Westchester/Rockland Chapter Tax Conference Webcast - Part 1

Joe counsels clients on a wide range of state and local taxation issues and represents taxpayers in disputes with the New York State Department of Taxation and Finance as well as the New York City Department of Finance. As the Sales & Use Tax Practice Leader, Joe’s practice focuses on sales and use tax issues, especially in the technology (software as a service, cloud computing, digital products, etc.), fine arts and construction industries. Joe is the primary author of our firm’s sales tax blog, All About Sales Tax. Joe is a contributing editor (New York Chapter) of the American Bar Association's Sales and Use Tax Deskbook. Joe also counsels clients regarding personal income tax planning and residency issues. He co-authored, with Mark S. Klein, the 2019 Guidebook to New York Taxes, a reference source of information on this topic and he writes a column for Tax Notes State called “The Endres Assessment." He also advises clients with respect to various federal and state tax incentive-based programs such as the federal renewable energy investment and production tax credits, New York State's Start-Up NY Program, the Excelsior Program, the former Empire Zone Program, the Brownfield Tax Credit Program and the Historical Building Rehabilitation Tax Credit Program. As the Abandoned Property Audits Practice Leader, Joe counsels clients in this area of law and has represented large corporations in complex compliance matters such as multistate abandoned property audits and voluntary disclosures.

Natallia has over 18 years of public accounting experience delivering tax consulting and compliance services to public and private companies. Natallia specializes on advising US and foreign multinationals on various aspects of international tax laws, including tax planning and structuring of U.S. in- and outbound investments, supply chain planning, cross-border reorganizations, tax treaties, due diligence and U.S. tax compliance. In addition, Natallia has significant experience successfully representing taxpayers during international tax examinations.

Greg is a licensed CPA. He provides tax advisory services, including tax planning/mitigation, transaction advisory services, structuring, and compliance. His business client base includes closely-held, multi-state businesses in various industries, many of which operate in all fifty states and overseas. Greg also assists these clients with respect to tax provision/ASC 740 compliance. Additionally, Greg provides tax compliance and planning services for high-net worth individuals, estates, and trusts

After graduation from college, Ms. Berk worked in the field of public accounting for various Certified Public Accounting firms. She then co-founded Berk & Berk, CPA PC, a Public Accounting and Tax Practice in New Jersey, with her father in 1988. After Mr. Berk passed away, Ms. Berk formed S E Berk CPA PC in New York in 1996. The Firm is engaged in various areas of Public Accounting, including Accounting Services, Management Consulting and Tax Preparation and Planning. Ms. Berk has over 38 years of experience with a significant concentration of clientele in the tri-state area and throughout the United States. Ms. Berk’s extensive accounting experience includes management consulting service, in-depth tax planning, tax preparation, audit representation and obtaining financing for client expansion. Clientele include various business entities, medium to high net worth individuals and other professionals. Business clientele include entities in the medical, real estate, retail, contractor, distribution, legal and engineering industries. Individual clientele include executives, doctors, lawyers, teachers, entertainers, musicians, creative artists and investors.

Bill concentrates his practice on federal and international tax law matters, including guiding Canadian and other non-U.S. clients on U.S. tax matters. He has comprehensive experience advising clients on business expansion into the United States, structuring considerations in purchasing U.S. real estate, choice of entity decisions, the tax implications of relinquishing U.S. citizenship or residency status, the application of the CFC and PFIC U.S. anti-deferral regimes, and the new tax reform rules, including the Code section 199A deduction for pass-through entities and the interest deductibility limitations. Bill also has broad experience working on tax controversy matters, including advising clients on voluntary disclosure options, IRS audits, and U.S. Tax Court matters. He also works with a variety of tax-exempt organizations and private foundations on obtaining and maintaining tax-exempt status. Bill is also a member of the firm’s Oil & Gas Practice, where he provides advice and guidance on the tax implications for private placements.