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63rd Tax Institute

Monday, November 14, 2016, 8 a.m.-4:30 p.m.
and
Tuesday, November 15, 2016, 8 a.m.-1 p.m.
$350 - Early bird rate (prior to 10/14/16) with hard copy of materials
$320 - Early bird rate (prior to 10/14/16) for paperless materials
More rate options

Program Overview

2016 marks the 63rd 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.

Topics and Materials

Monday, November 14, 2016

8:30-10 a.m. (2 Concurrent Sessions)
Session A
Social Security/Retirement Planning                     

  • Tim Domino, CPA, Sanderson Wealth Management
  • Charles Telford, Esq., Barclay Damon LLP

Session B
MultiState

  • Thomas Mazurek, CPA, Tronconi, Segarra & Associates LLP
  • Elizabeth Pascal, Esq., Hodgson Russ LLP

10:15-11:45 a.m. (2 Concurrent Sessions)
Session A
Buying and Selling a Business

  • Patrick Tronconi, CPA, Tronconi Segarra and Associates LLP
  • Mark Ferm, CPA, Tronconi Segarra and Associates LLP
  • Jamie Batt, Partner, Rupp Baase, Pfalzgraf Cunningham LLC

Session B
Common ERISA Compliance Problems and How to Correct Them

  • Raymond McCabe, Esq., Barclay Damon, LLP
  • Phyllis Rimkus, CPA, Rimkus Marciano & Associates

12:45-2:15 p.m. (2 Concurrent Sessions)
Session A
Historic Tax Credits & Federal R & D Credits

  • Jason Yots, Esq., Borrelli & Yots PLLC
  • Sue Schwer, CPA, BDO USA, LLP

Session B
Estates & Trusts

  • Cheryl Jankowski, CPA, Chiampou, Travis, Besaw & Kershner, LLP
  • Pat Emmerling, Esq., Bond, Schoeneck & King

2:30-4 p.m. (2 Concurrent Sessions)
Session A
Foreign Commercial Business

  • Jeff Zawada, CPA, Tax Director, FreedMaxick CPAs, P.C.
  • Marla Waiss, Esq., Hodgson Russ LLP

Session B 
Ethics

  • Deborah Weber, Esq., Andreozzi, Bluestein, Weber, Brown, LLP
  • Bruce Zgoda, CPA, Zgoda & Associates CPAs, PC  

Tuesday, November 15, 2016

8:30 – 9:45 a.m.  – One Session
Federal Tax Update

  • Peter X. Bellanti, CPA, Senior Tax Manager, Amato, Fox & Company, P.C.
  • Gary D. Borek, Esq., Gary D. Borek, LLC

10 - 11:15 a.m. - One Session
Enforcement         

  •  Gary Bluestein, Esq., Andreozzi, Bluestein, Weber, Brown, LLP
  •  Bruce Zgoda, CPA, Zgoda & Associates CPAs, PC11:30-11:45 a.m.

11:30 a.m. - 1 p.m. - One Session
New York State Tax Update

  • Mark S. Klein, Esq., Hodgson Russ LLP

Agenda

Monday, November 14, 2016

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
Social Security/Retirement Planning                     

  • Tim Domino, CPA, Sanderson Wealth Management
  • Charles Telford, Esq., Barclay Damon LLP

Session B
MultiState

  • Thomas Mazurek, CPA, Tronconi, Segarra & Associates LLP
  • Elizabeth Pascal, Esq., Hodgson Russ LLP

10-10:15 a.m. - Break

10:15-11:45 a.m. (2 Concurrent Sessions)
Session A
Buying and Selling a Business

  • Patrick Tronconi, CPA, Tronconi Segarra and Associates LLP
  • Mark Ferm, CPA, Tronconi Segarra and Associates LLP
  • Jamie Batt, Partner, Rupp Baase, Pfalzgraf Cunningham LLC

Session B
Common ERISA Compliance Problems and How to Correct Them

  • Raymond McCabe, Esq., Barclay Damon, LLP
  • Phyllis Rimkus, CPA, Rimkus Marciano & Associates

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

12:45-2:15 p.m. (2 Concurrent Sessions)
Session A
Historic Tax Credits & Federal R & D Credits

  • Jason Yots, Esq., Borrelli & Yots PLLC
  • Sue Schwer, CPA, BDO USA, LLP

Session B
Estates & Trusts

  • Cheryl Jankowski, CPA, Chiampou, Travis, Besaw & Kershner, LLP
  • Pat Emmerling, Esq., Bond, Schoeneck & King

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

2:30-4 p.m. (2 Concurrent Sessions)
Session A
Foreign Commercial Business

  • Jeff Zawada, CPA, Tax Director, FreedMaxick CPAs, P.C.
  • Marla Waiss, Esq., Hodgson Russ LLP

Session B 
Ethics

  • Deborah Weber, Esq., Andreozzi, Bluestein, Weber, Brown, LLP
  • Bruce Zgoda, CPA, Zgoda & Associates CPAs, PC  

Tuesday, November 15, 2016

8-8:30 a.m. - Registration

8:30 – 9:45 a.m.  – One Session
Federal Tax Update

  • Peter X. Bellanti, CPA, Senior Tax Manager, Amato, Fox & Company, P.C.
  • Gary D. Borek, Esq., Gary D. Borek, LLC

9:45 - 10 a.m. - Break

10 - 11:15 a.m. - One Session
Enforcement         

  •  Gary Bluestein, Esq., Andreozzi, Bluestein, Weber, Brown, LLP
  •  Bruce Zgoda, CPA, Zgoda & Associates CPAs, PC11:30-11:45 a.m.

11:15- 11:30 a.m. - BREAK

11:30 a.m. - 1 p.m. - One Session
New York State Tax Update

  • Mark S. Klein, Esq., Hodgson Russ LLP

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 1.5 can be applied toward Ethics requirements, and 10.5 can be applied toward Areas of 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.

Planning Committee

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

President: Steven Sanders, CPA, Steven Sanders CPA

Members:
Greg Altman, CPA, Health Sciences Charter School
Gary Bluestein, Esq., Andreozzi, Bluestein, Weber, Brown LLP
Ann Cohen, CPA, UB School of Management
Cherl Hall, 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, Esq., UB School of Management
Charles Telford, III, Esq., Barclay Damon LLP
Cory Van Deusen, CPA, Lumsden McCormick
Deborah Weber, Esq., Andreozzi, Bluestein, Weber, Brown LLP
Bruce Zgoda, CPA, Bruce Zgoda CPAs

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 November 9, 2016.

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

Cost

Early bird rate through October 14, 2016:
$350 - Registration with hard copy of material.
$320 - Paperless registration. Course material will be sent via link to your email address.

Rate from October 15 - November 14, 2016:
$400 - Registration with hard copy of material.
$370 - Paperless registration. Course material will be sent via link to your email address.

Day one only rate: $275
Day two only rate: $180
No other discounts available if purchasing one day access

Registration

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