Earn 32 CPE credits for $395 when you purchase a
season pass from the Essex Chapter.
The pass is nonrefundable and substitutions are not permitted.
$395.00 - Member Price
Events included in this bundle:
Click on an event title below to view the details of the event.
| September 8, 2017 | 8:30-12:30 PM EDT | | Professional Liability / Forecast and ProjectionsFirst, learn about new and emerging exposures facing CPA Firms and best practices to manage liability. Then hear the lastest updates surrounding agreed-upon procedures, financial forecasts and projections. HighlightsProfessional Liability
The course is intended to describe the common claims faced by CPA practices of all sizes and best practices to avoid such exposures. The following will be discussed:
- The privity defense
- Frequency and severity of claims
- Statute-of-limitations
- Best practices to mitigate exposures
- Insurance coverage
- New and emerging exposures
Agreed Upon Procedure Engagements (AUP's)
Hear a discussion of important components of AUP's. Hear examples and learn when/why you should involve a specialist. Topics include:
- Independence
- Procedures
- Preconditions
- Other conditions to consider
- Nature, timing and extent of procedures
There will be time for questions at the end of the presentation.
BenefitsEarn 4 CPE credits in AA. View Full Event Details |
| October 20, 2017 | 8:30-12:30 PM EDT | | Personal Wealth Management & Financial PlanningLearn retirement planning tips to sustain wealth, hear an explanation and comparison of plans and more. Then get advice on managing your clients' personal wealth and financial planning best practices. Learn tips for reducing income tax liability, accumulating capital, managing property and investments, funding education and more. Don't miss this informative session! HighlightsRetirement Planning
In this session, we will discuss:
- How to convert a business deduction into a lifetime of retirement income
- Explanations and comparisons of SEP IRAs, SIMPLE IRA, and traditional 401k plans
- Benefits of implementing a Profit Sharing Plan
- Retirement planning's best kept secret - Cash Balance Plan
The Benefits of Personal Financial Planning
In this session, we will discuss:
- The art of Interviewing the client to understand their personal finances
- How to develop a Personal Financial Plan
- Reviewing their Statement of Net Worth, Income & Expenses
- Projecting their Cash Flow from now until the end of the retirement period
- Building in Strategies to potentially enhance your chances for a successful retirement
- How to select Investments & Life Insurance Products that fit into the Financial Plan
BenefitsEarn 4 CPE credits in CS. View Full Event Details |
| November 3, 2017 | 8:30-12:30 PM EDT | | S-Corporations and Partnerships: Significant Differences in Tax Treatment / You and the Law: Knowledge for CPAsLearn practical tips to give your clients on protecting their assets, entity selection and protecting themselves against lawsuits in this informative session. BenefitsEarn 4 CPE credits (2 TX, 2 CS) View Full Event Details |
| December 8, 2017 | 8:30-12:10 PM EST | | Elder Care / Insurance & Exit PlanningEldercare issues have reached a crisis status in the United States. With an aging population, the more you know the better prepared you will be. Learn how to advise your aging clients and their families. Listen as our presenter discusses Long-Term Care Insurance and other options available. BenefitsEarn 4 CPE credits. View Full Event Details |
| January 12, 2018 | 8:30-12:10 PM EST | | Federal Tax Update: Criminal Tax Defense / Tax Cuts and Jobs ActLearn best practices for dealing with the IRS, then get an overview of the Tax Cuts and Jobs Act of 2017. The passing of this sweeping legislation will impact nearly every American, learn critical aspects of the new law to aid in advising your clients. Earn 4 CPE credits in taxation. HighlightsNoted attorney Michael DeBlis will cover issues dealing with Criminal Tax Defense including:
- Offers in Compromise
- How the IRS reconstructs income in tax fraud cases
- Recreating income and expense records in fraud cases
Then hear the latest on the new tax reform - Tax Cuts and Jobs Act of 2017. Philip Drudy from Smolin Lupin will provide an overview of the changes impacting individuals and businesses. BenefitsEarn 4 CPE credits in TX. View Full Event Details |
| April 20, 2018 | 8:30-12:10 PM EDT | | Fraud in the Digital Age / Disaster Planning & RecoveryDo you have a plan in place for protecting yourself against fraud in the digital age? Hear the latest trends and learn how to protect yourself and your clients in this informative session. HighlightsTechnology Disaster Planning and Recovery
Michael Markulec - Harbor Technology Group
In this session, the speaker will discuss:
- The current threat landscape
- Implementing a cybersecurity program
- Best practices for small business and sole practitioners
Fraud in the Digital Age
Michael Bernstein - K2Intelligence
In this session, the speaker will discuss:
- How technology has advanced fraud campaigns
- How fraud detection professionals can use technology to monitor and investigate fraud and corruption
- The limitations of technology on both sides of the battlefield
- Strategies for keeping fraud at bay
BenefitsEarn 4 CPE credits in CS. View Full Event Details |
| May 18, 2018 | 8:30-12:10 PM EDT | | Accounting & Auditing UpdateGet the latest updates on hot topics in accounting and auditing, including fraud and internal controls. Then, hear important information on newly issued Accounting Standards Updates, including revenue recognition. HighlightsAccounting Standards Update
Peggy Gallagher, CPA - WithumSmith+Brown
Ms. Gallagher will provide an update on recent Accounting Standards Updates, including:
- ASUs to consider early adopting
- The new revenue recognition (ASC 606): Are you getting ready?
- Recently issued ASUs
Fraud and Internal Controls
Alexander Buchholz, CPA, CGMA - PKF O'Connor Davies
In this session, we will discuss:
- Overview of internal controls
- Importance of internal controls
- Definition of fraud
- Fraud guidance
BenefitsEarn 4 CPE credits in AA. View Full Event Details |
| June 8, 2018 | 8:30-12:10 PM EDT | | Wills & Estate Planning / 199A UpdateHear an update on significant state and federal changes in estate planning and important information on avoiding problems with wills. Then, get an update on the 199A qualified business income deduction. HighlightsSignificant Changes in Estate Planning for 2018 and Beyond
Robert A. Bernstein, Esq. - Bernstein Estate Law
In this session, we will discuss:
- New federal and New Jersey estate tax laws
- The dangers of outdated, lost, and poorly drafted wills
- Utilization of trusts
- Gifting and problems with beneficiary designations
199A Qualified Business Income Deduction Update
Shaune Scutellaro, CPA - CohnReznick, LLP
In this session, we will discuss the Tax Cuts and Jobs Act and its affect on the 199A qualified business income deduction of pass-through entities. BenefitsEarn 4 CPE credits in TX. View Full Event Details |
Login to Purchase:
You must be logged in to purchase an Event Bundle. Please
login.