Attention FAE Customers:
Please be aware that NASBA credits are awarded based on whether the events are webcast or in-person, as well as on the number of CPE credits.
Please check the event registration page to see if NASBA credits are being awarded for the programs you select.

Want to save this page for later?


Press Release

New York State CPA Society Hosts Tax Notes’ Lee Sheppard on Jan. 20, Announces Dates for Nonprofit Accounting Conferences

Maya Lindsay
Published Date:
Jan 8, 2016


The New York State Society of CPA's (NYSSCPA) Foundation for Accounting Education (FAE) announces three special guests for three upcoming conferences in January 2016, which are: The 38th Annual Nonprofit Conference; the Partnership Taxation Conference; and the Taxation of Financial Instruments and Transactions Conference.


  • Richard A. Cole, supervising project manager at the Financial Accounting Standards Board (FASB), will headline the 38th Annual Nonprofit Conference, providing a status update of the exposure draft related to financial statements of not-for-profit entities. Attendees will also be able to learn about the upcoming agenda of the New York State Charities Bureau, from the Bureau’s NYC Chief, James G. Sheehan.
  • Andrea Macintosh Whiteway, partner at McDermott Will & Emery LLP, will lead the Partnership Taxation Conference and discuss the tax implications of contributing a Section 704(c) property to a partnership. Section 704(c) regulations will come with many tax issues and Whiteway’s session will cover these issues while identifying some of its tax traps for the unwary.
    One of the nation's most widely read and respected tax commentators, Lee
  • Sheppard, JD., will keynote the NYSSCPA’s Taxation of Financial Instruments and Transactions Conference, where she’ll break down how funds are being impacted due to state and local tax law changes. During this conference, attendees will also gain knowledge about the effects of certain transaction documents such as management fee waivers and basket swap notices.


  • NYSSCPA's 38th Annual Nonprofit Conference: Thursday, January 14, 2016, 8:30 a.m. – 5:00 p.m.
  • Partnership Taxation Conference: Thursday, January 19, 2016, 8:30 a.m. – 5:00 p.m.
  • Taxation of Financial Instruments and Transactions Conference: Wednesday, January 20, 2016, 8:30 a.m. – 5:00 p.m.


  • 38th Annual Nonprofit Conference: New York Marriott Marquis at Times Square, 1535 Broadway, New York NY, 10036-4050
  • Partnership Taxation Conference: Citi Executive Conference Center-Midtown, 153 East 53rd Street, 14th Floor, New York, NY 10022
  • Taxation of Financial Instruments and Transactions ConferenceThe New York City Bar Association, 42 West 44th Street, New York, NY, 10036


Conferences produced by the New York State Society of CPA’s Foundation for Accounting Education provide CPAs and others in the accounting/finance industry with exclusive viewpoints from some of the most respected names working in accounting and finance today, including practitioners and regulators working in emerging markets, taxation and audit.

CONTACT:  Media interested in attending or viewing via free live webcast any of these conferences, should contact Alonza Robertson, or Maya Lindsay,