Course Schedule

We have 13 lively and informative seminars this year, scheduled between June 13, 2017 and December 5, 2017; please scroll down to see all dates and topics. This list is subject to change, so please check back from time to time. To register, please go to the Course Registration page, choose the dates you wish to attend, and click Submit. To read a speaker’s bio, click the name to link to the About the Speakers page.

ACPE 2017 Course Schedule

June 13, 2017 – 7 PM to 10 PM
Compilation, Review and Preparation Summary for Small- to Medium-Sized CPA Practice

3 accounting & auditing credits
Paul J. Sanchez, CPA, CBA, CFSA

This seminar will summarize the CPA’s most important non-audit financial statement services. Special attention will be placed on the comparisons of the compilation attest service and the preparation non-attest service. All phases of the various services will be discussed and illustrated. 

June 27, 2017 – 7 PM to 10 PM
2017 IRS Operations Update

3 taxation credits
Glenn J. Gizzi, Senior Stakeholder

This seminar will consist of updates on Private Debt Collection, Changes to Offer-In-Compromise Policy, Correspondence Exams and the Automated Underreporter Program. There will also be discussion on Tax Scheme Awareness and Taxpayer Digital Communications.

July 11, 2017 – 7 PM to 10 PM
Retirement Plans and Health Care Costs in Retirement

2 taxation & 1 management advisory credits (NJ) or 1 advisory services (NY)
Christopher M. Trainor, CFP®
Eleana Mclane, CIMA

This seminar will address the retirement funding options available to individuals and businesses and the health care cost considerations when planning for retirement.  The discussion will cover the retirement plan options available to businesses and individuals, and how to identify the most appropriate plan for a client.  It will also cover the risks that the rising cost of health care presents to retirement funding, and some of the tools available to address these risks. 

July 25, 2017 – 7 PM to 10 PM
2017 New Jersey State Tax Update

3 taxation credits
Jacob Foy, Supervisor, NJ Division of Taxation

This seminar will bring you up-to-date on recent changes to New Jersey tax laws, forms and procedures. Jacob will be covering hot topic items for 2017, including Income Tax, Business Updates and Property Tax Relief Programs.

August 8, 2017 – 7 PM to 10 PM
Update on Elder Law and Special Needs Planning

3 taxation credits
Michael K. Feinberg, Greenbaum Rowe Smith & Davis

This presentation will review the latest planning techniques for dealing with a nursing home or other long term care situation. Discussion will also involve applicability of various government programs and benefits. Structure of wills and trusts to deal with these situations will also be reviewed.

August 15, 2017 – 7 PM to 10 PM
Accounting Update: A review of FASB ASU’s and Other Activities

3 accounting & auditing credits
Margaret F. Gallagher. CPA

This seminar will review recently-issued and recently-effective accounting standards, including a focus on practical insights for implementation, and trends to keep an eye on.

September 19, 2017 – 7 PM to 10 PM
The 2017 Tax Law Changes - Where Do Things Stand?

3 taxation credits
Steven Siegel, JD, LLM

If legislation has passed, tax law changes will be reviewed. If legislation is proposed and still in negotiation, Steve will discuss what is likely to happen, and what planning should be done. If there has been little to no progress on legislation, Steve will present on another tax related topic - to be determined.
September 26, 2017 – 7 PM to 10 PM
Employee Embezzlement: Trends, Recent Cases and Practical Advice to Minimize Risks

3 accounting & auditing credits
Stephen Pedneault, CPA/CFF, CFE

Drawing upon recent personal experiences investigating embezzlement cases, this lecture will highlight some of the latest trends relating to employee theft and fraud, and the impact on businesses, organizations, municipalities, clubs and any group that handles money.  Theories on why the frequency and loss amounts have grown to alarming levels will be explored. The session will identify practical measures that can be used to minimize risks.

October 10, 2017 – 7 PM to 10 PM
Chasing Bernie Madoff: Gift-Wrapping & Delivering the Truth About the Largest Ponzi Scheme Ever

3 accounting & auditing credits
Harry Markopolos, Madoff Whistleblower

Harry will candidly explain his long fight to “gift wrap and deliver to the SEC the biggest Ponzi scheme in history,” and reveals a captivating cloak-and-dagger story of one man and his tightly knit, highly-trained team of trusted allies that never gave in.

October 17, 2017 – 6 PM to 10 PM
New Jersey Law and Ethics

4 ethics credits
John F. Dailey, Jr., CPA

This is the 4-hour seminar on law and ethics mandated by the NJ State Board of Accountancy once every triennial period.

*This seminar will begin promptly at 6pm. Late arrivals will not be admitted and early departures will result in no credit. Attendees will need to provide email addresses and NJ License numbers, in order to receive the link to download their CPE credit letter.


November 7, 2017 – 7 PM to 10 PM
Summary of Private Company Accounting Rules

3 accounting & auditing credits
Paul J. Sanchez, CPA, CBA, CFSA

Progress on accounting rule-making for private companies will be reviewed. The session will explain “what exactly is GAAP?” This seminar will cover various current financial reporting frameworks, particularly the AICPA’s special reporting framework called “Financial Reporting Framework for Small-and-Medium-Sized Entities” (FRF for SMEs). Also, the session reviews the 2017 FASB Accounting Standards Updates (ASUs) that affect private company financial statements.

November 14, 2017 – 7 PM to 10 PM
Business Law Update for Accountants—2017

3 business law credits
Peter J. Ulrich, Director, Gibbons P.C.
Len Sprishen, Tax Manager

This presentation will review and discuss recent developments in a number of areas of law relevant to small businesses, accountants and their clients.  The program will address recent state and federal court decisions, privacy law developments, choice of entity considerations, changes in employment, class action, and franchise law, as well as updates on restrictive covenants, intellectual property, and other areas.

December 5, 2017 – 7 PM to 10 PM
Tax Strategies Under the Anticipated 2017 New Federal Tax Law (Or Recent Developments Under Current Tax Laws)

3 taxation credits
Bruce E. Mantell, CPA, Esq., LL.M.

The speaker will review 2017 federal individual and corporate tax law changes and federal estate and gift tax modifications, including planning considerations resulting from the newly enacted tax law.   In the event that the current administration cannot muster enough votes to make the desired changes by the date of the presentation, the speaker will discuss recent developments in the federal income and estate tax laws.

TO REGISTER FOR ANY COURSE, GO TO COURSE REGISTRATIONS
Questions? Contact Camille Dvorsky at info@burkeacpe.com