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62nd Tax Institute

62nd Tax Institute

Dates and Times              

October 29, 2015 (Thursday)
8:30 a.m. - 4 p.m. (8 a.m. registration/check-in)
October 30, 2015 (Friday)
8:30 a.m. - 1 p.m. (8 a.m. re-registration/check-in)


Millennium Hotel, Buffalo, NY


Free Parking at Hotel, overflow parking at the Galleria Mall


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)


To register for the 61st Annual Institute on Taxation please contact the Erie Institute of Law.
Phone: 716-852-8687
Fax: 716-852-7641

Online registration not available at this time, please check back

CFP, CLE, CLU, CPE, EA 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 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 Sate 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: Earn 8 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.

Two Options

Option 1. Pay the full registration fee, and receive a copy of the printed materials during the registration/check-in process.

**Option 2.  additional incentive to 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.


2015 marks the 62nd anniversary of the Institute on Taxation, offered by the University at Buffalo School of Management. The Institute was cooperatively founded in 1954 by the University at Buffalo and the New York Society of Certified Public Accountants. The co-founders were later joined by the Bar Association of Erie County, now known as the Erie Institute of Law, in the development of the Institute of Federal Taxation as a means of reviewing and clarifying provisions and patterns of federal tax laws. 

In recent years, state tax laws have also been reviewed causing the organizers to change the name to the Institute on Taxation. The professional quality, however, remains the same today as it was 62 years ago and the Institute continues to provide tax practitioners with cutting edge information regarding the substance and administration of tax laws.

Thank you to the planning committee who is responsible for planning, coordinating, implementing and producing the tax institute each year. They are:

Phill Gallson, CPA, Campagna & Gallson, CPAs, P.C.
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, Gaines, Kriner, Elliott LLP
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

Agenda and Materials
Scheduled list of topics to be presented over this two day seminar