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59th Tax Institute

Dates and Times

November 1, 2012 (Thursday)
8:30 a.m. - 4:15 p.m. (8 a.m. registration)
and
November 2, 2012 (Friday)
8:30 a.m. - 1 p.m. (8 a.m. re-registration)

Location

Millennium Hotel, Buffalo, NY

Parking

Free Parking at Hotel, overflow parking at the Galleria Mall

Price

$295.00 Early Bird - Registration taken through October 12, 2012
$350.00 Registration from October 13 - November 1, 2012
This program does not qualify for any additional price discounts

Registration

To register for the 59th Annual Institute on Taxation please contact the Erie Institute of Law.
Phone: 716-852-8687
Fax: 716-852-7641
or

register online

CFP, CLE, CLU, CPA, 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.

CPA: 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.

Materials

Topics

Overview

2012 marks the 59th 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 59 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:

Co-Presidents:
Phill Gallson, CPA, Campagna & Gallson, CPAs, P.C.
Ray Reichert, Esq., Jaeckle Fleischmann & Mugel, LLP
 
Greg Altman, CPA, Somerset Capital Partners
Gary Bluestein, Esq., AndreozziBluestein LLP
Jessica Brown, CPA, Collins & Brown, LLC
Ann Cohen, CPA UB School of Management
 
Gary Kanaley, Esq., Duke, Holzman, Photiadis & Gresens LLP
Marion Kopin, CPA, Kopin & Company, CPA, P.C.
Tom Mazurek, CPA, Tronconi Segarra & Associates LLP
Ray McCabe, Esq., Hiscock & Barclay, P.C.
Kathy Monnin, CPA, Tronconi Segarra & Associates LLP
Deborah Muhlbauer, Esq., AndreozziBluestein LLP
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
Bruce Zgoda, CPA, Bruce Zgoda, CPAs

 

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