This one-day seminar for tax professionals, presented by The Bonadio Group CPA firm, will help you understand and apply the new federal and state tax legislation. We will be at the RIT Inn & Conference Center in Henrietta, N.Y.
We will start in the morning with breakfast and general sessions, including a presentation by Lekecia Foster, director of Congressional and Political Affairs for the American Institute of Certified Public Accountants, who will provide timely insights on tax reform in Washington, D.C., and Michael Schmidt, senior economic advisor to New York Gov. Andrew Cuomo, who provide highlights on the Governor’s tax agenda.
Our luncheon session will feature a panel discussion led by Tom Bonadio, CEO of The Bonadio Group, on Doing Business in New York State, and we are offering two afternoon breakout sessions with a selection of six topics:
How to analyze the most tax-efficient entity structure
Application of the interest expense limitation rules and the qualified business income deduction (199A) for pass-through entities
Maximizing cost recovery
International application of the transition tax and GILTI
An overview of state responses to federal tax reform
Tax and estate planning for high-net-worth individuals
To wind things up, we invite you to enjoy beverages and hors d’oeuvres with your colleagues and new friends.
Seating is limited. Please register as soon as possible to reserve your space.
Discounted hotel rooms are available for conference registrants. To book a room, please contact the RIT Inn and Conference Center directly at 585.359.1800.
CPE Information
8 Continuing Professional Education (CPE) credits will be granted for attendance (7 in taxes and 1 in specialized knowledge)
Program Level: Intermediate
Instructional Delivery Method: Group live
Prerequisites: At least two years experience in financial or tax accounting experience.
After this course you will have a basic understanding of:
Plenary Session I: After this session, participants will be able to better understand:
Plenary Session II: After this session, participants will be able to better understand:
Lunch Session: After this session, participants will be able to better understand:
Maximizing Cost Recovery: After this session, participants will be able to better understand:
Application of Pass-Through Deduction and the Interest Expense Limitation Rules: After this session, participants will be able to better understand:
How to Analyze the Tax Efficiency of Your Entity Structure (C Corporation, S Corporation, Partnership, etc.): After this session, participants will be able to better understand:
Overview of State Responses to Federal Tax Reform, an Update regarding the E-commerce Debate, and Other State Topics: After this session, participants will be able to better understand:
Understanding the International Tax Implications of Federal Tax Reform (focusing on the Transition Tax and GILTI) and the Financial Reporting Implications.: After this session, participants will be able to better understand:
High Net Worth Individual Tax and Estate Planning: After this session, participants will be able to better understand:
Complaint Policy— For each program, Bonadio & Co., LLP will provide the contact information for the presenters and reviewers and communicate all questions, concerns, or complaints be directed here. Bonadio & Co., LLP will reply to all such communications in a timely fashion. For more information regarding administrative policies such as complaints, please contact our Professional Excellence Division at (585) 249-2762.
Refund/ Cancelation Policy— If a program must be canceled, Bonadio will notify all registered participants as soon as cancellation is known by emailing the address registered. Bonadio will also put a notice of cancellation on its website for courses offered to outside participants. If the program is canceled, a full refund will be issued. If a participant cancels within a reasonable amount of time before a program (more than 24 hours) prior to the published registration deadline for the event, a full refund will be issued.
NASBA Statement— Bonadio & Co., LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Bonadio & Co., LLP – NASBA Sponsor # 112853