65th Tax Institute

We welcome the Tax Practitioner Institute Participants.  

Thursday, November 8 & Friday, November 9, 2018
Millennium Hotel
2040 Walden Avenue, Buffalo, New York

Program Overview

2018 marks the 65th 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 1.5-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.


Thursday, November 8, 2018

8:30 – 10:00 a.m.
The New Section 199A Business Income Deduction: How it works and do you qualify for it?
This topic will cover the new 20% deduction for qualified business income and the new proposed regulations issued in August providing detailed explanations and examples of how it works.

  • Michael Van Remmen, Senior Manager, Freed Maxick CPAs, P.C. 
  • Ray Reichert, Esq., Bond Schoeneck and King


10:00 – 10:15 BREAK

10:15 – 11:45 a.m.
Multistate Tax after Wayfair and the TCJA
The U.S. Supreme Court’s decision in South Dakota v. Wayfair Inc. has changed the landscape of sales tax compliance for businesses across the country. Learn what this decision means for your business or client, what states are doing to expand sales tax collection and what you need to do to comply with new and expanded sales tax laws. Of course, Wayfair isn’t the only state and local tax development this year...learn about the state income tax implications of Federal Tax Reform and other key multistate tax developments affecting businesses selling across the United States.

  • Thomas Mazurek, CPA, Tronconi, Segarra & Associates LLP
  • Elizabeth Pascal, Esq., Hodgson Russ


11:45 – 1 p.m. LUNCH

1– 2:05 p.m.
International Tax Compliance in the Changing Immigration Environment
This course will provide an overview of the changing rules surrounding immigration, and the impact on international tax compliance for NRAs, resident aliens and U.S. expatriates. 

  • Joseph Falbo, CPA, Szymkowiak & Associates CPAs, PC
  • Rosanna Berardi, Managing Partner, Berardi  Immigration Law


2:05 – 2:15 p.m. BREAK

2:15 – 3:20 p.m.
Mergers & Acquisitions after Tax Reform (Presentation)
Mergers & Acquisitions after Tax Reform (Outline)
This session will provide an overview of the impact of the Tax Cuts and Jobs Act on buying and selling companies.  We will discuss how recent changes in tax law have impacted deal structuring, deal diligence and provisions in purchase agreements.

  • Kelly Marks, Esq., Phillips Lytle LLP
  • Gregory J. Urban, CPA, CVA and Robert J. Bauer, CPA, Dopkins & Company, LLP


3:20 – 3:30 p.m. BREAK

3:30 – 4:35 p.m.
Changes under the Tax Act Affecting Employers
This session will address provisions of the Tax Cuts and Jobs Act that change the rules affecting deductibility of employee compensation, wage withholding, fringe benefits, and deferred compensation in the form of restricted property.

  • Raymond McCabe, Esq., Damon Barclay, LLP
  • Steven Sanders, CPA, Steven Sanders, CPA


Friday, November 9, 2018

8:30 – 10 a.m.
Federal Tax Update/Analysis of the Tax Cuts and Jobs Act
A review of the latest developments in Federal taxes for the year 2018, including cases, regulations, laws, and administrative materials.


10:00 – 10:10 a.m. BREAK

10:10 – 11:30 a.m.
New York State Tax Update
This session will provide an overview of New York’s 2017-2018 tax legislation as well as a discussion of new compliance initiatives, the implementation of corporate tax reform and the ever-popular nonresident audit program. Sales tax issues and planning opportunities will also be discussed.

  • Mark S. Klein, Esq., Hodgson Russ LLP
  • Kristine L. Bly, EA, Hodgson Russ LLP


11:30 – 11:40 a.m. BREAK

11:40 a.m. – 1 p.m.
Controversy – Federal and State
This session will focus on Federal and State tax enforcement initiatives as well as a refresher course of basic  principles, laws and rules for representing taxpayers before the IRS or NYS.

  • Heather Marello, Esq., Andreozzi Bluestein LLP
  • Deborah Weber, Esq., Andreozzi Bluestein LLP


Continuing Education Credits

CFP: The Tax Institute is authorized by the Certified Financial Planner Board of Standards to offer up to 9 CFP credits for full attendance. Please be sure to add your CFP Number or last four digits of SSN 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 CLE credit hours, category TBD. 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.

CPE: The Institute on Taxation is authorized by the State Board of Accountancy to be a sponsor of continuing education programs for New York State 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 up to 10 CE. 1 CE for each session attended. 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. Please be sure to add your identification numbers (PTIN number) to the sign in sheets on both days.

Planning Committee

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

Steven Sanders, CPA, Steven Sanders CPA
Bruce Zgoda, CPA, Zgoda & Associates CPA's, P.C.

Greg Altman, CPA, Health Sciences Charter School
Gary Bluestein, Esq., Andreozzi, Bluestein, Weber, Brown LLP
Raymond G. Brady, CPA, Arcara Zucarelli Lenda & Associates PC
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
Ray McCabe, Esq., Barclay Damon LLP
Stephen McCann, Jr., Esq., McCann Firm LLC
Martha Salzman, Esq., UB School of Management
Charles Telford, III, Esq., Lippes Mathias Wexler Friedman LLP
Cory Van Deusen, CPA, Lumsden McCormick
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.


Early Bird rate through October 15, 2018
$350 - Registration with hard copy of materials
$320 - paperless registration - course material will be sent via link to your email address

Rate from October 16 - November 8, 2018
$400 - Registration with hard copy of materials
$370  - paperless registration - Course material will be sent via link to your email address

Day one only rate: $275
Day two only rate: $180

No other discounts available if purchasing one day access


Registrations can be made by calling the Erie Institute of Law at 716-852-8687 or visiting http://eriebar.org/MemberCenter/Calendar/65thTaxInstitute.