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.

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

Members:
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.