Fall 2018 CPE Seminars

Transcription

1 Fall 2018 CPE Seminars We Give the Courses, You Get the Credits AceSeminars.com Avenue Flushing, NY page 1 Introducing OUR FIRM PACKAGES

2 Table of Contents 3 ABOUT ACE SEMINARS 4 PEER REVIEW 5 FIRM SOLUTIONS AND PACKAGES 6-14 SEMINARS 6 ETHICS OF TAXATION BUSINESS & CORPORATE TAX UPDATE 8 STATE AND LOCAL TAX UPDATE FOR 2018 NYS & NY 9 INDIVIDUAL TAX UPDATE INDIVIDUAL TAX UPDATE STRATEGIES FOR BUYING & SELLING A BUSINESS 12 NON- PROFIT ACCOUNTING & AUDITING UPDATE 13 COMPILATION & REVIEW UPDATE 14 ACCOUNTING AND AUDITING UPDATE FOR FACULTY PROFILES

3 About ACE Seminars Since 1988, ACE Seminars has stood at the forefront of the field of Continuing Professional Education (CPE) for CPA's, EA's and other accounting professionals. We are proud to have the most knowledgeable instructors in the nation, who present the material in a clear, concise and enjoyable manner. Our seminars are the highest quality in the industry providing all the knowledge you need, in the engaging manner you want. In today s fast-paced world, you need ACE Seminars to stay current and remain up-to-date with evolving laws, policies, and technological advancements. ACE not only stands for Accountants Continuing Education. It also stands for Attorneys Continuing Education. Dual CPA-Attorneys can take advantage of our unique status to earn both CPE and CLE credits simultaneously. We are registered with the National Association of State Boards of Accountancy (NASBA) as an accredited sponsor of CPE for both Live Seminars and Live Webinars. We are also recognized by the New York State Education Department and by New Jersey State Board of Accounting. Our courses are recognized by NYS CLE Board as well and qualify for both CPE and CLE credits in NY and NJ. All our federal tax courses are accredited by the IRS for Enrolled Agents and other registered tax return preparers. page 3

4 Peer Review If your firm needs to undergo a peer review, ACE Seminars can help guide you through the process - hassle free. YOUR interest is our uppermost concern! Initial consultation is at no cost and obligation free, so contact us today to schedule! For more information, call Prof. Israel Blumenfrucht Ph.D., CPA, at Let us do your Peer Review! System Review - for Certified Audits Engagement Review - for Compilations and Reviews Contact Us to Learn More. page 4

5 Firm Solutions and Packages Ace Seminars offers many flexible options for firms of all sizes. No matter what size firm you are, we can customize a package that fits YOUR needs and budget. You can choose from the following course formats: 1. Live Seminars See our catalog or website for dates and locations. Live Instructor with Q&A - Get the CORRECT answers to all your questions. All Live Seminar Participants will receive a hard copy book of the seminar materials. Networking - Our Live Seminar Events attract the most sophisticated and knowledgeable professionals in the area. Use this opportunity to meet your fellow peers and discuss important issues. Seminar Archives - All of our seminars are now archived and available for Firm Attendees to access the seminar that they attended. 2. Live Webinars See our catalog or website for dates and locations. Convenience, convenience, convenience. Join our webinars from your firm's conference room, office, home or even on a distant vacation. Our seminars come to your doorstep and by using the highest quality technology, you will feel like you are sitting in the room with the instructor. All Live Webinar Participants will receive a PDF copy of the seminar materials. Seminar Archives - All of our seminars are now archived and available for Firm Attendees to access the seminar that they attended. 3. In-Firm Live Seminar Select any date and time according to YOUR scheduling needs. YOU Choose the topic. Choose from our pre-selected topics or choose a new one. Ask all of your questions to the instructor in this small group setting. 4. In-Firm Pre-Recorded Webinars (With Live Q&A) Select any date and time according to YOUR scheduling needs. Choose from our selection of seminars in the catalog or on our website. Live Q&A with one of our instructors via phone/chat/ . 5. On Demand Archives - If you are just looking for the knowledge without earning CPE credit, we have many Seminar Archives to choose from. (Our seminar archives qualify for CLE credit). You can choose from our wide variety of categories or we can tailor a seminar toward your specific needs. If you don't see a topic that your firm needs - just ask us, and we ll be happy to arrange one for you. Accounting Auditing Ethics IRS Issues Peer Review Taxation Gov't & Non-Profit Half Day or Full Day Options TO REGISTER please contact our Firm Solutions Department at page 5

6 Ethics of Taxation and Independent Contractor v Employee Rules and Bankruptcy Issues Earn all your 4 CPE/CLE credits in Ethics from this seminar! Morning session is Ethics per IRS Circular 230. Afternoon session will cover two topics. The first topic is independent contractor v employee (W-2) determination, which is significant in computing the 20% flow-through deduction under the new Section 199A in the TCJA. The second topic is basic bankruptcy tax rules. CREDITS: (Includes 4 Ethics)- 8 CPE / CLE / CE (IRS EA s) CATEGORY: Ethics & Taxation SPEAKER: Robert E. McKenzie, Esq. DATE: Wednesday, November 14, 2018 LOCATION: New Yorker Hotel 34th St. & 8th Ave. NYC AVAILABLE FORMATS: Live Seminar, Live Webinar, In-Firm Seminar, In-Firm Pre- Recorded Webinar, and On-Demand Archives. TOPICS & LEARNING OBJECTIVES INCLUDE: Ethics per IRS Circular 230 Independent Contractor v Employee Rules Bankruptcy Rules Bob McKenzie is one of the most knowledgeable lecturers on IRS matters in the nation. He is a former IRS officer and knows all the inner workings of the IRS. Program Level: Overview Prerequisites: Basic Knowledge of Federal Taxation & Gift Taxation Advance Preparation: None Required page 6

7 2018 Business & Corporate Tax Update Also Featuring New Section 199A & Accompanying Regulations You cannot prepare your 2018 tax returns without this seminar. This all new and unique seminar will highlight the latest tax cases and IRS rulings with new tax strategies for all forms of businesses, including choice of entity under TCJA. A separate discussion highlighting the new Section 199A Regulations will be presented. CREDITS: 8 CPE / CLE / CE (IRS EA s) CATEGORY: Taxation SPEAKER: Bill Leonard, CPA, MAFF, CGMA DATE: Wednesday, November 7, 2018 Choose from two dates & locations LOCATION: Long Island Marriott, Uniondale L.I. Or DATE: Tuesday, November 27, 2018 LOCATION: New Yorker Hotel 34th St. & 8th Ave. NYC AVAILABLE FORMATS: Live Seminar, Live Webinar, In-Firm Seminar, In-Firm Pre- Recorded Webinar, and On-Demand Archives. TOPICS & LEARNING OBJECTIVES INCLUDE: New TCJA Rules For Businesses & Corporations C and S Corporation Update New Section 199A Regulations Bill Leonard is one of the most knowledgeable tax lecturers in the nation. He has the ability to simplify the most complex tax rules. Bring in all your tax questions and get a CORRECT answer. Program Level: Intermediate Prerequisites: Understand a Partnership & Corp. Tax Returns. Advance Preparation: None Required page 7

8 State & Local Tax Update for NYS & NYC Also Featuring International Taxation This all new seminar highlights the recently passed 2018 New York State Budget, New York City Tax Update, and the effects of the Tax Cuts & Jobs Act on state and local returns. The latest state and local tax controversies and cases will be presented. Additionally, NYC officials will make a presentation. A separate presentation on international tax issues on filing a tax return for non-residents. You cannot attempt to file these 2018 returns without this seminar. CREDITS: 8 CPE / CLE CATEGORY: Taxation SPEAKER: AM Session: Mark Klein, Peter Godfrey, Joe Endres. PM Session: NYC Official, Scott Ahroni. DATE: Thursday, November 29, 2018 Choose from two dates & locations LOCATION: Long Island Marriott, Uniondale L.I. Or DATE: Wednesday, December 12, 2018 LOCATION: New Yorker Hotel 34th St. & 8th Ave. NYC (Alan Preis, CPA will give an NJ Update at this location only) AVAILABLE FORMATS: Live Seminar, Live Webinar, In-Firm Seminar, In-Firm Pre- Recorded Webinar, and On-Demand Archives. TOPICS & LEARNING OBJECTIVES INCLUDE: 2018 New York State Budget NYC Tax Update Effects of TCJA on State & Local Tax Returns International Taxation Filing Non-Resident Tax Returns Mark Klein is Chairman of Hodgson Russ LLP, and concentrates in New York State and New York City tax matters. He has more than 35 years of experience with federal, multistate, state and local taxation Program Level: Overview Prerequisites: Basic knowledge of NYS and NYC tax returns Advance Preparation: None Required page 8

9 Individual Tax Update Everything You Need to Know for 2018 Form 1040 per TCJA This seminar incorporates everything you need to know to prepare your 2018 Federal income tax returns with emphasis on individual taxation. The instructor will highlight all new tax laws and changes for 2018 as per TCJA. The latest tax cases and IRS rulings will be discussed. Clearly - your entire staff must attend this seminar. CREDITS: 8 CPE / CLE CATEGORY: Taxation SPEAKER: Arthur J. Werner, Esq. DATE: Tuesday, November 20, 2018 LOCATION: Long Island Marriott, Uniondale L.I. AVAILABLE FORMATS: Live Seminar, Live Webinar, In-Firm Seminar, In-Firm Pre- Recorded Webinar, and On-Demand Archives. TOPICS & LEARNING OBJECTIVES INCLUDE: Complete Update of New 2018 Form 1040 Health Reform and Medical Issues TCJA Changes To Be Highlighted Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues. Program Level: Overview Prerequisites: Basic Knowledge of Individual Taxation Advance Preparation: None Required page 9

10 Individual Tax Update for 2018 Everything You Need to Know for 2018 Form 1040 per TCJA This seminar incorporates everything you need to know to prepare your 2018 Federal income tax returns with emphasis on individual taxation. The instructor will highlight all new tax laws and changes for 2018 as per TCJA. The latest tax cases and IRS rulings will be discussed. Clearly - your entire staff must attend this seminar. CREDITS: 8 CPE / CLE CATEGORY: Taxation SPEAKER: Bill Leonard, CPA, MAFF, CGMA DATE: Monday, December 3, 2018 TIME: 8:45 A.M. - 4:30 P.M. Eastern (Note: Earlier Start & End Times) Choose from three dates & two locations LOCATION: Long Island Marriott, Uniondale L.I. Or DATE: Thursday, December 20, 2018 LOCATION: New Yorker Hotel 34th St. & 8th Ave. NYC Or DATE: Tuesday, January 8, 2019 LOCATION: New Yorker Hotel 34th St. & 8th Ave. NYC AVAILABLE FORMATS: Live Seminar, Live Webinar, In-Firm Seminar, In-Firm Pre- Recorded Webinar, and On-Demand Archives. TOPICS & LEARNING OBJECTIVES INCLUDE: Complete Update of New 2018 Form 1040 Health Reform and Medical Issues TCJA Changes To Be Highlighted Bill Leonard is one of the most knowledgeable tax lecturers in the nation. He has the ability to simplify the most complex tax rules. Bring in all your tax questions and get a CORRECT answer. Program Level: Overview Prerequisites: Basic Knowledge of Individual Taxation Advance Preparation: None Required page 10

11 Strategies For Buying & Selling A Business Featuring New Planning Strategies Under TC&JA This all new seminar features a complete discussion of buying and selling a business under the Tax Cuts and Jobs Act rules. New planning and strategies to be discussed. An amazing course - Do not miss this! CREDITS: 8 CPE / CLE / CE (IRS EA s) CATEGORY: Taxation SPEAKER: Arthur J. Werner, Esq. DATE: Thursday, December 27, 2018 LOCATION: New Yorker Hotel 34th St. & 8th Ave. NYC AVAILABLE FORMATS: Live Seminar, Live Webinar, In-Firm Seminar, In-Firm Pre- Recorded Webinar, and On-Demand Archives. TOPICS & LEARNING OBJECTIVES INCLUDE: Valuation Methods Stock Purchase v. Asset Purchase Estate Transfer and Tax Issues Gifting a Business Interest S Corp. Stock Transfer to Trusts Self-Canceling Installment Notes Transfer of Business Interest to Split Interest Trusts and GRITS Family Limited Partnerships Real World Planning Techniques Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues. Program Level: Overview Prerequisites: Basic Knowledge of Business & Corp. Tax Advance Preparation: None Required page 11

12 Non-Profit Accounting & Auditing Update Featuring Affect of TCJA on Non-Profit Financial Statements This all new seminar is presented by one of the foremost experts in the field of nonprofit accounting, with over 36 years of practical experience at Loeb and Troper. This is an excellent seminar for both the expert and for those who want to familiarize themselves with non-profit accounting. This course qualifies for the 24/80 Yellow Book/GAGAS CPE! CREDITS: 8 CPE CATEGORY: Accounting & Auditing SPEAKER: Allen Fetterman, CPA DATE: Thursday, November 1, 2018 LOCATION: Long Island Marriott, Uniondale L.I. AVAILABLE FORMATS: Live Seminar, Live Webinar, In-Firm Seminar, In-Firm Pre- Recorded Webinar, and On-Demand Archives. TOPICS & LEARNING OBJECTIVES INCLUDE: Nonprofit A&A Update Nonprofit Audit Risk Alert Tax Cuts and Jobs Act - Impact on Tax-Exempt Organizations Nonprofit Going Concern Issues Revenue Recognition - Impact on Not-for-Profit Entities Financial Statements of Not-for-Profit Entities (ASU No ) Allen lectures extensively on not-for-profit accounting, auditing, federal single audits, tax-exempt issues and governance. He is the foremost lecturer for ACE Seminars with respect to Not for Profit Accounting and Auditing. Program Level: Overview Prerequisites: Basic Knowledge of Non-Profit Accounting Advance Preparation: None Required page 12

13 Compilation & Review Update Also Featuring Peer Review Update An entirely NEW and unique seminar. This will highlight a review and update of everything you need to know for Compilations and Reviews. Mr. Einhorn is a Peer Reviewer and he knows what must be emphasized. This Is A Must Attend Seminar! CREDITS: 8 CPE CATEGORY: Auditing SPEAKER: Shimon Einhorn, CPA DATE: Tuesday, November 13, 2018 LOCATION: Long Island Marriott, Uniondale L.I. AVAILABLE FORMATS: Live Seminar, Live Webinar, In-Firm Seminar, In-Firm Pre- Recorded Webinar, and On-Demand Archives. TOPICS & LEARNING OBJECTIVES INCLUDE: Engagement Acceptance Engagement Letter Client Information Review Procedures - Review & Approval Inquiry & Analytical Procedures Review Reporting Financial Statement Disclosure Representation Letters Newly Issued SSARS 24 Peer Review Update Shimon Einhorn is one of the foremost lecturers in Accounting & Auditing. He is a member of the Peer Review Committee and knows what needs to be emphasized in preparing financial statements. Program Level: Overview Prerequisites: Basic Knowledge of GAAP Accounting Advance Preparation: None Required page 13

14 Accounting & Auditing Update for 2018 Featuring Affect of TCJA on Financial Statements This all new seminar will feature a full discussion of all new FASBs and SASs including a complete review and update of SSARS 21 and newly issued SSARS 22 & 23, for compilation and reviews. Also featuring a full discussion of the impact of the Tax Cuts & Jobs Act on GAAP & financial reporting, with special emphasis on deferred taxes, like-kind exchange, bonus depreciation and changing from an S Corp. to a C. Corp. Presented by Steve Fustolo, who is one of the foremost Accounting and Auditing lecturers in the nation. This is a must attend seminar for all CPA's who prepare financial statements, and now also tax return preparers. CREDITS: 8 CPE CATEGORY: Accounting & Auditing SPEAKER: Steve Fustolo, CPA DATE: Monday, November 19, 2018 LOCATION: New Yorker Hotel 34th St. & 8th Ave. NYC AVAILABLE FORMATS: Live Seminar, Live Webinar, In-Firm Seminar, In-Firm Pre- Recorded Webinar, and On-Demand Archives. TOPICS & LEARNING OBJECTIVES INCLUDE: A full discussion of all new FASB's and SAS's. A complete review and update of SSARS 21 on compilations and reviews. Newly issued SSARS 22 & 23. Impact of TC&JA on GAAP & financial reporting. Mr. Fustolo s course entitled FASB, SSARS and SAS Update and Review continues to receive accolades and is regarded as one of the top live CPE programs in the country today with ratings that average 4.91 on a scale of 5.0. Program Level: Overview Prerequisites: Basic Knowledge of U.S. GAAP, Compilation & Review, and Auditing Standards Advance Preparation: None Required page 14

15 Faculty Profiles PROF. ISRAEL BLUMENFRUCHT, PH.D., CPA Executive Director of ACE Seminars. Professor and Chairperson of the Dept. of Accounting & Information Systems at Queens College (CUNY). Author and editor including a monthly tax column in Practical Tax Strategies. SHIMON D. EINHORN, CPA Shimon is a partner with the New York CPA firm of S Einhorn and Company CPAs LLC. He is a CPA specializing in providing audit solutions to small-midsize accounting firms to update their audit practices to current standards based on current peer review standards, and to maintain consistency across all audits at the practice. In addition Shimon provides solutions for firms which are looking to move their audit practices to a paperless environment. Shimon also specializes in performing and managing audit engagements across various industries. He provides companies with solutions within their accounting department to be able to provide auditable evidence to their auditors. Shimon is a member of the Peer Review Committee and the Review Acceptance Body of the New York State Society of CPAs. He consults with numerous accounting firms, helping them prepare for peer review. Shimon also performs peer reviews for a number of firms as well. ALLEN L. FETTERMAN, CPA Allen worked at Loeb & Troper for thirty-six years, where he served not-for-profit entities as an auditor and consultant, the last twenty-five years as a partner. In addition to his client responsibilities, he was the partner in charge of the firm s quality controls and technical resources. Allen lectures extensively on not-for-profit accounting, auditing, federal single audits, tax-exempt issues and governance. He speaks at conferences, seminars and webcasts throughout the country. He is the foremost lecturer for ACE Seminars with respect to Not for Profit Accounting and Auditing. STEVEN C. FUSTOLO, CPA Mr. Fustolo is a partner with the Boston CPA firm of James J. Fox & Company. He is a frequent lecturer and author of numerous tax and accounting issues affecting closely held businesses. An AICPA author, Mr. Fustolo s articles are regularly featured in The Practical Accountant and other publications. Mr. Fustolo s course entitled FASB, SSARS and SAS Update and Review continues to receive accolades and is regarded as one of the top live CPE programs in the country today with ratings that average 4.91 on a scale of 5.0. page 15

16 Faculty Profiles MARK KLEIN, ESQ. Mark Klein is Partner and Chairman of at Hodgson Russ LLP. He concentrates in New York State and New York City tax matters. He has more than 35 years of experience with federal, multistate, state and local taxation. Mark splits his time between the firm's New York City and Buffalo offices. He has represented numerous Fortune 500 companies in connection with corporate, withholding and sales tax audits as well as dozens of individuals who appear on the Forbes 500 list of wealthiest individuals in the United States in connection with New York income tax inquiries. Honors Listed, Best Lawyers in America (Tax Law, Litigation and Controversy -Tax) 2018 Listed, Upstate New York Super Lawyers, Who's Who in American Law Martindale-Hubbell, highest possible peer review rating in legal ability & ethical standards for twenty years PROF. BARRY LEIBOWICZ, ESQ. Raised in New York City, Mr. Leibowicz graduated from the University of Connecticut School of Law with a J.D. degree. He also completed his military service prior to earning his law degree. After completing his J.D. degree, he attended the Graduate Tax Program at the New York University School of Law and earned an LL.M. (Master of Laws) degree in taxation. Mr. Leibowicz is a Professor in the Department of Accounting and Information Systems at Queens College of the City University of New York teaching tax and business law. Mr. Leibowicz is the draftsman of New York State Sales Tax Legislation that significantly enhanced taxpayers rights in contesting tax assessments. He practices in federal, state and city tax matters, dealing with problems and planning related to income, estate, franchise and sales taxes, on behalf of his law firm. BILL LEONARD, CPA, MAFF, CGMA Bill holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individuals and fiduciaries. A graduate of Bentley University and Babson College, Bill has been in practice since He is one of the most sought after lecturers in the nation for Continuing Professional Education (CPE) seminars. page 16

17 Faculty Profiles ROBERT E. MCKENZIE, ESQ. Mr. McKenzie is a partner of the law firm of Saul Ewing Arnstein & Lehr LLP in Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state agencies. Prior to entering private practice, Mr. McKenzie was employed by the Internal Revenue Service, Collection Division, in Chicago, Illinois. Since entering private practice, he has dedicated a major portion of his time to representation before the IRS. Mr. McKenzie is an AV-rated attorney listed by Martindale-Hubbell. He is noted as one of The Bar Register of Preeminent Lawyers as well as listed as a Leading Illinois Attorney since Mr. McKenzie has been selected as a Fellow of the American College of Tax Counsel (2001-present) and serves as its Vice President. Bob McKenzie is one of the most knowledgeable lecturers on IRS matters in the nation. He is a former IRS officer and knows all the inner workings of the IRS. ALAN J. PREIS, CPA Alan received a BA from Columbia and an MBA from the Wharton Graduate Division of the University of Pennsylvania. He is a professional resource to CPAs, attorneys and businesses in matters of New Jersey and multi-state taxation. Alan conducts a practice limited to state and federal tax matters for his own account in Florham Park, New Jersey. Prior to 1992, he was a tax partner, concentrating in New Jersey and multistate tax matters, in the Parsippany, NJ office of Deloitte & Touche, with which firm he had spent over twenty years. Alan lectures on state tax matters and has been recognized as an outstanding instructor by the American Institute of Certified Public Accountants and a Distinguished Discussion Leader by the New York State Society of CPAs Foundation for Accounting Education. ARTHUR J. WERNER, ESQ. Arthur Werner is the president and a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award. page 17

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