Morning Session: The morning session will feature a detailed New York State tax update by Mark Klein and Joe Endres featuring the still-new PTET (Pass-Through Entity Tax), the new 2023 NYS budget and all new NYS tax issues. 

Afternoon Session: This session will feature some of the latest federal tax issues and hot topics -  including new Schedules K-2 and K-3, Crypto, SECURE Act 2.0, ERC, tax items expiring in 2023, tax planning strategies and more (topics will be updated closer to the seminar date).

Topics & Learning Objectives Include:

Mark Klein & Joe Endres

• PTET - NEW NYC PASS-THROUGH RULES - SALT WORKAROUND
• New Legislation
• Possible Legislation
• COVID-19 Impact on Audits
• COVID-19 Impact on Residency Issues
• UBT Issues and Telecommuting
• Enforcement Issues
• Residency
• Multistate Nexus Created by COVID-19
• Sales Tax Issues
• Handling a Case from Audit to Court
• Abandoned Property

PM Session 1 - Hot Tax Topics

• New K2 & K3 Schedules
• Cryptocurrency
• SECURE Act 2.0
• ERC Update
• Expiring Tax Items
• Tax Planning for 2023 
• 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.