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Adirondack Chapter Tax Conference

December 6
2022
Seminars
SUNY Plattsburgh
December 6, 2022
8:00 am - 4:45 pm

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.

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