CLE: 69th Tax Institute

2023 marks the 69th anniversary of the Tax Institute, offered by the University at Buffalo School of Management, the New York Society of Certified Public Accountants and the Erie Institute of Law.

This full-day seminar provides a means of reviewing and clarifying provisions and patterns of federal tax laws. The Tax Institute continues to provide practitioners with cutting-edge information regarding the substance and administration of tax laws.

Thank you to our sponsors!   

Sponsorship opportunities are available. Be seen by 100+ attorneys and CPAs!

Agenda (subject to change):

8:00 – 8:35AM  Check-in, continental breakfast

8:35 – 9:40AM Federal Tax Update
Gary D. Borek, Esq., Gary D. Borek, LLC
Bruce Zgoda, CPA, Zgoda & Associates CPAs P.C.

9:40 – 10:45AM  Employer Retention Credit – The Aftermath
Thomas E. Mazurek, Jr., CPA, Tronconi Segarra & Associates LLP
Charles P. Pezzino, CPA, Tronconi Segarra & Associates LLP
Deborah Weber, Esq., Weber Law, LLC

10:45 – 11:00AM Break

11:00AM – 12:05PM Hot Topics and Tips for the Tax Professional, from an IRS Attorney’s Perspective
Heather Marello, Esq., IRS-Office of Chief Counsel

12:05 – 1:00PM  Lunch

1:00-2:05PM Dealing with IRS/Changes
Gary Bluestein, Esq., Lippes Mathias, LLP
Bruce Zgoda, CPA, Zgoda & Associates CPAs P.C.

2:05 – 3:10PM NY Sales Tax Audit and Enforcement Issues
Thomas E. Mazurek, Jr., CPA, Partner, Tronconi Segarra & Associates LLP
Daniel P. Kelly, Esq., Partner, Hodgson Russ LLP

3:10 – 3:25PM  Break

3:25 – 4:25 p.m.  New York Tax Update
Daniel P. Kelly, Esq., Partner, Hodgson Russ LLP

4:25 – 4:30PM Adjourn

CLE: This continuing legal education course has been approved in accordance with the requirements of New York’s Continuing Legal Education Board for a maximum of 7 CLE credit hours, approved for all attorneys.

CPE: The Tax Institute is authorized by the State Board of Accountancy to be a sponsor of continuing education programs for New York State certified public accountants and/or public accountants under Section 7409 of the Education Law and Section 70.6 of the Commissioner’s Regulations under Sponsor ID #001414. Full attendance at the institute will earn 7 CPE credits for participants.

Law students can attend any live BAEC CLE program for FREE.
Email cle@eriebar.org to reserve your spot!

Tuition Assistance is available. Click here for an application.