64th Tax Institute

Tuesday, October 31 & Wednesday, November 1, 2017
Millennium Hotel
2040 Walden Avenue, Buffalo, New York
$400 - Registration with hard copy of material.
$370 - Paperless registration. Course material will be sent via link to your email address.

Program Overview

2017 marks the 64th 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.


64th Tax Institute Agenda
Tuesday, October 31, 2017
8:30 – 9:30 a.m.
Federal Tax Update
A review of the latest developments in Federal taxes for the year 2017, including cases, regulations, laws and administrative materials.        
Gary D. Borek, Esq., Gary D. Borek, LLC
9:30 – 9:45 a.m. - Break
9:45 – 10:45 a.m.                                            
New York State Tax Update     
This session will provide an overview of New York’s 2017-2018 tax legislation as well as a discussion of new compliance initiatives, the implementation of corporate tax reform and the ever-popular nonresident audit program. Sales tax issues and planning opportunities will also be discussed.            
Mark S. Klein, Esq., Hodgson Russ LLP
Kristine L. Bly, EA, Hodgson Russ LLP
10:45 – 11:00 a.m. - Break
11 a.m. -  noon
IRS Update
Tax Law updates and Data Compromises
Steve Ingraham, Internal Revenue Service
Noon – 1 p.m. Complimentary Lunch
1– 2 p.m.
Longevity Planning: Creating A Plan for Aging
The topic of aging can be difficult for many families, however, by embracing elderhood and proactively planning for your later years, you can live the life you envision as you age.  
Laurie Menzies, Esq., Pflazgraf Beinhauer & Menzies, LLP
Robert M. Florian, CFP®, CLU®, CPA / Principal, Florian Financial Group
2 – 2:15 p.m. - Break
2:15 – 3:15 p.m.
Cross Border/Transfer Pricing
Andrew D. Oppenheimer, Esq., Hodgson Russ LLP
3:15 – 3:30- Break
3:30 – 4:30 p.m.
Foreign Information Reporting and Compliance
Overview of IRS information reporting obligations associated with interests in foreign assets and updates regarding the voluntary disclosure programs for taxpayers who have not been in compliance with those same information reporting obligations.
Michael Tedesco, Esq., Andreozzi Bluestein LLP
Howard Epstein, CPA, Freed, Maxick CPA’s

Wednesday, November 1, 2017
Panel discussions - Case Study - Lifecycle of a Business


  • $1-$10 Million – Manufacturer/Service – medical device
  • Female engineer, came up with idea for medical device and leaves her job to start company 
  • Sole proprietor, Preparing her own tax returns
  • ADP providing payroll services
  • Operating for 7 years or so (home/rented space)
  • Grossing approximately $5 million
  • Workforce of 10 – employees/independent contractors/sales reps. in various states
    • Wants to purchase building for manufacturing – Bank wants financial statements and has various questions
  • Accountant brings up a number of tax issues that she should have been addressing over the years
  • Stable, thriving business - time to make decisions about expansion, key employees, future
  • One generation passing the business to the next
8:30 – 10:30 a.m.
Panel #1
Issues with tax return/financials
Choice of entity

Accounting methodsCheryl Hall, CPA, UB School of Management
Courtland “Cory” Van Deusen, CPA, Lumsden & McCormick    
Stephen J. McCann, Esq., McCann Firm

Panel #2
Employee issues
Worker classification issues
Reasonable compensation

Bruce Zgoda, CPA, Zgoda & Associates, CPA’s, PC
Deborah Weber, Esq., Andreozzi Bluestein LLP
Jamie Batt, Partner, Rupp Baase, Pfalzgraf Cunningham LLC
Gary Kanaley, Esq., Duke, Holzman, Photiadis & Gresens LLP
10:30 - 10:45 a.m. - Break
10:45 a.m. – 12:45 p.m.
Panel #3
State and Local Taxes

Nexus/filing requirements
Sales/Use TaxThomas Mazurek, CPA, Tronconi, Segarra & Associates LLP
Marion Kopin, CPA, Kopin & Company, CPA, P.C.
Elizabeth Pascal, Esq., Hodgson Russ LLP

Panel #4
Transitioning the Business

Succession planning (sale/passing business to next generation)
Business valuationBrian Pearson, Valuation Advisors, LLC
Charles Telford, III, Esq., Lippes Mathias Wexler Friedman LLP
Mark Tronconi, CPA, Tronconi Segarra & Associates 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 (PTIN number) 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, category TBD. 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: CE to be determined once agenda has been identified. 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

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
Martha Salzman, Esq., UB School of Management
Charles Telford, III, Esq., Lippes Mathias Wexler Friedman LLP
Cory Van Deusen, CPA, Lumsden McCormick
Deborah Weber, Esq., Andreozzi, Bluestein, Weber, Brown LLP
Bruce Zgoda, CPA, Zgoda & Associates CPA's, P.C.

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 prior to the event.

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


Rates  October 21 - October 31, 2017:
$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


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