| September 26, 2019 | 7:30-11:30 AM EDT | | Financial PlanningIn this meeting, hear a variety of topics related to transition and exit planning for your clients. HighlightsIn this meeting, the speakers will discuss:
- Introduction & Strategies for Pre-Transition Planning
- Market Environment Regarding the Sale of Small Businesses (Merger & Acquisitions Activity)
- Exit Planning Reinvented
- Value Acceleration Process
- Preparing for a Strategic Exit - Your Guide to Unlocking a Lifetime of Work
BenefitsEarn 4 CPE credits in Consulting Services. View Full Event Details |
| October 3, 2019 | 7:30-11:30 AM EDT | | Accounting and Auditing UpdateThis training session provides an overview of the four (4) important financial-statement professional services provided by CPAs with privately-owned clients – Audit service, Preparation service, Compilation service and Review service. HighlightsDuring the four hour session, each service (audit, preparation, compilation and review) is carefully reviewed and the various differences between the services are explored. The course is an excellent introduction to the services for newer CPAs and a fine refresher for experienced CPAs.
Among other things, the course coverage includes:
- A summary of the four professional financial-statement services with comparisons of key issues.
- The determining factors between the services – reporting by the CPA.
- A review of the Audit service, including the professional standards followed and the typical report rendered.
- A review of the Review service, including the elements of the typical review engagement, independence issues, the engagement letter, the various financial reporting frameworks, review evidence, the representation letter and the typical written review report.
- A review of the Compilation service, including the engagement letter, independence issues, the typical compilation report and various other compilation reports.
- A review of the Preparation service, including coverage of independence issues, the “no verification” issues, no evidence, engagement terms, the engagement letter, documentation, other accounting services.
BenefitsEarn 4 CPE credits in Accounting and Auditing. View Full Event Details |
| October 22, 2019 | 8:00-11:00 AM EDT | | Professionals' Networking BreakfastStart your day with unparalleled networking & an economic update of our region and beyond! This event gives you the opportunity to meet and network with a mix of attorneys, bankers, CPAs, and financial professionals over breakfast. HighlightsDr. Alexander Heil, Chief Economist, Planning and Regional Development Department, Port Authority of New York and New Jersey will join us as the Keynote Speaker with a dynamic presentation on the “Tradewinds, Tariffs and the Economy – How Close are we to a Recession in 2020?”
The current economic expansion is the longest on record, and questions have been raised about how long it will continue. Dr. Heil will be outlining the outlook for the US economy in the medium and long term with a specific focus on the key sectors that likely will be affecting the current economic cycle. He will address the current path of monetary and fiscal policy in light of how consumers and businesses have responded to some of the recent policy changes and what interest rates tell us about the outlook. The effects and impacts of the global economy and international trade will also be considered. In addition, Dr. Heil will identify the most critical factors affecting the regional economy in New York and New Jersey and how employment dynamics will be shaping the metro area in the future.
Special thanks to our sponsor, Wells Fargo.
BenefitsEarn 2 CPE credits Consulting Services. Designed ForAttorneys, bankers, CPAs and financial professionals in all fields. View Full Event Details |
| November 12, 2019 | 7:30-11:30 AM EDT | | Professional DevelopmentWhether you’re a sole practitioner or a larger firm, likely you put a great deal of emphasis on business development. Sometimes this is to the determent of assuring that current clients are fully serviced and managed correctly. Moreover, it is estimated that at least 20 percent of clients for any professional service firm are considered “difficult.” Unfortunately, often times this 20 percent can sap 80 percent of your time, energy, and resources. This workshop will provide practical approaches for managing client relationships and knowing how to fill your business or firm with quality clients. HighlightsThis meeting will cover the following areas as they relate to successfully managing client relationships:
- Understanding Your Clients Needs Beyond the Technical Aspects
- Utilizing Advanced Communication Skills
- The Role of Emotional Intelligence in Client Relationships
- Increasing Your Emotional Intelligence (Recognize Your Bias and Know Thy Self)
- Understanding Client Behaviors, Driving Forces, and Needs
-
- Recovering from Mistakes
- Managing Difficult Clients (Utilizing the Soft Skills to Convert Clients from Difficult to A-Rated)
- A System for Rating Clients and Identifying When It's Time to Part Ways
- Get it Right from the Start – Techniques for Onboarding Clients
BenefitsEarn 4 CPE credits in Personal Development. View Full Event Details |
| November 19, 2019 | 7:30-11:30 AM EDT | | Accounting and Auditing UpdateThis meeting will focus on an overview of business valuation. Fraud detection and prevention statistics from the 2018 Report on Occupational Fraud and Abuse released by the Association of Certified Fraud Examiners will also be discussed. HighlightsOverview of Business Valuation
- Mergers and Acquisitions
- Estate and gift taxes
- Marital Dissolution
- Shareholder disputes
- Buy-sell agreements
- Damages litigation
- Insurance claims
- Fairness opinions
BenefitsEarn 4 CPE credits in Accounting and Auditing. View Full Event Details |
| December 5, 2019 | 7:30-11:30 AM EST | | Half Day Tax SeminarJoin the Bergen Chapter for this annual half-day tax update to learn about the major tax developments that will affect your clients. Highlights7:30-8:30 a.m.
Taxation of Foreign Nationals
Samantha Guis, CPA — EisnerAmper LLP
A foreign national may be subject to one of two drastically different systems of taxation by the United States depending on whether he/she is classified as a resident or a nonresident alien of the United States. This session will help attendees gain a better understanding of this complex topic.
8:30-9:30 a.m.
Wayfair One Year Later
Gary Bingel, CPA, J.D., MBA — EisnerAmper LLP
Learn the sales tax implications for your clients' businesses in light of the 2018 US Supreme Court ruling that overturned Quill v. North Dakota.
9:30-9:45 a.m.
Break
9:45-10:35 a.m.
Is the Income Tax the New Estate Tax?
John M. Lisa, CPA — John M. Lisa, CPA
This session will cover:
- Interdisciplinary approach to estate planning
- Importance of a will
- What a will does and does not do
- The history and future of the federal estate and gift tax system
- Gross Estate
- State Estate Tax Consideration
10:35-11:30 a.m.
Tax Advantaged Investing
Frank Astorino, MS, CFP, CPWA — The Astorino Financial Group, Inc.
BenefitsEarn 4 CPE credits in Taxation. View Full Event Details |
| January 9, 2020 | 7:30-11:30 AM EST | | Technology UpdateIn this meeting, hear new information on blockchain and cryptoassets, IT modernization and cloud accounting systems. HighlightsBlockChain & Crypotassets
Sean Stein Smith, CPA, CFE, CGMA, CMA - Lehman College
This session will cover several of the changes and updates that have moved to the forefront in the blockchain and cryptoasset space, including the development of stablecoins, permissioned blockchains, and enterprise applications that continue to move from concept to reality. Breaking down some of the technical updates that have occurred in the space, and including the accounting and attestation implications of these updates and changes, attendees will leave the session better equipped to discuss and explain these trends to colleagues and clients. In addition, this presentation will discuss how internal controls and cybersecurity continue to be influenced and impacted by the growing use of blockchain for enterprise.
Attendees will leave this session with the ability to:
- Articulate and explain recent changes and developments related to permissioned and enterprise blockchains
- Discuss and analyze the trends and implications connected to stablecoins
- Examine and understand how recent IRS updates and pronouncements will drive change in the accounting profession moving forward
IT Modernization Services
Walter Merkas, MBA - Withum
This presentation will take you through a customer journey story, highlighting IT Modernization Services. We will cover the "Customer Journey" approach as it applies to performing an IT Assessment, share how clients benefit, how you can identify clients that could also benefit from these types of services and what questions you can ask in order to understand your clients' needs. The objective of this presentation is for attendees to be able to explain the ways in which IT Modernization services may improve a client’s operations, increase efficiency and/or mitigate risk, as well as recognize whether a client be able to benefit from IT modernization services.
Cloud Accounting Systems and ERP Solutions
This presentation will help you gain an understanding of modern cloud based accounting systems and Enterprise Resource Planning solutions. It will highlight their work with past clients as it pertains to cloud technologies, discuss the application ecosystem as a whole, share how applications can enhance business processes and operations, and how you can recognize and/or identify clients that would benefit from a modern cloud based system. The objective of this presentation is for attendees to be able to identify what kind of applications live in the cloud ecosystem, analyze how these applications can enhance business processes and operations, and recognize when a client may be in need or can benefit from modern cloud based accounting systems and Enterprise Resource Planning solutions.
BenefitsEarn 4 CPE credits in Specialized Knowledge. View Full Event Details |
| April 30, 2020 | 7:30-11:30 AM EDT | | Accounting and Auditing UpdateAn overview of accounting and auditing can help practitioners in all sectors. In this meeting, hear a variety of topics that will enhance your practice. HighlightsIn this meeting, hear a variety of topics including:
- Cash flow
- Analytical procedures
- Special purpose frameworks methodologies
- Current peer review trends
BenefitsEarn 4 CPE credits in Accounting and Auditing. View Full Event Details |
| May 5, 2020 | 8:00-2:00 PM EDT | | 2019 Nonprofit Conference - Tax and Industry Sessions (Replay)Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients. HighlightsIRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.
Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.
What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.
Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic
responsibilities to best practices. However, governance remains one of the most challenging
areas to manage. However, there are exceptional boards that oversee correctly and are
valuable strategic assets of their organizations. This session will provide steps any
organization can take to improve performance.
Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:
- The importance of having a strong internal control system to ensure an organization’s success
- Best practices and five questions every organization should ask when reviewing their internal controls
- Common deficiencies recently identified during financial statement audits of nonprofit organizations
Designed ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
| May 6, 2020 | 8:00-2:10 PM EDT | | 2019 Nonprofit Conference - A&A Sessions (Replay)Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients. HighlightsIndustry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand
what drives the stories and discover key takeaways. Then, discuss lessons learned from the
implementation of FASB 2016-14.
Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting
standard update and some implementation ideas.
Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee
implementation and certain nuances that are commonly overlooked.
The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with
forthcoming Yellow Book revisions and independence for non-attest services.
Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting,
LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:
- What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
- Consider how to determine responses identified and assessed risks by selecting or designing procedures.
- What risks are relevant to the financial statement audit?
Designed ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
| May 7, 2020 | 8:00-2:00 PM EDT | | 2019 Nonprofit Conference - Tax and Industry Sessions (Replay)Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients. HighlightsIRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.
Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.
What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.
Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic
responsibilities to best practices. However, governance remains one of the most challenging
areas to manage. However, there are exceptional boards that oversee correctly and are
valuable strategic assets of their organizations. This session will provide steps any
organization can take to improve performance.
Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:
- The importance of having a strong internal control system to ensure an organization’s success
- Best practices and five questions every organization should ask when reviewing their internal controls
- Common deficiencies recently identified during financial statement audits of nonprofit organizations
Designed ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
| May 8, 2020 | 8:00-2:10 PM EDT | | 2019 Nonprofit Conference - A&A Sessions (Replay)Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients. HighlightsIndustry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand
what drives the stories and discover key takeaways. Then, discuss lessons learned from the
implementation of FASB 2016-14.
Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting
standard update and some implementation ideas.
Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee
implementation and certain nuances that are commonly overlooked.
The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with
forthcoming Yellow Book revisions and independence for non-attest services.
Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting,
LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:
- What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
- Consider how to determine responses identified and assessed risks by selecting or designing procedures.
- What risks are relevant to the financial statement audit?
Designed ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
| May 15, 2020 | 8:00-2:10 PM EDT | | 2019 Nonprofit Conference - A&A Sessions (Replay)Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients. HighlightsIndustry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand
what drives the stories and discover key takeaways. Then, discuss lessons learned from the
implementation of FASB 2016-14.
Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting
standard update and some implementation ideas.
Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee
implementation and certain nuances that are commonly overlooked.
The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with
forthcoming Yellow Book revisions and independence for non-attest services.
Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting,
LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:
- What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
- Consider how to determine responses identified and assessed risks by selecting or designing procedures.
- What risks are relevant to the financial statement audit?
Designed ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
| May 18, 2020 | 10:00-11:15 AM EDT | | Corporation Business Tax (2019 Tax Conference Replay)Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system. HighlightsCorporation Business Tax – Major Changes and Continuing Issues
David J. Shipley, Esq. – McCarter and English
A review of CBT Issues, including an introduction to combined reporting in New Jersey.
BenefitsThis year's conference replay will include current events, hot topics and updates on New Jersey Tax. Designed ForPublic practitioners and those in industry looking for an update on current New Jersey tax developments. View Full Event Details |
| May 19, 2020 | 7:30-11:30 AM EDT | | CFO/Controllers' ConferenceThis meeting will cover a variety of useful topics for CFOs, Controllers and Members in both Private and Public industry. The objective is to provide performance enhancing ideas and to increase each attendees’ awareness of some key areas that will hopefully heighten personal job performance. Topics will include a variety of SALT issues, healthcare cost ideas, a US GAAP update, and some insights into personal organizational skills to increase personal productivity. HighlightsState and Local Tax Issues
Mark S. Klein, J.D. - Hodgson Russ LLP
This session will cover the state tax issues faced by businesses involved in multistate activities. We will focus on how this impacts income taxes in the tri-state area, sales tax collection obligations, and the state’s new withholding tax initiatives.
Let's Get Organized!
Gayle M. Gruenberg, CPO-CD - CEO, Let's Get Organized, LLC
Everyone wants to be more organized, but not everyone was born with the organizing gene. Gayle will discuss how being organized at work and at home can stop the insanity of doing the same things over and over again and expecting better results. In this informative and funny session, she will talk about ways to organize your time, tasks, and space to be more productive and efficient, relieve stress, and literally change your life!
Strategies to Reduce Health Care Expenses
Ed Gaelick, CLU, ChFC - PSI Consultants, LLC
Ed will discuss strategies to reduce health care costs for employers and individuals. Topics to be discussed will include Qualified High Deductible Health Plans, Health Reimbursement Arrangements (HRA) and Health Savings Accounts (HSA). Nuances of the plans, and their commingling, will be discussed together with funding vehicles, rules, advantages, eligibility, contribution limits, and what counts as qualified medical expenses. To conclude, Ed will discuss Self Insured or Stop Loss plans, current legislation and advantages, disadvantages.
US GAAP Review for Industry
Peggy Gallagher, CPA - Withum
Special care must be taken towards accounting and auditing topics in industry. Hear updates on US GAAP and how they will affect your business. BenefitsEarn 4 CPE credits. Designed ForCFOs, controllers, and accounting staff in both industry and public practice.. View Full Event Details |
| May 19, 2020 | 8:00-2:00 PM EDT | | 2019 Nonprofit Conference - Tax and Industry Sessions (Replay)Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients. HighlightsIRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.
Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.
What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.
Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic
responsibilities to best practices. However, governance remains one of the most challenging
areas to manage. However, there are exceptional boards that oversee correctly and are
valuable strategic assets of their organizations. This session will provide steps any
organization can take to improve performance.
Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:
- The importance of having a strong internal control system to ensure an organization’s success
- Best practices and five questions every organization should ask when reviewing their internal controls
- Common deficiencies recently identified during financial statement audits of nonprofit organizations
Designed ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
| May 20, 2020 | 1:00-2:40 PM EDT | | Gross Income Tax - Issues and Strategies (2019 New Jersey Tax Conference Replay)Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system. HighlightsGross Income Tax – Issues and Strategies
James B. Evans, CPA, J.D., LL.M.– Kulzer & DiPadova
Personal and business planning under the Gross Income Tax. BenefitsThis conference replay will include current events, hot topics and updates on New Jersey Tax. Designed ForPublic practitioners and those in industry looking for an update on current New Jersey tax developments. View Full Event Details |
| May 22, 2020 | 8:00-2:10 PM EDT | | 2019 Nonprofit Conference - A&A Sessions (Replay)Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients. HighlightsIndustry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand
what drives the stories and discover key takeaways. Then, discuss lessons learned from the
implementation of FASB 2016-14.
Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting
standard update and some implementation ideas.
Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee
implementation and certain nuances that are commonly overlooked.
The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with
forthcoming Yellow Book revisions and independence for non-attest services.
Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting,
LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:
- What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
- Consider how to determine responses identified and assessed risks by selecting or designing procedures.
- What risks are relevant to the financial statement audit?
Designed ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
| June 1, 2020 | 10:00-12:00 PM EDT | | Multistate Tax Update and State Issues in Professional Liability (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsMultistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state
taxation with key state and local tax trends that attendees should watch out
for, such as:
- Marketplace collection
- State tax conformity
- Federal tax reform
- Apportionment trends
State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax
services. Included will be best practices in avoiding such claims:
- Engagement letter discussions
- The privity defense
- The statute of limitations
BenefitsThis replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 2, 2020 | 12:00-1:15 PM EDT | | Corporation Business Tax (2019 Tax Conference Replay)Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system. HighlightsCorporation Business Tax – Major Changes and Continuing Issues
David J. Shipley, Esq. – McCarter and English
A review of CBT Issues, including an introduction to combined reporting in New Jersey.
BenefitsThis year's conference replay will include current events, hot topics and updates on New Jersey Tax. Designed ForPublic practitioners and those in industry looking for an update on current New Jersey tax developments. View Full Event Details |
| June 2, 2020 | 2:00-3:30 PM EDT | | New Jersey Tax Update and How Does New Jersey's Tax Burden Compare to other States? (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative
developments of 2019 affecting New Jersey taxpayers and the outlook for 2020
state tax changes.
How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs. BenefitsThis conference replay will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 3, 2020 | 12:00-2:00 PM EDT | | Multistate Tax Update and State Issues in Professional Liability (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsMultistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state
taxation with key state and local tax trends that attendees should watch out
for, such as:
- Marketplace collection
- State tax conformity
- Federal tax reform
- Apportionment trends
State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax
services. Included will be best practices in avoiding such claims:
- Engagement letter discussions
- The privity defense
- The statute of limitations
BenefitsThis replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 3, 2020 | 12:00-1:40 PM EDT | | Gross Income Tax - Issues and Strategies (2019 New Jersey Tax Conference Replay)Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system. HighlightsGross Income Tax – Issues and Strategies
James B. Evans, CPA, J.D., LL.M.– Kulzer & DiPadova
Personal and business planning under the Gross Income Tax. BenefitsThis conference replay will include current events, hot topics and updates on New Jersey Tax. Designed ForPublic practitioners and those in industry looking for an update on current New Jersey tax developments. View Full Event Details |
| June 4, 2020 | 10:00-11:30 AM EDT | | New Jersey Tax Update and How Does New Jersey's Tax Burden Compare to other States? (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative
developments of 2019 affecting New Jersey taxpayers and the outlook for 2020
state tax changes.
How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs. BenefitsThis conference replay will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 5, 2020 | 12:00-1:00 PM EDT | | New York Update (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently.
Explore the disparities between New Jersey and New York’s responses:
- The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
- Tax Law changes in the 2019-2020 budget legislation
- New cases and audit developments
- The latest updates in NYS/NYC corporate tax reform
BenefitsThis conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 8, 2020 | 10:00-11:00 AM EDT | | New York Update (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently.
Explore the disparities between New Jersey and New York’s responses:
- The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
- Tax Law changes in the 2019-2020 budget legislation
- New cases and audit developments
- The latest updates in NYS/NYC corporate tax reform
BenefitsThis conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 8, 2020 | 10:00-11:30 AM EDT | | Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits. HighlightsUneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential
taxpayers who owe taxes. Sophisticated applications built by large technology
companies give the government an advantage over taxpayers, many of whom still
rely on spreadsheets. Delve into use of technology in residency and
nonresident payroll withholding audits to see how taxpayers can level the
playing field with aggressive tax authorities.
BenefitsThis conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 9, 2020 | 1:00-3:00 PM EDT | | Multistate Tax Update and State Issues in Professional Liability (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsMultistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state
taxation with key state and local tax trends that attendees should watch out
for, such as:
- Marketplace collection
- State tax conformity
- Federal tax reform
- Apportionment trends
State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax
services. Included will be best practices in avoiding such claims:
- Engagement letter discussions
- The privity defense
- The statute of limitations
BenefitsThis replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 10, 2020 | 12:00-1:00 PM EDT | | New York Update (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently.
Explore the disparities between New Jersey and New York’s responses:
- The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
- Tax Law changes in the 2019-2020 budget legislation
- New cases and audit developments
- The latest updates in NYS/NYC corporate tax reform
BenefitsThis conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 10, 2020 | 12:00-1:30 PM EDT | | Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits. HighlightsUneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential
taxpayers who owe taxes. Sophisticated applications built by large technology
companies give the government an advantage over taxpayers, many of whom still
rely on spreadsheets. Delve into use of technology in residency and
nonresident payroll withholding audits to see how taxpayers can level the
playing field with aggressive tax authorities.
BenefitsThis conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 11, 2020 | 10:00-11:30 AM EDT | | Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits. HighlightsUneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential
taxpayers who owe taxes. Sophisticated applications built by large technology
companies give the government an advantage over taxpayers, many of whom still
rely on spreadsheets. Delve into use of technology in residency and
nonresident payroll withholding audits to see how taxpayers can level the
playing field with aggressive tax authorities.
BenefitsThis conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
| June 12, 2020 | 12:00-1:30 PM EDT | | New Jersey Tax Update and How Does New Jersey's Tax Burden Compare to other States? (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative
developments of 2019 affecting New Jersey taxpayers and the outlook for 2020
state tax changes.
How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs. BenefitsThis conference replay will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |