[Fredslist] TAX PRACTITIONER SEMINAR - LIU & IRS, Jan. 7th, 8 CEUs

[Kelly Welles]

To Gothamites with an interest in accounting and taxation, here's a chance to earn 8 CEUs for a song (Just $125.00!) and learn the latest in tax reform from the IRS an LIUs leading tax educators.
 
Kelly Welles
Diversity Co-Chair
Financial Risk Strategist
Welles Financial Service
917-626-8590
 
 
    
CATE 
(Center for Accounting & Tax Education) 
The School of Business, Public Administration and Information Sciences 
Long Island University, Brooklyn Campus 
& 
The Department of the Treasury 
Internal Revenue Service 
presents the 
9th Annual 
TAX PRACTITIONER SEMINAR 
$125.00 
Thursday, January 7, 2010 
9:00a.m.― 5:00p.m. 
At LIU’s Brooklyn Campus 
One University Plaza 
(Corner of Flatbush & DeKalb Avenues) 
Eight (8) CPE credits will be awarded 

Long Island University is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the national Registry of CPE sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsor may be addressed to the National Registry of CPE Sponsors. 
150 Fourth Avenue North, Suite 700 Nashville, TN 37219-2417. 
Web site www.nasba.org NASBA sponsor license #108438 
NYS sponsor license # 00218 
  


 

The Ninth Annual IRS Tax Seminar for Tax Professionals 
Thursday, January 7, 2010 
Sponsored by Long Island University, Department of Accounting, Taxation and Law 
in coordination with the Internal Revenue Service (IRS) 
Brooklyn Campus of Long Island University 
One University Plaza 
Health Sciences Building ― Room 107 


  
8AM BREAKFAST
8:30 a.m. - 8:55 a.m. Registration/Welcome 
8:55 a.m. - 10:15 a.m. 
                  The New Compliance Edge: Examination and Collection 
                  William Marshall, Director, Examination (North Atlantic), IRS 
                  Randy Swartz, Director, Collection (North Atlantic), IRS 
10:15 a.m. - 11:05 a.m. 
                 Tax Aspects of Investing in Today’s Markets 
                 Janice M. Johnson, CPA, J.D., 
                 Consultant in Financial Services 
11:05 a.m. - 11:20 a.m. | BREAK 
11:20 a.m. - 12:20 p.m. 
                 Current Federal Tax Planning Strategies and Updates―2010 and Beyond 
                Jack Gold, CPA, Adelman Katz and Mond LLP 
12:20 p.m. - 1:15 p.m. | LUNCH 
               Should your Client Die in 2010 or 2011? 
              Alan Straus, CPA, J.D. Esq., Own Account 
1:15p.m. - 2:05 p.m. 
             Tax Planning for Retirement 
             Warren Bergstein, CPA, Adelman Katz and Mond LLP 
2:05 p.m. - 2:55 p.m. 
            Tri-State Tax Updates and Related Topics 
            Mark H. Levin, CPA 
2:55 p.m. - 3:10 p.m. | BREAK 
3:10 p.m. - 4:05 p.m. 
           Fraud, Money Laundering and the Bank Secrecy Act 
           Alexander Basden, Subject Matter Expert, IRS/Bank Secrecy Act            
           Program External Stakeholder 
4:05 p.m. - 5:00 p.m. 
           Form 990 Live Presentation, and answers to questions 
           Jenifer Keiser, CPA, Director, Eisner LLP 
 
It’s Not an Option. It’s The LAW! 
The new accountancy reform law is now in effect. This means that you should have registered with the New York State Education Department (SED) by now and by December 31, 2009, you must take either 40 hours of qualifying CPE credits across the following areas of study: accounting, advisory services, attest, auditing, taxation, specialized knowledge and applications, or a 24-credit concentration in any one of the aforementioned areas 



2010 TAX PRACTITIONER SEMINAR 

Name ________________________________________________ 
Firm   ________________________________________________ 
Address_______________________________________________ 
          _________________________________________________ 
Business Phone __________________________________________ 
Home Phone ____________________________________________ 
e-mail__________________________________________________ 
  
I enclose my /our check for $ __________ payable to LIU/CATE 
or charge my VISA □ MasterCard □ or American Express □ 
Card # _______________________________________ 
Exp Date _________________ 
Signature ______________________________________ 
  
Mail Registration Deadline: Tuesday, December 29, 2009 
 
Long Island University 
Mail to: Dr. Myrna L. Fischman, 
CPA, Director CATE 
Long Island University 
Brooklyn Campus 
1 University Plaza, Room H-700 
Brooklyn, NY 11201 
(718) 780-4062 | FAX (718) 488-1125 
If you have Special Dietary Requirements 
Please Check one of the boxes below 
Kosher □ Vegeterian □ 
 





 
 
WELLES FINANCIAL SERVICES
Optimizing Financial Assets
________________________

 
wellesfinancialservices.com
917-626-8590
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