State and Local Tax Update for 2022 - NYS & NYC & NJ - Mark Klein & Joe Endres

(Full-Day or 2 Half-Days)


CATEGORY: Taxation

SPEAKER: AM Session: Mark Klein, Joe Endres.
PM Session: Chaim Kofinas, Prof. Barry Leibowicz & Scott Ahroni.

DATE: Wed. Nov. 30, Thurs. Dec. 15, Thurs. Jan 5 (or 2 Half-Days option 11/30 & 12/1, 12/15 & 12/16, 1/5 & 1/6)

TIME: 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

LOCATION: Live Seminar At The LI Marriott in Uniondale, LI OR All New Pre-Recorded Webinar

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 NEW NYS PASS-THROUGH RULES - SALT WORKAROUND, the new 2022-2023 NYS budget, new enforcement initiatives, NY estate tax issues and residency rules, and an analysis of the effects of TC&JA and COVID-19 on NYS taxes. Joe Endres will present an update on NYS sales tax rules and abandoned property rules.

For the afternoon session you will be able to choose 2 of the 3 topics and speakers listed below (you do not need to decide now, all 3 options will be presented at the webinar and you can choose to view any 2). 

Topics & Learning Objectives Include:

Morning Session - Mark Klein & Joe Endres

  • The Recently Passed 2022-2023 NYS Tax Budget
  • 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

Afternoon Session (You Will Have the Option on the day of the Webinar to Choose any 2 of the 3 Courses Below) -

Chaim Kofinas - NJ Tax Update

  • NJ Inheritance Tax Trap
  • Summary of NJ Taxation of Individuals
  • Retirement Income Exclusion
  • NJ Reaction to TCJA Individual
  • NJ Reaction to TCJA Business
  • Combined Reporting Update
  • Update on Sales Tax

Prof. Barry Leibowicz - NYS Tax Audits & Appeals

  • Audits by various agencies for various taxes, and the differences between them.
  • Representing the taxpayer from audit inception to conclusion
  • How to avoid common audit mistakes during Federal, State or Local Audits
  • Identifying and using Statutes of Limitations to get a better result
  • What information need be turned over during the audit, and the scope of accountant confidentiality
  • Settling disputed issues and getting to yes.
  • Strategies for when it becomes clear that an agreement cannot be reached
  • Appealing adverse audit determinations
  • Preparing for an appeals conference or hearing
  • Avoiding an audit determination for one tax from triggering liabilities for other taxes.
  • Audit proofing your client

Scott Ahroni - International Tax Update

  • International Tax Changes Under Recent Tax Legislation
  • Updates on foreign reporting obligations including cryptocurrency, foreign pensions, foreign partnerships on Forms K-2 and K-3, and foreign gifts
  • Federal nexus and residency considerations during COVID-19
  • Reporting foreign assets when you don’t have full information
  • Contesting foreign information return penalties and changes to application of FBAR penalties
  • Update on the check-the-box regulations
  • Updates to the Voluntary Disclosure Practice and the Streamlined Filing Compliance Procedures
  • New domestic bank reporting obligations and how they will interact with FBAR requirements
  • Program Level: Overview
  • Prerequisites: Basic knowledge of NYS and NYC tax returns
  • Advance Preparation: None Required
  • $350.00 $275.00
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