15 a.m. Session. * Sales Tax Update. Robert M. Markman, CPA, Mark L. Stone, CPA. Update on recent New York sales and use tax developments in order to audit activity and the newly expanded role of the Special Investigation Unit (SIU) and the new possibilities of criminal tax fraud. * IRS Penalties Part 2: Return Preparer Penalties - Avoiding Them. Bryan E. Gates, EA. Proposed regulations revise the standards that must be met to avoid penalty under section 6694. Regulations also expand the scope of that statute beyond income tax returns. * Problem Solving with Reverse Mortgage and Long Term Care Insurance (CFP). Moss Kaufman, CFP®, MArtin Tollin, CFP®. Role of long-term care insurance as a retirement and estate planning tool. The pros and cons of the reverse mortgage, how the various programs work, and why they are growing in popularity. * Quickbooks® 2009 Accounting Professional Update Seminar - Part 2. Expert Quickbooks Proadvisor. How to grow your practice using Intuit products and services. 1:15 p.m.: Concurrent Sessions: * Individual Income Tax Update Part 1. Robert Katz, J.D., LL.M, CPA and Neil Katz, J.D., LL.M, CPA. Repeat of Wednesday 1:30 p.m. Session. * Legislative Update. Thomas Ochsenschlager, AICPA NYSSCPA (TBD). Federal tax law changes and predictions as to what the new administration and Congress will do. Efforts to change the preparer penalty rules, codify the economic substance doctrine, the movement towards convergence of international accounting standards and what that might mean for tax practitioners, approaches to deal with the "tax gap". * Managing Different Generations. Dr. Jeffery Magee. How to better interact, communicate, manage, and co-exist among the five core generational segmentations in the work place today. * CT/NJ Tax Update. Louis B. Schatz, Esq. (CT) & Alan J. Preis, CPA, P.C. (NJ). Residency and domicile issues and current statutory, case law, and regulatory changes that affect business and individual income tax returns. * Life Insurance Tax Raps. Lee Slavutin, MD, CLU. The 10 most common tax traps involving life and disability insurance. * The Retirement Income Dilemma: Can You or Your Clients Really Afford to Retire? (CFP). Michael D. Kresh, CFP® & Paul M. Schifter, CFP®. Longevity, Market Inflation Risk, Market Volatility. * 2008 Lacerte® Annual Update Seminar. Delivered by Lacerte expert. Get ready for tax season using the new version of Lacerte. New enhancements, New Functionality, and significant tax law updates. 3:15 p.m.: Concurrent Sessions: * Individual Income Tax Update Part 2. Robert Katz, J.D., LL.M, CPA and Neil Katz, J.D., LL.M, CPA. Repeat of Wednesday 3:30 p.m. Session. * Federal and NYS Liens, Levies, Seizures and Other Collection Action. Karen Tenenbaum, Esq., CPA, LL.M. (Taxation); Yvonne R. Cort, Esq.; Robert Barnett, Esq., CPA. In-depth look at IRS and NYS collection methods including liens, levies, warrants, and seizures; potential risks to the taxpayer; and remedies available. * Managing Different Generations. Dr. Jeffery Magee. Repeat of 1:30 p.m. Session. * Occupational Fraud & Money Laundering. Neil H. Fishman, CPA*, CFE, FCPA, CAMS (*Licensed in New York & Florida). When employees are violating their fiduciary responsibilities to their employer, and companies are being taken advantage of by illegal activities. * Life Insurance Trust. Lee Slavutin, MD, CLU. Crummey powers, defective grantor trust, policy performance, insurer's financial strength rating, fix a bad trust. * "More Taste: Fewer Calories" - Using Asset Allocation to Help Reduce Risk in Investment Portfolios (CFP). Richard Bergen, CPA, CFP®, Anthony Papa, CFP®. Construct an investment portfolio, seeking the mix of assets that best addresses the objectives of high returns with reduced risk. Asset Allocation styles; Types of Asset Classes and their relationships; Portfolio Development; Monitoring, Rebalancing & Reallocation. * Preparing for Quickbooks Proadvisor® Certification. Delivered by an expert Quickbooks Proadvisor. Accounting professionals interested in becoming a Certified Quickbooks Proadvisor. Friday, November 21 8:15 a.m.: Concurrent Sessions: * Dyckman on Taxes Part 1. Professor Samuel A. Dyckman, CPA. Everything you need to know about 2008 taxes. * Conquering the Top 10 Objections of Variable Annuities. Moderator: Corey Stein, V.P. Financial Advisor - Morgan Stanley; Speaker: Laird Johnson - AXA Equitable. Where an annuity may fit into a client's overall financial portfolio. Overcome some common misconceptions. * Tax Planning Opportunities and Pitfalls in Divorce. Carl M Palatnik, Ph.D., CFP®, CDFA™, AAMS. Allocation of support between alimony and child support; the child contingency rule, front loading and alimony recapture; rules regarding delayed sale of principal residence in divorce - how to maximize value of mortgage interest deductions and avoid unnecessary capital gains tax. * Estate Planning Update. Laurence Keiser, Esq. The political elements of estate tax reform. Transfer taxes reality-based family limited partnership. Grantor Retained Annuity Trust and Sales to Intentionally Defective Grantor Trust. * Advanced Issues Regarding Passive Activity Losses. Steven Greenberg, CPA. Repeat of Wednesday 1:15 p.m. Session. * Limited Liability Companies: LLCs: Part 1. Beanna Whitlock, EA, CSA. Formation and operation to how to fix the LLC when it is broken. Learn what limited Liability really means and how it can be used. * Why Bother with Microsoft Office Accounting 2009? What Can It Really Do for You and Your Clients? Allen Goldberg, Special Projects Manager Microsoft Small Business. Integration and strength of the Microsoft Office Suite 2007 and how it can save you and your clients' time and money. 10:15 a.m.: Concurrent Sessions: * Dyckman on Taxes Part 2. Professor Samuel A. Dyckman, CPA. Continuation of 8:15 a.m. Session. * Early Retirement & Legacy Planning with Annuities. Moderator: Corey Stein, V.P. Financial Advisor - Morgan Stanley; Speaker: Laird Johnson - AXA Equitable. Exceptions to the pre 59 1/2 withdrawal penalties, distribution options available to beneficiaries of Individual Retirement Accounts and non-qualified variable annuity contracts. * Handling Tax and Financial Issues in Divorce Mediation. Pamela J. Pollack, Esq., Ada L. Hasloecher, Mediator & Carl M Palatnik, Ph.D., CFP®, CDFA™, AAMS. Child Support Maintenance, equitable distribution, retirement plans, post-divorce cash flow and more. * Financial Planning for the Special Needs Family (CFP). Craig Marcott, CFP®. Why this is such a hot issue, explore the special needs planning process. * Introduction to International Taxation. Jeffrey Silver, Esq., CPA. U.S. Nonresident Alien Individuals, U.S. taxpayers working abroad, and U.S. persons with respect to Controlled Foreign Corporations. * Limited Liability Companies: LLCs: Part 2. Beanna Whitlock, EA, CSA. Continuation of 8:15 a.m. Session. * Realizing Efficiencies Using PPC's Smart E-Practice Aids. Shellyann Savage, Thomson (TTA R&G). Technology to dynamically generate customized audit programs based on risk assessments. 1:15 p.m.: Concurrent Sessions: * Dyckman on Taxes Part 1. Professor Samuel A. Dyckman, CPA. Repeat of 8:15 a.m. Session. * International Update & Foreign Bank Secrecy? Case Study-UBS & LGT. Neil A.J. Sullivan, CPA, Chair of the AICPA Foreign Bank and Financial Accounts Reporting (FBAR) Task Force. Reporting ruls and Draconian non-filer penalties. * Social Security Issues. James McWilliams, SSA. Current state of Social Security and future problems due to changing demographics. Eligibility requirements for the retirement, survivors, and disability insurance programs. * Valuation Issues. Elliot Ogulnick, ASA, CPA, ABV, CVA & John Lemanski, MBA, CFE. The quantitative and qualitative factors which will influence the overall value of a closely-held business. * Tax Patents. Brenda Pomerance, Patent Attorney. What is a tax patent and why should you care? * Family Limnited Partnerships - FLPs. Beanna Whitlock, EA, CSA. The greatest estate planning tool of our century. Discover the answers to the questions your wealthy clients have been asking. * Realizing Efficiencies Using PPC's Smart E-Practice Aids. Shellyann Savage, Thomson (TTA R&G). Repeat of 10:15 a.m. Session. 3:15 p.m.: Concurrent Sessions: * Dyckman on Taxes Part 2. Professor Samuel A. Dyckman, CPA. Repeat of 10:15 a.m. Session. * How to Defend an IRS Challenge to an Accelerated Real Estate Depreciation Schedule. Chris Hitsselberger, (CBRE). Mechanics of a properly prepared cost segregation study. * Powerful Business Writing for Accounting Professionals. Jack Appleman, CBC, President. Learn to write clear, concise, and well-organized documents that will enhance your productivity. * Self-Directed IRAS and Alternative Investments. Rob Spalding, Pensco Trust Company. An overview of Alternative Investing within Self-Directed IRAs. * Fiduciary Responsibility of Qualified Plan Sponsors. Diane Aurelio, Financial Advisor - Smith Barney. Responsibilities of business owners and officers and the changes that came about as a result of the Pension Protection Act of 2006. * Corporate Liquidation. Laurence Keiser, Esq. Current state of the tax law and the significant traps in liquidations of S corporations. *The Coming Technology Tsunami: Trying Not to Get Drowned in a Sea of New Stuff. Allen Goldberg, Special Projects Manager Microsoft Small Business. Top ten new things that are coming. FA
|
Please see our Privacy Policy and Legal Terms and Conditions.
Copyright © 2008 Advisor Publication Partners, Ltd. All rights reserved.