2019 Summer Tax Series

Understanding New York State Tax Issues of 2019

Planning to attend? Register here.

For topics, speakers, and other background information about the event, please click here. Additional details below.

What’s New This Year?

The answer is “plenty!” Hodgson Russ’s experienced tax attorneys will provide insight into some of the most critical tax issues today, including what’s happening in state tax after the Wayfair decision, the impact of the TCJA, New York State law changes, and business succession planning. Our sessions are designed for financial professionals such as CPAs, CEOs, CFOs, COOs, corporate counsel, and tax and financial advisors. Stay ahead of the curve to ensure you are informed with the most up-to-date information. Two hours of CPE credit per seminar session is available. CLE credit has been requested.

PLUS, in cooperation with our Accountant Professional Practice, we have a bonus session designed specifically to help financial professionals avoid malpractice claims in their day-to-day practice, focusing on issues that arise with financial audits of clients. This session is free for participants who register for the full Summer Tax Series.

The cost is $60 per session or $375 for the full series (fully transferable).

Each session runs from 8:30 - 10:15 a.m., and includes complimentary refreshments.

2019 Seminar Topics

June 12
NEXUS IN THE POST-WAYFAIR WORLD
A look at how states have reacted to the Wayfair decision, its impact on tax types other than sales taxes, and what the changes mean for multistate businesses.
Speakers: Joseph N. Endres, Timothy P. Noonan, Joshua K. Lawrence

June 19
THE TAX CUTS AND JOBS ACT ONE YEAR LATER: CORPORATIONS AND PASS-THROUGH ENTITIES
How the TCJA, along with proposed regulations and guidance, impacts businesses and the reaction of states to the TCJA.
Speakers: James M. Bandoblu, Jr., Andrew D. Oppenheimer, Elizabeth Pascal

June 26
NYS PERSONAL INCOME TAX UPDATE
New legislation, guidance, and case law affecting residency and nonresident allocation, along with tips to avoid the most common errors when changing domicile to a new jurisdiction.
Speakers: Mark S. Klein, Andrew W. Wright, Daniel P. Kelly

July 10
NYS TAX CREDITS AND OTHER INCENTIVE PROGRAMS
An overview of various New York tax credit programs, including Brownfield credits, historic rehabilitation credits, film production credits, and renewable energy credits as well as incentive programs such as Opportunity Zones and benefits for NYS manufacturers.
Speakers:  Joseph N. Endres, Christopher L. Doyle, Daniel A. Spitzer, Michael J. Hecker

July 17
TAX-EXEMPT ORGANIZATIONS AND NYS SALES TAX UPDATE
Current trends and legal update for tax-exempt organizations, including an overview of IRS enforcement efforts, federal tax hot topics, and New York State compliance matters. PLUS, the latest developments in NYS sales taxes.
Speakers: Timothy P. Noonan, Nicole Tzetzo, Marla Waiss

July 24
TAX AND BUSINESS SUCCESSION PLANNING FOR BUSINESS OWNERS
We will discuss some of the critical tax, corporate, and trusts and estates issues clients and their advisors must address when transferring ownership or control of a closely-held business during life or death.
Speakers: Thomas J. Collura, Paul R. Comeau, Nathan W.G. Berti

July 31
IT’S ALL ABOUT APPORTIONMENT
We dig deep into the apportionment regimes for the major income taxes in New York, showing how they overlap and, more importantly, how they are different. Taxes analyzed will include: the NYS personal income tax on nonresidents; the NYS franchise tax, the NYC GCT, the NYC BCT, and the NYC UBT.
Speakers: Christopher L. Doyle, Debra S. Herman, K. Craig Reilly

August 7
BONUS SESSION FOR ACCOUNTANTS: FINANCIAL AUDITS AND PREVENTING MALPRACTICE CLAIMS
Attorneys from our Accountants Professional Practice will discuss challenges facing accountants when handling financial audits and offer practical advice for avoiding malpractice claims.
Speakers: Kathryn A. Tiskus, Erin N. Teske, Mark A. Harmon