NTI 2018 CONFERENCE. Christmas in New York JW MARRIOTT ESSEX HOUSE NEW YORK

Transcription

1 Includes coverage of Tax Cuts and Jobs Act of 2017 NTI 2018 CONFERENCE Christmas in New York JW MARRIOTT ESSEX HOUSE NEW YORK December 9-13, 2018

2 NTI 2018 CONFERENCE PROGRAM JW MARRIOTT ESSEX HOUSE NEW YORK CHRISTMAS IN NEW YORK DECEMBER 9-13, Location: JW MARRIOTT ESSEX HOUSE NEW YORK 160 Central Park South, New York, New York 10019, (212) Website: Airports: New York/La Guardia (LGA) 7 miles to Essex House New York/JF Kennedy (JFK) - 16 miles to Essex House Newark, NJ International (EWR) 18 miles to Essex House Transfers: Taxis are readily available outside baggage claim area. Directions: Weather: Average high 44 - average low of 32 with a median of 38 Area Info: Visit: or JW MARRIOTT ESSEX HOUSE NEW YORK 5 Day/4 Night Package Set in an art deco building overlooking Central Park, this upscale hotel is a 3-minute walk from the 57 th Street-7t Avenue subway station and a 9-minute walk from the Museum of Modern Art. It is ideally located in the heart of it all, with Lincoln Center, Carnegie Hall, Columbus Circle, the Theater District and 5 th Avenue all within reach. The Ornate gilded doors and rich wood paneling throughout the hotel harken its Art Deco history, while cutting-edge technology seamlessly blends the past and present. Check-in: 4:00pm Hotel Rating: AAA 4-Diamond Check-out: 11:00am (Surcharges may apply for late checkouts) Parking: $70 for cars, $75 for SUV s - 24 hours, subject to change.

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6 6 Accommodations: Essex Room: (330 sq. ft.) Rooms feature one king bed and face either 58 th Street or hotel interior. Maximum 4 persons. Central Park View: (350 sq. ft.) Rooms feature one king bed, facing Central Park. Maximum 2 persons. LIMITED AVAILABILITY.

7 Jr. Suite: (500 sq. ft.) Rooms feature one king with pillow top mattress, sofa bed and living/sitting area and face 58 th Street or hotel interior. Maximum 4 persons. LIMITED AVAILABILITY. 7 Hotel Package includes: 4 nights hotel accommodations including hotel room taxes and fees. Third/Fourth Person: No charge. NO REFUNDS FOR EARLY DEPARTURES. HOTEL PACKAGE COST- 5 DAYS/4 NIGHTS (Per Person) Double Occupancy Room category Package Cost Essex Room $1,098 Central Park View (Limited Availability) ** $1,428 Junior Suite (Limited Availability) ** $1,698 ** Very limited availability NOTE: Above rates apply for the nights of Sunday to Wednesday, December 9-12, 2018 (4 nights). Extended stay rates before and after the 4 peak nights are at higher rates. Please ask for details. MINIMUM 4-NIGHT STAY REQUIRED HOTEL PACKAGE PAYMENT: With Reservation: October 1, 2018 $200 per person (see reservation form below) Balance Due

8 Hotel prices are subject to change prior to making reservation. 8 Hotel Cancellation: Refunds for hotel cancellations will be made, less a $100 per person administrative fee, if cancellation is made in writing on or before October 1, There are no refunds for hotel cancellations after October 1, No exceptions. Any fees charged by the hotel will be deducted from the refund. In-Room Amenities: Rooms feature marble bathrooms, oversized bathtub, shower/tub combination, bathroom amenities (Aromatherapy Associates,) hair dryer, robe, slippers, alarm clock, safe (in room) for a fee, desk, writing/work, electrical outlets, iron and ironing board, flat-screen TVs with premium cable channels, WiFi is available. Hotel Amenities & Services: The property offers a bar/restaurant for American cuisine, as well as a PRIMP spa service (appointment is required phone ) and fitness center. Other amenities include free WiFi in the lobby.

9 9 Restaurant and Lounges: Southgate Bar & Restaurant, near Central Park, features an American menu that focuses on locally sourced ingredients, complemented by a generous selection of libations.

10 New York City: New York City, the Big Apple, the City That Never Sleeps! Home to treasures like the Statue of Liberty, the Empire State Building, Central Park, Broadway and Rockefeller Center, New York has something for anyone, no matter where they come from. 10

11 11 Suggested Activities: Times Square Central Park Madison Square Garden Rockefeller Center Empire State Building Broadway Theater District Jacob Javits Center Fifth Avenue Shopping Museum of Modern Art Ellis Island /Statue of Liberty Chrysler Building American Girl Place Intrepid Air & Space Museum Lincoln Center Liberty Tower (Ground Zero) Radio City Music Hall The Today Show (NBC Tower) United Nations NY Public Library Grand Central Terminal Carnegie Hall

12 12 NTI 2018 CONFERENCE SCHEDULE JW MARRIOTT ESSEX NEW YORK CHRISTMAS IN NEW YORK DECEMBER 9-13, 2018 DATE MEETINGS SOCIAL EVENTS/TOURS 12/9 Arrival - no meeting scheduled 5:30-6:00pm: Welcome to New Sunday York City Orientation Meeting 6:00-7:00pm Reception Hosted by NTI 12/10 Monday 12/11 Tuesday 7:30am-12:50pm meeting: Individual Tax Update Under Tax Reform Speaker: Thomas P. Langdon, JD, LLM, CFA, CFP CPE Hours: 6 Group Live Taxes 7:30am-12:50pm meeting: Business Tax Developments Under Tax Reform Speaker: TBD CPE Hours: 6 Group Live Taxes 12/12 Wednesday Day of leisure no meeting scheduled 12/13 Thursday 7:30am-12:50 pm meeting: 2018 A&A Update and Review Speaker: Steven C. Fustolo, CPA CPE hours: 6 Group Live-Accounting 4, Auditing 2 Recommended departure after meeting adjourns Note: Continental breakfast will be served in the meeting room starting at 7:00am for participants only. Participants receive 6 CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs purchased) by completing optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs (taxation and A&A) and will be distributed either by an on-line PDF downloadable format or distributed at the conference in manual format, at the customer s option. Summary of CPEs available at this program: Group Live= 18 CPEs; Self-Study= 22 CPEs for a total of 40 CPEs. CPE BREAKOUT: Group live CPE (3 days at 6 CPEs per day) Self-study supplement * Total CPE 18 CPE hours 22 CPE hours 40 CPE hours *Distributed either on site or in a downloadable PDF format

13 Who Should Attend: CPAs and other professionals who deal in taxation, accounting and auditing. 13 Details on courses: Unless otherwise stated, all courses have the following attributes: Delivery method: The live segments of the program (6 CPE hours per session) are categories as Group Live, while the self-study supplement (2 to 4 CPEs per session) is categorized as Self Study. Program level: Update Prerequisites: General understanding of taxation, accounting and auditing Advance preparation: None TOPIC DESCRIPTIONS: Includes coverage of Tax Cuts and Jobs Act of 2017 Individual Tax Update Under Tax Reform (including tax changes under the Tax Cuts and Jobs Act of 2017) Objective: To discuss recent developments related to federal income taxation of individuals including significant changes made by the Tax Cuts and Jobs Act of This course focuses on the various tax law changes involving individuals made by the Tax Cuts and Jobs Act of 2017, and planning related to those changes. Topics include a review of the changes in individual tax rates, dealing with state and local taxes, planning for interest expense, strategies in dealing with the primary residence, and more. Recommended CPEs: 6 hours. Field of study: Taxes Business Tax Developments Under Tax Reform (including tax changes under the Tax Cuts and Jobs Act of 2017) Objective: To address recent developments related to the federal income taxation of businesses including those changes made by the Tax Cuts and Jobs Act of This course addresses tax issues business tax changes made by the Tax Cuts and Jobs Act of Topics include: a review of C corporation and pass-through entity tax rates, changes to the cash basis of accounting, new expensing rules using bonus and Section 179 depreciation, changes made to real estate taxation including like kind exchanges, changes to net operating losses, anti-abuse provisions, choice of entity, conversion to and from S and C corporation, and more. Recommended CPEs: 6 hours. Field of study: Taxes 2018 A&A Update and Review Objective: To discuss a variety of new developments related to accounting and financial reporting. This course deals with the latest changes in accounting, auditing and compilation and review pronouncements of interest to accountants in public accounting and industry. Topics include recently issued FASB and AICPA accounting statements, new developments in compilation and review, recently issued auditing pronouncements, practice issues related to peer review, new ethics rulings, and more. Recommended CPEs: 6 hours. Field of study: Accounting and Auditing (4 hours Accounting, 2 hours Auditing)

14 Simplifying Private Company Financial Reporting and Disclosures 14 Objective: To discuss approaches to simplifying the accounting, reporting and disclosures required by private (non public) businesses. This course is critical for accountants who prepare financial statements or issue reports on non-public (private) businesses. Topics include: Discussion of simplified disclosures available to non-public businesses, using the most cost effective reporting options including preparation, compilation, review and audit engagements, using the substantially all disclosures omitted exception, reducing engagement procedures, performing bookkeeping and writeup services while maintaining independence, issuing financial statements for tax clients, using GAAP exceptions to eliminate burdensome GAAP disclosures, saving time with tax-basis financial statements, and more. Recommended CPEs: 6 hours. Field of study: Accounting and Auditing (4 hours Accounting, 2 hours Auditing) Thomas P. Langdon, JD, LLM, CFA, CFP SPEAKER BIOGRAPHIES Thomas P. Langdon is a professor of Business Law at the Gabelli School of Business, Roger Williams University, and an adjunct professor of taxation at Georgetown University. He is a principal in Langdon & Langdon Financial Services, LLC, a Connecticut based tax planning and preparation firm, and is an attorney admitted to the Connecticut, Pennsylvania, and U.S. Tax Court Bar. He received a BS in finance and an MBA from the University of Connecticut, an MS in Financial Services from The American College, a Juris Doctor (JD) from Western New England College School of Law, and a Master of Laws (LL.M.) in Taxation from Villanova University School of Law. Thomas also holds several designations, including, among others: Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP ), Accredited Estate Planner (AEP), Chartered Advisor in Philanthropy (CAP), and Chartered Life Underwriter (CLU). He is also a Fellow of the Life Management Institute. Prior to joining the Gabelli School of Business at Roger Williams University, Mr. Langdon held positions as professor of Taxation at The American College, asset/liability manager for The Travelers Insurance Company Asset Management and Pension Services division, and student law clerk in The United States Federal District Court. A nationally recognized author of speaker, Thomas has addressed many professional organizations, including the International Association for Financial Planning, The Financial Planning Association (FPA), The Society of Financial Services Professionals, The National Association of Health Underwriters, The National Association of Estate Planners and Councils, and numerous Estate Planning Councils, Bar Associations, CPA Societies, Financial Planning Associations, and local chapters of the Society of Financial Service Professionals (formerly the American Society of CLU and ChFC. Mr. Langdon has written or co-authored several books, as well as dozens of articles that have appeared in such publications as Financial and Estate Planning Quarterly, Probate and Property. The Probate Practice Reporter, The American Bar Association Small Firm Digest, The Ohio CPA Journal, The Journal of International Taxation, Financial Services Review, The Journal of Financial Planning, The Journal of the Society of Financial Services Professionals, The National Association of Estate Planners and Councils Newsletter, and Best s Review. He has been widely quoted in the business press and has received various awards from the American Bar Association and the Certified Financial Planner Board of Standards for articles he has written. Thomas leadership positions include service on the Board of Financial Service Professionals Business and Compensation Planning Section; and Education Committee member of the Financial Analysts of Philadelphia. His community service leadership positions include secretary of the State of Connecticut Task Force on Superfund (CERCLA) Reform; chairman of the Southington (CT) Public Library Board of Trustees; chairman of the Barnes Museum Board of Trustees; and a member of the Southington (CT) Town Council.

15 15 Steven C. Fustolo, CPA: Mr. Fustolo is a principal in a Boston-based CPA firm, and frequent lecturer and author of numerous tax and accounting issues affecting closely held businesses. An AICPA author, Mr. Fustolo s articles have been regularly featured in The Practical Accountant and other publications. He is the author of Practice Issues: Compilation and Review, Accounting and Auditing Reference Guide, Everything You Never Wanted to Know About GAAP, Enron: Fraud, Deception and the Aftermath, FASB Review for Industry, Current Developments: Accounting and Financial Reporting, Making Money with Special Engagements, Understanding the Variable Interest Entity Rules, and FASB, SSARS and SAS Update and Review and numerous other books and manuals that have been published by Practitioners Publishing Company (PPC) and Commerce Clearing House (CCH). He is the recipient of several Outstanding Discussion Leader awards from many professional organizations including the New York and Florida Societies of CPAs. 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. He speaks regularly for professional groups including being a guest lecturer at the AICPA Advanced Accounting and Auditing Technical Symposium. Mr. Fustolo is the recipient of the Elijah Watts Sells Award (AICPA) and Silver Medal (Massachusetts) for high scores received on the CPA Examination. CPE Pricing: Up to 24 CPEs Up to 32 CPEs Up to 40 CPEs By December 31, 2017 $1,297 $1,348 $1,399 By January 31, 2018 $1,347 $1,398 $1,449 By May 31, 2018 $1,397 $1,448 $1,499 After May 31, 2018 $1,447 $1,498 $1,549 Cost includes all materials, continental breakfast at each session, (for participants only), and a cocktail reception for you and your family. Group discounts: 10% for 3 or more participants 20% for 5 or more participants Conference Cancellation Policy: Conference fee will be refunded in full only if notice is received in writing at least 60 days prior to the first day of the conference. With respect to a cancellation occurring 60 days or less, no refund shall be granted but credit will be given toward a future conference. This policy applies to the conference fee only and not to hotel costs. For more information regarding concerns and administrative policies, please go to our website: or contact our office at (Extension 1). Licensing Designations:

16 NTI is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NTI NASBA Sponsor Number: QAS Self-Study Requirements: In accordance with the new NASBA Registry - QAS standards, all self-study credit hours are determined based on a 50-minutes-per-CPE-hour measurement and have required feedback questions throughout the course. Credit measurements may vary from state to state. Your State Board of Accountancy makes the final determination of CPE credits. The self-study portion of the courses must be completed within one year of the conference dates.

17 17 Enrolled Agents: NTI has entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual. CPE credits earned by enrolled agents directly to the IRS in accordance with the IRS requirements for CPE providers. Enrolled agents must provide us with their PTIN number so that we may report CPE directly to the IRS. IRS Approval information: Provider Number: BTYZG CFPs: NTI is registered with the Certified Financial Planner Board of Standards, Inc. CLE: Tax courses qualify for CLE in most states. CLE credit is granted on a scale of 60 minutes per hour versus 50 minutes for CPE. Please ask for details.

18 How to Register: CHRISTMAS IN NEW YORK DECEMBER 9-13, CALL (Extension 1), fax to (or and register by credit or debit card (MC/VISA) or check. Please return this form to the address at the bottom of the page. First and last name REGISTRATION FORM Spouse/companion s name(s) Address City/Town State Zip Code Telephone Facsimile address CONFERENCE INFORMATION Check One: 40 CPEs 32 CPEs 24 CPEs By December 31, 2017 $1,399 $1,348 $1,297 By January 31, 2018 $1,449 $1,398 $1,347 By May 31, 2018 $1,499 $1,448 $1,397 After May 31, 2018 $1,549 $1,498 $1,447 Cost includes all materials, continental breakfast at each session, (for participants only), a sunset cocktail reception for you and spouse/guest. Days you are attending: (check all that apply): Please check Date Topic Individual Tax Update Under Tax Reform (6 CPEs Taxes) Business Tax Developments Under Tax Reform (6 CPEs Taxes) A&A Update and Review (6 CPEs Accounting 4, Auditing 2) HOTEL INFORMATION (Nights of December 9-12, 2018) (departure on December 13, 2018) Please check (5 days/4 nights) (Per Person) Double Occupancy Please fill in Room category Package Cost** Essex $1,098 Arrival date: Central Park View $1,428 Junior Suite $1,698 Departure date: Cost of extra nights and additional persons: Please call for details. Limited availability. ** Package price is for the 4 nights December 9-12, 2018 (Sun to Wed nights). Rates may be higher for stays on the nights Thursday, Friday and Saturday nights before and after the 4-night program. Hotel package payment: $200 per person due with this reservation: Balance due: October

19 PAYMENT: Pay by check (mail check to address below) Charge my credit card REGISTRATION FORM (CONTINUED) COST: Conference fee $ Hotel deposit # people x $200 = $ TOTAL AMOUNT $ 19 MC VISA [Balance of hotel package due October 1, 2018] Card number Exp date Code State(s) for which CPE is required: I work in: Public accounting Industry Other I am a (an): CPA Atty PA Other CFP EA (PTIN ) SELF-STUDY PACKET: Participants receive 6 CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs purchased) by completing optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs (taxation and A&A). Summary of CPEs available at this program: Group Live = 18 CPEs; Self- Study= 22 CPEs for a total of 40 CPEs. Please tell us how you would like to receive your self-study materials: (CHECK ONE) On-line access to self-study courses in a PDF format Distribute self-study courses to you on-site at the conference Hotel Cancellation: Refunds for hotel cancellations will be made, less a $100 per person administrative fee, if cancellation is made in writing on or before October 1, For cancellations after October 1, 2018, any portion of the hotel package cost not refunded by the hotel to NTI will be deducted from the refund. Any cancellations must be made in writing and ed to conferences@nticpe.com or faxed to No refunds for early departures. Conference Cancellation Policy: Conference fee will be refunded in full only if notice is received in writing at least 60 days prior to the first day of the conference. With respect to a cancellation occurring within 60 days, no refund shall be granted but credit will be given toward a future conference. This policy applies to the conference fee only and not to hotel costs. On October 1, 2018 I authorize NTI to charge my credit card noted above for the balance of the hotel package. Signed: CALL (Extension 1), fax to (or conferences@nticpe.com) and register by credit or debit card (MC/Visa) Please: Fax this form to , or this form to: conferences@nticpe.com, or Mail this form to: NTI Conferences, P.O. Box 375, Burlington, MA For more information, please visit our website at: rev