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62nd Tax Institute

Thursday, October 29, 2015
8:30 a.m. - 4 p.m.
Friday, October 30, 2015
8:30 a.m. - 1 p.m.
Millennium Hotel, 2040 Walden Avenue
Early bird rate through October 8: $325/$295 
Rate from October 9 - October 29: $375/$345

Program Overview

2015 marks the 62nd anniversary of the Tax Institute, offered by the University at Buffalo School of Management, the New York Society of Certified Public Accountants and the Erie Institute of Law.

This 1.5-day seminar provides a means of reviewing and clarifying provisions and patterns of federal tax laws. The Tax Institute continues to provide practitioners with cutting-edge information regarding the substance and administration of tax laws.


Thursday, October 29, 2015

8-8:30 a.m. - Registration
8:30 a.m. - Welcome announcements in both sessions

8:30-10 a.m. (2 Concurrent Sessions)
Session A  - Real Life Business Tax, Succession and Planning Topics
Session B - International Tax Compliance and Foreign Bank Account Reporting Update: Peeking Behind the Shroud

10-10:15 a.m. - Break

10:15-11:45 a.m. (2 Concurrent Sessions)
Session A - The Role of Tax Credits and Incentives in Economic Development: Historic and New
Session B - Ethical Considerations

Complimentary lunch 11:45 a.m. - 12:45 p.m.

12:45-2:15 p.m. - One session
Trust Funds

2:15-2:30 p.m. - Break

2:30 - 4 p.m. - One Session
Affordable Care Act


Friday, October 30, 2015

8-8:30 a.m. - Registration

8:30-10 a.m. - One Session
Federal Tax Updates

10-10:15 a.m. - Break

10:15-11:30 a.m. - One Session
Working Together on Behalf of New York Taxpayers

11:30-11:45 a.m. - Break

11:45 a.m. - 1 p.m. - One Session
New York State Tax Updates


Continuing Education Credits

CFP: The Tax Institute is authorized by the Certified Financial Planner Board of Standards to offer up to 12 CFP credits for full attendance. Please be sure to add your identification numbers to the sign in sheets on both days.

CLE: This traditional continuing legal education course has been approved in accordance with the requirements of New York's Continuing Legal Education Board for a maximum of 12 CLE credit hours, of which 12 hours can be applied toward the Professional Practice requirements. Florida CLE credit is available for this program through the Florida Bar Association.

CLU: This institute satisfies requirements for PACE credit. Participants can earn one (1) credit hour for each 50 minutes of the program attended.

CPE: The Institute on Taxation is authorized by the State Board of Accountancy to be a sponsor of continuing education programs for New York State certified public accountants and/or public accountants under Section 7409 of the Education Law and Section 70.6 of the Commissioner's Regulations under Sponsor ID #001414. Full attendance at the institute will earn 12 CPE credits for participants.

Enrolled Agents: Will earn 2 CE in Federal Tax Update as topics are currently being finalized, additional CE is being determined. This amount may change based upon the topics offered. Once The Institute on Taxation has been accepted as meeting requirements of the Treasury Department Circular #230 as a sponsor of qualifying programs for those individuals enrolled to practice before the Internal Revenue Service.

Material Options

Option 1. Pay the full registration fee, and receive a copy of the printed materials during the registration/check-in process.

Option 2. Go paperless and receive a $30 discount off your registration fee. You can access and print your own materials and bring them with you to the seminar. Visit our materials page to view or print program materials beginning October 28, 2015.

Please note: Limited extra materials will be available at the seminar for a $50 purchase.

Planning Committee

The Tax Institute planning committee is responsible for planning, coordinating, implementing and producing the highly successful event. 

Phill Gallson, CPA, Campagna & Gallson CPAs PC
Ray Reichert, Esq., Jaeckle Fleischmann & Mugel LLP

Greg Altman, CPA, Somerset Capital Partners
Gary Bluestein, Esq., Andreozzi, Bluestein, Weber, Brown LLP
Ann Cohen, CPA, UB School of Management
Marion Kopin, CPA, Kopin & Company CPA PC
Tom Mazurek, CPA, Tronconi Segarra & Associates LLP
Ray McCabe, Esq., Barclay Damon LLP
Stephen McCann, Jr., Esq., McCann Firm LLC
Cheryl Prout, CPA, The Bonadio Group
Martha Salzman, CPA, UB School of Management
Steven Sanders, CPA, Steven Sanders CPA
Cory Van Deusen, CPA, Lumsden McCormick
Deborah Weber, Esq., Andreozzi, Bluestein, Weber, Brown LLP
Bruce Zgoda, CPA, Bruce Zgoda CPAs


Early bird rate through October 8: $325 (Registration with hard copy of material.) $295 (Paperless registration. Course material will be sent via link to email.)

Rate from October 9 - October 29: $375 (Registration with hard copy of material.) $345 (Paperless registration. Course material will be sent via link to email.)


Registrations can be made by calling the Erie Institute of Law at 716-852-8687
or visiting their website.