MEET THE NYS TAXPAYER ADVOCATE AT THE LIVE SEMINAR IN LI!

Morning Session: 

This session will feature a detailed New York State tax update by Mark Klein and Joe Endres including the following topics: NYS 2026 Budget Update Including - the BRAND-NEW 2nd Home Property Tax - Pied-A-Terre, NYS Decoupling Items, NYC Decoupling Items, NYS Child and Dependent Care Credit (refundable) And MANY more budget items. It will also include an Enforcement Update, Residency Update, Other Hot Topics Including New Postmark Rule, Sales Tax Issues, Withholding Tax Issues, and Estate Tax Issues for 2026.

Hear what attendees have to say about Mark Klein & Joe Endres' seminars:

"Mark Klein is always a pleasure to listen to - his mastery of the materials is unparalleled and his real world "war stories" highlight abstruse concepts in action. This entire seminar is a great resource for state and local tax policy." - Stuart L.

"Some the best instructors I've heard in over 35 years of CPE." - Peter Jason R.

"Extremely well presented and informative." - Jane J.

"I admired the knowledge, thoroughness, and experience of all the instructors." - Stephen Z.

Afternoon Session: The afternoon session at the hotel will feature 2 unique topics. The taxpayer advocate will lecture regarding the current issues facing NYC practitioners and how they can help their clients. Chaim Kofinas will provide a complete review and update of NJ taxes - see detailed topics below

For the webinar version you will have a choice of the following 3 topics. Chaya Siegfried will take a dive into International Taxation and OBBBA, Ahron Golding will lecture on IRS issues - A View From The Trenches, and Chaim Kofinas will provide a complete review and update of NJ taxes - see detailed topics below. Choose any 2 of these 3 sessions.

Topics & Learning Objectives Include:

Morning Session - Mark Klein & Joe Endres

• NYS 2026 Budget Update Including:
  • BRAND-NEW 2nd Home Property Tax  - "Pied-A-Terre"
  • NYS Decoupling Items
  • NYC Decoupling Items
  • NYS Child and Dependent Care Credit (refundable)
  • And MANY more budget items 
• Enforcement Update
• Residency Update
• Other Hot Topics Including New Postmark Rule
• Sales Tax Issues
• Withholding Tax Issues
• Estate Tax Issues for 2026

Afternoon Sessions (Choose Any 2 of 3 at the webinar. Hotel seminar will feature the NYS Taxpayer Advocate for Session 1, and Chaim Kofinas for Session 2.)

Option 1: Chaya Siegfried - OBBBA International Taxation

• Where to Start
• General Principles
• Residency
• Direct Offshore Activity
• Investment in Foreign Corporation
• Controlled Foreign Corporation
• Passive Foreign Investment Company
• Investment in Foreign Partnership
• Withholding on Payments to Foreign Persons

Option 2: Dealing With The IRS in 2026 - Ahron Golding

• Current state of the IRS
• How the shut-down affected operations
• What enforcement areas are they focusing on?
• What do they seem to be not focusing on…
• Interesting recent anecdotes in IRS collection
• Collection methods and alternatives
• Predictions on what’s coming next
  

Option 3: Chaim Kofinas - NJ Tax Update

• NJ Inheritance Tax Trap
• Summary of NJ Taxation of Individuals
• Retirement Income Exclusion
• Partnership & BAIT Update
• Corporation Update
• Combined Reporting Update
• S Corporation Election Update
• Convenience Rule
• Sales Tax Update