2025 Mid-Year Tax Conference Featuring All The Latest Tax Topics
(Full-Day or 2 Half-Days)
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(Full-Day or 2 Half-Days)
CREDITS: 8
CATEGORY: Taxation
SPEAKER: AM: Mark Klein Esq. & Joe Endres.
PM: Arthur Werner, JD
DATE: Thursday July 24, 2025 or 2 Half-Days 7/24 & 7/25
or Any Day or 2 Half-Days Mon.-Thu. Aug. 11-14
or Any Day or 2 Half-Days Mon.-Thu. Sep. 8-11
TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern
8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up
Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.
LOCATION: All New (2025) Pre-Recorded Webinar With Live Q&A
NOTE: There will be an opportunity to receive answers from the instructor in real-time by submitting your questions in the Q&A forum on the webinar page!
Morning Session: The morning session will feature a detailed New York State tax update by Mark Klein and Joe Endres including the following topics: the 2025-2026 NYS Budget and Other Hot topics, New NYS Transfer on Death (TOD) Deeds effective 7/19/2024, Residency and nonresidence allocation issues, Post Pandemic NYS issues, NYS Audit initiatives, Residency audits, Sales and use tax update, NYS taxation of digital products and Software as a Service (SaaS).
Afternoon Session: This session highlights the latest federal tax issues and hot topics for both individuals and businesses and features new strategies for tax planning in 2025. Topics include: Corporate Transparency Act, Update on Form 1099-K Reporting, RMDs for 2024 delayed for inherited IRAs, New SECURE Act 2.0 rules for 2025, New Bonus Depreciation rules for 2025, Tax Credits for 2025, Latest guidance on Section 199A and strategies for its sunset in 2025, and many other updates and tax strategies! A must attend seminar!
Topics & Learning Objectives Include:
Mark Klein & Joe Endres
- 2025-2026 NYS Budget and Other Hot topics
- New NYS Transfer on Death (TOD) Deeds Effective 7/19/2024
- Residency and Nonresidence Allocation Issues
- Post Pandemic NYS Issues
- NYS Audit Initiatives
- Residency Audits
- Sales and Use Tax Update
- NYS Taxation of Digital Products and Software as a Service (SaaS)
PM Session - 2025 Hot Tax Topics
- UPDATED TOPICS WILL BE POSTED CLOSER TO THE SEMINAR DATE
- Update on Form 1099-K Reporting
- RMDs for 2024 Delayed for Inherited IRAs
- New SECURE Act 2.0 Rules for 2025
- New Bonus Depreciation Rules for 2025
- Tax Credits for 2025
- Latest Guidance on Section 199A and Strategies for its Sunset in 2025
- Other Updates and Tax Strategies
- Cryptocurrency Update
- Tax Planning for 2025
- Ask the instructor any Federal tax question you will get an expert answer!
Mark Klein has more than 30 years of experience with New York State and NYC taxation -- and is best known for his public speaking on tax topics.
Our instructors are some of the most knowledgeable tax lecturers in the nation. They have the ability to simplify the most complex tax rules. Bring in all your tax questions and get a CORRECT answer.
- Program Level: Overview
- Prerequisites: Basic Knowledge of NY & Federal Taxation
- Advance Preparation: None Required
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