The Independent Association of Accountants of New York, Inc.

Annual Seminar - Gear Up Business Entities 2024
2024-10-24 08:00 - 16:30 (America/New_York) | Buffalo Airport Hotel, 4600 Genesee Street, Cheektowaga, NY, 14225, United States
October 24, 2024
8 CPE Credits, 2 Days, 8:00 a.m. – 4:30 p.m.
Lunch is included

Register Now!

Dinner Meeting - Pooled Trust for Medicaid Spend Down
2024-10-02 18:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Monthly Meeting: Wednesday, October 18, 2024 at 6:00 PM SHARP
Topic: Pooled Trust for Medicaid Spend Down
Presented by: WNY Coalition Pooled Trust
Chuck Pine
6:00pm-6:30pm – Roundtable Discussion with IAA Members
6:30pm-8:30pm – Presentation and Dinner
Where: Russell’s Steaks, Chops & More
6675 Transit Road
Williamsville NY
(Transit Road North of Thruway Ext 49)
Cost $55 Members ………………………. $65 Non-Members
******* Includes dinner, salad, dessert******
Reservations Required: Please respond By Monday, September 30, 2024 to …
Audrey Sorrento
451 Woodland Drive
Buffalo NY 14223
Text or call: 716-816-6779
Email: audsorrento@gmail.com
Please make payments to: I.A.A. of NY Inc.
Please furnish names of guests when making your reservations.

Dinner Meeting - Offer & Compromise
2024-09-18 18:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Monthly Meeting: Wednesday, September 18, 2024 at 6:00 PM SHARP
Topic: Offer & Compromise
Acceptance Criteria for Tax Problem Resolution (What practitioners should consider before engaging a tax problem client)
Presented by: Lawrence Lawler CPA, EA, CTRS, NTPI Fellow
LG Brooks, EA, CTRS, NTPI Fellow
Lawler and Witkowski CPAs
6:00pm-6:30pm – Roundtable Discussion with IAA Members
6:30pm-8:30pm – Presentation and Dinner
Where: Russell’s Steaks, Chops & More
6675 Transit Road
Williamsville NY
(Transit Road North of Thruway Ext 49)
Cost $55 Members ………………………. $65 Non-Members
******* Includes dinner, salad, dessert******
Reservations Required: Please respond By Monday, September 16, 2024 to …
Audrey Sorrento
451 Woodland Drive
Buffalo NY 14223
Text or call: 716-816-6779
Email: audsorrento@gmail.com
Please make payments to: I.A.A. of NY Inc.
Please furnish names of guests when making your reservations.

Annual Seminar - 1040 Individual Tax 2023
2023-11-13 - 2023-11-14 | Salvatore’s Italian Gardens, 6461 Transit Road, Buffalo, NY, 14043, United States
November 13-14, 2023
16 CPE Credits, 2 Days, 8:00 a.m. – 4:30 p.m.
Lunch is included on both days

Register Now!

Annual Seminar - Business Entities 2023
2023-10-17 08:00 - 16:30 | Salvatore’s Italian Gardens, 6461 Transit Road, Buffalo, NY, 14043, United States
October 17, 2023
8 CPE Credits, 2 Days, 8:00 a.m. – 4:30 p.m.
Lunch is included

Register Now!

Dinner Meeting - The NYS Employer Retirement Plan Mandate
2023-09-13 18:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Monthly Meeting:
Wednesday, September 13, 2023 at 6:00 PM SHARP
Topic: The NYS Employer Retirement Plan Mandate
Presented by: Charmaine Kaes, CPFA — The Financial Guys
Where: Russells’s Steaks, Chops & More
6675 Transit Road
Williamsville NY
(Transit Road, North of Thruway Ext 49)
Cost $55 Members, $65 Non-Members
******* Includes dinner, salad, dessert******
Reservations Required: Please give response By Monday September 11, 2023
Audrey Sorrento
451 Woodland Drive
Buffalo NY 14223
Text or call: 716-816-6779
Email: audsorrento@gmail.com
Please make payments to: I.A.A. of NY Inc.
Please furnish names of guest when making your reservations

Round Table Discussions
2023-01-25 18:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Start your season off with a nice dinner and assistance with tax preparation issues.

Like-Kind Exchanges
2022-12-07 18:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Presented by Russell J. Gullo

Annual Seminar - 1040 Individual Tax 2022
2022-11-14 - 2022-11-15 | Salvatore’s Italian Gardens, 6461 Transit Road, Buffalo, NY, 14043, United States
November 16-17, 2021
16 CPE Credits, 2 Days, 8:00 a.m. – 4:30 p.m.
Lunch is included on both days

Register Now!

Annual Seminar - Business Entities 2022
2022-10-18 08:00 | Salvatore’s Italian Gardens, 6461 Transit Road, Buffalo, NY, 14043, United States
October 18, 2022
8 CPE Credits, 2 Days, 8:00 a.m. – 4:30 p.m.
Lunch is included

Register Now!

Retirement Plan Options for Business
2022-10-05 18:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Presented by Sanderson Wealth Management
We encourage you to bring a business client to this meeting.

Canadian-US Income Tax Treaties
2022-09-14 18:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Presented by Mark Fehrman, CPA

Annual Seminar - 1040 Individual Tax 2021
2021-11-16 - 2021-11-17 | Salvatore’s Italian Gardens, 6461 Transit Road, Buffalo, NY, 14043, United States
Seminar: 1040 Individual Tax 2021

November 16-17, 2021
16 CPE Credits, 2 Days, 8:00 a.m. – 4:30 p.m.
Lunch is included on both days

PROGRAM DESCRIPTION:
This comprehensive course covers key tax issues for completing complicated individual returns including family return issues, taxpayers with investments, retirement income, the sole proprietor, and business and rental activity owners. Stay current with in-depth coverage of recent legislation, case law developments, and relevant notices, announcements, revenue rulings, and procedures. Speakers are all practicing preparers who share practical tips to help you get ready for this tax season.
COVERAGES INCLUDE:

Economic impact payments (EIPs) (also known as recovery rebate credits) – 2021 and round three.
The excess business loss limitation is back and here to stay for an extra year.
Temporary advance payments of the child tax credit in 2021 and sweeping enhancements of this popular personal tax credit.
Earned income tax credit – 2021 changes and beyond.
Changes to the education credits and deductions and the rules associated with debt discharge
The rules of retirement plan accumulation and distribution
Strategies to maximize personal credits – earned income tax credit and credits for sick and family leave for certain self-employed individuals.
The child and dependent care credit more than doubled for 2021 for qualifying taxpayers.
Special 2021 retirement distribution rules for qualified disaster distributions.
Reporting of interest, dividends, and capital gains
Tax practice and taxpayer strategies to safeguard confidential taxpayer information
Recent tax legislation and its impact on an individual taxpayer’s net operating loss (NOL), including new rules for farming NOLs.
SBA’s PPP loan forgiveness – Schedule C or Schedule F outcomes.
Self-employment taxation exclusion applicable to rentals from real estate
The CARES Act retroactive changes to qualified improvement property (QIP)
Final regulations defining real property for purposes of IRC Sec. 1031 tax-free like-kind exchanges
The qualified business income deduction (QBID) under IRC Sec. 199A – an endangered species?

LEARNING OBJECTIVES:

Apply the rules of penalty assessment and abatement;
Identify reporting required to “reconcile” the EIPs;
Assess the temporary advance payments of the child tax credit in 2021 and implement sweeping enhancements of this popular personal tax credit;
Recognize changes to education credits and deductions, and evaluate rules associated with debt discharge;
Analyze what tax years are now subject to the IRC Sec. 461(l) loss limitation rules for noncorporate taxpayers;
Identify the CARES Act’s impact on an individual taxpayer’s net operating loss (NOL), analyze the SBA’s PPP loan forgiveness parameters, and evaluate the CARES Act changes to qualified improvement property (QIP);
Calculate the qualified business income deduction (QBID) under IRC Sec. 199A;
Analyze the impact of the Consolidated Appropriations Act, 2021, on deductible personal casualty loss deductions.

REGISTER ONLINE NOW
REGISTER ONLINE FOR BOTH SEMINARS AND SAVE!
Download the 1040 PDF Registration Form here.
Download the PDF Registration Form for both seminars here.

Annual Seminar - Business Entities 2021
2021-10-18 08:00 - 16:30 | Salvatore’s Italian Gardens, 6461 Transit Road, Buffalo, NY, 14043, United States
8 CPE Credits, 1 Day — 8:00 a.m. – 4:30 p.m.
Seminar: Gear Up Business Entities 2021

October 18, 2021
Lunch is included

LEARNING OBJECTIVES:
By the end of this seminar you should be able to: identify how to assist your client with the Families First Coronavirus Response Act, implement the employer tax credits of the FFCRA, apply the rules associated with the retroactive changes of the CARES Act, and implement strategies regarding depreciation for your client, identify how to assist your client with the Payroll Protection Plan, determine the necessary steps of completing the Form 3508/3508-EZ, apply the changes contained in the Secure Act, describe the changes in the Taxpayer First Act.
Delivery Method for this course will be In-Person and Group Internet-Based will be available. The program level is Basic and there is no advanced preparation needed. There are no prerequisites. Recommended credits are 8.0 CPE credits and the field of study is Taxes.
PROGRAM DESCRIPTION:
The Gear Up Business Entities seminar is designed by tax practitioners for tax practitioners. It is the most comprehensive update and review of tax and economic issues facings small businesses. This course includes coverage of recent legislation, case law developments, and relevant notices, announcements, revenue rulings, and procedures to help the busy practitioner stay current.
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REGISTER ONLINE NOW
REGISTER ONLINE FOR BOTH SEMINARS AND SAVE!
Download the PDF Registration Form here.
Download the PDF Registration Form for both seminars here.

Annual Seminar - Business Entities 2020
2020-10-27 08:00 - 16:30 | Virtual
LEARNING OBJECTIVES:
Analyze the FFCRA’s required paid leave and refundable payroll tax credits. Understand The CARES Act and relief for employers – the employee retention credit and the payroll tax deferral opportunities, and other payroll changes and IRC Sec. 163(j) business interest limitation for the CARES Act changes and new elections. Review the SECURE Act changes to many retirement plan rules and the Coronavirus-related retirement plan distributions for what employers need to know. Use helpful tips for running your practice in a pandemic as well as navigating the current issues with the IRS. Review the changes to the miscellaneous issues of TCJA, changes to related party rules and their impact on the employee retention credit, accounting method changes for accrual-basis taxpayers, the temporary rollback of the TCJA changes to the net operating loss rules, and technical changes to the depreciation rules and QIP (qualified improvement property).
Delivery method for this course will be Group Internet-Based. The program level is Basic and there is no advanced preparation needed. There are no prerequisites. Recommended credits are 8.0 CPE credits and the field of study is Taxes.
REGISTER NOW
REGISTER FOR BOTH SEMINARS AND SAVE!
Download the Registration Form here.

Meeting - Round Table Discussions
2020-01-22 18:00 - 21:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Russell’s Steak, Chops & More.
CPE credits may be available.

Meeting - NYS Advocate Advice from NYS
2019-12-04 18:00 - 21:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States

Annual Seminar - Gear Up - 1040 Tax Review: 2019
2019-11-05 - 2019-11-06 | Millennium Buffalo Hotel, 2040 Walden Avenue, Buffalo, NY, 14225, United States
This comprehensive course covers key tax issues for completing complicated individual returns, including in-depth coverage of recent legislation, case law developments, and relevant notices, announcements, revenue rulings and procedures to help the busy practitioner stay current.
Speakers are all practicing preparers who share practical tips to help you get ready for this tax season. We will review the groundbreaking deduction for qualified business income (IRC Sec. 199A), including new guidance on wages and the rental real estate safe harbor. The course will incorporate planning considerations in the wake of the Tax Cuts and Jobs Act (TCJA).
The course will also address deductible meals expense in the workplace, tackle tax challenges facing special industries including shared economy businesses and marijuana dispensaries, and explore the unique tax incentives offered by Qualified Opportunity Funds.
16 CPE Credits | 2 Day | Taxes
Registration Time: 7:30 am | Seminar Time: 8:00 am – 4:30 pm

IAA Members: $290
Non-Members: $390

Lunch will be provided both days and is included with your registration fee.
________________________________________________________________
If four (4) or more members of the same firm attend the above seminar a $20.00 savings per attendee will incur.
All attendees must be current members of I.A.A. prior to the above seminar date in order for the discount to take effect.
Become a member now
Registrations received after October 15, 2019 — add an additional $25.00
Registrations day of seminar — add an additional $25.00
No refunds will be issued after October 22, 2019
Note: No exceptions to the above three statements
A separate registration form must be filled out for each attendee.

Register Now

Instead of registering online, you can return this form along with seminar payment made payable to I.A.A.
Mail to:
Independent Association of Accountants of New York, Inc.
4043 Maple Rd. Box 100 A
Amherst, NY 14226

Annual Seminar - Gear Up - Business Entities: 2019
2019-10-21 07:30 - 16:30 | Millennium Buffalo Hotel, 2040 Walden Avenue, Buffalo, NY, 14225, United States
The 2019 business entities seminar is designed for practitioners that advise small business. The course taught by seasoned tax professionals provides the most updated and comprehensive analysis of business tax matters.
This year includes:

Making the proper entity selection after TCJA
Real Estate Cost Recovery including the interplay of Code Sec. 179 expenses, bonus depreciation, and 15-year life with regard to qualified improvement property.
S corp vs. C corp planning in the light of flat 21% corporate tax rate and the elimination of the corporate AMT
New interest limits: Will they affect your clients?
New like-kind exchange rules
Modification of the net operating loss deduction
New excess business deductions limitation
The loss of “entertainment”
Changes in accounting methods including the changes that relate to small contractors
Sec 199A – Expanded discussion of the new pass-through deduction correctly
Handling the new partnership regime changes
Other timely topics

8 CPE Credits | 1 Day | Taxes
Registration Time: 7:30 am | Seminar Time: 8:00 am – 4:30 pm

IAA Members: $185
Non-Members: $285

Lunch will be provided and is included with your registration fee.
If four (4) or more members of the same firm attend the above seminar a $10.00 savings per attendee will incur.
All attendees must be current members of I.A.A. prior to the above seminar date in order for the discount to take effect.
Become a member now.

Registrations received after October 3, 2019 add an additional $25.00
Registrations day of Seminar add an additional $25.00
No refunds will be issued after October 10, 2019

Note: No exceptions to the above three statements
A separate registration form must be filled out for each attendee.

Register Now

Instead of registering online, you can return this form along with seminar payment made payable to I.A.A.
Mail to:
Independent Association of Accountants of New York, Inc.
4043 Maple Rd. Box 100 A
Amherst, NY 14226

Meeting - Elder Care/Estates & Trusts
2019-10-02 18:00 - 21:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Russell’s Steak, Chops & More.
Speaker: Catherine Nagel, Attorney from Nuchereno & Nagel
CPE credits may be available.

Meeting - Social Security and understanding when to start taking your benefits
2019-09-11 18:00 - 21:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Speaker: Lawrence Pignataro, Jr. from the Pignataro Financial Group
Russell’s Steak, Chops & More.
CPE credits may be available.

Meeting - NYS Tax Updates and Messages
2018-12-05 18:00 - 21:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
NYS Tax Updates and Messages
Speaker: NYS Tax Department provided
Russell’s Steak, Chops & More.
CPE credits may be available.

Meeting - Russell Gullo, Speaker
2018-11-07 18:00 - 21:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Assisting the Taxpayer in Not Paying Taxes on Income Property Disposal – Like Kind Exchange
Russel Gullo
Russell’s Steak, Chops & More.
CPE credits may be available.

Annual Seminar - 1040 Tax Review
2018-10-22 - 2018-10-23 | Millennium Buffalo Hotel, 2040 Walden Avenue, Buffalo, NY, 14225, United States
This comprehensive course covers key tax issues for completing complicated individual returns, including in-depth coverage of new legislation, case law developments, and relevant revenue rulings and procedures to help the busy practitioner stay current. Speakers are all practicing preparers who share practical tips to help you get ready for this tax season.
We will review Tax Cuts and Jobs Act individual tax reform provisions, including the new deduction for qualified business income (Code Sec. 199A), modifications to many Schedule A itemized deductions, and the impact of the new marginal tax rate structure on taxpayers.
The course will also address trends in LLC member self-employment taxation, tackle tax challenges facing special industries including shared economy businesses and marijuana dispensaries, and explore tax planning opportunities in the wake of the new tax bill.
16 CPE Credits | 2 Day | Taxes
Registration Time: 7:30 am | Seminar Time: 8:00 am – 4:30 pm
IAA Members: $290
Non-Members: $390
Lunch will be provided both days and is included with your registration fee.

Registrations received after October 1, 2018 add an additional $25.00
Registrations day of Seminar add an additional $25.00
No refunds will be issued after October 8, 2018
Note: No exceptions to the above three statements

REGISTER NOW
Download the Registration Form here.

Meeting - Michael Hoeflich (The Financial Guys), Speaker
2018-10-03 18:00 - 21:00 | Russell’s Steaks, Chops & More, 6675 Transit Road, Williamsville, NY, 14221, United States
Social Security — How to Help Your Clients Through the Social Security Maze
Michael Hoeflich, The Financial Guys
Russell’s Steak, Chops & More.
CPE credits may be available.

Annual Seminar - Business Entities
2018-09-17 07:30 - 16:30 | Millennium Buffalo Hotel, 2040 Walden Avenue, Buffalo, NY, 14225, United States
The 2018 business entities seminar is designed for practitioners that advise small business (less than 25 million in gross receipts). Taught by seasoned tax professionals, the course will help you navigate the business provisions changes of the Tax Cuts and Jobs Act and other law changes. This year includes:

Analysis of the new 100% expensing
The interplay of Code Sec. 179 expenses, bonus depreciation, and 15-year life with regard to qualified improvement property
S corp vs. C corp planning in the light of flat 21% corporate tax rate and the elimination of the corporate AMT
New interest limits: Will they affect your clients?
New like-kind exchange rules
Modification of the net operating loss deduction
New excess business deductions limitation
The loss of “entertainment”
Changes in accounting methods including the changes that relate to small contractors
Calculating the new pass-through deduction correctly
The termination of the technical termination
Other timely topics

8 CPE Credits | 1 Day | Taxes
Registration Time: 7:30 am | Seminar Time: 8:00 am – 4:30 pm
IAA Members: $185
Non-Members: $285
Lunch will be provided and is included with your registration fee.
REGISTER NOW
Download the Registration Form here.
