November 21, 2025


In-Person

High Peaks Resort - Lake Placid - 608
2384 Saranac Avenue, Lake Placid, New York 12946


NASBA 16

Adirondack Chapter Tax Conference

November 21, 2025
In-Person
NASBA 16
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    Instructor

    John
    Huttlinger

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    Instructor

    Jennifer
    Boll

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    Instructor

    Orum?
    Hays

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    Instructor

    Irene
    Wachsler

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    Instructor

    Sara
    Carlson

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    Instructor

    Zana
    Beck

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Learning Objectives

Examine tax implications of Trusts, specifically Qualified Personal Residence Trusts (QPRT), Spousal Lifetime Access Trusts (SLAT), and other irrevocable trusts. Review business and individual tax provisions of the OBBA and TCJA provisions made permanent. How to use AI for financial advisory services, IRS resolution, and financial state reviews. Review of IRS online tools. Provide update on New York State legislative and procedural changes.

Major Topics

  • Conference presenters include expert attorneys from Harris Beach Murtha.
  • Special session on Artificial Intelligence presented by CPA?s Irene Wachsler and Orum? Hays.
  • Update on New York State legislative changes and other programs and procedures.
  • Opportunity to exchange ideas with fellow practitioners about conference topics and planning future Chapter events.

CPE Credits Available

NASBA 16
1
Computer Software & App (NASBA) (Advisory Services) - NASBA
1
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA
7
Taxation (NYSED) (Taxation) - NASBA
7
Taxes (NASBA) (Taxation) - NASBA

High Peaks Resort - Lake Placid - 608

2384 Saranac Avenue, Lake Placid, New York 12946

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Things to Know About This Course

Course Level

  • Update

Prerequisites

None

Advanced Preparation

None

Intended Audience

Local and regional CPA Firm partners and staff: Essex, Franklin, Clinton, Hamilton, St Lawrence, counties mainly. Local and regional accounting and tax prep services in same regional area. Local and regional attorneys.

Provider

Foundation for Accounting Education

This event has ended.