| September 16, 2016 | 8:30-12:30 PM EDT | | Accounting and Auditing UpdateHear the latest accounting and reporting updates. HighlightsThis course will include a variety of updates concerning accounting, auditing, and reporting topics.
- Up to date guidance for compilation and review engagements, financial reporting, and auditing standards.
- Understanding agreed upon procedures (AUP) engagements and exploring best practices to implement when a client requests this service
- Practical consideration and techniques for first-time adoption of International Financial Reporting Standards (IFRS).
BenefitsEarn 4 CPE credits in AA. View Full Event Details |
| October 21, 2016 | 8:30-12:30 PM EDT | | Estate Tax and Special Needs TrustsThe session will cover recent developments in trusts and estates law that are of interest to accountants and financial planning for the special needs family. HighlightsDiscussion to include:
- Proposed regulations under Internal Revenue Code § 2704
- The battle over the New Jersey estate tax
- New Jersey adopting the Uniform Trust Code
- Lessons learned from celebrity estate planning
- Charitable tax planning for trusts
- Working with clients of diminished capacity
- Basis consistency rules and the new Form 8971
- Building an Estate
- Primary Caregiver Concerns
- Common Estate Planning
- ABLE Account
BenefitsEarn 4 CPE credits in TX.View Full Event Details |
| November 4, 2016 | 8:30-12:30 PM EDT | | Investing in Yourself to Achieve Harmonic Wealth / Unlocking the Code to Successful RelationshipsEmbrace a positive networking philosophy in your business and personal life and you will be able to overcome the challenges in achieving Harmonic Wealth. Your ability to effectively relate, communicate, influence and motivate others is a crucial skill in creating successful relationships. You will leave this seminar prepared to build trust with everyone you meet, one relationship at a time. BenefitsEarn 4 CPE credits in PD. View Full Event Details |
| December 9, 2016 | 8:30-12:30 PM EST | | Social Security and Elder Law TaxationThe needs of aging baby boomers represent big opportunities for CPAs. Attend this session and hear the latest updates in social security and elder care issues affecting you and your clients. HighlightsSocial Security Considerations and the CPA
Stephanie Joy - Joy Disability The course will discuss many issues including:
- the damaging repercussions of reporting net income from self-employment or a family business under one person’s SS#
- review potential negative effects that can result when a tax return fails to sufficiently net out business expenses to a disability claimant or beneficiary
- the significant detriment that will often result from a worker delaying or refraining from filing for Social Security Disability once he becomes unable to work full time due to a medical impairment(s)
- review the interplay between SSD benefits and those of Long Term Disability, Workers Compensation, Unemployment Insurance as well as other offsets to SSD
- point out the need of workers to review their social security annual earnings statements each year, and the consequences of not doing so
- examine issues a worker faces when he has a disabled adult child, and what he can do now so his own social security insured status can protect that child who is unable to build his own work record for future social security insurance
Elder Law
Deirdre R. Wheatley-Liss, Esq. - Porzio Bromberg & Newman, P.C.BenefitsEarn 4 CPE credits in TX. View Full Event Details |
| January 13, 2017 | 8:30-12:30 PM EST | | Federal Tax UpdateFederal tax update plus comparison of Estate Tax changes made by New Jersey and New York. HighlightsThe lecture will include discussion of the following topics:
- Rev. Proc. 2016-47, 2016-37 IRB , 08/24/2016. Self-certification procedure for waiver of 60 day IRA rollover requirement.
- Code Sec. 2704 Proposed Regs. Fed. Reg. Vol. 81, No. 150, p. 51413 Proposed Regs affecting Valuation of Family Businesses
- TD 9766 (5/13/16) Members of a partnership are not employees of the partnership, even if they devote time to the partnership’s trade or business or provide services to the partnership as an independent contractor.
- CCA 201637012, (May 20, 2016) Penalty abatement sustained for mentally incapacitated taxpayer, notwithstanding that Taxpayer had executed a durable power of attorney. Scott Singer Installations, Inc., TC Memo 2016-161, S corporation’s payments of sole shareholder-employee personal expenses deemed repayment of loans made by him to corporation; there were no promissory notes between Mr. Singer and his corporation; no interest charged, and there were no maturity dates imposed regarding the loans.
BenefitsEarn 4 CPE credits in TX.View Full Event Details |
| April 21, 2017 | 8:30-12:30 PM EDT | | A&A Update: Revenue Recognition, Leases, Audit Quality & Peer ReviewAttend this session and learn:
- How the new revenue recognition and leasing standard will impact your attest engagements
- Challenges facing audit quality in a CPA firm
- How to prepare for your next AICPA Peer Review
BenefitsEarn 4 CPE credits in AA. View Full Event Details |
| May 19, 2017 | 8:30-12:30 PM EDT | | Social Media and Cyber SecurityWhen it comes to social media, remember: Likes, Followers, Shares and Connections will not grow your CPA practice. Learn how social media can benefit your business and network. But don’t let your information get used against you: a cybersecurity update emphasizing prevention and detection of social engineering campaigns. HighlightsSocial Media - leave with the tools needed to generate more and better leads with social media, including:
- Best (and worst!) practices
- Turn your LinkedIn into a business generator
- Step-by-step, actionable guidance on putting more and better meetings on your calendar
- Utilizing the right language to get introduced to people with your true social network
- Q&A session
Cyber Security update on prevention and detection of social engineering campaigns. BenefitsEarn 4 CPE credits. View Full Event Details |
| June 9, 2017 | 8:30-12:30 PM EDT | | Criminal InvestigationsThis two part course will cover a comprehensive workshop journey through the entire IRS Offer in Compromise process through the use of a case study. The second part will cover how to represent your clients before the IRS. HighlightsTopics will include:
- IRS Criminal Investigation - Who we are, what we do and how we do it
- Identity Theft - What you can do to try and protect yourself as well as your clients
- Other Scams that are out there that you should be aware of, including individuals trying to hack into CPA computer systems to steal information
BenefitsEarn 4 CPE credits in TX.View Full Event Details |