There will be a COMPLIMENTARY full BREAKFAST and LUNCH for all attendees, plus a cocktail hour at 5PM at the conclusion of the seminar!

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).

The afternoon session will feature 3 separate topics: 1] “BOI – More Clarity, More Confusion, FAQs – You Decide” – presented by Scott Ahroni. Esq., Andrea Parness, CPA and Craig Wild, CPA. 2] Anatomy of a Transaction – “Due diligence, forensics and tax issues related to business transactions” – presented by Nathaniel Francis, CFE, Jeff Goldman, Esq. 3] Transfer Tax Valuation issues in light of Connelly and Beyond – presented by Jeffrey Glogower, Esq. and Liza Bowersox.

BONUS: The IRS taxpayer advocate will be available for individual meetings at the seminar! This is a unique opportunity for local tax practitioners to meet the local Taxpayer Advocate as well as to solve their client's IRS tax problems, in-person. 

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:

Session 1: Scott Ahroni - The Corporate Transparency Act 

• Reporting Requirements: Reporting Company, Beneficial Owners, Company Applicants
• Personal Identifying Information (PII)
• Reporting vs. Exempt Companies
• Impending Deadlines
• Penalties and Enforcement
• BOSS Access: Law enforcement, Financial Institutions
• Derivative State Transparency Initiatives