State and Local Tax Update for 2024 - NYS & NYC & NJ - Mark Klein & Joe Endres

(Full-Day or 2 Half-Days)

CREDITS: 8

CATEGORY: Taxation

SPEAKER: AM Session: Mark Klein, Joe Endres.
PM Session: Chaim Kofinas, CPA, and Chaya Siegfried, CPA, MST, and Stuart Schabes, Esq.

DATE: Tuesday December 10, 2024 or 2 Half Days 12/10 & 12/11
or Any Day or 2 Half-Days Sun-Thu 12/22-12/26 or 12/29-31
or Wednesday January 8, 2025 or 2 Half Days 1/8 & 1/9

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 (Fall 2024) 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 2024-2025 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: The afternoon session will feature 3 unique topics. Chaya Siegfried will take a dive into International Taxation, Stuart Schabes 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. 

Topics & Learning Objectives Include:

Morning Session - Mark Klein & Joe Endres

  • 2024-2025 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)
  • Real Life Examples Heard Nowhere Else

Afternoon Sessions (Choose Any 2 of 3)

Option 1: Chaya Siegfried - 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: Stuart Schabes - Dealing With The IRS

  • Loper Bright Decision and Tax Administration and Enforcement
  • The latest on the Employee Retention Credit
  • What is the IRS focusing on? 1. Changes to CAF and IRS Online TDS program. 2. New IRS Documentation Upload Tool. 3. Artificial Intelligence
  • FBAR Enforcement
  • Update on Penalty Abatements - Recent Court of Appeals reversal of Farhy
  • Update on IRS Independent Office of Appeals
  • Treasury Circular 230 – Best Practices

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
      • Program Level: Overview
      • Prerequisites: Basic knowledge of NYS and NYC tax returns
      • Advance Preparation: None Required
      $355.00 $285.00
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