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17th Annual NYS & City Tax Institute

- Location -
Concierge Conference Center
780 Third Avenue (at 48th Street)
New York, NY 10017
(212) 735-0072

Description

8.0 TOTAL CREDITS
7.0 credit hours of practice management and/or professional practice;1.0 credit hour in ethics

The New York State Bar Association’s Annual New York State and City Tax Institute has become nationally known over the years, and this year’s Seventeenth Annual Institute will offer a comprehensive range of topics. This program will provide you with an advantageous opportunity to gain knowledge and insight regarding the direction that policy and law makers will take in the challenging months ahead.

Co-sponsored by the New York State Bar Association’s Tax Section and Committee on Continuing Legal Education, and the New York State Department of Taxation and Finance, this full-day program will provide thorough coverage of upcoming and cutting-edge issues on the state and national levels, as well as ongoing concerns and topics, facing business executives and practitioners. The latest cases, regulations, rulings and developments, in the areas of combination, personal income taxation, investment capital, audit and enforcement initiatives, and ethical dilemmas, will be addressed.

During the program’s lunch (which is included in the registration fee), the New York State and City Tax Commissioners have been invited to offer an update on the policies and procedures in their respective forums.

The panelists are prominent and experienced speakers from the bar and the government who will share with you their expertise and insight on current issues and trends.

Program Agenda

8:15-8:45 a.m.
REGISTRATION (outside meeting room)

8:45-9:00
INTRODUCTION AND WELCOME
Diana L. Wollman, Esq. (Chair, NYSBA Tax Section)

9:00-9:50
THE HOTTEST OF NATIONWIDE DEVELOPMENTS
Richard Pomp, Esq.
Douglas L. Lindholm, Esq.

9:50-10:45
RECENT CASE DEVELOPMENTS
Timothy P. Noonan, Esq.
Argi O'Leary, Esq.

10:45-10:55
COFFEE BREAK

10:55-11:30
RECENT LEGISLATIVE DEVELOPMENTS
Hollis L. Hyans, Esq.
Deborah R. Liebman, Esq.

11:30-12:00 noon
TAX POLICY: WHAT’S IN STORE FOR THE FUTURE
Joseph D. Henchman, Esq.
Michael R. Hyman

12:00-12:30 p.m.
THE POLITICS OF TAX INCENTIVES 
Heather C. Briccetti, Esq.

12:30-1:45
LUNCHEON (included in registration fee)
THE COMMISSIONERS SPEAK
Hon. Thomas H. Mattox (invited)
Hon. David M. Frankel

1:45-2:30
WHAT’S HOT IN PERSONAL INCOME TAX 
Mark S. Klein, Esq.
John Coniglio

2:30-2:45
COFFEE/SOFT DRINK BREAK

2:45-3:15
COMBINATION (AND DECOMBINATION) DEVELOPMENTS
Leah Robinson, Esq.
NYS Department of Taxation and Finance Representative TBA

3:15-3:45
WHAT IS INVESTMENT CAPITAL, ANYWAY?
Peter L. Faber, Esq.

3:45-4:30
AUDIT AND ENFORCEMENT INITIATIVES
Carolyn Joy Lee, Esq.
Nonie Manion
Harry P. Leonard, Esq.

4:30-5:20
ETHICAL DILEMMAS
Mark A. Simonetti, Esq.
Jack Trachtenberg, Esq.

5:20 p.m.
ADJOURNMENT

Overall Planning Chairs and Coordinators

Paul R. Comeau, Esq.
Hodgson Russ LLP
New York City

Arthur R. Rosen, Esq.
McDermott Will & Emery LLP
New York City

Program Faculty

Heather C. Briccetti, Esq.
President and CEO
The Business Council of New York State
Albany

Paul R. Comeau, Esq.
Hodgson Russ LLP
New York City

John Coniglio
Tax Auditor 3 Field Audit Management Income Tax
NYS Department of Taxation and Finance
Albany

Peter L. Faber, Esq.
McDermott Will & Emery LLP
New York City

Hon. David M. Frankel
Commissioner
NYC Department of Finance
New York City

Joseph D. Henchman, Esq.
Vice President of Legal & State Projects
Tax Foundation
Washington, DC

Hollis L. Hyans, Esq.
Morrison & Foerster LLP
New York City

Michael R. Hyman
Assistant Commissioner, Tax Policy
NYC Department of Finance
New York City

Mark S. Klein, Esq
Hodgson Russ LLP
New York City

Carolyn Joy Lee, Esq.
Jones Day
New York City

Harry P. Leonard, Esq.
Assistant Commissioner, Audit
NYC Department of Finance
Brooklyn

Deborah R. Liebman, Esq.
Deputy Counsel
NYS Department of Taxation and Finance
Albany

Douglas L. Lindholm, Esq.
President and Executive Director
Council on State Taxation
Washington, DC

Nonie Manion
Director, Audit Division
NYS Department of Taxation and Finance
Albany

Hon. Thomas H. Mattox (invited)
Commissioner
NYS Department of Taxation and Finance
Albany

Timothy P. Noonan, Esq.
Hodgson Russ LLP
New York City

Argi O’Leary, Esq.
Assistant Deputy Commissioner, Litigation Strategy
NYS Department of Taxation and  Finance
Albany

Richard Pomp, Esq.
Alva P. Loiselle Professor of Law
University of Connecticut Law School
Hartford, CT

Leah M. Robinson, Esq.
McDermott Will & Emery, LLP
New York City

Arthur R. Rosen, Esq.
McDermott Will & Emery LLP
New York City

Marc A. Simonetti, Esq.
Sutherland Asbill & Brennan LLP
New York City

Jack Trachtenberg, Esq.
Sutherland Asbill & Brennan LLP
New York City

Diana L. Wollman, Esq.
Sullivan & Cromwell LLP
New York City

ELECTRONIC COURSE MATERIALS (ECM)

COURSE MATERIALS FOR NYSBA CLE PROGRAMS ARE NOW DISTRIBUTED ELECTRONICALLY!

All program materials are distributed exclusively online in searchable PDF format, allowing attendees more flexibility in storing this information and allowing you to copy and paste relevant portions of the materials for specific use in your practice. A CLE NotePad © (paper) will be provided to all attendees at the live program site. The CLE NotePad © includes lined pages for taking notes on each topic, as well as any PowerPoint presentations submitted prior to printing.

Prior to a scheduled program date, all registrants will receive an email message containing a hyperlink that when clicked will provide you with access to the complete course materials in a searchable PDF format which can be downloaded to your computer using the “Save As” option under your “File” tab. Printing the complete materials is not required for attending the program. Online materials are updated periodically to reflect last minute submissions from program faculty, guaranteeing that you will always have the latest version of the materials.

Traditional printed course books may be ordered at the program site for a discounted price and will be shipped subsequent to the program date.

Directions

The last day to pre-register online was May 6, 2013.

Members, please login to get member discounts.

Seminar
NYC-Registration	$310.00

Seminar
NYC-Registration	$410.00

Accommodations for Persons with Disabilities:
NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Cindy O'Brien at 800-582-2452 or cobrien@nysba.org.