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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/$325

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.

Agenda and Materials

Thursday, October 29, 2015

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

8:30-10 a.m. - Two concurrent sessions

Session A - Real Life Business Tax, Succession and Planning Topics

This session will examine both tax and legal issues that small to mid-sized businesses encounter with day-to-day activities, as well as succession planning topics when one generation is ready to exit the business.

Such transactional areas as succession planning will often bring about discussions on shareholder basis in S Corporations, including:

  • Ordering rules for basis limitation
  • Shareholder distributions
  • Redemptions qualifying for sale or exchange

Additionally, real life consideration for succession planning for small to mid-sized businesses will be discussed, including both tax and legal considerations.  Focus will be on drawbacks and benefits of commonly utilized strategies.Issues for Closely Held Businesses                                                                                                     

Marion Kopin, CPA, Kopin and Company CPA, PC
Stephen McCann, Esq., The McCann Firm
Cheryl M. Prout, CPA, Bonadio Group

Session B - International                                                                                                                               

  • Randall P. Andreozzi, Esq., AndreozziBluestein, LLP
    Howard B. Epstein, CPA, FreedMaxick

10-10:15 a.m. - Break

10:15-11:45 a.m. - Two concurrent sessions

Session A

  • Incentives and Credits                                                                                                                             
    Courtland Van Deusen, Lumsden & McCormick, LLP
    Robert Knoer, The Knoer Group, PLLC

Session B

  • Ethical Considerations                                                                     
    Deborah Weber, Esq., AndreozziBluestein, LLP
    Bruce Zgoda, CPA

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

12:45-2:15 p.m.

  • Trust Funds                                                                                                                                                  
    Gary Bluestein, Esq., AndreozziBluestein, LLP

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

2:30-4 p.m.

  • Affordable Care Act                                                                                                                                   
    Raymond N. McCabe, Esq., Partner, Barclay Damon LLP

Friday, October 30, 2015

8-8:30 a.m. - Registration
8:30-10 a.m.

  • Federal Tax Update
    A review of the latest developments in Federal taxes for the year 2015; including cases, regulations, laws and administrative materials; with a special emphasis on the Tax Increase Prevention Act of 2014, the fate of “extenders” legislation in 2015, latest developments re: “portability” of the estate tax exclusion and final rules, the ABLE Act and tax favored savings accounts for individuals with disabilities, the effect of budget cuts on the workings of the Internal Revenue Service, Circular 230 revision, the new MyRA Retirement Accounts, latest developments in the area of Regulation of Tax Preparers; including the first voluntary Annual Filing Season Program (AFSP) and the outlook for 2015 and also 2016, especially, in the light of Congressional Proposals for Tax Reform.
    Presented by:
    Peter X. Bellanti, CPA, Senior Tax Manager, Amato, Fox & Company, P.C. [.PDF]
    Gary D. Borek, Esq., Gary D. Borek, LLC [.PDF]

10-10:15 a.m. - Break
10:15-11:30 a.m.

  • New York State Tax Update
    This seminar will cover the latest developments in New York State's budget bill, as well as new decisions, rulings, and administrative releases affecting New York's corporate, personal income, and sales and use taxes from the perspective of a tax practitioner and a former New York State income tax auditor.  The impact of recent Tax Department  enforcement initiatives will also be discussed.
    Presented by:
    Mark S. Klein, Esq., Hodgson Russ LLP
    Kristine L. Bly, Paralegal, Hodgson Russ LLP

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

11:45 a.m. - 1 p.m.

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.) $325 (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.