Committee on Continuing Legal Education
8.0 Total Credits: 7.0 professional practice, 1.0 ethics.
This advanced-level course may be used for New York MCLE credit by all attorneys, excluding those who are newly admitted (less than 24 months).
CPE Credit: This course includes 7.0 hours of credit for the continuing professional education requirements of New York and New Jersey CPAs.
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 Eighteenth 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.
It is anticipated New York State’s budget will have been adopted, or nearly finalized, at the time of this program, allowing the faculty members to provide you with the most current information on the state’s financial and tax policies for the upcoming year.
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 personal income taxation, sales tax, New York’s business and tax initiatives,corporate tax, trusts and estates taxation, 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, the Counsel to the New York State Tax Tribunal and the President of the New York City Tax Commission 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 (Order of Topics’ Presentation May Change)
REGISTRATION (outside meeting room)
INTRODUCTION AND WELCOME
INCOME TAX CASES AND OTHER DEVELOPMENTS
SALES TAX DEVELOPMENTS
THE HOTTEST OF NATIONWIDE DEVELOPMENTS
START-UP NEW YORK AND OTHER CREDITS AND INCENTIVES
LUNCHEON (included in registration fee)
THE COMMISSIONERS SPEAK
1:50-3:40 (A brief coffee/soft drink break will take place midway through this segment)
CORPORATE TAX LEGISLATIVE CHANGES
TRUSTS AND ESTATES LEGISLATIVE CHANGES
Overall Planning Chairs and Coordinators
Paul R. Comeau, Esq.
Hodgson Russ LLP
Buffalo and New York City
Arthur R. Rosen, Esq.
McDermott Will & Emery, LLP
Miami and New York City
Speakers (in alphabetical order)
Timothy J. Alston, Esq., Counsel, NYS Tax Appeals Tribunal, Albany * Heather C. Briccetti, Esq., President and CEO, The Business Council of New York State, Albany * Mark S. Klein, Esq., Hodgson Russ LLP, Buffalo * Linda A. Klang, Esq., Senior Vice-President, Lehman Brothers Holdings Inc., Jersey City, NJ * Lindsay M. LaCava, Esq., McDermott Will & Emery LLP, New York City * Mary Ellen Ladouceur, Esq., Director, Legislation & Guidance Unit, NYS Department of Taxation and Finance, Albany * Deborah R. Liebman, Esq., Deputy Counsel, NYS Department of Taxation and Finance, Albany * Hon. Thomas H. Mattox, Commissioner, NYS Department of Taxation and Finance, Albany * Kevin Matz, Esq., Kevin Matz & Associates PLLC, White Plains * Charles Morgan, Esq., Attorney at Law, New York City * Hon. Roberta Moseley Nero, President and Commissioner, NYS Tax Appeals Tribunal, Albany * Hon. Glenn Newman, President, NYC Tax Commission, New York City * Timothy P. Noonan, Esq., Hodgson Russ LLP, Buffalo * Argi O’Leary, Esq., Assistant Deputy Commissioner, Office of Counsel, NYS Department of Taxation and Finance, Albany * Richard Pomp, Esq., Alva P. Loiselle Professor of Law, University of Connecticut Law School, Hartford, CT * David H. Schnabel, Esq., Debevoise & Plimpton LLP, New York City * Joseph Septimus, Esq., Bernstein Global Wealth Management, New York City * Irwin M. Slomka, Esq., Morrison & Foerster LLP, New York City * Diann L. Smith, Esq., McDermott Will & Emery, LLP, Washington, DC * Adam Spence, Senior Vice President, Start-Up New York, New York City *Jack Trachtenberg, Esq., Reed Smith 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.