We have 11 lively and informative seminars this year, scheduled between July 28, 2020 and December 1, 2020; please scroll down to see all dates and topics.This year, due to the pandemic, all courses will be virtual.

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.


Schedule Update: Please be advised that Glen Gizzi, the speaker for Tuesday, November 17, 2020, has contracted Covid-19. Therefore, he will be unable to present his seminar on 2020 IRS Operations Update. Instead, he will present it on Tuesday, November 24.

The Tuesday, November 17 seminar will feature Christina Quinones regarding recent changes to New Jersey tax laws, forms and procedures. She will also provide updates on NJ personal and business income tax issues, and other Division hot topics.

We understand these sessions are popular and, while we truly regret any inconvenience this switch may cause, we wish Glen a smooth recovery.

July 28, 2020 – 7 PM to 10 PM

The LIBOR Story  What Every Accountant Should Know

3 taxation credits

Paul Sanchez, CPA, CBA, CFSA

Nearly all accountants have clients with borrowing agreements that use LIBOR (London Interbank Offered Rate) as a basis for interest rate pricing. Mr. Sanchez will cover the LIBOR manipulation scandal and the resulting phase out of LIBOR. The multiple, potential replacement rates, and the phase-in of these rates, will be reviewed.  Mr. Sanchez will also examine the impact this change will have on existing loan agreements.

August 11, 2020 – 7 PM to 10 PM


3 taxation credits

Steven G. Siegel, J.D., LL.M.

The Secure Act of 2019 and the Cares Act of 2020 have made major changes in the rules addressing retirement plan contributions, withdrawals and distributions. Many clients will have to make significant changes to their retirement plan beneficiaries. 2020 is a year of special but limited opportunities. This program will address these issues, as well as the more impactful provisions that are likely to affect individuals and small businesses.

August 18, 2020 – 7 PM to 10 PM

Psychology of Fraud

3 accounting and auditing credits

Toby Groves, Ph.D.

Although a respected researcher and speaker now, Toby’s path to get to this point is an unlikely one. Toby has been on both sides of fraud investigations, and nothing about his background would lead you to predict where he ended up. Toby grew up in a loving and stable environment that was both strong and encouraging. He was ambitious but also very careful as a young man.

Eventually, he became the CEO and owner of Groves Funding Corporation, a successful, nationwide lending institution with a reputation of high integrity and standards. Toby ran his company with tight guidelines and rigid practices, thinking this would protect his company, his employees and his customers from mistakes and errors. He was wrong. He unwittingly created a culture where members of his staff were afraid to talk about things Toby really needed to know. This cost him big, 2 years in federal prison big, and even worse.

Hear the story and the research that will be featured in Toby’s forthcoming book in this compelling talk that has captivated audiences around the world.




August 25, 2020 – 7 PM to 10 PM

Tax Traps and Tricks in Estate Planning

3 taxation credits

Deirdre R. Wheatley-Liss, Esq., LL.M & Michael S. Mirone, Esq., LL.M

The devil is in the details when working to avoid tax traps and maximize tax tricks in estate planning. Highlights of this seminar include basis step-up, tax allocation clauses, IRA post-SECURE planning, income tax residency, grantor trusts, planning with low interest rates and much more.

September 22, 2020 – 7 PM to 10 PM

Accounting & Auditing Update

3 accounting and auditing credits

Margaret F. Gallagher, CPA

Ms. Gallagher will provide an up-to-date summary of new and proposed accounting, auditing, compilation and review pronouncements that may impact your A&A practice. She will discuss how to practically apply recently-issued Accounting Standard Updates, new audit standards, and new SSARS requirements. She will also highlight trends in A & A rule-setting.

September 29, 2020 – 7 PM to 10 PM

The IRS Sent Me a Letter – Now What?  Collection Alternatives and Appeals

3 taxation credits

Scott H. Novak, J.D., LL.M.

Your client received a communication from the IRS. What does it mean and how should you handle it?

Mr. Novak will speak about some of the more frequently-seen communications and what they mean. He will talk about collection alternatives used by the IRS and how you might attain a better result for your client. Finally, Mr. Novak will focus on IRS Appeals, as the results obtained during the appeals process are often better than the results obtained at the audit or collections level.

October 13, 2020 – 7 PM to 10 PM

Perfect Storm of Planning Opportunities

3 taxation credits

Steven G. Siegel, J.D., LL.M.

2020 has become a year of critical tax planning opportunity. Record low interest rates, stock market volatility, reduced business valuations and very generous transfer tax exclusions present an excellent tax planning environment. The possible urgency to put plans into place as soon as possible is fueled by the political risk of the 2020 election. What can and should be considered in the remaining months of 2020 will be the focus of this discussion.



October 27, 2020 – 7 PM to 10 PM

The Many Faces of Fraud

3 accounting & auditing credits

Chuck Gallagher, Speaker and Author

What motivates smart people to make dumb choices? Are fraudsters made that way by nature?  How can you spot fraud before it gets out of hand? And most importantly, how can you recognize the signs of potential fraud and potentially prevent it?

In this program we’ll deal with these questions and more! Attendees will leave this presentation with the ability to understand specific human dynamics when it comes to fraud, identify key components involved in how fraudulent choices are made, and review the phases of the “Three Components of Fraud.”

November 17, 2020 – 7 PM to 10 PM

2020 New Jersey State Tax Update

3 taxation credits

Christina Quinones

Ms. Quinones will cover recent changes to New Jersey tax laws, forms and procedures.  She will also provide updates on NJ personal and business income tax issues, and other Division hot topics.

November 24, 2020  – 7 PM to 10 PM

2020 IRS Operations Update

3 taxation credits

Glenn J. Gizzi, Senior Stakeholder Liaison, IRS

Mr. Gizzi will provide an update on the individual and business provisions of recent legislation from an IRS perspective. Current IRS operational issues and initiatives affecting you and your clients will also be covered.

December 1, 2020 – 7 PM to 10 PM

Year End Tax Update

3 taxation credits

Bruce E. Mantell, CPA, Esq., LL.M & Gary A. Prince, Jr., CPA, Esq., LL.M

In this seminar, Messrs. Mantell and Prince Jr. will review significant updates to the federal and NJ income tax rules, as well as the federal and NJ estate and, in the case of NJ, inheritance tax rules.


Questions? Contact Tamisha Jackson at info@burkeacpe.com or CPE@burkeacpe.com . You can also call (732) 744-1200