Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before the start time.

Thursday, September 5, 2024
8:30 am – 4:45 pm EDT

 

New York Tax Trends
Presented by: Lance E. Rothenberg & Jeffrey S. Reed

  • Hot topics and trends
  • Legislative and budget update

New York Business Entities Tax Update
Presented by: Lance E. Rothenberg & Jeffrey S. Reed

  • NYS/C Corporate tax reform regulation update
  • Pass Through Entity taxation update
  • Public Law 86-272 update

New York Personal Income Tax Update 
Presented by: Lance E. Rothenberg & Jeffrey S. Reed

  • Domicile and statutory residency
  • Taxation of vacation homes
  • Convenience of employer rule

Sales and Use Tax Update 
Presented by: Lance E. Rothenberg & Jeffrey S. Reed

  • Sales and use tax nuts and bolts
  • Responsible person status – personal liability
  • Nexus and Wayfair after six years

New York Litigation Update 
Presented by: Lance E. Rothenberg & Jeffrey S. Reed

  • Contesting a New York tax case
  • Division of tax appeals and tax appeals tribunal cases
  • Court of Appeals and appellate division cases

New York State Tax Collections
Presented by: Yvonne R. Cort

  • Voluntary Disclosures
  • Liens and warrants
  • Bank account levies
  • Installment payment plans
  • Drivers’ license suspensions

Economic Development, Business Expansion and Job Creation – New York State Incentives
Presented by: Pietra G. Zaffram

  • Overview of New York State tax incentive programs
  • Tax increment financing (TIF)
  • Workforce development incentive programs

 

Webinar Instructions

All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
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Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants
8.0 CPE Credits

Attorneys
8.0 CLE Hours

 

Continuing Education Credit Information

This webinar is open to the public and is designed to qualify for up to 8.0 CPE credits for accountants and 8.0 CLE hours for attorneys in New York. Professionals seeking continuing education credits in other states may be able to claim the hours earned at this webinar; please refer to specific board rules to determine eligibility.

This webinar offers accountants 8.0 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area Taxation. Knowledge of taxation is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional format course offers 8.0 Areas of Professional Practice CLE hours which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

On-Demand Credits

The preceding credit information only applies to the live presentation. This course is not approved by any licensing boards in the on-demand format.

Speakers

Yvonne R. Cort

Partner at Capell Barnett Matalon & Schoenfeld LLP in Syosset, NY

Ms. Cort focuses her practice on resolving Federal and New York State tax controversies. For over twenty years, she has assisted individuals and businesses with IRS and NYS tax matters including New York State and New York City residency audits, IRS and NYS audits and appeals, unfiled returns, income tax, sales tax, withholding tax, responsible person assessments, liens and levies, tax warrants, innocent spouse, voluntary disclosure, installment agreements and offers in compromise. Ms. Cort has been selected to New York Metro Super Lawyers, a designation given to only five percent of the lawyers in the state. She has served as Chair of the IRS Downstate New York Practitioner Liaison Group and Chair of the Business Law, Tax and Accounting Committee of the Nassau County Bar Association. Ms. Cort is a member of the Executive Committee of the NYS Bar Association Tax Section, where she has contributed to policy papers. She is also a Co-Chair of the Attorneys and Accountants Joint Committee of the NYS Society of CPAs, Nassau Chapter.

Jeffrey S. Reed

Chair of the State and Local Tax Practice at Kilpatrick Townsend & Stockton, LLP, in the New York City office

Mr. Reed concentrates his practice on state tax controversies, planning and unclaimed property. A former litigator for the Massachusetts Department of Revenue, he has represented clients in state tax controversy matters in over 30 states and has obtained favorable letter rulings for clients in several different jurisdictions. Mr. Reed regularly advises on the constitutionality of state tax positions, the availability of exemptions and incentives, and how to source revenue streams for state corporate income tax and sales tax purposes. He has handled New York qui tam (whistleblower) lawsuit litigation and received widespread acclaim for arguing and winning the closely-watched IT USA, Inc. case before the New York Tax Appeals Tribunal. Besides state tax, Mr. Reed also devotes a significant part of his practice to unclaimed property. In the federal tax area, he has favorably resolved IRS audits and has successfully represented taxpayers in appeals conferences before the IRS Office of Appeals. Mr. Reed is the author of “The Reed Report,” a State Tax Notes column. He also writes a “Shop Talk” column for the Journal of Multistate Taxation and Incentives. Mr. Reed is the former editor in chief of the State and Local Tax Lawyer and is on the State and Local Tax Executive Committees for both the American Bar Association and the New York City Bar Association.

Lance E. Rothenberg

Partner at Rothenberg Tax Law, LLC, in the Greater New York City Metropolitan Area

Rothenberg Tax Law is a boutique law firm with a niche focus in federal and state tax controversy and multistate state and local tax consulting. Mr. Rothenberg is the former Practice Leader for Tax Controversy Services for a top 15 accounting firm. He represents clients before the Internal Revenue Service and various state revenue departments, with special expertise in matters before the New York Department of Taxation and Finance, the New York City Finance Department, and the New Jersey Division of Taxation. Among other areas, he specializes in residency taxation, sales and use taxation, responsible person assessment defense, remote worker taxation, and multistate nexus analyses, as well as tax audits and appeals for businesses and business owners. Mr. Rothenberg is a frequent lecturer and author on numerous tax topics, and he genuinely enjoys his work assisting clients from high-net-worth individuals to smaller mom/pop operations with their tax entanglements.

Pietra G. Zaffram

Partner at Hodgson Russ in Buffalo, NY

Ms. Zaffram is a member of the firm’s Real Estate & Finance Group, where she focuses her practice on federal and state tax law, with particular emphasis on tax-exempt financings and state and local finance law. In the area of public finance, Pietra has assisted with numerous tax-exempt bond financings and has experience conducting tax due diligence review and drafting tax documents required for tax-exempt bond closings. As tax counsel, she also provides tax advice relating to the structuring of financings to comply with state and federal tax law, addressing ongoing arbitrage and rebate issues, determining qualified versus unqualified costs, and reviewing reissuance questions. Ms. Zaffram assists companies in obtaining tax savings through transactions with Industrial Development Agencies and Local Development Corporations and provides counsel on the federal Opportunity Zones Program.

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