CLE: 68th Tax Institute

2022 marks the 68th 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, Employee Benefits and Retirement Plan Changes.

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.

All sessions attended will count towards CPE credits in the area of Taxation, including the lunch presentation. For CLE credits, all sessions except the lunch presentation will earn credits in the area of Professional Practice.

8:30 – 9:40 a.m. – Federal Tax Update
Gary D. Borek, Esq., Gary D. Borek, LLC

9:40 – 10:50 a.m. – Recent Developments in Offshore Voluntary Disclosure and Foreign Financial and Tax Reporting
Randall P. Andreozzi, Esq., Partner, Andreozzi Bluestein LLP

10:50 – 11:05 a.m. – Break

11:05 a.m.– 12:15 p.m. – The Importance of Wills and Trusts
Anthony S. Pecoraro, Esq., Antonino S. Pecoraro, P.C.

12:20 – 1:10 p.m. – Lunch presentation: Retirement Plans – Legal and Fiduciary Update (CLE credit is not available for the lunch presentation)
Amy P. Walters, Esq., Partner, Hodgson Russ LLP

1:15 – 2:25 p.m. – Hot Topics in Tax Controversy and Enforcement
Gary Bluestein, Esq., Partner, Andreozzi Bluestein LLP

2:25 – 3:35 p.m. – State and Local Tax update
Thomas E. Mazurek, Jr., CPA, Partner, Tronconi Segarra & Associates LLP
Daniel P. Kelly, Esq., Partner, Hodgson Russ LLP

3:35 – 3:50 p.m. – Break

3:50 – 5:00 p.m. – New York Tax update
Joseph N. Endres, Esq., Partner, Hodgson Russ LLP

The Tax Institute planning committee is responsible for planning, coordinating, implementing and producing the highly successful event.

Kelly Marks, Esq., Phillips Lytle LLP
Bruce Zgoda, CPA, Zgoda & Associates CPAs P.C.

Gary Bluestein, Esq., Andreozzi Bluestein LLP
Tom Mazurek, CPA, Tronconi Segarra & Associates LLP
Cassie Nguyen, CPA, UB School of Management
Martha Salzman, Esq., UB School of Management
Steven Sanders, CPA, Steven Sanders CPA


Tuition Assistance is available. Click here for an application.

The event is finished.


Nov 04 2022


8:30 am - 5:00 pm


Buffalo Marriott Niagara


Erie Institute of Law

Other Organizers

UB School of Management
NYS Society of CPAs
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