| September 16, 2016 | 8:00-12:00 PM EDT | | Accounting and Auditing Update |
| October 5, 2016 | 8:00-12:00 PM EDT | | Accounting and Auditing UpdatePick up tips for increased efficiency, and hear about the most pressing issues in A&A and compilations and reviews. BenefitsEarn 4 CPE credits in Accounting and Auditing. View Full Event Details |
| October 24, 2016 | 5:45-8:00 PM EDT | | Shareholder BasisThis seminar will focus on an S-corporation shareholder’s stock and debt basis from formation until liquidation or sale. The seminar will review how basis is created, tracking basis in separate blocks of stock and separate debt obligations, allocation of income and losses, suspended losses and deductions, and liquidation or sale of the S corporation BenefitsEarn 2 CPE credits in Taxation. View Full Event Details |
| November 14, 2016 | 6:00-8:00 PM EDT | | Bank Night - Economic UpdateThis session will provide an overview of the current state of the domestic and global economy, and explore the implications for businesses and investors. BenefitsEarn 2 CPE credits in Economics. View Full Event Details |
| December 2, 2016 | 8:00-12:45 PM EST | | Annual Tax SeminarHear a timely update just in time for tax season. Highlights7:00-8:00am
Registration, Exhibitors and Breakfast
8:00am-12:45 pm
Annual Tax Seminar
Speaker courtesty of Kulzer & DiPadova, P.A.
This annual update will provide you with the tools you need to begin tax season with confidence. Major topics include:
- Federal tax update for individuals and businesses
- New Jersey corporate and individual income tax and sales tax update
- Civil tax procedure update, including installment agreements, changes in TEFRA partnership audit rules, and international tax initiatives
- Estate tax planning in New Jersey in light of the New Jersey estate tax repeal and the new proposed 2704 regulations.
- Enactment of the New Jersey Uniform Trust Code
- Employee Benefits Update: ACA reporting, IRA rollovers, and IRS compliance initiatives
Speakers May Include:
- Arthur A. DiPadova, J.D., LL.M.
- James B. Evans, CPA, J.D., LL.M.
- Eric A. Feldhake, J.D., LL.M.
- Briele N. Haas, J.D., LL.M.
- Samantha Heaton, J.D.
- Glenn A. Henkel, CPA, J.D., LL.M.
- Joseph M. Kempter, CPA, J.D., LL.M.
- Joseph T. Kenney, CPA, J.D., LL.M.
- Michael A. Kulzer, CPA, J.D., LL.M.
- Douglas R. Madanick, CPA, J.D., LL.M.
- Patrick J. McCormick, J.D., LL.M.
- Daniel L. Mellor, J.D., LL.M.
- Kristin Schmid, J.D.
- Robert H. Williams, , J.D., LL.M.
Speakers will be added to instructor tab as confirmed.
BenefitsEarn 5 CPE credits in Taxation. View Full Event Details |
| January 6, 2017 | 8:00-12:00 PM EST | | Technology UpdateTo keep competitive, today’s CPA professionals need to be in a position to react instantaneously to client needs and concerns. Technology plays a huge role in meeting client expectations on a timely basis. Discuss a number of hottest technology trends including cyber security and issues in the profession. HighlightsHear about a range of technologies from tax, including scan and populate, digital signatures, return collaboration with clients, to practice management to outsourced client accounting to the pro’s and con’s of Office 365 and the importance of datacenters for the private cloud. Review the biggest hacks of 2015 and share some cybertips to help make your practice and your clients’ a little “more” secure. BenefitsEarn 4 CPE credits in CS View Full Event Details |
| January 23, 2017 | 5:45-8:00 PM EST | | New Jersey Tax UpdateThis session will prepare you for all the intricacies of the New Jersey state tax system. Get the latest state tax update, just in time for tax season. Topics to include estate tax changes, corporate and indivudual income tax and sales and use tax. BenefitsEarn 2 CPE credits in Taxation View Full Event Details |
| April 28, 2017 | 8:00-11:45 AM EDT | | Employee Benefits PlansDon't miss the latest updates from the Department of Labor regarding audit quality issues, the corrections program and a DOL investigation. HighlightsAGENDA
8:00-8:10am
Welcome and Introductions
8:10-9:25am
A&A EBP Update
Michelle E. Gasiorowski, CPA - Bowman & Company LLP
This session will cover:
- When is a pension (defined contribution or defined benefit plan) required to have an audit
- Definition of participant – driving factor of whether a plan is required to have an audit
- What to expect if the decision is made to engage an auditor
- Utilizing the plans custodian or third party administrator
9:25-10:20am
DOL Corrections Programs and a Walk Through a DOL Investigation
Lisa S. Scimeca - Philadelphia Regional Office,
Employee Benefits Security Administration
Learn about the types of prohibited transactions that are eligible for the VFC program and the process for filing a successful application. Then walk though a DOL investigation of retirement and health plans.
10:20-10:35am
Break
10:35-11:30am
Audit Quality Issues: What DOL Regulators Expect Auditors to Do
Lynne McMennamin - US Department of Labor
Hear an overview on the two enforcement programs: Division of Reporting Compliance and Division of Accounting Services focusing on the 5500 filing. Then hear about common deficiencies in audit of plans and best practices in these areas of deficiencies.
11:30-11:45am
Q&A - Ask the Experts
BenefitsEarn 4 CPE credits in Accounting and Auditing. View Full Event Details |
| May 19, 2017 | 8:00-12:00 PM EDT | | Accounting and Auditing Update: How to Enhance Attest Function PracticeDiscuss the latest challenges facing CPAs on the quality of compilations, reviews & audits, and how you can best prepare for upcoming busy season and your next peer review! Explore the root causes in the decline in audit and attest quality in private company engagements and take away realistic remedies that CPA firm leaders and individual professionals can implement immediately. BenefitsEarn 4 credits in Accounting & Auditing View Full Event Details |