
Joseph N. Endres
Practices & Industries
Admissions
- New York
- New Jersey
Education
University at Buffalo, B.A., Magna Cum Laude
University at Buffalo School of Law, J.D., Magna Cum Laude
Joe counsels clients on a wide range of state and local taxation issues and represents taxpayers in disputes with the New York State Department of Taxation and Finance as well as the New York City Department of Finance. As the Sales & Use Tax Practice Leader, Joe’s practice focuses on sales and use tax issues, especially in the technology (software as a service, cloud computing, digital products, etc.), fine arts and construction industries. Joe is the primary author of our firm’s sales tax blog, All About Sales Tax. Joe is a contributing editor (New York Chapter) of the American Bar Association's Sales and Use Tax Deskbook. Together with other attorneys in the State and Local Tax (SALT) Practice, Joe is a contributing author to our firm's handbook, What To Expect In a New York Sales and Use Tax Audit. Written in a question and answer format, this handbook discusses the issues that arise in these types of audits. Joe also counsels clients regarding personal income tax planning and residency issues. He co-authored, with Mark S. Klein, the 2019 Guidebook to New York Taxes, a reference source of information on this topic and he writes a column for Tax Notes State called “The Endres Assessment."
He also advises clients with respect to various federal and state tax incentive-based programs such as the federal renewable energy investment and production tax credits, New York State's Start-Up NY Program, the Excelsior Program, the former Empire Zone Program, the Brownfield Tax Credit Program and the Historical Building Rehabilitation Tax Credit Program.
As the Abandoned Property Audits Practice Leader, Joe counsels clients in this area of law and has represented large corporations in complex compliance matters such as multistate abandoned property audits and voluntary disclosures.
Honors
- Listed, Best Lawyers in America (Tax Law) 2023
- Listed, Buffalo Business First/Buffalo Law Journal’s Legal Elite of Western New York, 2018 - 2020
- Listed, Upstate New York Super Lawyers Rising Stars, 2013 - 2017
- Phi Beta Kappa and Phi Alpha Theta
- Former note and comment editor, Buffalo Law Review
- University at Buffalo School of Law Faculty Award (for work on the Buffalo Affordable Housing Clinic)
Experience
- $20 Million Sales Tax Refund Claims on Behalf of Hotel Clients
- $40 Million in Revolving and Term Loans Finance New Manufacturing Operation
- Buffalo Sabres’ HARBORCENTER Project
- Canceled $700,000 Tax Assessment for Penn Station Client
- Cloud-Computing Sales Tax Litigation on Behalf Information Services Provider
- Defended an Audit that Helped Reduce Sales Tax Assessment for Large Beer Garden Facility
- Helped Restaurant Client Avoid Criminal Prosecution in Sales Tax Audit
- Manufacturing Property Transaction
- Resolved a NYS Sales and Use Tax Audit for Large Wine Store and Banquet Facility
In the News
- The CPA Journal, January-February 2022
- The Wall Street Journal, May 25, 2020
- Tax Notes, June 20, 2019
- International Tax Review, January 16, 2019
- Buffalo Business First, July 20, 2018
- Buffalo Law Journal, May 21, 2018
- Forbes, February 19, 2017
- Law360, February 10, 2017
- Buffalo Business First, May 25, 2015
- WBEN, April 15, 2013
Press Releases
- Hodgson Russ LLP Honored with 2023 New York State Bar Association President’s Pro Bono Service AwardApril 17, 2023
- Hodgson Russ Press Release, August 19, 2022
- Hodgson Russ Press Release, April 27, 2020
- Hodgson Russ Press Release, September 23, 2019
- Press Release, September 24, 2018
- Press Release, September 6, 2017
- Press Release, August 31, 2016
- Press Release, August 19, 2015
- Press Release, September 16, 2014
- Press Release, August 14, 2014
- Press Release, January 3, 2014
- August 2013
Publications
- Hodgson Russ State and Local Tax Alert, May 5, 2023
- Hodgson Russ Brownfield Redevelopment Alert, March 29, 2023
- Hodgson Russ SALT Alert, January 3, 2023
- Hodgson Russ Renewable Energy Alert , December 14, 2022
- Hodgson Russ Renewable Energy Alert, September 12, 2022
- Hodgson Russ TriState Tax Alert , September 12, 2022
- Tax Notes State, July 18, 2022
- Hodgson Russ Renewable Energy and Real Estate Alert , June 21, 2022
- Tax Notes State, May 30, 2022
- Hodgson Russ Renewable Energy & Municipal Alert, May 3, 2022
- Hodgson Russ Renewable Energy and Municipal Alert, April 29, 2022
- Hodgson Russ State & Local Tax Alert, April 12, 2022
- Hodgson Russ Brownfield Redevelopment Alert, April 11, 2022
- Law360, April 6, 2022
- Hodgson Russ Tristate Tax Alert, March 28, 2022
- Tax Notes State, March 28, 2022
- Hodgson Russ Environmental Alert, March 22, 2022
- Hodgson Russ Renewable Energy Alert, February 3, 2022
- Hodgson Russ Brownfield Redevelopment Alert, January 27, 2022
- Hodgson Russ New Jersey Tax Alert, January 21, 2022
- Hodgson Russ Renewable Energy Alert, January 19, 2022
- Hodgson Russ Tristate Tax Alert, January 18, 2022
- Hodgson Russ Renewable Energy Alert, November 30, 2021
- Hodgson Russ SALT and Renewable Energy Alert, November 15, 2021
- Hodgson Russ Renewable Energy Alert, November 9, 2021
- Hodgson Russ Environmental Alert, November 5, 2021
- Hodgson Russ Tristate Tax Alert, November 3, 2021
- Hodgson Russ Environmental Alert, November 2, 2021
- Hodgson Russ Environmental Alert, October 20, 2021
- Hodgson Russ Tristate Tax Alert, October 1, 2021
- Hodgson Russ Renewable Energy Alert, September 14, 2021
- Hodgson Russ Renewable Energy Alert, September 8, 2021
- Hodgson Russ Tristate Tax Alert, August 26, 2021
- Hodgson Russ State & Local Tax Alert, August 17, 2021
- Hodgson Russ Renewable Energy Alert, August 3, 2021
- Hodgson Russ Renewable Energy Alert, August 2, 2021
- Hodgson Russ Tristate Tax Alert, July 26, 2021
- Hodgson Russ State and Local Tax Alert, July 1, 2021
- Hodgson Russ Renewable Energy Alert, April 19, 2021
- Hodgson Russ State & Local Tax Alert, April 12, 2021
- Hodgson Russ Renewable Energy Alert, April 7, 2021
- Hodgson Russ Renewable Energy Alert, April 6, 2021
- Hodgson Russ Environmental and Renewable Energy Alert, March 24, 2021
- Hodgson Russ Renewable Energy Alert, March 4, 2021
- Tax Notes, February 1, 2021
- Hodgson Russ Renewable Energy Alert, January 13, 2021
- Hodgson Russ Renewable Energy Alert, January 6, 2021
- Hodgson Russ Renewable Energy Alert, December 17, 2020
- Hodgson Russ Renewable Energy Alert, December 1, 2020
- Hodgson Russ Tristate Tax Alert, November 25, 2020
- Hodgson Russ Renewable Energy Alert, November 23, 2020
- Hodgson Russ Tristate Tax Alert, November 10, 2020
- Hodgson Russ Renewable Energy Alert, October 28, 2020
- Hodgson Russ Tristate Tax Alert, October 27, 2020
- Hodgson Russ Renewable Energy Alert, October 23, 2020
- Hodgson Russ State & Local Tax Alert, October 22, 2020
- Hodgson Russ Renewable Energy Alert, October 21, 2020
- Hodgson Russ Renewable Energy Alert, October 19, 2020
- Hodgson Russ Renewable Energy Alert, October 16, 2020
- Hodgson Russ Tristate Tax Alert, October 5, 2020
- Hodgson Russ Tristate Tax Alert, September 29, 2020
- Hodgson Russ Brownfield Redevelopment Alert, September 29, 2020
- Hodgson Russ Renewable Energy Alert, September 22, 2020
- Hodgson Russ Renewable Energy Alert, September 17, 2020
- Hodgson Russ Renewable Energy Alert, September 10, 2020
- Hodgson Russ Environmental and Renewable Energy Alert, August 20, 2020
- Hodgson Russ Environmental Alert, August 12, 2020
- Hodgson Russ Renewable Energy Alert, August 6, 2020
- Hodgson Russ Environmental Alert, August 6, 2020
- Hodgson Russ Renewable Energy Alert, July 28, 2020
- Hodgson Russ Environmental Alert, July 28, 2020
- Hodgson Russ Renewable Energy Alert, July 24, 2020
- Hodgson Russ Renewable Energy Alert, July 20, 2020
- Tax Notes State, July 6, 2020
- Hodgson Russ Environmental Alert, July 1, 2020
- Hodgson Russ Brownfield Redevelopment Alert, June 29, 2020
- Hodgson Russ Renewable Energy Alert, June 19, 2020
- Hodgson Russ Renewable Energy Alert, June 12, 2020
- Hodgson Russ State & Local Tax Alert, June 12, 2020
- Hodgson Russ Renewable Energy Alert, June 9, 2020
- Hodgson Russ Renewable Energy Alert, June 3, 2020
- Hodgson Russ State & Local Tax Alert, June 3, 2020
- Hodgson Russ Renewable Energy Alert, June 2, 2020
- Hodgson Russ Renewable Energy Alert, May 26, 2020
- Hodgson Russ Renewable Energy Alert, May 20, 2020
- Hodgson Russ Renewable Energy and Construction Alert, May 15, 2020
- Hodgson Russ Renewable Energy Alert, May 6, 2020
- Tax Notes State, May 4, 2020
- Hodgson Russ Environmental Alert, April 27, 2020
- Hodgson Russ Renewable Energy Alert, April 27, 2020
- Hodgson Russ Renewable Energy Alert, April 23, 2020
- Hodgson Russ Renewable Energy Alert, April 21, 2020
- Hodgson Russ Renewable Energy Alert, April 20, 2020
- Hodgson Russ Renewable Energy Alert, April 16, 2020
- Hodgson Russ Environmental Alert, April 14, 2020
- Tax Notes State, April 13, 2020
- Hodgson Russ State & Local Tax Alert, April 10, 2020
- Hodgson Russ Renewable Energy Alert, April 9, 2020
- Hodgson Russ Environmental Alert, April 6, 2020
- Hodgson Russ State & Local Tax Alert, April 3, 2020
- Hodgson Russ Renewable Energy Alert, April 3, 2020
- Hodgson Russ Renewable Energy Alert, April 2, 2020
- Hodgson Russ Environmental and Brownfield Redevelopment Alert, April 1, 2020
- Hodgson Russ Renewable Energy Alert, April 1, 2020
- Hodgson Russ Renewable Energy Alert, March 30, 2020
- Hodgson Russ Environmental Alert, March 27, 2020
- Hodgson Russ Environmental Alert, March 26, 2020
- Hodgson Russ State & Local Tax Alert, March 21, 2020
- Hodgson Russ Renewable Energy Alert, February 26, 2020
- Tax Notes State, February 24, 2020
- Hodgson Russ Renewable Energy Alert, February 24, 2020
- Hodgson Russ State & Local Tax Alert, February 10, 2020
- Hodgson Russ Renewable Energy Alert, February 10, 2020
- Hodgson Russ Renewable Energy Alert, February 4, 2020
- Hodgson Russ Renewable Energy Alert, January 30, 2020
- Hodgson Russ Renewable Energy and Municipal Alert, January 29, 2020
- Hodgson Russ Environmental, Brownfield and Tax Alert, January 22, 2020
- Hodgson Russ Renewable Energy Alert, January 22, 2020
- Hodgson Russ Environmental and Renewable Energy Alert, January 21, 2020
- Hodgson Russ Renewable Energy Alert, January 6, 2020
- Hodgson Russ Renewable Energy and Muncipal Law Alert, January 6, 2020
- Hodgson Russ Renewable Energy Alert, December 19, 2019
- Hodgson Russ Renewable Energy and Muncipal Law Alert, December 16, 2019
- Hodgson Russ Renewable Energy Alert, December 12, 2019
- Petition is first move towards New York’s aggressive goal of 6,000 Megawatts of solar by 2025Hodgson Russ Renewable Energy Alert, December 4, 2019
- Hodgson Russ Renewable Energy Alert, December 2, 2019
- Hodgson Russ Environmental Alert, November 27, 2019
- Hodgson Russ Environmental, Municipal, and Public Finance Alert, November 12, 2019
- Hodgson Russ Renewable Energy Alert, November 6, 2019
- Hodgson Russ Renewable Energy Alert, November 1, 2019
- Hodgson Russ Renewable Energy Alert, October 31, 2019
- Hodgson Russ Renewable Energy Alert, October 18, 2019
- Hodgson Russ Renewable Energy and Environmental Alert, October 8, 2019
- Hodgson Russ Renewable Energy Alert, October 7, 2019
- Tax Notes State, July 29, 2019
- Hodgson Russ State & Local Tax Alert, June 28, 2019
- Hodgson Russ Brownfield Redevelopment and Renewable Energy Alert, June 18, 2019
- Hodgson Russ Environmental Alert, May 7, 2019
- Hodgson Russ Renewable Energy Alert, May 6, 2019
- Hodgson Russ Environmental Alert, April 22, 2019
- Hodgson Russ Environmental Alert, April 18, 2019
- Hodgson Russ State & Local Tax Alert, April 17, 2019
- State Tax Notes, February 25, 2019
- Renewable Energy Alert, February 13, 2019
- Taxstringer, February 1, 2019
- Banker Bulletin Alert, January 31, 2019
- State and Local Tax Alert, January 16, 2019
- Taxstringer, January 8, 2019
- Increased Regulatory Requirements and Water Infrastructure Investment Likely in 2019Environmental Alert, December 21, 2018
- Taxstringer, December 1, 2018
- Practical Sales Tax Considerations for Art Dealers in the Wake of WayfairArt Dealers Assocation of America, November 28, 2018
- Renewable Energy Alert, November 20, 2018
- State and Local Tax Alert, April 10, 2018
- Tax Alert, December 18, 2017
- Hodgson Russ Newsletter, April 12, 2017
- Taxstringer, February 1, 2017
- The Tax Stringer, February 1, 2017
- State & Local Tax Alert, May 2, 2016
- State & Local Tax Alert, November 2, 2015
- Tax Stringer, November 1, 2015
- State & Local Tax Alert, June 12, 2015
- State Tax Notes, May 17, 2015
- Canadian Tax Highlights, March 2015
- State & Local Tax Alert, December 1, 2014
- State & Local Tax Alert, April 9, 2013
- State & Local Tax Alert, March 28, 2013
- Law360, September 5, 2012
- Cleantech Alert, August 22, 2012
- State Tax Notes, January 30, 2012
- State & Local Tax Alert, June 23, 2011
- State Tax Notes, April 11, 2011
- State Tax Notes, August 30, 2010
- State & Local Tax Alert, August 5, 2010
- Tax Credit Alert, July 1, 2010
- Journal of Multistate Taxation and Incentives, March/April 2010
- State Tax Notes, September 29, 2009
- State Tax Notes, March 19, 2009
- State Tax Notes, September 29, 2008
- State Tax Notes, August 15, 2008
- December 27, 2006
- Journal of Multistate Taxation and Incentives, August 2006
Blog Posts
Joe is the primary author of the All About Sales Tax blog. He also writes articles regarding sales and use tax for the firm's TiNY (Taxes In New York) blog.
- Matter of Objet LLC All About Sales Tax, April 1, 2022
- Proposed Changes to NYS’s Brownfield Cleanup Program Contained in the Governor’s Executive Budget Noonan’s Notes Blog, January 27, 2022
- Local Sales Taxes on Solar-Generated Electricity All About Sales Tax, November 15, 2021
- Florida Finally Enacts Sales Tax Economic Nexus Legislation All About Sales Tax, April 29, 2021
- Sales Tax Cases from the TiNY Blog for the Week of March 25, 2021 All About Sales Tax, March 26, 2021
- TiNY Report for March 25, 2021 (reporting on DTA cases issued March 11 and 18) State and Local Tax Blog, March 26, 2021
- Matters of 608 Franklin, LLC and Evergreen Gardens, LLC; Division’s Rep.: Melanie Spaulding; Petitioners’ Rep.: Herschel Friedman; Articles 28 and 29 All About Sales Tax, March 19, 2021
- Matter of M & Y Developers, Inc.; Division’s Rep.: Anita Luckina; Petitioner’s Reps.: Joshua Lawrence and Timothy Noonan; Articles 28 and 29 All About Sales Tax, March 19, 2021
- TiNY Report for March 19, 2021 (reporting on DTA cases issued since February 28) State and Local Tax Blog, March 19, 2021
- Matter of Shawn McKee Enterprises, Inc.; Judge Gardiner; Division’s Rep.: Adam Roberts; Petitioner’s Rep.: Jennifer Koo; Articles 28 and 29 All About Sales Tax, March 5, 2021
- Matter of 44th Enterprises Corporation et. al.; Judge Russo; Division’s Rep.: Osborne Jack; Petitioners’ Reps.: Amit Shertzer and Kevin A. Fritz; Articles 28 and 29 All About Sales Tax, March 5, 2021
- TiNY Report for March 1, 2021 (reporting on DTA cases issued February 18) State and Local Tax Blog, March 5, 2021
- Matter of TheStreet.com, Inc.; Judge Maloney; Division’s Rep.: Elizabeth Lyons; Petitioner’s Reps.: Nicolas Montorio and Janet Bernier; Articles 28 and 29 All About Sales Tax, February 23, 2021
- TiNY Report for February 19, 2021 (reporting on DTA cases issued February 4 and 11) State and Local Tax Blog, February 23, 2021
- Matter of Strata Skin Sciences, Inc.; Judge Connolly; Division’s Rep.: Anita Luckina; Petitioner’s Rep.: Margaret Wilson; Articles 28 and 29 All About Sales Tax, February 4, 2021
- TiNY Report for January 28, 2021 (reporting on DTA cases issued January 21) State and Local Tax Blog, February 4, 2021
- Secureworks, Inc.; Judge DiFiore; Division’s Rep.: Stephanie Scalzo; Petitioner’s Rep.: Charles Rice; Articles 28 and 29 All About Sales Tax, January 22, 2021
- Matter of Dynamic Logic, Inc.; Judge Russo; Division’s Rep.: Anita K. Luckina; Petitioner’s Reps.: Amy F. Nogid and Leah Robinson; Articles 28 and 29 All About Sales Tax, January 22, 2021
- TiNY Report for January 22 (reporting on DTA cases issued December 10, 16, 23 and 30 and January 7 and 14) State and Local Tax Blog, January 22, 2021
- TiNY Report for December 10, 2020 (reporting on DTA cases issued December 3) State and Local Tax Blog, December 18, 2020
- Matter of MarketShare Partners, LLC; Division’s Rep.: Stephanie Scalzo; Petitioner’s Reps.: R. Gregory Roberts, and Jeremy Gove; Articles 28 and 29 All About Sales Tax, December 18, 2020
- TiNY Report for December 10, 2020 (covering DTA cases issued December 3) State and Local Tax Blog, December 18, 2020
- Updated Guidance Issued on Responsible Person Relief Under the Sales Tax Law All About Sales Tax, November 23, 2020
- Contractors, Leasehold Improvements and Tax Exempt Entities All About Sales Tax, October 20, 2020
- The Master Has (Re)appeared! All About Sales Tax, October 7, 2020
- TiNY Report for March 26, 2020 (reporting on DTA cases issued March 16 and 17) State and Local Tax Blog, March 27, 2020
- TiNY Report for March 19, 2020 (reporting on DTA cases issued March 12) State and Local Tax Blog, March 20, 2020
- TiNY Report for March 12, 2020 (covering DTA cases issued March 7) State and Local Tax Blog, March 13, 2020
- TiNY Report for March 5, 2020 (covering DTA cases issued February 27) State and Local Tax Blog, March 6, 2020
- Proposed Sales Tax Legislation for the Coming Legislative Session All About Sales Tax, March 2, 2020
- When the Student is Ready, the Master will Appear All About Sales Tax, February 21, 2020
- TiNY Report for February 13, 2020 (covering DTA cases issued February 6) State and Local Tax Blog, February 18, 2020
- Sales Tax Cases from the TiNY Blog for the Week of February 13, 2020 All About Sales Tax, February 13, 2020
- TiNY Report for February 6, 2020 (covering DTA cases issued January 27 and 30) State and Local Tax Blog, February 7, 2020
- Sales Tax Cases from the TiNY Blog for the Week of February 6, 2020 All About Sales Tax, February 6, 2020
- Matters of Hotel Depot, Inc. and Parikh – Deep Dive All About Sales Tax, February 1, 2020
- TiNY Report for January 30, 2020 (covering DTA cases issued January 23 and 24) State and Local Tax Blog, January 31, 2020
- TiNY Report for January 16, 2020 (covering DTA cases issued January 9) State and Local Tax Blog, January 17, 2020
- Sales Tax Cases from the TiNY Blog for the Week of January 16, 2020 All About Sales Tax, January 16, 2020
- Sales Tax Cases from the TiNY Blog for the Week of January 9, 2020 All About Sales Tax, January 9, 2020
- TiNY Report for January 2, 2020 (covering DTA cases issued December 17 and 24) State and Local Tax Blog, January 7, 2020
- Sales Tax Cases from the TiNY Blog for the Week of January 2, 2020 All About Sales Tax, January 2, 2020
- Economic Nexus in New York Noonan’s Notes Blog, November 8, 2019
- NYS Offers a GILTI Exemption and Increases its Economic Nexus Threshold Noonan’s Notes Blog, June 26, 2019
- New York Issues Economic Nexus FAQs Noonan’s Notes Blog, June 7, 2019
- Federal Court Rules Refunded NYS Brownfield Tax Credits Are Taxable Federally Noonan’s Notes Blog, April 26, 2019
- Online Marketplaces Must Now Collect Sales Tax in New York State Noonan’s Notes Blog, March 11, 2019
- New York Finally Issues Guidance on Sales Tax Economic Nexus Noonan’s Notes Blog, January 16, 2019
- Some New York Highway Use Tax Registrations Are Being Improperly Targeted Noonan’s Notes Blog, September 21, 2018
- Wasn’t the U.S. Constitution Written in Just 116 Days? Noonan’s Notes Blog, April 26, 2018
- TiNY Report for April 12, 2018 (covering DTA cases from April 5) State and Local Tax Blog, April 16, 2018
- Potential Tax Breaks for Web Designers and Software Developers Noonan’s Notes Blog, September 27, 2016
- Upcoming Abandoned Property Deadlines Noonan’s Notes Blog, November 6, 2015
- Taxing Cloud Computing: New York Gets It Half Right Noonan’s Notes Blog, July 28, 2015
- The Supreme Court Declares Maryland Resident Tax Credit Structure Unconstitutional Because It Leads to Double Tax Noonan’s Notes Blog, May 20, 2015
- Solar Power Facilities & Sales Tax Exemptions in New York State
Clean and Green Law, July 10, 2013 - Energy Legislation Contained in New York’s Budget Proposal
Clean and Green Law, February 5, 2013 - The Obama Administration Steps Up Support for Solar Projects
Clean and Green Law, October 16, 2012 - New York Solar Initiative Moves Forward
Clean and Green Law, August 21, 2012 - New York’s Tax Incentive Programs for Renewable Energy Projects
Clean and Green Law, July 3, 2012
Presentations & Events
- 605 Third Avenue, New York, New York, June 21 - August 2, 2023
- May 24, 2023
- May 19, 2023
- May 3, 2023
- April 27, 2023
- Herkimer College, Herkimer, NY, April 25, 2023 - April 26, 2023
- April 21, 2023
- March 17, 2023
- March 9, 2023
- Palm Beach, Boca Raton, Miami, Sarasota, Naples, Florida, January 26, 2023 - February 24, 2023
- February 17, 2023
- February 16, 2023
- February 1, 2023
- January 20, 2023
- January 13, 2023
- Long Island Marriott, December 15, 2022
- Westchester Manor, Hastings-on-Hudson, NY, December 13, 2022
- December 8, 2022
- December 7, 2022
- Melville Marriott Long Island, December 1, 2022
- November 30, 2022
- Embassy Suites in Syracuse, New York, November 22, 2022
- Crest Hollow Country Club, November 17 - November 18, 2022
- November 11, 2022
- Salvatore’s Italian Gardens, Depew NY, November 10, 2022
- November 8, 2022
- November 8, 2022
- Buffalo Marriott Niagara, November 4, 2022
- November 3, 2022
- November 3, 2022
- Embassy Suites – Syracuse Destiny, November 2, 2022
- November 1, 2022
- Doubletree by Hilton Hotel Binghamton, October 26, 2022
- October 21, 2022
- October 10, 2022
- September 28, 2022
- September 22, 2022
- August 22, 2022
- August 17, 2022
- August 5, 2022
- July 15, 2022
- NYC and Park Ridge, NJ, June 15 - July 20, 2022
- April 22, 2022
- Fulton Montgomery Community College, 2805 New York 67, Johnstown, NY 12095, April 12, 2022
- April 8, 2022
- April 7, 2022
- Bar Association of Erie County Headquarters, April 7, 2022
- Manalapan/Palm Beach, Boca Raton, Sarasota and Naples, Florida, February and March 2022
- March 4, 2022
- March 2, 2022
- February 11, 2022
- December 10, 2021
- December 8, 2021
- December 6, 2021
- Long Island Marriott, Uniondale, NY, December 2, 2021
- December 1, 2021
- November 19, 2021
- November 16, 2021
- November 11, 2021
- November 9, 2021
- November 3, 2021
- November 2, 2021
- October 6, 2021
- October 5, 2021
- October 1, 2021
- September 24, 2021
- September 21, 2021
- September 20, 2021
- Marriott Melville Long Island, August 25, 2021
- August 19, 2021
- July 21, 2021
- June 2021
- July 9, 2021
- July 1, 2021
- June 10, 2021
- June 3, 2021
- April 15, 2021
- April 2, 2021
- March 19, 2021
- March 5, 2021
- February 26, 2021
- February 25, 2021
- February 12, 2021
- February 9, 2021
- February 4, 2021
- January 26, 2021
- January 22, 2021
- January 12, 2021
- January 7, 2021
- December 16, 2020
- December 11, 2020
- December 10, 2020
- December 4, 2020
- December 4, 2020
- December 3, 2020
- December 2, 2020
- December 1, 2020
- November 20, 2020
- November 19, 2020
- November 19, 2020
- October 21 & 28 and November 4 & 18
- November 10, 2020
- November 6, 2020
- November 4, 2020
- October 30, 2020
- October 29, 2020
- October 28, 2020
- October 9, 2020
- August 26, 2020
- August 14, 2020
- August 7, 2020
- Wednesdays, May 6 - June 17
- June 12, 2020
- June 5, 2020
- April 13, 2020
- March 20, 2020
- March 9, 2020
- Boca Raton, Fort Lauderdale, Naples, Manalapan, Miami, Sarasota, Florida, January and February 2020
- January 24, 2020
- West Orange, NJ, January 16, 2020
- New York, NY, January 7, 2020
- December 20, 2019
- Saddle Brook, NJ, December 18, 2019
- December 16, 2019
- Hastings-on-Hudson, NY, December 11, 2019
- Newburgh, NY, December 9, 2019
- Uniondale, NY, December 6, 2019
- Uniondale, NY, December 5, 2019
- New York, NY, December 3, 2019
- November 26, 2019
- November 25, 2019
- East Hanover, NJ, November 22, 2019
- Woodbury, NY, November 21, 2019
- Foundation for Accounting Education Learning Center, New York, NY, November 15, 2019
- Hauppauge, NY, November 9, 2019
- Rye Brook, NY, November 4, 2019
- October 25, 2019
- Binghamton, NY, October 24, 2019
- October 22, 2019
- Chicago, IL, September 5, 2019
- August 23, 2019
- New York, New York, August 20, 2019
- Understanding New York State Tax Issues of 2019The Harvard Club 35 W. 44th Street, New York, NY, June 12 - August 7, 2019
- July 26, 2019
- July 19, 2019
- June 28, 2019
- June 14, 2019
- The Desmond Hotel Albany, May 29, 2019
- May 2, 2019
- April 19, 2019
- April 1, 2019
- March 29, 2019
- March 1, 2019
- Boca Raton, Fort Lauderdale, Naples, Manalapan, Sarasota, Florida, January and February 2019
- February 22, 2019
- February 15, 2019
- Harvard Club of NYC, February 12, 2019
- East Brunswick, New Jersey, January 24, 2019
- January 24, 2019
- New York, New York, January 23, 2019
- January 11, 2019
- ACE Seminar, January 9, 2019
- December 19, 2018
- December 14, 2018
- Mayfair Farms, 481 Eagle Rock Ave., West Orange, NJ 07052, December 13, 2018
- New Yorker Hotel, 34th Street & 8th Avenue, New York, NY 10001, December 12, 2018
- Powelton Club, 29-63 Balmville Rd., Newburgh, NY 12550, December 6, 2018
- Saddle Brook Marriott, 138 New Pehle Ave., Saddle Brook, NJ 07663, December 5, 2018
- Hilton Garden Inn, 235 Hoosick Street, Troy, NY 12180, December 4, 2018
- Uniondale, New York, November 29, 2018
- Syracuse, New York, November 28, 2018
- November 19, 2018
- East Hanover, New Jersey, November 16, 2018
- Woodbury, New York, November 14-15
- Hauppauge, New York, November 10, 2018
- Rye Brook, New York, November 2, 2018
- November 30, 2018
- Binghamton, New York, October 25, 2018
- New York, New York, October 18, 2018
- Brooklyn, New York, October 18, 2018
- Staten Island, New York, October 11, 2018
- October 9, 2018
- October 5, 2018
- September 25, 2018
- Mahopac, New York, September 24, 2018
- September 21, 2018
- September 18, 2018
- September 4, 2018
- Industrial Counsel of Cushman & Wakefield Pyramid Brokerage Co.- Brownfield Tax CreditsSyracuse, New York, August 15, 2018
- August 10, 2018
- Understanding New York State Tax Issues of 2018The Harvard Club 35 W. 44th Street, New York, NY, June 13 to August 1, 2018
- July 26, 2018
- Thomson Reuters- 2018 TCJA Virtual ConferenceJuly 10, 2018
- July 9, 2018
- July 2, 2018
- 18th Annual New York State Society of CPAs Westchester Estate, Tax and Financial Planning ConferenceJune 11, 2018
- CPA Academy Webinar, Sales & Use Tax for Digital ProductsMay 1, 2018
- Strafford Publishers Webinar, NY Sales & Use TaxMarch 14, 2018
- Avalara Webinar, NexusMarch 13, 2018
- Avalara Webinar, Sales & Use Tax for Digital Products and ServicesMarch 9, 2018
- CPA Academy, Nexus Issues for BusinessMarch 6, 2018
- Palm Beach, Boca Raton and Naples, Florida, January, February & March 2018
- Avalara, Abandoned PropertyFebruary 13, 2018
- CPA Club or Bergen County, Abandoned PropertySaddle Brook, New Jersey, January 18, 2018
- CPA Club of New Jersey, NY Tax UpdateWest Orange, New Jersey, January 17, 2018
- Hodgson Russ, 140 Pearl St, Buffalo, NY 14202, January 16, 2018
- CPA Academy, Changing Your ResidencyJanuary 11, 2018
- Accountants' Continuing Education PresentationNew York, New York, January 4, 2018
- November 29, 2017
- November 15, 2017
- November 6, 2017
- NY Tax UpdateBinghamton, October 19, 2017
- Understanding New York State Tax Issues of 2017The Harvard Club 35 W. 44th Street New York, NY, June 7 to August 2, 2017
- Multistate Abandoned Property LawsMay 17, 2017
- Changing Your ResidencyMay 15, 2017
- Multistate Abandoned Property LawsApril 25, 2017
- Changing Your ResidencyApril 18, 2017
- Changing Your ResidencyMarch 21, 2017
- Multistate Abandoned Property LawsMarch 28, 2017
- Multistate Abandoned Property LawsMarch 7, 2017
- January & February 2017
- Changing Your ResidencyFebruary 17, 2017
- Multistate Overview of Abandoned Property Laws Across the USJanuary 30, 2017
- Changing Your ResidencyJanuary 27, 2017
- NY Tax UpdateSaddlebrook, NJ, January 26, 2017
- NY Tax UpdateMayfair Farms, West Orange, NJ, January 25, 2017
- Changing Your ResidencyJanuary 17, 2017
- Sales TaxDecember 19, 2016
- Changing Your ResidencyDecember 15, 2016
- NY Tax UpdateDecember 8, 2016
- NY Tax UpdateSyracuse, December 6, 2016
- NY Tax UpdateUniondale, NY, December 3, 2016
- NY Tax UpdateRye Brook, NY, December 2, 2016
- NJCPA, Essex Chapter Annual Tax SeminarHanover Manor, 16 Eagle Rock Ave, East Hanover, NJ 07936, November 18, 2016
- NY Tax Issues for Ultra High Net Worth IndividualsWhite Plains, NNY, November 16, 2016
- Changing Your ResidencyNovember 10, 2016
- New York, NY, October 26, 2016
- NY Tax UpdateBinghamton, NY, October 20, 2016
- Changing Your ResidencyOctober 11, 2016
- Sales Tax Audit & AppealsOctober 3, 2016
- Changing Your ResidencySeptember 12, 2016
- New Windsor, NY, August 31, 2016
- New York, NY, August 30, 2016
- New York, NY, August 24, 2016
- New York, NY, August 17, 2016
- Multistate Overview of Abandoned Property Laws Across the USAugust 15, 2016
- Changing Your ResidencyAugust 10, 2016
- Multistate Abandoned Property LawsJuly 27, 2016
- Changing Your ResidencyJuly 8, 2016
- Summer Seminar - Multistate Residency TopicsFlorida, June 22, 2016
- Multistate Abandoned Property LawsJune 17, 2016
- Changing Your ResidencyJune 8, 2016
- Sales Tax for Asset PurchasesJune 3, 2016
- Sales & Use Tax for Digital ProductsMay 3, 2016
- How Companies Get Picked for an AuditApril 19, 2016
- Changing Your ResidencyMarch 31, 2016
- Multi-State Unclaimed PropertyMarch 4, 2016
- Boca Raton, Naples, & Palm Beach Florida, January & February 2016
- Sales & Use TaxJanuary 13, 2016
- NY Tax UpdateSaddle Brook Marriott, January 7, 2016
- New York, NY, December 7, 2015
- NY Tax UpdateUniondale, December 5, 2015
- NY Tax UpdateNJ, December 2, 2015
- NY Sales Tax & Abandoned Property UpdateDecember 1, 2015
- NY Tax UpdateHanover, NJ, November 20, 2015
- NY Tax UpdateSyracuse, November 17, 2015
- NY Tax UpdateNew York City, November 12, 2015
- NY Tax UpdateMelville, October 24, 2015
- NY Tax UpdateBinghamton, October 22, 2015
- FAE Business & Industry Conference - NY Sales Tax & Abandoned Property LawOctober 16, 2015
- The Harvard Club, 35 W. 44th Street, New York, NY, Summer 2015
- Summer 2015
- NYSSCPA FAE Webcast - Doing Business on the Web: Multistate ImplicationsJune 8, 2015
- NYSSCPA FAE Webcast - Doing Business on the Web: Multistate ImplicationsMay 21, 2015
- Changing Your ResidencyFebruary 4, 2015
- Florida, February 2015
- Multi-state Overview of Abandoned Property Laws Across the USJanuary 29, 2015
- CPA Club: New York Tax UpdateNew Jersey, January 14, 2015
- Foundation for Accounting Education Seminar: Restaurant-Hospitality Sales TaxNew York, NY, December 16, 2014
- New York State Society of CPAs Nassau Chapter Seminar: New York Tax UpdateDecember 6, 2014
- New York State Society of CPAs Rockland Chapter Seminar: New York Tax UpdateDecember 4, 2014
- Strafford Webinar: Sales Tax on Cloud Computing and Digital ProductsNovember 20, 2014
- New York State Society of CPAs Syracuse Chapter Seminar: New York Tax UpdateSyracuse, NY, November 18, 2014
- New York State Society of CPAs Mid-Hudson Chapter Seminar: NY Tax UpdateNovember 14, 2014
- Avalara Webinar: Sales Tax Nuts and BoltsOctober 27, 2014
- New York Tax UpdateOctober 27, 2014
- New York State Society of CPAs Binghamton Chapter Seminar: NY Tax UpdateOctober 23, 2014
- Foundation for Accounting Education Webinar: How to Handle an AuditNew York, NY, October 21, 2014
- CCH Webinar: Abandoned PropertyOctober 9, 2014
- Avalara Webinar: Sales and Use Tax for Digital Products and ServicesSeptember 11, 2014
- Avalara Webinar: Sales Tax Nuts and BoltsSeptember 11, 2014
- Connecticut Society of CPAs Conference: New York State ResidencyHartford, CT, August 22, 2014
- Avalara Webinar: Sales Tax Nuts and BoltsJuly 30, 2014
- Energy, Money and the Law Conference: Brownfield PresentationJune 19, 2014
- Foundation for Accounting Education Webinar: How to Handle a Sales Tax AuditJune 18, 2014
- CLE Seminar: New York’s Abandoned Property LawBuffalo, NY, June 3, 2014
- Avalara Webinar: Sales and Use Tax for Digital ProductsJune 2, 2014
- NYSSIA Nassau/Suffolk Chapter Seminar: NYS ResidencyMay 21, 2014
- New York Society of Independent Accountants Nassau/Suffolk Chapter: New York State Residency IssuesPlainview, NY, May 2014
- Strafford Webinar on Multistate WithholdingApril 24, 2014
- Strafford Webinar: Non-Resident and Mobile Workers - State Tax Traps for EmployersApril 2014
- Foundation for Accounting Education Webinar: NYS Residency IssuesNew York, NY, January 29, 2014
- New York State Society of CPAs Foundation for Accounting Education Webcast: New York State ResidencyNew York, NY, January 2014
- Strafford Webinar: Taxation of Digital ProductsDecember 12, 2013
- New York State Society of CPAs: New York UpdateStaten Island, NY, November 15, 2013
- Health Care Institutions: Abandoned PropertyBuffalo, NY, November 14, 2013
- New York State Society of CPAs Mid-Hudson Chapter: New York UpdateNewburgh, NY, November 8, 2013
- Amherst, NY, November 7, 2013
- New York State Society of CPAs Nassau Chapter: New York Sales TaxLong Island, NY, October 26, 2013
- Bonadio Group: New York UpdateRochester, NY, October 25, 2013
- New York State Society of CPAs: New York UpdateBinghamton, NY, October 24, 2013
- Bar Association of Erie County Commercial & Bankruptcy Law Committee Meeting: Bulk Sales TransactionsBuffalo, NY, October 4, 2013
- June & July 2013
- Strafford Webinar: Withholding Tax IssuesApril 3, 2013
- Financial Planning Association of Western New York: Tax ResidencyBuffalo, NY, February 20, 2013
- Buffalo, NY, November 2, 2012
- June & July 2012
- Buffalo, NY, July 19, 2011
- June & July 2011
- June & July 2010
- June & July 2009
Professional Associations
- New York State Bar Association
- Bar Association of Erie County