Dates for the 2017 Tax Practitioner Institute will be announced
Offered by the UB School of Management, the Internal Revenue Service and the New York State Department of Taxation and Finance, the Tax Practitioner Institute updates those who prepare federal and state tax returns on current taxation issues.
Presentations from the IRS and State Department of Taxation and Finance are scheduled throughout the day. All necessary course materials will be provided upon your arrival.
|9:20 a.m.||Mwisa Chisunka, Business Ombudswoman,
Special Assistant to the Commissioner
NYS Tax Law Updates and Department Messages [.PDF]
|10:20 a.m.||Darren Guillot, Director of IRS Field Collection Payment Arrangements, Early Interaction Initiative, Field Collection Operations [.PDF]|
|1 p.m.||Elizabeth Blazey-Pennel, Local Taxpayer Advocate
New Legislation and Hot Topics [.PDF]
|1:50 p.m.||Daniel Cardwell, Tax Auditor
Sales Tax [.PDF]
|2:50 p.m.||Lynn Jackson – IRS Examination Group Manager
Examination program goals and general program audits [.PDF]
|3:40 p.m.||Mike VanWagnen, Tax Auditor
Dianne DiPasquale, Tax Auditor II [.PDF]
Program fee includes all materials, continental breakfast and lunch.
Payment can be made via:
Credit card, Visa, MasterCard, American Express and
Check made payable to UB Foundation Activities Inc. and mailed to:
Center for Executive Development
108 Jacobs Management Center
Buffalo, NY 14260
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 8 CPE credits for participants.
Enrolled Agents: Earn 4 CE in Federal Tax. 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.
CLU: This institute satisfies requirements for PACE credit. Participants can earn one (1) credit hour for each 50 minutes of the program attended.