State and Local Tax Update for 2023 - NYS & NYC & NJ - Mark Klein & Joe Endres


CATEGORY: Taxation

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

DATE: Wednesday December 13, 2023

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: Long Island Marriott, Uniondale L.I.

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 at the hotel will be the new Corporate Transparency Act and the New York LLC Transparency Act by Scott Ahroni and NJ Tax Update by Chaim Kofinas - see detailed topics below.

The afternoon session at the webinar will feature a different topic - see below.

Topics & Learning Objectives Include:

Morning Session - Mark Klein & Joe Endres

  • 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 Session

At the Hotel Scott Ahroni & Chaim Kofinas

At the Webinar - Choose 2 of 3 (Chaim Kofinas, Peter Godfrey & John Godwin)

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 

Scott Ahroni - The Corporate Transparency Act and the New York LLC Transparency Act - HOTEL ONLY

  • 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

Peter Godfrey & John Godwin - NYS Employment & Labor Law Update - WEBINAR ONLY

  • Federal, State & NYC Workplace Law Compliance Requirements That Employers Must Follow, But Often Ignore
  • Avoiding Wage and Hour Lawsuits
  • Domestic Worker Issues and Solutions
  • Program Level: Overview
  • Prerequisites: Basic knowledge of NYS and NYC tax returns
  • Advance Preparation: None Required
  • $350.00 $285.00
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