FAE Conferences

Tri - State Taxation Conference

Wednesday, January 9, 2002
The New York Helmsley Hotel
212 East 42nd Street
(between 2nd & 3rd Avenues)
New York, NY 10017
8:50am–5:15pm

Designed for CPAs and other tax professionals with corporate, partnership, and individual clients required to file returns in the tri-state area.

Objective To update participants on recent court decisions, legislative and administrative developments, filing requirements, and tax planning opportunities for clients in New York City, New York State, New Jersey, and Connecticut.

8:30am Check-in

8:50am Introduction
Conference Chair: Alan J. Preis, CPA, Own Account

9:00am Technical Update and Planning Ideas for the 2001 Filing Season
Mark H. Levin, CPA, H.J. Behrman & Co., LLP (New York State)
Barry H. Horowitz, CPA, Eisner & Lubin LLP (New York City)
Alan J. Preis, CPA, Own Account (New Jersey)
Louis B. Schatz, Esq., Shipman & Goodwin LLP (Connecticut)

The conference kicks off with a comprehensive update on 2001 tax developments, including recent legislative changes and proposals. You’ll get new planning ideas for the upcoming filing season from top experts in each jurisdiction, as well as a review of critical developments in tax legislation from each state, including new cases, rulings, and administrative developments.

10:30am Break

10:45am Technical Update and Planning Ideas for 2001 Filing Season (continued)

12:15pm Luncheon Presentation Select Current Developments and Issues in Multistate Taxation
Arthur R. Rosen, Esq., McDermott, Will & Emery

1:45am –5:00pm Practitioner Dialogue with Tax Officials

These in-depth discussions present both sides of the story. Tax officials from New York City, New York State, New Jersey, and Connecticut will review the latest laws and regulations affecting taxpayers in their jurisdictions, while their practitioner counterparts will examine the impact of these developments on their clients and their planning strategies. Bring your most pressing questions—these speakers will be prepared to answer.

1:45pm New York State
Official: Arthur J. Roth, Commissioner, NYS Department of Taxation and Finance
Practitioner: Mark Levin, CPA, H.J. Behrman & Company, LLP

2:30pm New Jersey
Official: Robert K. Thompson, Director, New Jersey Division of Taxation
Practitioner: Alan J. Preis, CPA, Own Account

3:15pm Break

3:30pm Connecticut
Official: Gene Gavin, Commissioner, Connecticut Department of Revenue Services
Practitioner: Louis B. Schatz, Esq., Shipman & Goodwin LLP

4:15pm New York City
Official: Jonathan Robin, Deputy Commissioner, New York City Department of Finance
Practitioner: Barry Horowitz, CPA, Eisner & Lubin, LLP

5:00pm l Closing Remarks
Conference Chair: Alan J. Preis, CPA, Own Account