Adirondack Chapter Tax Conference
2022
8:40 - 10:20 am
Speaker: Joseph R. Rekrut
Topic: Federal Tax Update and IRS Audit Techniques & Tips to Navigate Process
Update on various federal tax and IRS procedural issues over the past year, including discussion of current developments related to the Employee Retention Credit and other trending topics.
10:30 - 11:20 am
Speaker: Ariele R. Doolittle
Topic: New York State Tax Update
We will cover all of the recent changes across tax types in New York and their impact on individuals and businesses. The session will also summarize recent tax cases, rulings and administrative releases in New York State and City and the status of various tax incentive programs cover all of the recent changes across tax types in New York.
11:20 am - 12:10 pm
Speaker: Ariele R. Doolittle
Topic: Sales Tax After Wayfair and Nexus Issues
Doing business in multiple states raises some problematic issues for companies. This webinar will guide you through the legal maze helping you identify which states have changed their nexus rules, what activities in the state might subject a company to nexus for sales tax, as well as the multistate tax implications of doing business on the web.
1:10 - 2:25 pm
Speaker: Ariele R. Doolittle
Topic: NYS Residency and Allocation Issues
The NYS Department of Taxation and Finance has the most advanced and aggressive residency audit program in the nation. New York auditors will continue to be on the hunt for revenue in audits of nonresidents. With the Coronavirus pandemic, tax increases and other considerations, many New Yorkers have reexamined their tax residency. Learn about New York’s residency rules, what it takes to change your residency, new considerations for post-Covid era moves, and what happens in a New York State residency audit.
2:35 - 3:25 pm
Speaker: Trevor J. Johnson
Topic: Choice of Entity
Choice of entity decisions continue to be critical for both existing businesses and start-ups. During this session, we will discuss the legal and tax considerations of different entity classifications under current law.
3:25 - 4:40 pm
Speaker: Trevor J. Johnson
Topic: Trusts & Estates Update Planning Opportunities
In this session, attendees will discuss the importance of establishing, reviewing, and implementing core estate planning documents (wills, revocable trusts, powers of attorney and health care directives) and learn how to identify estate tax planning opportunities. The session will also provide a discussion of New York specific trusts and estates matters.