annual nassau chapter all-day taxation · 28603224 (december 4) presented by the nassau chapter...

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FAE foundation for accounting education Conference Presented by the Nassau Chapter Taxation Committee New York State Society of Certified Public Accountants All attendees will receive a FREE 2012 U.S. Master Tax Guide, provided by ADP. ALL-DAY TAXATION 59 th Annual Nassau Chapter Saturday, December 3, 2011, or Sunday, December 4, 2011 Long Island Marriott Hotel & Conference Center 101 James Doolittle Boulevard Uniondale, NY 11553 9:00 a.m.–5:15 p.m. (Check-in begins at 8:30 a.m.) Conference Code: 28603223 (December 3); 28603224 (December 4)

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Page 1: Annual Nassau Chapter ALL-DAY TAXATION · 28603224 (December 4) Presented by the Nassau Chapter Taxation Committee New York State Society of Certified Public Accountants Designed

FAEf o u n d a t i o n f o r a c c o u n t i n g

e d u c a t i o n

Conference

Presented by the Nassau Chapter Taxation Committee New York State Society of Certified Public Accountants

All attendees will receive a FREE 2012 U.S. Master Tax Guide, provided by ADP.

ALL-DAY TAXATION 59th Annual Nassau Chapter

Saturday, December 3, 2011, or Sunday, December 4, 2011Long Island Marriott Hotel & Conference Center101 James Doolittle BoulevardUniondale, NY 115539:00 a.m.–5:15 p.m. (Check-in begins at 8:30 a.m.)

Conference Code: 28603223 (December 3); 28603224 (December 4)

Page 2: Annual Nassau Chapter ALL-DAY TAXATION · 28603224 (December 4) Presented by the Nassau Chapter Taxation Committee New York State Society of Certified Public Accountants Designed

59th Annual Nassau Chapter

ALL-DAY TAXATION Conference

Saturday, December 3, 2011, or Sunday, December 4, 2011Long Island Marriott Hotel & Conference Center101 James Doolittle BoulevardUniondale, NY 115539:00 a.m.–5:15 p.m. (Check-in begins at 8:30 a.m.)Conference Code: 28603223 (December 3);

28603224 (December 4)

Presented by the Nassau Chapter Taxation CommitteeNew York State Society of Certified Public Accountants

Designed for: CPAs and other financial professionals practicing in the area of taxation.

Objective: To update participants on the impact of recent legislationon tax laws, and to provide practical application in compliance, taxplanning, and advisory services.

Conference and Committee Chairpersons:Robert S. Barnett, CPA, Esq.Robert J. Schaffer, CPAIola Damante, CPA

Conference Liaison:Lelia Dickenson, Chapter Relations Manager, NYSSCPA

Page 3: Annual Nassau Chapter ALL-DAY TAXATION · 28603224 (December 4) Presented by the Nassau Chapter Taxation Committee New York State Society of Certified Public Accountants Designed

Topics and Speakers:

Saturday, December 3Federal Tax UpdateRobert Katz, Esq., Katz, Bernstein & Katz, LLP

Elder Law UpdateBernard A. Krooks, CPA, JD, LLM (Taxation), CELA, Littman Krooks LLP

New York State Taxpayer Rights AdvocateJack Trachtenberg, Esq., New York State Taxpayer Rights Advocate, New York State Department of Taxation and Finance

Estate Planning UpdatePatricia C. Marcin, Esq., Farrell Fritz, P.C.

New York State and Local Tax UpdateMark S. Klein, Esq., Hodgson Russ LLP

IRS Collections and Controversy IssuesKaren J. Tenenbaum, Esq., CPA, Karen J. Tenenbaum, P.C.

Estate Planning with IRA and Qualified Plan AssetsVictor M. Finmann, Esq., Cullen and Dykman LLP

Pass-Through Entities and Passive Activity Groupings Robert S. Barnett, CPA, Esq., Capell Barnett Matalon & Schoenfeld LLP

Sunday, December 4 Federal Tax UpdateNeil Katz, Esq., Katz, Bernstein & Katz, LLP

Elder Law UpdateEllyn S. Kravitz, JD, LLM (Estate Planning), CELA, Littman Krooks LLP

New York State Taxpayer Rights AdvocateJack Trachtenberg, Esq., New York State Taxpayer Rights Advocate,New York State Department of Taxation and Finance

Page 4: Annual Nassau Chapter ALL-DAY TAXATION · 28603224 (December 4) Presented by the Nassau Chapter Taxation Committee New York State Society of Certified Public Accountants Designed

Estate Planning UpdatePatricia C. Marcin, Esq., Farrell Fritz, P.C.

New York State and Local Tax UpdateWilliam J. Comiskey, Esq., Hodgson Russ LLPLance E. Rothenberg, Esq., Hodgson Russ LLP

IRS Collections and Controversy IssuesYvonne R. Cort, Esq., Karen J. Tenenbaum, P.C.

Estate Planning with IRA and Qualified Plan AssetsVictor M. Finmann, Esq., Cullen and Dykman LLP

Pass-Through Entities and Passive Activity Groupings Robert S. Barnett, CPA, Esq., Capell Barnett Matalon & Schoenfeld LLP

Course Details:

Time: 9:00 a.m.–5:15 p.m. (Check-in begins at 8:30 a.m.)

Course Level: Basic/Intermediate/Update

Prerequisite: None

Method of Presentation: Lecture

Field of Study: Taxation

Recommended CPE Credit Hours: 8

Developer: Foundation for Accounting Education

Course Code: 28603223 (December 3);

28603224 (December 4)

Member Fee: $175 (lunch included)

Nonmember Fee: $250 (lunch included)

Site Address:Long Island Marriott Hotel & Conference Center101 James Doolittle BoulevardUniondale, NY 11553

Page 5: Annual Nassau Chapter ALL-DAY TAXATION · 28603224 (December 4) Presented by the Nassau Chapter Taxation Committee New York State Society of Certified Public Accountants Designed

R E G I S T E R F O R T H I S C O N F E R E N C E

Reg ist ra t i o n Fo r m

Important! Please use one registrationform per person. This form may be photocopied.

To register, fill in the registration information in the space provided.Be sure to include your certificate number and your full payment.

Register online at www.nysscpa.org. Or mail your payment and registration form to:

Foundation for Accounting Education P.O. Box 10490Uniondale, NY 11555-0490

Or fax it to: (866) 495-1354. Or phone(212) 719-8383 or (800) 537-3635.

Credit card information must accompanyall fax, phone, and online registrations.Please be sure to type or print clearlywhen faxing.

59th Annual Nassau ChapterAll-Day Taxation ConferenceSaturday, December 3, 2011, orSunday, December 4, 2011Long Island Marriott Hotel & Conference Center101 James Doolittle BoulevardUniondale, NY 115539:00 a.m.–5:15 p.m. (Check-in begins at 8:30 a.m.)

Conference Code: 28603223 (December 3); 28603224 (December 4)

Presented by the Nassau Chapter TaxationCommittee, New York State Society of CertifiedPublic Accountants

Today’s Date____________________________________Are you a CPA? ■■ Yes ■■ No Member NYSSCPA? ■■ Yes ■■ NoCPA Certificate No.________________________________Member AICPA? ■■ Yes ■■ No Member ID No.___________________________________Member of another CPA Society? ■■ Yes ■■ NoWhich one?_____________________________________Member ID No:___________________________________Have you ever attended FAE conferences before? ■■ Yes ■■ No

11-1103

Registration InformationHow To Register:Simply complete the attached registration form in full and return it with full payment by mail or fax. Or phone or register online at www.nysscpa.org.Registration forms may be photocopied, but please use a separate form for each registrant. Payment may be made by check or may be charged to American Express,MasterCard, Visa, or Discover. All registrations must be received 14 days prior to the event in order to guarantee a seat and course materials. Participants with specialrequirements should notify FAE staff at least 14 days in advance of the event.

Refund, transfer, walk-in, and cancellation: Fee policies are available for review at www.nysscpa.org.

Mandatory Continuing Education Requirement: This program complies with the standards set forth by the New York State Education Department for mandatorycontinuing education for CPAs. FAE’s New York State CPE sponsor number is 000372; New Jersey 20CE00022200; Pennsylvania PX 177239.

© 2011 Foundation for Accounting Education

This is a paperless event. When you see this icon on any conference, seminar, or other event details page, it meanscourse materials will be available in electronic PDF format only. Within five days of the event, you will be e-mailed alink to the course materials and you must download the PDF file and save it to your computer. Print all or portions ofit at your discretion.

Name (Print)_____________________________________________________________________________________________________________________________________________Title (Print)_______________________________________________________________Firm____________________________________________________________________Firm Address____________________________________________________________________________________________________________________________________________City______________________________________________________________________State _____________________________Zip_________________Telephone_______________________________________________________Fax_____________________________________________________________________E-mail___________________________________________________________________E-mail address required in order to receive course material.

Check One: [ ] Member Fee: $175 [ ] Nonmember Fee: $250

Method of Payment■■ Check payable to FAE ■■ American Express ■■ MasterCard ■■ Visa ■■ DiscoverCredit Card No._______________________Exp. Date________________________________________________________________Card Holder’s Name _______________________________________________________Card Holder’s Signature_______________________________________________________________________________________________________________________

Page 6: Annual Nassau Chapter ALL-DAY TAXATION · 28603224 (December 4) Presented by the Nassau Chapter Taxation Committee New York State Society of Certified Public Accountants Designed

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Saturday, December 3, 2011,

or Sunday, December 4, 2011

Long Island Marriott Hotel & Conference Center

101 James Doolittle Boulevard

Uniondale, NY 115539:00 a.m

.–5:15 p.m. (Check-in begins at 8:30 a.m

.)

Conference Code:28603223 (December 3);

28603224 (December 4)

Conference

ALL-DAY TAXATION

59 thAnnual Nassau Chapter