| September 21, 2018 | 8:30-12:10 PM EDT | | Revenue Recognition / New Lease PronouncementsKeep abreast of the fast-paced changes in accounting and auditing. This course will cover relevant pronouncements including revenue recognition and the new lease standard. HighlightsAccounting and Auditing Update
June Toth
This session will cover relevant pronouncements, exposure drafts, and other guidance recently issued. Stay current on topics impacting the profession with this fast paced, one-hour update.
Revenue Recognition
Peggy Gallagher
Effective for private companies in January 2019, the new revenue standard will significantly affect the revenue recognition practices of most companies. The new standard provides a revenue recognition model intended to increase financial statement comparability across companies and industries. Stay up to date with this two-hour session.
Lease Accounting
Alfred Erdmann
Learn how the new leasing requirements differs from current GAAP. Exam the core principles of the new standard and learn to:
- Identify a lease under the new leases standard
- Identify recognition and measurement requirements of the new leases standard
- Identify presentation and disclosure requirements of the new leases standard
Don't miss this one-hour update.
BenefitsEarn 4 CPE credits in AA. View Full Event Details |
| October 5, 2018 | 8:30-12:10 PM EDT | | Blockchain / Data AnalyticsLearn how to use a data-driven approach to maximize profits. Then, hear how blockchain technology is poised to create major waves in the accounting profession and learn how this revolutionary technology works and how it will impact your practice. Highlights4 Ways Data Can Improve Profits
Brian Fitz-Gerald, CPA - Akseshen LLC
Essential to running a successful business is knowing which customers are profitable and those that are not. Many businesses perform customer profit assessments but are unaware of errors or misstatements distorting true customer profitability. Adopting a data-driven approach greatly reduces the chances of these errors which provides a more accurate and detailed view of customer profits. The discussion will focus on converting transactional data to actionable information, performing exploratory analysis, and enhancing cost transparency.
Blockchain & Accounting - What You Need to Know
Dr. Sean Stein Smith, CPA, CMA, CGMA - Lehman College (CUNY)
Blockchain technology has received quite a bit of attention as a technology that can potentially revolutionize the accounting profession. In this session, hear an introduction to blockchain technology and how it will impact your practice and your clients. Additionally, hear a quick take on Bitcoin and its relation to blockchain.
BenefitsEarn 4 CPE credits in CS. View Full Event Details |
| November 2, 2018 | 8:30-12:10 PM EDT | | 199A & Passthrough / Corporate Tax UpdateShaune Scutellaro, CPA will continue a discussion on Section 199A of the Tax Cuts and Jobs Act, the new 20 percent deduction for passthrough business entities. Then, hear an analysis of the changes to corporate taxation in light of sweeping federal tax reform from Phil Drudy, CPA, Esq. Highlights199A & Passthrough
Shaune Scutellaro, CPA - CohnReznick
In this meeting, we will discuss:
- Review of the new 199A Code and its impact on taxpayers.
- Review of the W-2 Limitation phase in and Service business phase out for the deduction.
- Service Businesses and new favorable regulations that bring some clarity
- Aggregation
of Qualified Business Income and Attributes under the new regulations
Corporate Tax Update
Phil Drudy, CPA, Esq. - Smolin, Lupin & Co., P.A.
Review of TCJA provisions that impact corporations other than 199A:
- Flat Rate
- Choice of Entity C-Corporation or Pass-Through
- Business Interest Limitation
- Bonus Depreciation
- Small Business Accounting Changes
- New Qualified Opportunity Zone Provisions
- Qualified Small Business Corporations (QSBCs)
- Modified Territorial System
- Other
A corporate update other than TCJA and information on the Wayfair v. South Dakota decision will also be given.
BenefitsEarn 4 CPE credits in TX. View Full Event Details |
| December 14, 2018 | 8:30-12:10 PM EST | | Federal Tax UpdateIn this meeting, hear information on individual federal taxation. HighlightsFederal Tax Update Including the Tax Cut and Jobs Act of 2017 and Related Developments
IRC Section 199A:
- August 2018 Proposed Regulations
- Observations and practical applications, including its availability to owners of pass-through entities
- Calculating the 199A deduction and the W-2 and depreciable property limits
- Related tax and business planning topics including operating agreements and shareholder agreements
Federal Income Tax Update:
- Update regarding various changes and available deductions
- Alimony changes and practical considerations
Federal Corporate Tax Update; most recent developments including choice of entity, losses, depreciation and more
Federal Estate Tax Update:
- The new transfer tax provisions
- How to keep tax and estate plans flexible for sunsetting or other congressional changes
- Issues concerning the use of trusts
Tax and estate planning and the administration of Estates and Trusts after the enactment of the Tax Cuts and Jobs Act of 2017 and the repeal of the New Jersey Estate Tax:
- Most recent developments regarding portability
- Basis adjustment issues
- New Jersey Estate Tax issues
- Terminating trusts under the New Jersey Uniform Trust Code
- Income Taxation of Estates and Trusts
- Gifting options
BenefitsEarn 4 CPE credits in TX. View Full Event Details |
| January 11, 2019 | 8:30-12:10 PM EST | | Mortgages & Real Estate / Economic UpdateIn this meeting, hear an update of the economy's impact on real estate and mortgage-related information. Then hear an economic update from a panel of experts. Highlights8:30 — 10:15 a.m.
Real Estate and Financing - Understanding the Real Truth
Marc C. Demetriou, CLU, ChFC - Residential Home Funding Corp.
In this session, we will discuss:
- The Economy
- Real Estate Market
- Credit
- Lending & Borrowing Options
- Other Mortgage-Related Topics
- What's "In The News"
- Questions and Answers
10:30 a.m. — 12:10 p.m.
New Jersey, Economics and the Future
Join us for a panel discussion on the economy. Our experts will discuss economics with a spotlight on New Jersey. This "all-star" team includes:
- Gualberto (Gil) Medina
Executive Vice President, CBRE, Inc.
- Dr. Donald H. Sebastian
President & Chief Executive Officer, New Jersey Innovation Institute (NJII)
- John Reitmeyer
Budget and Finance Writer, NJ Spotlight
- Dr. Siamack Shojai
Economics Professor, William Paterson University
BenefitsEarn 2 CPE credits in CS and 2 CPE credits in EC.View Full Event Details |
| April 26, 2019 | 8:30-12:10 PM EDT | | Tax and Compliance Considerations for ControllersIn this meeting, hear information on 401(k) fiduciary best practices and permitted discrimination. Then hear about employee benefit cost control & compliance best practices. Highlights401(k) Fiduciary Roulette
Carla Matrisciano, CPA - Carla R. Matrisciano, CPA
Scott Rappoport, CLU, ChFC, RHU, CEBS - Chadler Solutions
In this session, the speakers will discuss:
- Myriad rules, guidance, safe harbors, and best practices
- Complying with ERISA guidelines
- Why Review a Plan?
- Classic 401(k) mistakes that can be easily avoided
- Permitted Discrimination
Employee Benefit Cost Control & Compliance Best Practices
Scott Rappoport, CLU, ChFC, RHU, CEBS - Chadler Solutions
Eric Feldmann - Chadler Solutions
In this session, the speakers will discuss:
- Medical Market Segments
- Cost Control Techniques
- ERISA and ACA Compliance
BenefitsEarn 4 CPE credits in CS. View Full Event Details |
| May 10, 2019 | 8:30-12:10 PM EDT | | Workpaper Preparation & Review / Peer ReviewLearn the fundamentals of workpaper preparation and explore examples which show how to identify and correct workpaper deficiencies. Then take the mystery out of peer review with an explanation of the full peer review process. HighlightsWorkpaper Preparation & Review
Michael Kaplan, CPA - Smolin, Lupin & Co., P.A.
Learn the fundamentals of workpaper preparation including what documentation is required to be kept in your file by professional standards. We will go over examples to help you learn how to review workpapers and how to identify and correct workpaper deficiencies.
How to Prepare for Your Peer Review
Frank Boutillette, CPA, CGMA, ABV - Withum
This session will take the mystery out of peer review. This session will explain the full peer review process from registering in PRIMA to getting your Pass Peer Review Report. Our discussions will focus on what peer reviewers deem critical and where firms go wrong causing an unsuccessful result.
BenefitsEarn 4 CPE credits in AA. View Full Event Details |
| June 7, 2019 | 8:30-12:10 PM EDT | | Personal Branding & Growth StrategiesIn this meeting, hear why your personal brand is worth talking about. Then, hear how to develop a consistent strategy for your firm's growth. HighlightsFirm Strategy for All Sizes: Sole Practitioners, Small and Mid-Size Organizations
Sally Glick, MBA - SobelCo
This presentation will focus on helping firms ranging from solo practitioners to small and mid-size organizations develop a consistent, structured strategy for growth. Leveraging best practices learned through the years, the speaker will share insights and ideas that can be adapted in any environment with or without a business development professional or consultant on staff. The presentation will encourage audience participation and peer to peer sharing of what has worked – and what has not.
Personal Growth Strategies
Ravinda Perera, MBA - Virtusa Corporation
- Not bound by a chain. It’s only a thread
This topic is on how our preconceived notions control and limit us and hold us back from being our level best. In this topic, the speaker will touch upon self-talk and how we speak to ourselves; and how we can be our best coach, fan, and teacher instead of being a self-critic. We all have a tendency to give more priority to fitting into crowds. The discussion is on how we as humans can work on making our environments which are geared towards growing us rather than being in the limited environment we are born to.
- Your Dream. Your action, your reality
This topic talks about the practical application of theory and success stories to engrave the learning. Real world application is a main subtopic, which will cover on how individuals can setup Mastermind groups to keep us true to ourselves and the commitments we have made. Additionally, topics include: daily actions and habits we can embrace, the practice of using affirmations, visualizations, and use of visual boards. A brief introduction to the law of attraction will also be covered to those who are interested to know about it.
- Living your dream
As well as minor changes, there are a couple of major changes we need to execute when we transition from having medium-sized goals to bigger goals. The habits such as continuous learning commitments and investing in networking with similar minded people are key. Also, tracking progress and setting deadlines and teaching others are key focus areas.
BenefitsEarn 4 CPE credits in PD. View Full Event Details |