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Tax Practitioner Institute

Thursday, December 10, 2015
8:30 a.m. - 4:30 p.m.
Millennium Hotel, 2040 Walden Avenue
Buffalo, NY 14225
$175 - Early bird registration through November 10, 2015
$190 - Registrations from November 11 - December 10, 2015

Offered by the UB School of Management, the Internal Revenue Service and the New York State Department of Taxation and Finance, the Tax Practitioner Institute updates those who prepare federal and state tax returns on current taxation issues.

Presentations from the IRS and State Department of Taxation and Finance are scheduled throughout the day. All necessary course materials will be provided upon your arrival.


Time Topic
8 a.m. Registration
8:30 a.m. Federal Tax Law Updates
Presented by: Marc J. Dombrowski, EA & NYSSEA Western Chapter President
9:20 a.m. Ethics/Circular 230
Presentd by: Marc J. Dombrowski, EA & NYSSEA Western Chapter President
10:10 a.m. Break
10:20 a.m. NYS Tax & Finance, Tax Law and E-File Updates
Presented by: Suzanne Reusch, Deputy Director of Outreach and Taxpayer Education
11:10 a.m. NYS Tax Professional Online Service Account Redesign
Presented by: Kristen Hope, Taxpayer Services Specialist 2  
Complimentary Lunch
1 p.m. IRS, Criminal Investigations Division, Refund Crimes/Identity Theft
Presented by: Christine Shanley, Supervisory Special Agent
1:50 p.m. NYS Tax Civil Enforcement Initiatives
Presented by: Argi O’leary – Deputy Commissioner and Director of Civil Enforcement Division
2:40 p.m. Break
2:50 p.m. The Latest in TAS (Taxpayer Advocate Service)
Presented by: Erica Klepser, Supervisory Associate Advocate, TAS
3:40 p.m. NYS Corporation Tax technical and clarifying amendments to the corporate tax reform statute enacted in 2014.
Presented by: John Dobis - Tax Audit Administrator I
4:30 p.m. End


$175 - Early bird registration through November 10, 2015

$190 - Registrations from November 11 - December 10, 2015

Program fee includes all materials, continental breakfast and lunch.

Payment can be made via:

  • Credit card, Visa, MasterCard, American Express and Discover
  • Check made payable to: UB Foundation Activities, Inc.
  • E-check

Continuing Education Credit

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 8 CPE credits for participants.

Enrolled Agents: Earn 3 CE in Federal Tax and 1 CE in Ethics. 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.

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