Home - M+O=CPE - The definitive tax seminar.

M+O=CPE®
the definitive tax seminar

Our annual workshop is the best way to prepare for tax season.
Included is the Individual Tax Year-End Workshop Reference Book, annually written by Vincent J. O’Brien, CPA and used by practitioners all year long.
Taught by renowned lecturer and CPA firm president, Vincent J. O’Brien, CPA, he has instructed tax professionals for decades. As a practicing CPA, he provides the rare combination of expertise, practical experience, and the ability to teach.

Schedule

Individual Tax Year-End Workshop

12/5/2019

9:00 AM to 5:00 PM

12/12/2019

9:00 AM to 5:00 PM

1/9/2020

9:00 AM to 5:00 PM

1/16/2020

9:00 AM to 5:00 PM

Eight-hour live seminar covers federal and New York tax laws, rules, news, logistics and strategies
Ask questions, share ideas, and network with other professionals
Included is the Individual Tax Year-End Workshop Reference Book
Breakfast, lunch and snacks throughout the day provided by the Chateau Briand

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E-Book

If you are unable to attend the seminar, you should purchase the M+O=CPE^® Individual Tax Year-End Workshop Reference Book.

News

199A and Section 179 199A Reminder for Fiscal-Year Entities Keeping Client Documents Secure 199A for REITS & Publicly-Traded Partnerships Real Estate Safe Harbor for 199A Final Regulations for 199A New Penalty Relief from IRS Final Version of Form 1040 Standard Mileage Rate 2019 Estate Tax Exclusion New Requirement for All NY Employers New Format for 1040 HSA Update New York Optional Employer Tax Business Meals Expense Gift Tax Reminders Change in Method Due to New Tax Law Passthrough Deduction and Service Businesses W-2 Limit for Passthrough Deduction Deductions on Form 1041 New 1040 Draft Creates Stir Reminder about Auto Deductions Proposed Change in CPE Requirements Alimony and the New Tax Law Estimated Tax Considerations Clients Affected by February Tax Law Change IRS E-File System Has Problems on Tax Due Date FBAR Reminder Health Insurance Penalty W-2 Verification Code HSA Alert Due Date for Partnership Tax Returns IRS Withholding Calculator Beware of Phishing Scams 2018 Tax Projections Retroactive Changes for 2017 Tax Year Driver License Logistics IRA Conversions and Recharacterizations Portals for Client Documents IRS Issues New Withholding Tables for 2018 Standard Mileage Rate The New Law and Withholding for 2018 Planning for New Tax Law Due Date for Estate Portability Relief Withholding for New York Family Leave NY Peer Review Rule Change No More Silent Returns Late Partnership Returns Due Dates for Florida Clients Corporate Extensions Due Date Taxability of Family Leave Benefits New York Family Leave Update Data Security in a Dangerous Cyberworld STAR Property Tax Issues New York Family Leave New Guidance Extends Portability Due Date Estate Tax Portability Clients that Missed the Due Date Net Operating Losses Private Companies Collecting Taxes The Importance of Encryption Important Logistics for Individual Extensions Late IRA rollovers NYS Estimated Tax for Individuals NYS C Corporation Estimated Taxes Form 1065 due date Enhanced Driver License & E-File W-2 Verification Codes Federal Extension for Form 1041 Earlier Due Date for NYC-204 Changes For Business e-File Forms W3/W2 Due January 31! FBAR Extension 2016 FBAR Due Date Delay of Some Refunds 2017 Mileage Allowance