AGENDA

REGISTER FOR FREE - OVER 100 HOURS OF CPE

New York, 11 - 12 July 2018

Schedule

Create your personal agenda –check the favourite icon

Jul 1109:00
Conference pass

The Constantly Evolving Role of the Accountant

Keynotes
  • Why the business community and world will always need accountants
  • How to stay relevant in the face of tools and technologies
  • How values and emotional intelligence help accountants stay the pace of change
Victor Wahba, Chairman & Chief Executive Officer, Mazars USA LLP
Jul 1109:30
Conference pass

From CPA to CEO: the new wave of entrepreneurial accountants

Keynotes
  • How to set aside old accounting assumptions and build a business around your own skillset
  • Combine entrepreneurialism with ambition to rise through the ranks of your accounting firm
  • Why accountants are perfectly placed to make waves in business and finance
Kelvin Joseph, Chief Marketing Officer & Chief Operating Officer, Steiner Sports
Jul 1110:00
Conference pass

AUTOMATED & DIGITAL ACCOUNTING (1 CPE CREDIT)

Technology Theater
Part 1: Automated accounting for 21st century businesses
  • Create the free time needed to expand your business by incorporating automation tools into your workflow
  • Identify your clients’ most pressing needs and how automated accounting software can fulfil them

Part 2: Developing a digital strategy for success
  • Build digital strategies that fit both small and large firms successfully
  • Learn why going digital involves more than just software: use change management techniques to effect real digital transformation within your business model
Ranica Arrowsmith, Technology Editor, Accounting Today
Elizabeth Adams, Digital Strategy Leader, Links Advisory
Jul 1110:00
Conference pass

CLOUD ACCOUNTING PRACTICES (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: How cloud technology helps increase practice efficiency and profitability
  • Increase efficiency and profitability through the shift to cloud accounting
  • How to pick the right cloud accounting tools to transform your practice, and to turn hours into minutes
  • The importance of change management, and how to get your staff and clients onboard
Part 2: Moving your practice to the Cloud
  • Select employees to champion change
  • Understand the finances of moving to the cloud
  • Create realistic timelines in order to execute on implementation
Michael Jones, SVP Sales & Partnerships, MBS Accounting Technology & Advisory
Rachel Ward, Events Marketing Manager, Hubdoc
Session led by: hubdoc
Jul 1110:00
Conference pass

THE CFO OF THE FUTURE: BEYOND THE NUMBERS (1 CPE CREDIT)

Finance Director's Summit
  • Ditch the day-to-day minutiae: learn techniques and strategies for the big-picture thinking that can drive growth and change within a company
  • Establish your tech needs and assess the software that will enable you to divert focus away from tactical and operational tasks
Jody Grunden, Co-founder & CEO, Summit CPA Group
Jul 1110:00
Conference pass

PREPARE FOR CHANGES TO THE ACA (1 CPE CREDIT)

Tax Management
  • Understand the options available for avoiding healthcare cost increases
  • Capitalize on the potential advantages of reformed health care legislation
Frances Mckenna, Tax Director, Marks Paneth LLP
Jul 1110:00
Conference pass

BECOMING A TRUSTED ADVISOR ON WEALTH (1 CPE CREDIT)

Wealth Management
  • Behavioral alignment between CPAs and power financial advisors
  • Why CPAs own the client and the risk and rewards of referring to ‘salesperson’ advisors
  • The magnificent future of advice and counsel

Ashok Rajan, Former U.S. Chief Investment Strategist, UHNW Office, ex-Merrill Lynch Global Private Client, Senior Partner, One Lindsley Partners
Jul 1110:00
Conference pass

THE POWER OF NETWORKING (1 CPE CREDIT)

Practice Management
  • Why building a network will drive your business forward
  • Strategies for effective networking with tangible business goals in mind
  • Hear about EisnerAmper’s innovative ‘Friends of the Firm’ program
Nkrumah Pierre, Director, Business Development & Friends Of The Firm Program, EisnerAmper Llp
Jul 1111:00
Conference pass

HOW ACCESS TO DATA IS TRANSFORMING ACCOUNTING FIRMS (1 CPE CREDIT)

Technology Theater
  • Understand the first, and subsequent, phases of automation in accounting
  • Identify the new service and revenue opportunities unlocked by data for accountants
  • Practical examples of how to align your team to deliver more value to your clients in an automated world
Damien Greathead, Vice President Of Business Development, North America, Receipt Bank
Session led by: receipt-bank
Jul 1111:00
Conference pass

CREATING VALUE (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1:Value think tank: How to extract value from your work
  • Defining value, thought leadership, and vocation and some examples of thinking inside the box/within the budget versus being a thought leader and proactive professional
  • Honing in on work you love so you can have the vocation and conviction to add value to clients


Part 2:Change is inevitable – extract value from it
  • Is your organization poised to leverage opportunities that arise from change?
  • How can you prepare your team to live and work in a disruptive environment while staying true to your values and mission
Iralma Pozo, Consultant|Facilitator|Leader|Advisor|Educator|Motivator, City University of New York
Lindsay Stevenson, VP of Finance, 1st Financial Bank U.S.A.
Jul 1111:00
Conference pass

DRIVING BUSINESS GROWTH (1 CPE CREDIT)

Finance Director's Summit
Part 1: Using the Cloud to Drive Strategic Growth in Your Business
  • As CFO, how to utilize the Cloud to help drive strategic growth using real time financials and data analytics
  • Integrate front and back office systems to enable real time reporting and decision making
  • Scaling your organization using the Cloud and modern day IT As A Service
Part 2: Driving business value as a CFO
  • Improve decision making and operational efficiency through digital solutions
  • Spearhead business transformation initiatives with an understanding of change management and leadership skills
Matthew Nissen, Finance Director, Verus Claims Services LLC
Thomas Angelo, CEO, Spire Group PC
Jul 1111:00
Conference pass

DATA AND ANALYTICS IN TAX (1 CPE CREDIT)

Tax Management
  • Improve decision-making with data-derived insights
  • How a new generation of professionals is leveraging analytics to add value across their tax business and assist with cost recovery, fraud detection and more
Moderator: Alexander Buchholz, Partner, PKF O'Connor Davies
Salvatore Collemi, Founder, Collemi Consulting
Justin Hopton, Senior Tax Associate, PwC
Jul 1111:00
Conference pass

REGULATORY REFORM (1 CPE CREDIT)

Wealth Management
Part 1: Equipping your clients to deal with regulatory changes
  • Implement a truly nimble wealth management and tax model with ready-made strategies for unexpected regulatory roadblocks
  • How tech developments can assist in ensuring regulatory compliance for modern-day financial planners


Part 2: The impact of tax reform on wealth planning
  • New strategies to consider in light of a potentially doubled estate/gift tax exemption and annual gift tax exemption
  • How to navigate the difference between the federal estate/gift tax exemption and the New York estate tax exemption
  • How planning will change for clients in different categories of wealth
  • The new roles of life insurance and other helpful financial planning tools

Jamila Abston, Partner, Ernst & Young LLP
Matthew Rappaport, Tax Planning/ Structuring Attornery, Matthew E. Rappaport Esq. LLM
Jul 1111:00
Conference pass

START-UP STRATEGIES (1 CPE CREDIT)

Practice Management
Part 1: Thinking like a start-up
  • Employ a long-range view of opportunities in business transformation and innovation
  • Be creative with the hiring, development and deployment of key talent in order to build a thriving startup mentality in your practice


Part 2: Building your start-up's business model
  • Methodsfor breaking down any company's economics to create a long-lasting, sustainable business
  • Learn how to work with your clients to walk them through their unit and user economics, understand their customer acquisition funnel, Key Performance Indicators (KPIs), pricing models, cost structure, and learn how to structure a forward looking pro-forma
Garrett Wagner, CEO, C3 Evolution Group
Dan Nelson, CFO, Outside CFO
Jul 1112:00
Conference pass

STREAMLINING TECH & CLOUD ADOPTION (1 CPE CREDIT)

Technology Theater
Part 1: Managing a Business in the Cloud
  • Password management and Single Sign On Solutions
  • Understandingdiffering application and data integration options and approaches
  • Provisioning and deprovisioning of user accounts across multiple applications

Part 2:Steps to consider when transitioning from a traditional to a technology driven firm
  • Important considerations to make when introducing tech solutions into your firm
  • How to gradually transition away from legacy systems to more tech driven solutions
Byron Patrick, Managing Director, CPA Practice, Network Alliance
Andrea Parness, CPA and Owner, A Parness Co Cpa
Jul 1112:00
Conference pass

EMPLOYEE MANAGEMENT FOR THE FUTURE (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: Managing employees in the digital era
  • Addressing harassment claims in the era of viral news
  • Enforcing noncompete agreements and employer remedies for employee/executive misconduct
  • Counter claims against specious lawsuits

Part 2:Educating employees: transmitting your company’s values in benefits
  • How outsourcing HR and payroll functions via software can help improve employees’ understandings of their benefits
  • Learn how to efficiently incorporate employee feedback into benefits administration
Howard Miller, Labor, Employment and Education Law Partner, Bond, Schoeneck & King, Pllc
Avery Neumark, Partner, Marks Paneth LLP
Jul 1112:00
Conference pass

CAREER TRAJECTORIES FOR CFOs AND CPAs (1 CPE CREDIT)

Finance Director's Summit
Part 1: Mapping the ideal CFO career trajectory
  • Broaden your career horizons with a deeper and wider understanding of leadership, technology and career planning
  • Learning how to position your expertise and relationships within your organization to trace a route to the top

Part 2:Career Trajectory and Financial Management in the evolving Music Industry
  • A critical look at the industry background and evolving business models
  • Key metrics and analytics of finances in the music industry
  • What are the financial insights from a highly disruptive industry
Steven Storch, President, Raleigh Music Group
Ron Loberfeld, Managing Partner, ALL CPAs
Jul 1112:00
Conference pass

IRS UPDATES (1 CPE CREDIT)

Tax Management
Part 1: The IRS, New York State & you
  • How New York State and the IRS work together regarding liens, warrants, levies and installment payments
  • A look at the IRS passport revocation program, NYS driver license suspension program, and NYS voluntary disclosure program

Part 2:IRS Collections 101
  • Learn about the IRS's new passport revocation program along with all the other collection tools in their arsenal
  • Some of the various collection alternatives available to taxpayers to resolve their tax debts
Hana Boruchov, Associate Attorney, Tenenbaum Law P.C
Karen Tenenbaum, Tax Attorney, Tenenbaum Law P.C
Jul 1112:00
Conference pass

ALTERNATIVE INVESTMENTS (1 CPE CREDIT)

Wealth Management
Part 1: Delaware Statutory Trust/ 1031 and Alternative Investments
  • A brief overview of the trust exchange
  • What are the dos and don’ts of the 1031 exchange
  • The benefits, risks and drawbacks of utilizing the DST

Part 2:The emergence of cryptoassets and implications for financial professionals
  • A practical overview of different types of cryptoassets and how they relate to the underlying blockchain technology
  • Deep dive into specific examples of promising cryptoassets
  • Discussion and open questions around the implications for professionals in accounting, tax, risk, investment managers and more
William Lapiana, President, Paxton Financial Services
Eric Spano, Senior Consultant, Ernst & Young
Jul 1112:00
Conference pass

MERGERS, ACQUISITIONS & FIRM VALUE (1 CPE CREDIT)

Practice Management
Part 1:Valuing your firm and important variables to consider
  • Identifying the optimum multiple and predicting the correlating trends in the marketplace
  • Maximize the value of your firm through an understanding of typical valuation terms

Part 2:M&A: the roadmap for accounting firms
  • Ensure your firm is prepared for potential roadblocks to mergers
  • Learn what to review in due diligence and focus your staff accordingly
  • Identify the keys to client retention during the process
Bill Carlino, Managing Director Nat'l Consulting Svcs, Transition Advisors
Joel Sinkin, President, Transition Advisors
Jul 1113:00
Conference pass

WOMEN IN ACCOUNTING (1 CPE CREDIT)

Technology Theater
Jacquelyn Tracy, Founding Partner, Mandel & Tracy LLC
Stacy Kildal, Founder, Kildal Services LLC
Jamila Abston, Partner, Ernst & Young LLP
Sandi Leyva, President, Sandra L Leyva, Inc
Jul 1113:00
Conference pass

QUALITY CONTROL OF ACCOUNTING PROCESSES (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1:Peer review & quality control for small CPA firms
  • How the Peer Review Process applies to small CPA firms
  • Discussion of the new Mandatory Peer Review law in NY and elimination of exemption for firms with two of fewer CPAs
  • What to expect from your Peer Review and how small CPA firms can prepare for their next Peer Review

Part 2:Best practices to improve the quality of your fiscal closing process
  • Defining the fiscal closing process flow and pinpointing KPIs
  • Identify bottlenecks within and improve the fiscal closing process
  • Develop a fiscal close scorecard and defining a benchmark approach
George Victor, Partner in charge of Quality Control, Giambalvo, Stalzer & Company, CPAs, P.C
Christine Doxey, President, Doxey Inc
Jul 1113:00
Conference pass

Becoming the Radical CFO (1 CPE CREDIT)

Finance Director's Summit
  • How radical management makes more money – and how to do away with the traditional outsourced CFO model at your firm
  • How technology enables value driven transformation for your customers and requires less time from you
Jody Padar, CEO, New Vision CPA
Jul 1113:00
Conference pass

MULTINATIONAL & INTERNATIONAL TAX (1 CPE CREDIT)

Tax Management
Part 1: Managing tax for multinationals
  • Understand how to perform a thorough due-diligence review and identify potential tax exposures for newly-multinational firms
  • Track the impact of potential tax reforms on cross-border revenue and transactions

Part 2:Foreign earned income: Form 2555 exclusion reporting and other tax issues for expat workers
  • Understanding the foreign earned income exclusion
  • How to stay compliant with requirements for housing cost exclusions
  • Comprehending Social Security totalization agreements
Marc Strohl, Principal, CPA, Protax Consulting Services
Mark Leeds, Partner, Mayer Brown
Jul 1113:00
Conference pass

ESTATE PLANNING & CLOSING (1 CPE CREDIT)

Wealth Management
Part 1: Important tax issues to consider when ending an estate or trust
  • The many considerations both tax and financial to consider before closing an estate
  • How are tax elections, GST planning, and accounting returns affecting your estate

Part 2: Get ready for the new era in estate planning
  • Enrich your client relationships by offering relevant topical guidance on critical issues
  • Link your knowledge of governing tax regimes with appropriate products
  • Generate recurring revenue by integrating your services with those of aligned professionals
Robert Barnett, Tax Partner, Capell Barnett Matalon and Schoenfeld
Lester Wigler, Senior Portfolio Manager, Morgan Stanley
Jul 1113:00
Conference pass

OPPORTUNITIES IN PRACTICE MANAGEMENT (1 CPE CREDIT)

Practice Management
Part 1: The Anticipatory CPA: How to anticipate trends and move from being a crisis manager to an opportunity manager
  • Recognize strategies you can use to anticipate marketplace trends that will shape future markets
  • What are some opportunities and potential problems as well as how to develop clear actionable steps to accelerate growth for the organization and its customers

Part 2:Maximizing your most important asset, your CPA firm
  • Ensure proper timing, structure and implement strategies that CPA firms and partners must consider as their careers progress
  • How to assure your firms culture, partner personalities and opportunities can produce a “harmonious marriage” during the process of a merger and/or acquisition
Rebekah Brown, Director, Maryland Association of CPAs
Cheryl Goldenberg, President, Goldenberg Consulting Group
Jul 1114:00
Conference pass

TECH INNOVATION SHOWCASE (1 CPE CREDIT)

Technology Theater
Attendees will hear from some of the most innovative, forward-thinking solution providers in accounting & finance technology, in a series of quick-fire product demonstrations and pitches.

14:00 Canopy Tax
14:20 Finagraph
14:40 Entigrity
Dan Christensen, Director of Sales Development, Canopy
Justin Pulgrano, Director of Business Development, Finagraph
Jul 1114:00
Conference pass

Customer Relationship Management: Millennials and Technology

Bookkeeping, Cashflow & Payroll
  • Competition is fierce: Learn how to establish long-term value-driven relationships with a generation that is more informed and connected than the previous with a "want-it-not" attitude
  • Exceptional, every day and in every way: Develop creative and innovative techniques to enhance and solidify the client acceptance and continuance process to ensure continued client retention
Isaiah Bailey, Management Consultant, STURDY Management Group
Jul 1114:00
Conference pass

Inviting, exciting and retaining talent (1 CPE CREDIT)

Finance Director's Summit
  • As a CFO, how do you engage your employees to inspire their allegiance to your company
  • What are some current trends regarding company culture now with the incoming millennial workforce
  • How can you best recruit and retain exceptional talent to fill your staff
Todd Polyniak, Partner, Practice Leader, Sax
Jul 1114:00
Conference pass

Residency and its effect on your NYS tax audit

Tax Management
  • Domicile vs statutory residency in tax management and planning
  • Assessing the income taxable to residents and non-residents
  • What are the factors in determining residency?
Brian Gordon, President, State Tax Audit Representations
Jul 1114:00
Conference pass

WEALTH MANAGEMENT OUTLOOK (1 CPE CREDIT)

Wealth Management
Part 1: Trends that matter – 3Cs and the future of wealth management
  • Changing consumer preferences with new offerings
  • Competitive threats to wealth management
  • Compliance and regulatory noise in the space

Part 2:Radical Wealth Management
  • New opportunities to add value to include and go beyond traditional services
  • How to include fee only financial planning and the cloud to your grow your practice and add more value
Matt Lynch, Managing Partner, Strategy & Resources
Jody Padar, CEO, New Vision CPA
Jul 1114:00
Conference pass

RECRUITING & RETAINING MILLENNIALS (1 CPE CREDIT)

Practice Management
  • Build an open, innovative firm of the future with a tech-savvy and upwardly mobile workforce
  • Learn how benefits, culture and workflow can attract and retain the right sort of millennial
Moderator: Garrett Wagner, CEO, C3 Evolution Group
Jamila Abston, Partner, Ernst & Young LLP
Drew Carrick, Associate Director, Long Island University
Justin Hopton, Senior Tax Associate, PwC
Jul 1114:30
Conference pass

eCommerce accounting: what you need to know

Bookkeeping, Cashflow & Payroll
  • Understand the complexities around sales tax regulations for eCommerce businesses
  • Identify appropriate platforms and softwares to ensure ease of use for the modern eCommerce bookkeeper
Shoaib Ahmed, Group Financial Controller, Careem
Jul 1115:00
Conference pass

BLOCKCHAIN FOR ACCOUNTING (1 CPE CREDIT)

Technology Theater
  • Learn how blockchain can radically reshape bookkeeping and auditing
  • Gauge the viability of introducing blockchain-based accounting to your clients and plan for the potential difficulty of implementation
Sanjiv Singh, Director, Advisory Group, KPMG
Eric Spano, Senior Consultant, Ernst & Young
Mr Daniel Winters, President, Global Tax Accountants
Michael Pinna, IT & Audit Manager, Buchbinder & Tunick LLP
Gregory Lafollette, Strategy Advisor, CPA.com
Jul 1115:00
Conference pass

WORKFLOW & TIME MANAGEMENT (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: Working smart - how tech can revolutionize your day-to-day
  • Hear how the nimble firms of the future use Slackand other tools to double efficiency
  • How to use channels in your firm, create channels and invite users
  • How to pin a message & set a reminder about a message
  • How to create a To Do List and how to mute channel notifications

Part 2:Effective time management for CPAs
  • How CPAs can transform their efficiency and results through improved time management practices
Stacy Kildal, Founder, Kildal Services LLC
Gail Perry, Editor-In-Chief, Cpa Practice Advisor
Jul 1115:00
Conference pass

CFO TRANSFORMATION (1 CPE CREDIT)

Finance Director's Summit
Part 1: The 5-step process to transform your firm: Shifting from tax preparer to personal CFO
  • The 5-step process broken down
  • How CPAs can deliver value to their clients
  • Analyzing the role of the personal CFO

Part 2:Winning new business: tried-and-tested techniques
  • Take on an added-value role within your firm by identifying new opportunities and challenging internal processes
  • Building relationships that create stickiness with your clients and build your team’s skills
Anthony Glomski, Principal, AG Asset Advisory
Jacquelyn Tracy, Founding Partner, Mandel & Tracy LLC
Jul 1115:00
Conference pass

NON-PROFIT ACCOUNTING (1 CPE CREDIT)

Tax Management
Part 1: Accounting for healthcare and non-profit organizations: what you need to know
  • Assess ongoing considerations for non-profit and healthcare clients in financial statement auditing
  • Governance practice for NFP and healthcare clients
  • The new financial statement overall project for NFP and implementation date

Part 2:Identifying risks in auditing for non-profits
  • Audit efficiently by ensuring internal control and compliance
  • Learn how to look out for and solve fraud issues internally and externally
  • Determine the level of risk in the non-profit sector
Alexander Buchholz, Partner, PKF O'Connor Davies
Sibi Thomas, Partner - Nonprofit, Government and Health Group, Marks Paneth LLP
Jul 1115:00
Conference pass

EXIT PLANNING AS A TEAM SPORT (1 CPE CREDIT)

Wealth Management
  • Discuss the EPI framework that empower advisors to assist client in accelerating the value and transferability of their business
  • A Case study approach to illustrate the various elements involved in a successful transition
Marcia Daszko, CEO, Marcia Daszko & Associates
Nicholas Bertha, Managing Director, Fieldpoint Private
Taylor Gray, Managing Director & Senior Advisor, Fieldpoint Private
Muriel Cheng, Partner, Friedman LLP
John Poppe, Partner, Midcapadvisors
Jul 1115:00
Conference pass

MARKETING STRATEGIES FOR LARGE PRACTICES (1 CPE CREDIT)

Practice Management
Glenn Eyrich, Partner, Calibre CPA Group
Sarah Cirelli, Head of Marketing, Grassi & Co
Jennifer Farrington, Chief Marketing Officer, Mazars USA LLP
Jul 1116:00
Conference pass

CRYPTO-ACCOUNTING (1 CPE CREDIT)

Technology Theater
  • Understand how the emergence of digital assets (crypto currencies) will affect modern accounting, audit, tax and technology
  • Overcome the lack of regulations and standards around digital assets to better serve clients in this emerging sector
  • Ensure security and resolve technology issues around digital assets
Moderator: Mark Li, Senior Manager Consultancy and Assurance Tech, BPM LLP
Erik Weinapple, Tax Director, BPM LLP
Jasminda Brown, Director, BPM LLP
Dmitri Alexeev, CPA, Director, Corporate Tax, BPM LLP
Jul 1116:00
Conference pass

Internal auditing: developing a workforce strategy for improved risk management

Bookkeeping, Cashflow & Payroll
  • Identify where competencies should be expanded and how a multi-disciplinary hiring model can add new value to old processes
  • Invest in development to better identify critical risks and equip your auditing function with new skillsets
Deniz Appelbaum, Professor of Accounting, Montclair State University
Jul 1116:00
Conference pass

THE VIRTUAL CFO PANEL (1 CPE CREDIT)

Finance Director's Summit
  • Identify the suitability of virtual CFO services for your firm
  • How accountants can offer virtual CFO services through technology
  • Why remote workforces should embrace the cloud for maximum virtual benefit
Dan Nelson, CFO, Outside CFO
Jody Grunden, Co-founder & CEO, Summit CPA Group
Jul 1116:00
Conference pass

The new tax law and divorce; what you need to know; and how to serve your divorcing clients

Tax Management
  • A look at tax practice which concentrates on the consequences of transactions and payments between spouses and former spouses, as well as planning for the future, and providing security
  • How the accountant can retain both parties as clients after a divorce or separation
Eli Uncyk, Partner, Kamerman, Uncyk, Soniker & Klein P.C.
Jul 1116:00
Conference pass

The current climate of social security and how to work smarter

Wealth Management
  • Exploring little-known social security benefits
  • How the current social security climate looks for retirees
  • An examination of auxiliary benefits
Daniel Mazzola, Investment Advisor, American Portfolios Financial Services
Jul 1116:00
Conference pass

SOCIAL MEDIA MARKETING (1 CPE CREDIT)

Practice Management
Part 1: Social media tips to amplify practice growth
  • Using social media to build and leverage a quality online network amplifying practice growth
  • Building and maintaining an online personal brand through video/multi-media/non-traditional marketing
  • Why culture matters to firms looking to expand through social media

Part 2: Brand yourself: carving out a social media niche for your practice
  • Understand and evaluate the wide variety of social media channels that accountants have access to in order to maximize their marketing success
  • Capitalize on niche client bases by developing unique multi-channel brand recognition
  • Harness the power of video to build a strategy that goes beyond traditional accountancy marketing
Joanne Delbalso, Owner, Be Socially Awesome
Sarah Cirelli, Head of Marketing, Grassi & Co
Jul 1116:30
Conference pass

Tax reform changes affecting Cost Segregation

Bookkeeping, Cashflow & Payroll
  • A look at the changes to qualified property
  • PATH vs TCJA bonus depreciation
  • Section 179 under TCJA
Chris Hitselberger, Managing Director, SourceHOV
Jul 1116:30
Conference pass

Forensic accountancy for risk management

Wealth Management
  • How CFEs and CFFs can manage risk during mergers, acquisitions and venture capital investments.
  • Utilizing a fraud risk assessment to examine aspects of your business that may be susceptible
Chris Tierney, Partner, Moore Colson
Jul 1117:00
Conference pass

FUTURE CPAS (1 CPE CREDIT)

Keynotes
Part 1: The entrepreneurial CPA – Breaking free of the box
  • Understand the changing dynamic of the CPA due to rapid rate of technology change causing a major shift into advisory services
  • Learn how to leverage the new technology solutions and the new skills needed to succeed

Part 2: From Success to Significance: Transforming the traditional CPA model
  • Follow your firm into the future with tried-and-tested techniques for digital change management
  • Treat technology as an ally, not an enemy: incorporate the advantages into a new business model for your services
  • Ensure your clients are bought in to your new roadmap for success
Sean Stein Smith, Professor, Lehman College
Garrett Wagner, CEO, C3 Evolution Group
Jody Padar, CEO, New Vision CPA

Create your personal agenda –check the favourite icon

Jul 1208:30
Conference pass

Exclusive presentation by the IRS Criminal Investigation Division (1 CPE CREDIT)

Keynotes
  • The state of the IRS-CI – How the IRS Criminal Investigation unit investigates and recommends prosecution on federal income tax cases
  • Going global - International tax enforcement and IRS-CI’s new International enforcement group
  • Digital enforcement – Criminal investigations in the virtual currency/crypto currency/cyber evolution space
  • Data analytics and the role it will play in the future of financial crimes
Don Fort, Chief of Criminal Investigation, Internal Revenue Service
Jul 1209:00
Conference pass

Tax: the good, the bad and the ugly (1 CPE credit)

Keynotes
  • The Current Landscape - enforcement priorities of the IRS and the U.S. Department of Justice Tax Division
  • Best practices - addressing sophisticated and complex tax controversies
  • Coming into compliance – internal investigations and voluntary disclosures
Caroline Ciraolo, Partner, Kostelanetz & Fink, LLP
Jul 1210:00
Conference pass

Accelerate Growth with Technology Built for the Real World (1 CPE CREDIT)

Technology Theater
  • Global trends impacting the accounting profession
  • Critical insights to help professionals increase revenue and expand offerings
  • Ways to move toward value creation and away from commoditization with technology built for the real world
Jim McGinnis, EVP General Manager, Medium & Large Firms, Wolters Kluwer
Session led by: wolters-kluwer
Jul 1210:00
Conference pass

The life cycle of Cash Flow and funding it (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
  • Identify the right time to get credit
  • Identify what‎ type of credit is appropriate
  • Identify who is the right lender
Moderator: Gregg Bishop, Commissioner, NYC Department Of Small Business Services
Brian Gurski, VP Managing Director, TruFund Financial Services
Ralph Bumbaca, SVP, TD Bank
Session led by: td-bank
Jul 1210:00
Conference pass

Why CFOs and Finance Directors should be tech evangelists (1 CPE CREDIT)

Finance Director's Summit
  • Explore how technology is enabling finance teams to increase impact on strategy and growth
  • Be an internal advocate for analytics, mobile, social and cloud tech in your firm’s journey to growth
Paul Bianco, Director, ff Venture Capital
Mark Freudenthal, CFO, Mazars USA LLP
Richard Scott, Finance Director, Dow Jones
Jul 1210:00
Conference pass

TACKLING TAX SEASON & BEYOND (1 CPE CREDIT)

Tax Management
Part 1: Radical tax management in the cloud with virtual workers
  • How to keep tax season moving virtually using workflow tools
  • Using technology to hire fewer employees and get your life back during tax season

Part 2:Easing Tax Season workload compression
  • Proven techniques to deal with work load compression when preparing tax returns
  • How to use staff reviewers more effectively and efficiently
  • How your staff can benefit from compression
Jody Padar, CEO, New Vision CPA
Edward Mendlowitz, Partner, WithumSmith+Brown PC
Jul 1210:00
Conference pass

ESTATE PLANNING (1 CPE CREDIT)

Wealth Management
Part 1: Integrating estate planning and business succession planning into your practice
  • A brief overview of Estate Planning and Business Succession planning and how you can efficiently integrate them
  • Why is it critical to have this conversation as an accountant / financial advisor with a business owner (client)
  • How to implement, and best practices

Part 2: Estate planning tax reduction & capitalization
  • Tax reduction planning, individual, flow though and corporation: it's a new world
  • How to capitalize on tax structures
  • Best practices on filing
James Bressingham, Senior Tax Director, Hoberman, Goldstein & Lesser
Paresh Shah, President, PareShah Partners
Jul 1210:00
Conference pass

PRACTICE & PROFITABILITY (1 CPE CREDIT)

Practice Management
Part 1: Profitability consulting for a medical practice
  • The business of medicine
  • Identifying and correcting profit leaks that exist in a medical practice ranging from billing and collection to HR

Part 2: Big data, analytics and your practice
  • Using big data and analytics in your practice: interpreting insights for improved business decisions
  • Work with your clients to integrate analytical technology into their workflow and create value-added services
  • Hear how other firms are integrating big data into their business model
Ann Dzuranin, Professor of Analytics & Accounting, Northern Illinois University
Marc Lion, Partner, Mazars USA LLP
Jul 1211:00
Conference pass

Thriving as a progressive firm in the current market landscape (1 CPE CREDIT)

Technology Theater
  • Utilizing new and emerging technology to its best advantage
  • A client-centric culture founded on becoming an employer of choice
  • A shift toward forward looking, value-added services that extend beyond the traditional services
  • Responding quickly to new opportunities
Jay Johnson, Product Manager, Enterprise Segment Tax & Accounting Professional, Thomson Reuters Tax and Accounting
Session led by: thomson-reuters-div.-of-tax-and-accounting
Jul 1211:00
Conference pass

CLIENT OUTREACH & RETENTION (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: How to turn outreach into new clients
  • How to successfully outreach and build trust among clientele
  • How to build professional relationships and attain credibility for client staying power

Part 2:Finding your perfect client base
  • Discover your 'why' as the measure of a perfect client engagement
  • Assess your marketing plan to reach your perfect client
  • Develop the tools you need to attract, serve and keep your perfect clients
Paul Calabrese, Senior Manager, Rubino & Company
Ean Murphy, Owner, Moxie Bookkeeping
Jul 1211:00
Conference pass

DATA AND ANALYTICS (1 CPE CREDIT)

Finance Director's Summit

Part 1: Data and analytics for CFOs and controllers

  • Improve CFO decision-making with data-derived insights
  • How a new generation of controllersis leveraging analytics to add value in their firms

Part 2:
  • Implement data-based decision-making models to map out the future of your business’s expansion
  • Ensure proper, company-wide governance of big data to guarantee legal compliance
  • Build analytical models that support operational improvement
Rich Lanza, Data Analytics – Director, Audit Methodology & Standards, Grant Thornton LLP
Matt Van Buren, Manager - Data Analytics, Grant Thornton LLP
Mark Zabel, Data Scientist/Statistician, Verus Claims Services LLC
Jul 1211:00
Conference pass

Uncovering illicit financial activity (1 CPE CREDIT)

Tax Management
  • Examining financial statements for fraudulent activity
  • How to profile fraud and prepare for risk assessments
  • CFE practices in the age of big data for accounting
Mary-Jo Kranacher, MBA, CPA, CFE, CFF, Professor of Accounting, ACFE Endowed Professor of Fraud Examination, C.U.N.Y. York College
Dennis Lormel, President, DML Associates
Michael Young, Litigation Partner, Willkie Farr & Gallagher LLP
Chris Tierney, Partner, Moore Colson
Jul 1211:00
Conference pass

How wealth advisors remain confident in the face of tax reform and market pressures (1 CPE CREDIT)

Wealth Management
  • Analyzing survey findings of independent wealth advisors regarding the current political climate
  • The outlook of different demographics when it comes to expectations of firm growth
Hank Berkowitz, Managing Principal, HB Publishing & Marketing LLC
Jul 1211:00
Conference pass

The advantages of using a practice management program in your firm (1 CPE CREDIT)

Practice Management
  • How a practice management program can increase firm morale and promote business collaboration
  • Promoting workflow efficiency and achieving firm goals through a streamlined process
Leilani Elias, Accounting Manager, Wild Maney and Resnick
Andrea Parness, CPA and Owner, A Parness Co Cpa
Jul 1212:00
Conference pass

BLOCKCHAIN: ACCOUNTING TECH OF THE FUTURE

Technology Theater
  • Understand what blockchain and AI mean for accounting careers, opportunities, and education
  • Harness blockchain technology to add more value to clients and organizations
  • Evaluate how blockchain makes real-time and stakeholder reporting not just a possibility, but a reality
Sean Stein Smith, Professor, Lehman College
Jul 1212:00
Conference pass

NEW LEASE ACCOUNTING STANDARDS (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: New lease standard: Top considerations for your business
  • Learn strategies that impact your business
  • Minimize impact on balance sheet and profit/loss statements
  • Understand behaviors driven by the new leasing standard

Part 2: Bridging the GAAP: how to implement the new Lease Accounting standard
  • High level overview of the new lease accounting standard
  • Discuss key considerations for successful adoption of the new standard based on a sample implementation plan
Steve Lamontagne, Partner, Moore Colson
James Medeiros, Principal, CrossCountry Consulting
Jul 1212:00
Conference pass

Cost management for CFOs: Reduce Spend Without Reducing Growth (1 CPE CREDIT)

Finance Director's Summit
  • Improve process flow and eliminate waste as path to improve productivity and reduce operating costs
  • Leverage buying power with subject matter expertise and market knowledge to find meaningful, recurring savings
  • Identify which incumbent suppliers are providing the lowest pricing possible and which are not; renegotiate for best pricing
Chris Krasas, CFO, Carl Stahl Sava
Eileen Flarity, Principal, Alliance Cost Containment
Jul 1212:00
Conference pass

FOCUS ON NEW REGULATIONS (1 CPE CREDIT)

Tax Management
Part 1: Primer on the new section 199A provisions
  • Simplifying the new Section 199A deduction for qualified businesses
  • Identifying qualified trades and businesses

Part 2:FASB’s revenue recognition standards in relation to nonprofits
  • How to comply with the revenue recognition standards
  • How does this new standard affect how and when nonprofits record revenue
  • Understanding the FASB’s Proposed Auditing Standard regarding revenue recognition for government grants
Robert Goldfarb, principal, NCCPAP
John D'Amico, Director of Audit for Nonprofits, Marks Paneth LLP
Jul 1212:00
Conference pass

Going it alone vs financial planning in a CPA firm (1 CPE CREDIT)

Wealth Management
  • Are sole proprietor CPAs a dying breed – or are large, less nimble firms likely to go extinct?
  • Discuss the advantages and disadvantages of individual financial planners and how they can leverage technology to stay ahead of the curve
  • Hear why drawing on diverse talent can lead to more robust and dynamic wealth management
Orume Hays, Founder/Managing Director, Hays CPA
Anthony Glomski, Principal, AG Asset Advisory
Bryan Koslow, Forensic CPA, Accounting Office of Harry C. Koslow
Jonathan Gassman, CEO, The Gassman Financial Group
Jul 1212:00
Conference pass

The SEO six-pack

Practice Management
  • How to find keyword phrases, and how to implement those keywords on websites and in media
  • Understanding the tools to research your competitors’ keywords and more
Becky Livingston, President, Penheel Marketing
Jul 1212:30
Conference pass

Differences in gender leadership styles and their impact in the workplace

Practice Management
  • A brief overview of observable communication differences in early childhood and what common gender specific traits do we see
  • What types of cultural (unintended) biases result from these differences and what is the impact on career success because of gender specific communication
Sally Glick, Chief Growth Strategist, Sobel & Company
Jul 1213:00
Conference pass

CYBERSECURITY (1 CPE CREDIT)

Technology Theater
Part 1: Cyber security and why it is imperative to your firm
  • Steps to consider in adopting a cyber security framework
  • Important steps in data classification and identification
  • How to de-risk your firm in terms of online presence

Part 2:Cyber Risk and what it means to accounting firms
  • What are the costs associated with a data breach and what are a company’s first-party legal responsibilities post breach?
  • What are a company’s exposures to cyber risk and what are the costs associated with breach recovery?
Marc Schein, National Co-Chair Cyber Center of Excellence, Marsh & McLennan Agency
Joseph Tso, Cybersecurity Program Manager, Transatlantic Reinsurance Company
Jul 1213:00
Conference pass

Requirements and advantages of agreed-upon procedures (AUPs)

Bookkeeping, Cashflow & Payroll
  • Analysis of a service offering often overlooked by practitioners and those in industry
  • Some of the common applications of AUPs
  • How to gain an understanding of the performance requirements
  • What are the reporting requirements?
Brad Muniz, Partner In Charge of Accounting and Auditing, Sobel & Company
Jul 1213:00
Conference pass

Build your CFO dynasty

Finance Director's Summit
  • How to transition into a ‘Personal CFO’ role
  • How to create a financially transferrable business
Molly Grubb, Founder, Grubb Wealth Management
Jul 1213:00
Conference pass

Collateral Consequences of not paying taxes: Passports, Driver’s Licenses at risk (1 CPE CREDIT)

Tax Management
  • Understanding the new IRS passport denial and revocation program and the NYS driver’s license suspension program, for taxpayers with tax debt
  • A brief overview of IRS and NYS collection procedures and resolutions, including collection due process hearings, installment agreements and offers in compromise
  • Assisting taxpayers through the NYS voluntary disclosure program
Yvonne Cort, Partner, Capell Barnett Matalon and Schoenfeld
Jul 1213:00
Conference pass

Private Foundations vs. Donor-Advised Funds

Wealth Management
  • A look at the hundreds of thousands of philanthropically minded individuals and families that have already taken a more formal step beyond “Checkbook philanthropy” to establish private foundations and donor advised funds
  • While the two structures accomplish largely the same ends, they vary significantly in cost, flexibility, and privacy
  • Learn about each so that you can help clients determine which philanthropic path to consider taking
Taylor Gray, Managing Director & Senior Advisor, Fieldpoint Private
Jul 1213:00
Conference pass

How to accelerate growth & profitability through acquisition, mergers & sales of your accounting practice (1 CPE CREDIT)

Practice Management
  • How to build a firm through successful M&A
  • How to continue to build in the current market
Bart Raffaele, Managing Partner, Gruber Palumberi Raffaele Fried PC
Max Krotman Esq, Managing Partner, Globalforce
Jonathan Shalik, Managing Director, Shalik Morris and Company
Jul 1213:30
Conference pass

Payroll Internal Controls and Best Practices

Bookkeeping, Cashflow & Payroll
  • What are internal controls?
  • The purpose for controls in the Payroll Department
  • How to relate the distinct types of Internal Controls and what roles Payroll Staff and Management play in establishing these controls
Lura Woodley, Payroll Director, Armed Forces Services Corporation
Jul 1213:30
Conference pass

Digital change management: streamlining internal adoption

Finance Director's Summit
  • Defining the relationship between the CFO and CIO
  • Today’s integration between the IT and Marketing departments
  • How are advancements in technology shaping the way that we approach day to day operations
Jennifer Mclean, Chief Financial Officer, Kushner Companies
Jul 1213:30
Conference pass

Auditing alternative investments

Wealth Management
  • Identify methods to verify existence of investments
  • Understand the risks related to valuation for alternatives
Melisa Galasso, Owner, Galasso Learning Solutions
Jul 1214:00
Conference pass

CLOUD & MOBILE BUSINESS (1 CPE CREDIT)

Technology Theater
Run your business like a Mobile Monster
  • How to maximize technology to structure your business for success
  • Best practices to get rid of tedious manual processes
  • Discover the 3 key mobile solutions you must have to run your business
Dawn Brolin, CEO, Powerful Accounting
Jul 1214:00
Conference pass

HUMAN CAPITAL MANAGEMENT (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: Leverage the biggest asset your firm has - your people
  • Learn strategies for determining employee strengths, breaking down silos, creating task forces, all with the goal of taking advantage of the best that each employee must offer
  • Best practices for defining roles carefully, setting performance expectations and goals. Learn how to develop champions at every level
Jennifer Templeman, Chief Operating Officer, JumpStart
Jul 1214:00
Conference pass

How to communicate with your finance clients in plain English

Finance Director's Summit
  • Minding the signs – watching and listening for gaps in client understanding and disengagement
  • Talking goals not jargon – explaining processes in terms that are important to the client
  • Patience pays off – taking the time and effort to explain in a way clients understand will reap great rewards
Susan Vogel, Consultant, Vogel Consulting
Judi Otton, CEO, GrowthCast
Jul 1214:00
Conference pass

SALES TAX STRATEGY (1 CPE CREDIT)

Tax Management
Part 1: Taxing the Cloud: Nexus and Sales Tax
  • What typeof activities can create nexus
  • Nexus in the Age of E-Commerce
  • Taxing Software and Cloud-based Solutions – software, data processing, information service or other?

Part 2:NYS sales and use tax for beginners
  • Understanding which tax exemptions exist in NY State and elsewhere
  • Overcoming typical obstacles of audit and documentation
Mark Stone, Managing Partner, CPA, Sales Tax Defense
Michael Dillon, President, Dillon Tax Consulting LLC
Jul 1214:00
Conference pass

LONG-TERM CARE PLANNING (1 CPE CREDIT)

Wealth Management
Part 1: Navigating the maze: Today’s landscape of Long Term Care
  • When traditional stand alone is your “best bang for the buck” and why
  • Asset based solutions that go beyond life and LTC
  • Structuring for all clients; from teachers' pensions to high net worth clients

Part 2: The why, what and how of long-term care
  • Why long-term care planning is a must for Boomers, blended families and women
  • Beyond “assets and income”:financing longevity and lifestyle while helping advisors and fiduciaries mitigate portfolio risk
  • Taking action and unburdening loved ones from consequences of care giving

Rona Loshak, Founding Partner, Karp Loshak Long Term Care Solutions
Natalie Karp, Founding Partner, Karp Loshak Long Term Care Solutions
Jul 1214:00
Conference pass

NEW CUSTOMER APPROACHES (1 CPE CREDIT)

Practice Management
Part 1: The customer-centric CPA: a focus on service and experience
  • Define customer centricity in the context of your accounting firm and establish a team vision centered around the client
  • Identify customer-facing areas for improvement from online presence and experience to customer journey

Part 2: Beyond Compliance: adding advisory services to your practice
  • List four advisory areas where you can immediately generate new revenue streams for your firm
  • Learn how to start the “advisory” conversation with existing clients
  • Name at least three new tools you can share with clients to get started with advisory services
Sandi Leyva, President, Sandra L Leyva, Inc
Randi Busse, President, Workforce Development Group, Inc.
Jul 1214:30
Conference pass

Best practices to make the most of your conference connections

Finance Director's Summit
  • Working in a room full of introverts and how to best network
  • Ways to deal with understandable hesitation to do business development
  • How to stay in touch after the conference without feeling like you’re a stalker
Diane Darling, Author & Speaker, Diane Darling
Jul 1215:00
Conference pass

Cybersecurity in larger firms (1 CPE CREDIT)

Technology Theater
  • Educate your workforce on the range of risks in a new cyber in-secure world
  • Building the IT infrastructure that will shield your firm against credible threats
Warren Zafrin, Managing Director - Risk Advisory, U.H.Y. Advisors
Brian Browne, Principal, Mazars USA LLP
Jake Lehmann, Managing Director, Friedman CyZen LLC
Kenneth Rashbaum, Partner, Barton LLP
Jul 1215:00
Conference pass

3 Tech Proof Pricing Strategies for Your Bookkeeping & Accounting Firm (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
  • Understanding the efficiency conundrum and its impact on traditional pricing models
  • How to use price to incentivize client behavior, while achieving the firm's strategic objectives
  • Understand 3 proven pricing strategies and their implementation plans to help price your services in a tech enabled firm
Damien Greathead, Vice President Of Business Development, North America, Receipt Bank
Session led by: receipt-bank
Jul 1215:00
Conference pass

AGREEMENTS (1 CPE CREDIT)

Finance Director's Summit

Part 1: Shareholder Operating Agreements

  • Understanding what should go into a bullet proof agreement to include protections around unexpected life events
  • How to leverage the agreement when it’s needed most, ie: dispute between partners, buyout, premature death
  • The role of the CFO in this process

Part 2:401k Plans, Agreements and 401k Audits
  • How to structure and manage the 401k
  • What type of compliance should be done with regards to the 401k annually
  • What it really means to be a fiduciary/trustee
Kyle Stawicki, Partner, Wealth Advisors, Sax
Joshua Chananie, Partner, Sax
Tod Christianson, Partner, Sax
Jul 1215:00
Conference pass

EXCELLENCE IN AUDITING (1 CPE CREDIT)

Tax Management
Part 1: Enhancing the quality of your auditing process
  • Why external auditors have come under fire from standard setters and regulatory agencies
  • How to increase the credibility of audited financial statements as well as client integrity

Part 2:How to make financial statement audits simple & efficient
  • What is involved in a financial statement audit and who needs it
  • What are the auditors looking for and what do they need from me
  • How can I set up my Accounting System to make the audit process simple and efficient
David Stern, Partner, Fasten Halberstam
Salvatore Collemi, Founder, Collemi Consulting
Jul 1215:00
Conference pass

Will VS. Revocable Trust (1 CPE CREDIT)

Wealth Management
  • Understand the benefits and detriments of a Will vs. a Revocable trust
  • Evaluate major distinctions such as the necessity of probate
Gregory Matalon, Partner, Capell Barnett Matalon and Schoenfeld
Robert Barnett, Tax Partner, Capell Barnett Matalon and Schoenfeld
Jul 1215:00
Conference pass

PRACTICE PRODUCTIVITY (1 CPE CREDIT)

Practice Management
Productivity secrets for partners and owners
  • Learning practical power packed ways to efficiently manage your time and better lead your firm
  • How to increase intrinsic value and adding net worth to your firm
Andrea Feinberg, President, Coaching Insight LLC
Jul 1216:00
Conference pass

Cyber Security War Stories, and How to Protect your Company (1 CPE CREDIT)

Technology Theater
  • How to provide network security architectural reviews and vulnerability assessments
  • How to promote quality assurance industry best-practices in clients’ systems and networks
  • Conducting network architectural security reviews to identify current and future vulnerabilities
William Mendez, CISSP Director, Friedman CyZen LLC
Jul 1216:00
Conference pass

NETWORKING FOR ACCOUNTANTS & BOOKKEEPERS (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: Leveraging Community Networking
  • How to leverage networking as a powerful career and business development tool
  • How to plug into the CPA and accounting communities
  • Tools to build your brand on social media without selling

Part 2: Building your network both inside and outside of your profession
  • Managing networking resources of ever-increasing complexity in firms from 1 to 100
  • Simplifying networking technology for the future

Robert Brown, CPA, Robert N Brown Cpa
Orume Hays, Founder/Managing Director, Hays CPA
Jul 1216:00
Conference pass

CLOSING ACCREDITED INVESTORS & CAPITAL RAISE (1 CPE CREDIT)

Finance Director's Summit
  • Identifying suitable professionals & broker dealer selection
  • Understanding purpose: M&A, leveraged owner buyout, expansion or growth capital
  • Defining Angel investors, family offices, venture capital, private equity, institutional raise parameters
Moderator: Paul Sinaly, Founder, P. Sinaly CPA
Robert Butler, Managing Partner, Savoy Capital Advisors
Ben Boissevain, CEO, Ascento Capital
Sameer Mittal, Managing Member, Principals Equity
Jul 1216:00
Conference pass

WORKING WITH THE IRS (1 CPE CREDIT)

Tax Management
Part 1: IRS 101 – Dealing with collections
  • Learn about the IRS's new passport revocation program along with all the other collection tools in their arsenal
  • Some of the various collection alternatives available to taxpayers to resolve their tax debts

Part 2: New York State Residency Audit
  • A look at New York state residency in relation to taxpayers.
  • Non resident audit guidelines
  • What are some of the prime factors for Domicile
Jennifer Ann Wynne, Attorney, CPA, Wynne Law P.C
Lance Rothenberg, Associate In the State and Local Tax Practice Group, Tenenbaum Law P.C
Jul 1216:00
Conference pass

Life Insurance Industry Trends and Future Outlook

Wealth Management
  • Advising clients on current policy status while addressing viable options for underperforming products
  • The effect of current regulatory and economic circumstances on exit strategies and trustee liability
Alan Kahn, President, CPA, Ajk Financial Group
Jul 1216:00
Conference pass

THE POWER OF PLANNING (1 CPE CREDIT)

Practice Management
  • Part 1: I Own My Own Business - Benefiting From A Plan
  • How to transition from successful business owner to happy retiree and how do you turn an asset into income for living?
  • How to achieve efficient plan design that eliminates the cost of employees
  • How to reduce taxes on distributions from qualified plans and IRAs 30% or more, and keep the IRS happy

Part 2: Succession planning for your practice
  • Comparing a successful ongoing succession of a traditional practice within the current technology forward climate
  • Develop and nurture future leaders and instill them with a lasting corporate vision
Mary Read, National Director of Pension and Protection Planning, Pentegra Financial Planning
Andrea Parness, CPA and Owner, A Parness Co Cpa
Kenneth Hauptman, CPA, Wild Maney and Resnick
Jul 1216:30
Conference pass

Interviewing clients with foreign financial accounts

Wealth Management
  • What are questions you must be asking each client
  • Determining client criteria and best practice during interview processes
  • How to deal with client misconceptions
Abby Eisenkraft, CEO, Choice Tax Solutions
last published: 12/Jul/18 00:37 GMT
 

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