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Agenda and Materials
Tax Institute Agenda and Materials
Thursday, November 6, 2014
8 - 8:30 a.m. Registration
8:30 Welcome announcements in both sessions
8:30 - 10 a.m. (2 concurrent sessions)
- Estate Planning
Patrick L. Emmerling Esq., Fleischmann & Mugel, LLP
- Sales Tax
Gary Kanaley, Esq., Duke, Holzman, Photiadis & Gresens LLP
Thomas E. Mazurek Jr. CPA, Tronconi Segarra & Associates LLP
10 - 10:15 - BREAK
10:15 - 11:45 a.m. (2 concurrent sessions)
- Mergers & Acquisitions
Patrick M. Tronconi, CPA, Tronconi Segarra & Associates LLP
Christ Gaetanos, Esq., Amigone, Sanchez & Mattrey, LLP
- New York State Incentives
Courtland Van Deusen, Lumsden & McCormick, LLP
Join us for lunch in the Millennium Hotel Atrium 11:45 - 12:45 p.m.
12:45 - 2:15 p.m. (2 concurrent sessions)
- Worker Classification
Deborah Muhlbauer Weber, Esq., AndreozziBluestein LLP
Harvey Sanders, Esq., Sanders & Sanders
- Repair Regulations
Philip A. Mann, CPA, MS Consulting, LLC
David A. Fabian, CPA, MS Consulting, LLC
2:15 - 2:30 p.m. - BREAK
2:30 - 4:00 p.m. (2 concurrent sessions)
- Employer Responsibility and Healthcare
Raymond N. McCabe, Esq., Partner, Hiscock & Barclay, LLP
Samuel DiSalvo CPA, Freed, Maxick & Battaglia, CPAs, P.C.
- International Compliance
Rosemarie C. Steeb, CPA, Chiampou Travis Besaw & Kershner LLP
Randall P. Andreozzi, Esq., AndreozziBluestein, LLP
Friday, November 7, 2014
8 - 8:30 a.m. - Re-registration
8:30 - 9:45 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
9:45 -10 a.m. - BREAK
10 - 11:15 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
11:15 - 11:30 a.m. - BREAK
11:30 a.m. - 1 p.m.
- Choice of Entity and C & S Corporation