November 11, 2021

Live Webcast

NYSED 8

Tax and Financial Planning for Individuals Conference Webcast

November 11, 2021
Live Webcast
NYSED 8

Tax and Financial Planning for Individuals Conference Webcast

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    Instructor

    Walter
    Primoff

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    Mr. Walter Primoff, CPA

    Bio
    Walter Primoff, CPA is a Director at Perelson Weiner LLP, Certified Public Accountants. He works with high net worth clients, and their family tax and planning issues, including estates & trusts, taxpayer controversies and exempt organizations. As past deputy executive director of New York’s CPA Society, he led the Society’s programs related to professional practice issues both with members, and in Albany and Washington. Walt was instrumental in developing New York’s LLC/LLP laws. Both Connecticut and New Jersey used this work to enact their LLC statutes. A frequent speaker and writer, Walt received the respective CPA Journal and The Tax Advisor “Max Block” and “Article of the Year” awards. Walt chairs several nonprofit audit committees, is Co-President of UJA/JCC Greenwich, and chairs the audit committee of HoloSail Technologies, creating advanced secure communications technology.
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    Instructor

    Phil
    London

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    Mr. Phil London, CPA

    Bio
    With 40 years of public accounting experience, Phil London is a valued partner emeritus. Phil brings unique expertise to The Tax Services Group regarding federal, state and local, business, and personal taxes. His deep knowledge of the law informs his work in estate and income tax planning for high net worth individuals, including the use of various types of trusts to maximize overall family wealth. A valued and trusted business advisor, Phil consults with clients on the structuring of prenuptial and divorce agreements, tax planning for real estate transactions, tax-free exchanges, and business transactions dealing with sales, acquisitions and reorganizations. A respected industry leader, Phil speaks on various topics including economic development incentives, mergers and acquisitions, and state, local and multistate income and sales tax matters. As former Chair of the NYSSCPA New York, Multistate, and Local Tax Committee, he has extensive contacts with tax professionals and administrators throughout the U.S. Phil currently serves on the NYSSCPA Legislative Task Force and is also the Vice Chair of the Tax Division Oversight Committee. He’s also a valued source for media including The Wall Street Journal, Crain’s New York Business, Inc. Magazine and various professional publications.
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    Instructor

    Karen
    Tenenbaum

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    Ms. Karen Tenenbaum, CPA

    Bio
    • An attorney for over 35 years, Karen founded Tenenbaum Law, P.C., which helps individuals and businesses facing IRS and New York State tax problems. Karen and her team have successfully represented clients in matters including:
    • Federal & State Audits
    • IRS Appeals & NY State Conciliation Conferences
    • Federal & NYS Collection Issues, including Liens, Levies, Warrants & Seizures
    • Offers in Compromise and Installment Agreements
    • Responsible Officer Assessments
    • NYS Residency Audits
    • NYS Sales Tax Audits
    • NYS Voluntary Disclosure Karen is a frequent speaker on IRS and NYS tax issues for numerous professional groups on topics such as New York State residency, IRS and NYS collections, and more. She speaks at the NYU Tax Controversy Forum, NCCPAP Accounting and Tax Symposium, LIU Post Civil and Criminal Tax Controversy and NYSSCPA, Nassau and Suffolk All Day Tax Conferences. Karen’s knowledge and leadership have established her as a leading tax attorney in the NY area. Karen was selected as a New York Super Lawyer as a practitioner in Tax Law. Karen has been quoted in numerous articles in Bloomberg Business News, Money Magazine, Long Island Business News, The Daily News, and more on the topics of NYS Residency and NYS Tax Collection issues.
    • Chair, Suffolk County Bar Association Tax Law Committee
    • Vice Chair, NYSSCPA, Relations with the IRS Committee
    • NYSSCPA, NYS and Multistate Committee
    • Suffolk County Bar Association, Recognition Award for Exemplary Service to the Tax Law Committee
    • Schneps Media, Power Lawyers Award recipient
    • Long Island Business News Hall of Fame Honoree
    • Long Island Center for Business & Professional Women, Achievers’ Award recipient
    • Long Island Business News Power 25 Lawyer List
    • Selected as an ALM Woman Leader in the Law
    • New York State Society of Certified Public Accountants, Nassau Chapter, Samuel B. Traum Achievement Award recipient
    • Named by Long Island Business News one of the Top 50 Most Influential Women in Business Hall of Fame
    • One of Legal Leaders’ Long Island Top Rated Lawyers
    • One of Super Lawyers’ Top Women Attorneys in the New York Metro
    • Named one of 16 Leading Lawyers on Long Island by Long Island Press
    • Leadership in Law Award presented by Long Island Business News
    • Selected as a New York Metro Super Lawyer
    • Named a Long Island Power Women in Business by Long Island Press
    • Judge Gail Prudenti Outstanding Women in Law Award
    • Featured in the YouTube series Ask a CEO and 5 Minutes with Fried
    • LI Herald Top Lawyers of Long Island
    • Rated a Top Tax Law Firm by Long Island Business News
    • Rated a Top Women-Owned Law Firm in NY by the New York Law Journal
    • Rated Best Tax Law Firm by LIBN Reader Rankings Karen received her LL.M. (Taxation) from New York University School of Law and her J.D. from Brooklyn Law School. Karen is admitted to the State Bar of New York and to the U.S. Tax Court. Karen is also a Certified Public Accountant.
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    Instructor

    Dean
    Surkin

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    Mr. Dean Surkin

    Bio
    Dean L. Surkin, JD, LLM, is a tax attorney with broad based experience in tax planning and research, has litigated major cases in the fields of taxation, probate and general commercial matters, and has been peer reviewed by Martindale Hubbell. He holds the highest rating for legal ability and ethical standards, AV. Mr. Surkin received his B.A. from the University of Pennsylvania in 1973 (double major in mathematics and political science), his J.D. from New York University School of Law in 1976, and his LLM. in taxation from New York University School of Law in 1985. He is admitted to the New York State Bar, the Federal District Courts of the Southern and Eastern Districts of New York, the Second Circuit Court of Appeals, and the U.S. Tax Court. Mr. Surkin holds the faculty appointment of Professor (Adjunct) at Pace University Graduate School of Business where he currently teaches taxation of entities. He formerly served as Adjunct Associate Professor at the NYU School of Continuing and Professional Studies where he was program coordinator of the Estate and Gift Taxation and Planning Certificate Program. He has also served as Adjunct Assistant Professor at Hunter College, CUNY. He has presented seminars to the Foundation for Accounting Education, the New York State Bar Association, the New York City Bar Association, the American Society of Women Accountants, and many private groups. His published articles on tax law have appeared in peer reviewed journals, practitioners’ journals, and the popular press. He publishes a monthly newsletter for his granddaughters detailing the possibly imagined adventures of the Lighted Collar Gang, a group of neighborhood dogs led by master cheese thief Jazz.
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    Instructor

    Tim
    Noonan

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    Mr. Tim Noonan, Esq.,

    Bio

    Tim focuses his practice in the state and local tax area. His work primarily involves New York State and New York City tax litigation and controversy. Over the past 25 years, he has handled more than 3,000 personal income tax, sales tax, corporate tax, or other New York State and City tax audits, and over 100 cases in New York’s Division of Tax Appeals. Tim is also a member of the Board of Directors of Hodgson Russ.

    Tim leads the firm’s Tax Residency Practice and he is one of the leading practitioners in this area of the law. He has handled some of the most high-profile residency cases in New York, including a significant win in the Gaied case, one of the first New York residency cases to ever reach New York’s highest court. He is often quoted by media outlets, including The Wall Street Journal, The New York Times, Bloomberg, and Forbes, on residency and other state tax issues. Under his direction, the Tax Residency Practice authored What to Expect in a Residency Audit, a detailed guide to residency rules and audits in New York and other states. And over the past 25 years, he has guided literally thousands of taxpayers moving from high-tax states to low-tax states and successfully defended them in state residency audits.

    As the “Noonan” in “Noonan's Notes,” a monthly column in Tax Notes State, Tim is a nationally recognized author and speaker on state tax issues. He co-authored the CCH Residency and Allocation Audit Handbook and Contesting New York State Tax Assessment- Fourth Edition, published by the New York State Bar Association. In addition, Tim has served as a contributing author or editor for several other tax publications and treatises, including the American Bar Association's Sales and Use Tax Deskbook, the "New York Sales Tax Guide" published by practicallaw.com, the corporate apportionment chapter in Thomson Reuters’ Checkpoint Analyst, the New York chapter of LexisNexis’s Practice Insights, and the New York Tax Litigation chapter in Thomson Reuters’ Commercial Litigation in New York State Courts treatise. He has also written more than 400 articles in state and local tax publications around the country over the past two decades, and he runs the award-winning Noonan's Notes Blog, where he and his colleagues offer regular commentary on developments in the world of New York and multistate tax law.

    Tim also has extensive experience on New York City corporate and entity tax matters, and handled a significant number of residency and sales tax issues in other states, including work with many national and international clients on multistate compliance or voluntary disclosures. He has also appeared before the Connecticut Supreme Court and the Michigan Court of Appeals in litigated matters and is admitted to practice law in Connecticut.

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    Instructor

    Chaim
    Kofinas

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    Mr. Chaim Kofinas, PFS, MST, CPA

    Bio
    Chaim Kofinas has over 40 years experience in accounting and taxation specializing in state and local taxation issues. He has spent the last 35 years advising clients on income tax and sales tax matters as well as representing clients before the IRS and State on exams and on appeals. Chaim has also advised clients in the construction field as well as Not-For-Profit clients. Chaim is a frequent lecturer for this and other conference in the past and has written articles on a variety of tax issues. At Goldstein Lieberman & CO LLC Chaim is a Tax Director who advises high net worth clients as well a working small business clients regarding U. S. and state and local taxation. Chaim also works with the tax group to set tax policy for the firm. Prior to joining Goldstein Lieberman & CO LLC Chaim was a senior tax manager at WithumSmith+Brown PC, and later at Beacon CPA PC, where he advised multistate businesses and individual clients on federal and state and local tax matters including representation before the IRS and other taxing agencies. Chaim has also worked with foreign individual sand businesses making inbound investments into the US . Chaim is currently the immediate Past Chair of the New York State Society CPA New York, Multistate & Local Taxation Committee as well as being active with the New York State Society CPA International Committee. During his tenure as Chair Chaim initiated a dialogue with the NYS Commissioners office and lead a delegation to meet the Commissioner in Albany
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    Instructor

    Tony
    Nitti

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    Mr. Tony Nitti, CPA, MST

    Bio
    Tony Nitti, CPA, MST, is a Tax Partner with RubinBrown in Aspen, Colorado. He is a CPA licensed in Colorado and New Jersey, and hold a Masters in Taxation from the University of Denver. His specialty is corporate and partnership taxation, with an emphasis on complex mergers and acquisitions structuring. He has been known to finish the New York Times Sunday crossword puzzle in less than seven minutes, only to go back and do it again using only synonyms. He has won every chili cook-off he ever entered, and several he hadn’t. He once sang the national anthem at a World Series game, though he was not in the vicinity of the microphone at the time. He has reportedly invented wool, but is so modest that he allows sheep to take the credit.
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    Instructor

    George
    Rubino

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    Mr. George Rubino, CFP

    Bio
    George, a Senior Tax Manager in the Private Client Services Group at Andersen, specializes in tax planning and financial planning for high net worth individuals. He has over 12 years of experience working for large national accounting firms, and is both a New York State Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). George is a member of the American Institute of Certified Public Accountants (AICPAs) and the New York State Society of CPAs (NYSSCPAs). He has taken on different leadership roles in his career, including Chair of the Taxation of Individuals Committee for the NYSSCPAs from June 2018 – May 2020, and Chair of the Tax Division Oversight Committee for the NYSSCPAs from June 2021 – present. George was recipient of the NYSSCPAs Outstanding Committee Chair Award in 2020.

  • Instructor

    Steve
    Parzen

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    Instructor

    Benjamin
    Lederman

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    Benjamin Lederman

    Bio
    Benjamin M. Lederman, CPA, is a manager in CohnReznick LLP’s Private Client Service Group in New York City. He specializes in tax compliance and planning for high-net-worth individuals. He is the vice-chairman of the NYSSCPA’s Personal Financial Planning Committee and is a member of the NYSSCPA’s Committee on the Taxation of Individuals.
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    Instructor

    David
    Barral

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    Mr. David Barral

    Bio
    David M. Barral is a Sr. Wealth Advisor at The Northern Trust Company in New York City. Prior to joining the firm, he worked for a large regional CPA firm in New York City, with a focus on individual tax compliance and advisory services. He is a CPA licensed in the state of New York, a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and a Personal Financial Specialist (PFS) through the American Institute of Certified Public Accountants. David received his bachelor and his master of science in accounting, both from St. John’s University, and he later received his master of taxation degree from Villanova University. Outside of Northern Trust, David is an adjunct professor at NYU’s School of Professional Studies, where he teaches a Retirement Planning Strategies course. A member of the AICPA and the NYSSCPA, he was past Chair of the Society’s Personal Financial Planning Committee and is still currently an active member there. David has written articles that have appeared in The CPA Journal, the Journal of Accountancy, and The Tax Adviser. As of 10/2/2024
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    Instructor

    Marisa
    Friedrich

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    Ms. Marisa Friedrich, J.D., Esq.

    Bio
    Marisa Friedrich, a director at Kaufman Rossin, concentrates on resolving Federal and New York State tax controversies involving personal income tax, tax collections, audits, responsible person assessments, penalty abatements, voluntary disclosure, and FIRPTA matters. Marisa has extensive experience with residency and change of domicile matters, handling active audits as well as providing guidance to plan for these situations. Marisa speaks often on IRS and NYS tax issues for various professional groups and podcasts on topics including IRS and New York State Tax Collections, New York State Residency, and much more. Marisa has also published various articles for qualified publications regarding IRS and New York State tax law. Marisa was also named among “Outstanding Women in Law” by the Maurice A. Deane School of Law at Hofstra University. Marisa received her J.D. from the Maurice A. Deane School of Law at Hofstra University. She is admitted to the New York State Bar and admitted to practice before the United States Tax Court. Marisa can be reached at mfriedrich@kaufmanrossin.com or (305) 701-4864.
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CPE Credits Available

NYSED 8
0
Preparation Credit - Taxation (NYSED)
0
Speaking Credit - Taxation (NYSED)
8
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Update

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, CFPs, CLUs, attorneys, security analysts, and other financial professionals with individual and self-employed clients—particularly those of high net worth.

Provider

Foundation for Accounting Education

This event has ended.