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Agenda and Materials
Tax Institute Agenda and Materials
Thursday, October 29, 2015
8 - 8:30 a.m. Registration
8:30 Welcome announcements in both sessions
8:30 - 10 a.m. (2 concurrent sessions)
- Issues for Closely Held Businesses
Marion Kopin, CPA, Kopin and Company, CPA, PC
Stephen McCann, CPA, The McCann Firm
Cheryl M. Prout, CPA, Bonadio Group
Randall P. Andreozzi, Esq., AndreozziBluestein, LLP
Howard B. Epstein, CPA, FreedMaxick
10 - 10:15 - BREAK
10:15 - 11:45 a.m. (2 concurrent sessions)
- Incentives and Credits
Courtland Van Deusen, Lumsden & McCormick, LLP
Robert Knoer, The Knoer Group, PLLC
- Ethical Considerations
Deborah Weber, Esq., AndreozziBluestein, LLP
Bruce Zgoda, CPA
Join us for lunch in the Millennium Hotel Atrium 11:45 - 12:45 p.m.
12:45 - 2:15 p.m. (2 concurrent sessions)
- Trust Funds
Gary Bluestein, Esq., AndreozziBluestein, LLP
2:15 - 2:30 p.m. - BREAK
2:30 - 4:00 p.m. (2 concurrent sessions)
- Affordable Care Act
Raymond N. McCabe, Esq., Partner, Barclay Damon LLP
Friday, October 30, 2015
8 - 8:30 a.m. - Re-registration
8:30 - 10 a.m.
- Federal Tax Update
A review of the latest developments in Federal taxes for the year 2015; including cases, regulations, laws and administrative materials; with a special emphasis on the Tax Increase Prevention Act of 2014, the fate of “extenders” legislation in 2015, latest developments re: “portability” of the estate tax exclusion and final rules, the ABLE Act and tax favored savings accounts for individuals with disabilities, the effect of budget cuts on the workings of the Internal Revenue Service, Circular 230 revision, the new MyRA Retirement Accounts, latest developments in the area of Regulation of Tax Preparers; including the first voluntary Annual Filing Season Program (AFSP) and the outlook for 2015 and also 2016, especially, in the light of Congressional Proposals for Tax Reform.
Peter X. Bellanti, CPA, Senior Tax Manager, Amato, Fox & Company, P.C. [.PDF]
Gary D. Borek, Esq., Gary D. Borek, LLC [.PDF]
10 - 10:15 a.m. - BREAK
10:15 - 11:30 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 from the perspective of a tax practitioner and a former New York State income tax auditor. The impact of recent Tax Department enforcement initiatives will also be discussed.
Mark S. Klein, Esq., Hodgson Russ LLP [.PDF]
Kristine L. Bly, Paralegal, Hodgson Russ LLP
11:30- 11:45 a.m. - BREAK
11:45 a.m. - 1 p.m.