State and Local Tax Update for 2019 - NYS & NYC

CREDITS: 8

CATEGORY: Taxation

SPEAKER: AM Session: Mark Klein, Joe Endres.
PM Session : Prof. Barry Leibowicz & Scott Ahroni.

DATE: Thursday December 5, 2019

TIME: 8:50 A.M. - 5:10 P.M. Eastern

LOCATION: Live Webinar

This seminar will feature a detailed New York State tax update by Mark Klein featuring the new 2019-2020 NYS budget, new enforcement initiatives, NY estate tax issues and residency rules, and an analysis of the effects of TC&JA on NYS taxes. Joe Endres will present an update on NYS sales tax rules and abandoned property rules.

The afternoon session by Professor Barry Leibowicz will discuss the practical and technical skills necessary to represent clients in tax audits by Federal, State and Local tax authorities for foreign or domestic income, sales, excise and payroll tax matters. Mr. Leibowicz will also discuss how civil audits interact with criminal tax investigations, how to identify criminal prosecution potential and respond to an IRS criminal summons, and use Voluntary Disclosure procedures to minimize Federal and State cost and risk. Scott Ahroni will discuss how to determine a worker’s classification, the consequences of misclassification, and the practical and technical skills necessary to represent clients in worker classification and employment tax audits by Federal, State and Local authorities for payroll tax and wage and hour issues linked to worker characterization.

Topics & Learning Objectives Include:

Morning Session - Mark Klein & Joe Endres

  • The Recently Passed 2019-2020 NYS Tax Budget
  • New Enforcement Initiatives
  • NYS Estate Tax Issues & Residency Rules
  • TCJA Effects - A Year Later - Including Where Does NYS Decouple From the New Rules?
  • Sales Tax Update
  • NY's Tax Incentive Program
  • Abandoned Property Rules

Afternoon Session - Prof. Barry Leibowicz & Scott Ahroni

  • How to “audit proof” your client.
  • How to maximize your chances of success in dealing with the tax authorities, while avoiding malpractice traps.
  • How to protect your client in criminal tax investigations without harming yourself.
  • CPA and client privileges and obligations in criminal tax investigations.
  • How adverse determinations are contested through agency appeals offices, administrative tribunals and the Courts.
  • How to distinguish between an employee and independent contractor relationship.
  • How to document and establish independent contractor status.
  • Avoiding re-characterization of employees and independent contractors.
  • How to protect your client in classification audits without exposing yourself to responsible person assessments.
  • How to contest adverse Federal and State labor department determinations and enforcement actions.
  • Program Level: Overview
  • Prerequisites: Basic knowledge of NYS and NYC tax returns
  • Advance Preparation: None Required
  • $295.00 $255.00
    -
    +

    Student Names

    Note: Please make sure you enter each students name correctly. This is so they don't miss out on anything while attending our classes.

    1st Attendee

    Please check off what type of credits you are registering for:

    (check off all that apply)

    Please choose the types of credits this attendee is registering for

    $255.00
    Add to wishlist

    CLICK HERE FOR FAQs

    For multiple seminar discounts or for firm discounts please contact us

    Recently Viewed Products


    Our website will be closed every Saturday.

    We will be back online on Saturday after sundown.

    Download our CPE brochure here.
    Download our CLE brochure here.
    You can also still access seminar archives here.
    For any questions or concerns please email us at cpe@aceseminars.com or leave a message at (718) 544-1929