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Agenda and Materials
Tax Institute Agenda and Materials
Wednesday, November 6, 2013
8 - 8:30 a.m. Registration
8:30 - 8:45 a.m. Welcome announcements in both sessions
8:45 - 10:15 a.m. (2 concurrent sessions)
10:15 - 10:30 a.m. - BREAK
10:30 a.m. - 12 p.m. (2 concurrent sessions)
- Business Succession Planning
Management and Business Succession Planning
Hundreds of baby boomer business owners are reaching retirement age every day. Most don’t have a succession plan. The session will address issues such as, How is the management succession risk being addressed strategically and in your operating plans? What are considerations to protect and exploit the value of a business in a succession plan? In addition, we’ll discuss the benefits and considerations of utilizing an Employee Stock Ownership Plan (ESOP) as an exit planning solution and compare that to more common strategies – sell to a 3rd party, management buy-out, transfer to a family member.
Joseph E. Marx CPA, Principal Financial Group
Rocco Surace, CPA, ABV, CVA, JONAH, Gaines Kriner Elliott LLP
- Surace - PowerPoint
- Marx - PowerPoint
Join us for lunch in the Millennium Hotel Atrium 12:00 - 1 p.m.
1 - 2:30 p.m.
- S & C Corporation
A survey of recent cases, rulings and regulations affecting C & S corporations. Selected planning ideas may also be addressed.
Paul A. Battaglia, CPA
David Barrett, CPA, Freed, Maxick & Battaglia CPAs, P.C.
2:30 - 2:45 p.m. - BREAK
2:45 - 4:15 p.m.
- Health Care Reform Implementation
Although the employer mandate to provide health coverage has been postponed for one year, most of the Affordable Care Act will be fully implemented in 2014. This session will focus on how employer’s can take advantage of the one-year reprieve to provide coverage, and the roll-out of the health insurance exchanges. The session will also touch upon the small employer and individual tax credits, the individual mandate and the penalty for not obtaining individual coverage.
Raymond N. McCabe, Esq., Partner, Hiscock & Barclay, LLP
Samuel DiSalvo CPA, Freed, Maxick & Battaglia, CPAs, P.C.
Thursday, November 7, 2013
8 - 8:30 a.m. - Re-registration
8:30 - 9:30 a.m.
- Federal Tax Update
A review of the latest developments in Federal taxes for the year 2013; including cases, regulations, laws and administrative materials; with a special emphasis on highlights of the tax implications of the Affordable Care Act (Obamacare), the effects of the American Taxpayer Relief Act (ATRA - signed by the President on January 2, 2013) and the outlook for 2013 and also 2014, especially, in the light of Congressional Proposals for Tax Reform.
Peter X. Bellanti, CPA, Senior Tax Manager, Amato, Fox & Company, P.C.
Gary D. Borek, Esq., Gary D. Borek, LLC
9:30 - 9:45 a.m. - BREAK
9:45 - 10:30 a.m.
10:30 - 11:45 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. The impact of recent Tax Department enforcement initiatives will also be discussed.
Mark S. Klein, Esq., Hodgson Russ LLP
11:45 a.m. - 12 p.m. - BREAK
12 - 1 p.m.
- Procedural Compliance and Enforcement Update - Panel Discussion
This session will include a panel discussion of various federal and state procedural audit, compliance and enforcement initiatives taking place at both the federal and state levels. The panelists will also discuss current and creative (but legal!) strategies and solutions when representing clients who have tax problems.
Deborah Muhlbauer Weber, Esq., AndreozziBluestein LLP
Bruce Zgoda, CPA, Bruce Zgoda, CPA
Gary M. Kanaley, Esq., Duke, Holzman, Photiadis & Gresens LLP