State and Local Tax Update for 2023 - 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, Peter Godfrey & John Godwin.
DATE: Any Full Day or 2 Half-Days Mon.-Thurs. January 22-25
or Any Full Day or 2 Half-Days Mon.-Thurs. February 5-8
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 2023) 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!
This seminar will feature a detailed New York State tax update by Mark Klein and Joe Endres featuring the NYS PTET RULES Updated for 2023, the NEW NYC PTET Rules for 2023, the new 2023-2024 NYS budget, NYS tax issues and residency rules, and NEXUS & COVID-19 Issues for NYS & NYC. Joe Endres will present an update on NYS sales tax rules and abandoned property rules.
The afternoon session will feature 2 unique State & Local topics. Peter Godfrey & John Godwin will take a deep dive into NYS employment and labor laws, 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
- NYS PTET RULES UPDATED FOR 2023
- NEW NYC PTET RULES FOR 2023
- The Recently Passed 2023-2024 NYS Tax Budget
- NEW Excelsior CHIP Tax Program
- NEXUS & COVID-19 Issues for NYS & NYC
- New Legislation
- Possible Legislation - Legislation To Watch
- Resident & Non-Resident Telecommuting Issues
- NYC UBT Update
- Enforcement Issues
- Residency
- Sales Tax Issues
- Handling a Case from Audit to Court
- Real Life Examples Heard Nowhere Else
Afternoon Sessions
Peter Godfrey & John Godwin - NYS Employment & Labor Law Update
- Federal, State & NYC Workplace Law Compliance Requirements That Employers Must Follow, But Often Ignore
- Avoiding Wage and Hour Lawsuits
- Domestic Worker Issues and Solutions
Chaim Kofinas - NJ Tax Update
- NJ Inheritance Tax Trap
- Summary of NJ Taxation of Individuals
- Retirement Income Exclusion
- Partnership & BAIT Update - New Jersey Enacted Major Changes to Partnership Sourcing and Corporate Provisions
- Corporation Update
- Combined Reporting Update
- S Corporation Election Update
- Convenience Rule
- Sales Tax Update