Tax Practitioner Institute

Tax Practitioner Seminar

Friday, December 8, 2017
Millennium Hotel, Buffalo
2040 Walden Avenue, Buffalo, NY 14225
$175.00, includes all materials, continental breakfast and lunch
Check-in: 8:00 a.m.
Program: 8:30 a.m. - 4:30 p.m.

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.


8 - 8:30 a.m. Registration
8:30 - 9:20 a.m.
Data Compromises - A Tax Professionals's Nightmere [PDF]
Presentation by Steven R. Ingraham
Internal Revenue Service
9:20 - 10:10 a.m. 2017 Tax Law Updates [PDF]
The State of the IRS [PDF]
Presentation by Steven R. Ingraham
Internal Revenue Service
10:10 a.m. Break
10:20 - 11:10 a.m.
New York State Tax Law Updates and Department Messages [PDF]
Presentation by Mwisa Chisunka
New York State Department of Finance
11:10 a.m - noon Navigating New York State Tax Department Resources [PDF]
Presentation by Laura Fallon
New York State Department of Finance
noon - 1 p.m.   Lunch
1 - 1:50 p.m.

Hot Topics and Advocacy [PDF]
Presented by Elizabeth Blazey-Pennel
Local Taxpayer Advocate
Earned Income Tax Credit & Due Diligence for Tax Preparers [PDF]

Large-Scale Data Breaches – What You Need to Know [PDF]

1:50 - 2:40 p.m. Current Trends in Refund Crimes [PDF]
Presented by Christine Shanley
IRS Criminal Investigation
2:40 - 2:50 p.m. Break
2:50 - 3:40 p.m.
Corporate Tax Reform in NYS [PDF]
Presented by Mark Stein, CPA and Steve Sprada
New York State Tax and Finance
3:40 - 4:30 p.m.

Sales Tax Audit Issues
Presented by John Gembka and Timothy Murphy
New York State Tax and Finance

Publication 900 [PDF]

TB-ST-770 [PDF]

Publication 130-F [PDF]

TSBM-09-17-S [PDF]

Penalty-Letter-Example [PDF]

Notice-N-17-9-NewPOA [PDF]


ST124-Cap-Imp-Cert [PDF]

4:30 p.m.
Program Ends        

Payment Options

Program Fees:
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. and mailed to:
Center for Executive Development
108 Jacobs Management Center
Buffalo, NY 14260

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 4 CE in Federal Tax. 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.