67th Tax Institute

We welcome the Tax Institute Participants.  

The planning committee of the annual Tax Institute has made the difficult decision to cancel the event scheduled for November 5, 2020.  Note: We plan to resume the Tax Institute in 2021.

Millennium Hotel
2040 Walden Avenue, Buffalo, New York

Program Overview

2021 marks the 67th anniversary of the Tax Institute, offered by the University at Buffalo School of Management, the New York Society of Certified Public Accountants and the Erie Institute of Law.

This full-day seminar provides a means of reviewing and clarifying provisions and patterns of federal tax laws. The Tax Institute continues to provide practitioners with cutting-edge information regarding the substance and administration of tax laws.

Continuing Education Credits

We are currently developing the agenda.  Details on continuing education credits will be posted, once the agenda is finalized.


Coming soon   

Planning Committee

The Tax Institute planning committee is responsible for planning, coordinating, implementing and producing the highly successful event. 

Kelly Marks, Esq., Phillips Lytle LLP
Bruce Zgoda, CPA, Zgoda & Associates CPA's, P.C.

Robert J. Bauer, CPA, Dopkins & Company, LLP
Gary Bluestein, Esq., Andreozzi, Bluestein, Weber, Brown LLP
Daniel Cassidy, CPA, The ZLC Group CPAs, LLC
Ann Cohen, CPA, UB School of Management
Cheryl Hall, CPA, UB School of Management
Marion Kopin, CPA, Kopin & Company CPA, PC
Kelly Marks, Esq., Phillips Lytle LLP
Tom Mazurek, CPA, Tronconi Segarra & Associates LLP
Stephen McCann, Jr., Esq., McCann Firm LLC
Robert W. Patterson, Esq., Bond, Schoeneck & King, PLLC
Martha Salzman, Esq., UB School of Management
Steven Sanders, CPA, Steven Sanders CPA
Charles Telford, III, Esq., Lippes Mathias Wexler Friedman LLP
Cory Van Deusen, CPA, Lumsden McCormick
Michael VanRemmen, CPA, Freed Maxick
Deborah Weber, Esq., Andreozzi, Bluestein, Weber, Brown LLP
Bruce Zgoda, CPA, Zgoda & Associates CPA's, P.C.

Material Options

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

Option 2. 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 prior to the event.

Please note: Limited extra materials will be available at the seminar for a $50 purchase.


Registration fee covers all program materials, continental breakfast and lunch.

Registration fees will be posted when registration is opened in 2021.


Coming soon