2021-2022 Erie County Bar Foundation Campaign

CLE: 67th Tax Institute

2021 marks the 67th 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.

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 8 CLE credit hours, approved for all attorneys. All sessions will count towards your credits with the exception of the lunch presentation, The Importance of Wills and Trusts. Florida CLE credit is pending through the Florida Bar Association.

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 9 CPE credits for participants.

CE: Earn up to 5 CE. The Tax Institute been accepted as meeting requirements of the Treasury Department Circular #230 as a sponsor of qualifying programs for those individuals enrolled to practice before the Internal Revenue Service.

Topics to be covered at the conference this year:
Federal Tax Update
Pass-Through Entity Update and SALT Work-Around
International and Cross-Border Tax Update
Estate and Gift Tax Update
The Importance of Wills & Trusts (this session will not provide CLE credit due to being held over the lunch hour)
Post-COVID Tax Enforcement and Defenses, including Bankruptcy Law Update
State and Local Tax Update
NYS Tax Update
View the agenda here

Important note for those who choose to attend in person: Attendees must be fully vaccinated for entry and wear masks while in the facility.  (Virtual attendance also an option – register below)

Please note: for those attending virtually, the login link and course material will be emailed to registrants a few days before the seminar.

Date

Nov 05 2021

Time

8:30 am - 5:00 pm
Category

Organizer

Erie Institute of Law
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