Tax Section

  • Tax Summer Mtg 2017
    Welcome to the Tax Section The Tax Section engages in many activities, including holding semi-annual meetings and sponsoring ad hoc conferences. Our primary function, however, is to comment on proposed legislation and proposed regulatory guidance at the federal, state and local levels. We usually do this in the form of written reports.
  • SSG Tax
    Welcome to the Tax Section The Tax Section engages in many activities, including holding semi-annual meetings and sponsoring ad hoc conferences. Our primary function, however, is to comment on proposed legislation and proposed regulatory guidance at the federal, state and local levels. We usually do this in the form of written reports.
  • Group of Women Lawyers
    Welcome to the Tax Section The Tax Section engages in many activities, including holding semi-annual meetings and sponsoring ad hoc conferences. Our primary function, however, is to comment on proposed legislation and proposed regulatory guidance at the federal, state and local levels. We usually do this in the form of written reports.
  • Upcoming Events
    • The GDPR and How it Might Affect the Practice of Law in New York: An Overview

      The GDPR and How it Might Affect the Practice of Law in New York: An Overview


      Sponsored by the Committee on Continuing Legal Education, the Committee on Technology and the Legal Professionand the Commercial and Federal Litigation Section of the New York State Bar Association.
      Dentons logo (image)


      Tuesday, March 13, 2018
      2:00 p.m. - 4:00 p.m.
      Live CLE Program & Webcast

      Dentons
      1221 6th Avenue
      New York, NY 10020

      2.0 MCLE Credits: 2.0 Professional Practice

      NYSBA Member: $50 | Non-Member: $150
      Section Member: $25

      Register Here


      Learn More About The GDPR and How it Might Affect the Practice of Law in New York: An Overview

      Agenda Topics

      • What is the General Data Protection Regulation (“GDPR”)?
      • How the GDPR May Affect New York Attorneys
      • What New York Attorneys Should Do To Prepare for the GDPR
      • Privacy Issues and the GDPR
      • Implications of the GDPR on Employment Law and Human Resources

      Program Chair
      Ronald J. Hedges, Esq. | Dentons LLP | New York, N.Y.

      Program Faculty 
      Stacey Blaustein, Esq. | IBM | Armonk, N.Y.
      Todd D. Daubert, Esq. | Dentons LLP | Washington, D.C.
      Gail L. Gottehrer, Esq. | Akerman LLP | New York, N.Y.
      David C. Shonka, Esq. | Federal Trade Commission | Washington, D.C.

      Learn more about the other law and technology CLE programs scheduled for March 13 and 14 here.


      Newly Admitted Attorneys: To receive skills credit, newly admitted attorneys must take accredited transitional CLE courses in traditional live classroom settings that have been approved by the CLE Board for use by newly admitted attorneys.  For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.

      Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey.  If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.

      Partial Credit for Program Segments Not Allowed: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.


      http://www.nysba.org/assets/0/96/108/7325/10822/thumb_0cb6d2f8-a8da-4663-bbd1-6974d6440996.jpg

      Follow NYSBA CLE on Twitter! @NYSBACLE

      Stay informed. Be the first to hear about the latest course offerings.

      To view the full list of Continuing Legal Education Programs, click here.

      If you have any questions about this program, please contact CLE Staff Attorney, Tom Richards, Esq., or the CLE Program Coordinator, Bridget Donlon.
      If you are interested in the Tax Section, please contact Tiffany Bardwell.

      Additional Information: IMPORTANT NOTICE--PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.

    • June 22 - 24, 2018: Tax Section Summer Meeting, Portland, Maine

      SAVE THE DATES AND JOIN US FOR OUR SUMMER MEETING!
      THE PRESS HOTEL
      PORTLAND, MAINE

      Questions on this Program?  Contact Catheryn Teeter, 518-487-5573 or cteeter@nysba.org

  • About the Section

    Welcome!

    The Tax Section of the New York State Bar Association is pleased to welcome Section members and visitors. Among the resources available at this site is a comprehensive listing of links relevant to the Section, and the Section's Tax Reports. View the 2013 Annual Report of the Section dated January 28, 2014 here

    Michael Farber is the 2017 Chair of the [2,366] member Tax Section. Michael is a partner at Davis Polk & Wardwell LLP.  He regularly advises major investment banks, financial institutions and other clients in connection with their financial instruments, derivatives and capital markets activities.

    We encourage you to get more involved with the section founded in 1949. The Executive Committee of the Tax Section is comprised of 4 Officers, at least 40 Co-Chairs of more than 20 separate tax committees, 9 At-Large Members, and 25 former Section Chairs. The Executive Committee oversees the activities of the tax committees. Any member of the Tax Section is eligible to join the tax committees. Please contact Tiffany Bardwell if you are interested or complete and mail in the Tax Section Membership and Committee Application Brochure.

    The Tax Section engages in many activities, including testifying before Congress, holding semi-annual meetings and sponsoring Ad hoc conferences. Our primary function, however, is to comment on proposed legislation and proposed regulatory guidance at the federal, state and local levels. We usually do this in the form of written reports.

    Although the Tax Section first began to prepare these reports shortly after its formation, it did not begin to number them until 1972. Since then, we have submitted over 1280 reports. To obtain a report pre-2000 please contact Tiffany Bardwell. Reports issued in 2000 to date are available on this website.

    Most of our reports comment on proposed guidance or legislation related to corporate and partnership tax, international tax, the taxation of financial instruments, debt and equity securities, employee benefits, IRS regulation of tax lawyers, and state and local tax matters.

    To maintain our high standards in the years ahead, we need you to become more involved in the Tax Section, to go beyond reading a few of our reports or attending a few of our conferences. Take the next step by joining one of our tax committees and seize the opportunity to participate in one of these working groups.

    The Tax Section hosts events to provide tax lawyers who tend to be underrepresented at the senior levels of our profession the opportunity to meet with members of the Tax Section in a relaxed atmosphere to discuss career opportunities, what life as a tax partner at a law firm is really like or just to mingle. These events "Women in the Law" and "Under 10", for attorneys who graduated from law school less than 10 years ago, also include panel presentations not only on interesting tax issues, but on topics like alternative career paths for tax lawyers or how to attain greater stature within the tax bar and best practices with clients. The section won the Section Diversity Leader Award in the 2012 NYSBA Diversity Challenge and was a  Section Diversity Champion in 2013 for these efforts. Photos of the Diversity Award and the EC Committee at work are here

    Mission Statement


    Section Bylaws

    Tax Section Reports

    Executive Committee Roster


    Master Index of NYSBA Tax Section Reports

  • Committees and Clubs

    Already a member of the NYSBA Tax Section? Join a Committee!

    Bankruptcy and Losses
    Compliance, Practice and Procedure
    Consolidated Returns
    Corporations
    Cross Border Capital Markets
    Diversity

    Employee Benefits
    Estates and Trusts
    Financial Instruments
    "Inbound" U.S. Activities of Foreign Taxpayers
    Individuals
    Investment Funds
    New York City Taxes
    New York State Taxes

    "Outbound" Foreign Activities of U.S. Taxpayers
    Partnerships
    Pass-Through Entities
    Real Property
    Reorganizations 
    Securitizations and Structured Finance
    Tax Exempt Entities

    Other Committees:
    Contact Tiffany Bardwell at tbardwell@nysba.org or 518.487.5675 for more information if you are interested in joining the following Committees:

    Cross-Border M & A
    Complexity and Administrability

    Spin Offs
    Treaties and Intergovernmental Agreements

    TAX Section Under Ten Club

    The section sponsors a “tax club” for members of the Tax Section with less than ten years of legal experience. We call it “Under 10.” The purpose of Under 10 is to bring together lawyers from various law firms, allow them to get to know each other better and offer an environment for learning more about current tax issues. In addition, we hope that attendees will become involved in the Tax Section and in reports prepared by the Section. We anticipate that Under 10 will meet quarterly on specific topics. If you are interested in joining the Under 10 club please contact Tiffany Bardwell at tbardwell@nysba.org or 518.487.5675.

     The Section has formalized its “Under 10” tax club for members of the Tax Section who graduated from law school less than 10 years ago. With organizational and financial support of the Tax Section, the club operates independently from the Tax Section through its own officers and meets four times per year.  The goal of the club is to serve as a source of professional development and networking for mid-level and senior associates.

    See Under 10 bylaws here.