Monday, November 14, 2016, 8 a.m. - 4:30 p.m.
Tuesday, November 15, 2016, 8 a.m. - 1 p.m.
2040 Walden Avenue, Buffalo, New York
$350 - Early bird rate (prior to 10/14/16) with hard copy of materials
$320 - Early bird rate (prior to 10/14/16) for paperless materials
More rate options
2016 marks the 63rd 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.
|Tax-Efficient Retirement and Social Security Planning Strategies
|The Shifting State and Local Tax Landscape for Multistate Businesses|
|Thomas Mazurek, Elizabeth Pascal - PowerPoint [PDF]
|Buying and Selling a Business|
|Patrick Tronconi, Mark Ferm, Jamie Batt - PowerPoint [PDF]|
|Mistakes Happen. Common Retirement Plan Errors and How to Fix Them|
|Historic Tax Credits and Federal R&D Credits|
|Estates and Trusts|
|Cross-Border Tax Update
|Jeff Zawada, Marla Waiss - PowerPoint [PDF]|
|Federal Tax Update|
|New York State Tax Update|
CFP: The Tax Institute is authorized by the Certified Financial Planner Board of Standards to offer up to 12 CFP credits for full attendance. Please be sure to add your identification numbers (PTIN number) 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, of which 1.5 can be applied toward Ethics requirements, and 10.5 can be applied toward Areas of Professional Practice requirements. 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: Can earn a total of 6 CE depending on which combination of sessions you attend. We have been approved to offer 1 CE in the Federal Tax Update category, 7 CE in the Federal Tax category and 1 CE in the Ethics category. 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.
The Tax Institute planning committee is responsible for planning, coordinating, implementing and producing the highly successful event.
President: Steven Sanders, CPA, Steven Sanders CPA
Greg Altman, CPA, Health Sciences Charter School
Gary Bluestein, Esq., Andreozzi, Bluestein, Weber, Brown LLP
Ann Cohen, CPA, UB School of Management
Cherl Hall, CPA, UB School of Management
Marion Kopin, CPA, Kopin & Company CPA, PC
Tom Mazurek, CPA, Tronconi Segarra & Associates LLP
Ray McCabe, Esq., Barclay Damon LLP
Stephen McCann, Jr., Esq., McCann Firm LLC
Cheryl Prout, CPA, The Bonadio Group
Martha Salzman, Esq., UB School of Management
Charles Telford, III, Esq., Barclay Damon LLP
Cory Van Deusen, CPA, Lumsden McCormick
Deborah Weber, Esq., Andreozzi, Bluestein, Weber, Brown LLP
Bruce Zgoda, CPA, Bruce Zgoda CPAs
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 beginning November 9, 2016.
Please note: Limited extra materials will be available at the seminar for a $50 purchase.
Early bird rate through October 14, 2016:
$350 - Registration with hard copy of material.
$320 - Paperless registration. Course material will be sent via link to your email address.
Rate from October 15 - November 14, 2016:
$400 - Registration with hard copy of material.
$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
or visiting their website.