December 5, 2023

In-Person

FAE Learning Center - New York
200 Madison Avenue, 11th Floor, New York, New York 10016

NYSED 9

Tax Planning for Business Entities Conference

December 5, 2023
In-Person
NYSED 9

Tax Planning for Business Entities Conference

  • Instructor

    Steve
    Parzen

  • View Bio

    Instructor

    Bill
    Turkovich

    View Bio

    Mr. Bill Turkovich, Esq.

    Bio
    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.
  • View Bio

    Instructor

    Robert
    Thee

    View Bio

    Mr. Robert Thee, CPA

    Bio
    Robert Thee, CPA, is Director at Citrin Cooperman He has been in tax practice for over 35 years, working extensively in consulting and compliance for partnerships /LLCs in a broad range of industries. A member of the AICPA and NYSSCPA, Robert has lectured frequently for the FAE, and has been actively involved on several tax committees. He currently serves on the Partnerships and LLCs Committee. Robert holds a BBA in Accounting and an MS in Taxation from Baruch College.
  • View Bio

    Instructor

    Debra
    Herman

    View Bio

    Ms. Debra Herman, Esq.

    Bio
    Debra Herman is a partner in the Hodgson Russ LLP's State & Local Tax Practice. She is widely recognized for her experience in state and local taxation. Debra works with a variety of clients to address the state and local tax impact of their multistate activities from both a planning and an audit and controversy viewpoint and on complex transactions, with a focus on New York State tax matters. Debra counsels clients with respect to corporate income and franchise taxes, bank taxes, utility taxes, unincorporated business taxes, sales and use taxes, gross receipts taxes, excise taxes on real property transfers, rent and occupancy taxes, and withholding taxes. She also has extensive experience working with high-net-worth clients on residence and other personal income tax matters and successfully representing clients in all phases of tax disputes, including audits and litigation at the federal, state, and local levels, as well as criminal tax investigations. Debra’s clients have included domestic and global financial service companies, law firms, real estate investment trusts and cooperatives, manufacturers, retailers, airlines, entertainers, high-net-worth individuals, and tax-exempt organizations. Debra served as the chair of the State and Local Tax Committee of the New York City Bar Association and is the past Immediate Chair of the State and Local Tax Committee of the American Bar Association, Tax Section. She is also a nationally recognized author on state tax topics. She co-authored the BNA Portfolio “New York Sales and Use Taxes” and a bimonthly article on New York State and New York City taxation in the New York Law Journal and writes a monthly column in the Journal of Taxation on state and local tax matters before the U.S. Supreme Court. Debra is a frequent speaker on state and local tax issues and has appeared before such groups as Tax Executives Institute, the Institute for Professionals in Taxation, the American Bar Association, the New York State Bar Association, the New York City Bar Association, and the New York State Society of Certified Public Accountants. Debra has twenty-five years of experience representing clients in state tax audits and New York State and New York City tax litigation, obtaining federal and state rulings and advisory opinions, providing tax opinion letters, and assisting with voluntary disclosures and collection matters.
  • View Bio

    Instructor

    David
    Shipley

    View Bio

    Mr. David Shipley

    Bio
    David Shipley is the Co-Chair of Stevens & Lee’s State and Local Tax Group. He focuses on representing clients in complex state tax controversies during audits, before administrative boards and in courts across the country. David also provides sophisticated multistate tax advice to his clients regarding their business operations, assists with navigating the state tax implications of corporate mergers and acquisitions and consults with clients and their lobbyists on pending state tax legislation and regulations. With nearly 30 years of experience in state tax, David brings to his clients an extensive knowledge of state tax law, strong relationships with state revenue departments, a track record of successfully litigating state tax cases and a deep understanding of procedural and strategic aspects of handling complex state tax audits and appeals. David has extensive experience in all areas of state taxation including state corporate income, sales and use, personal income, utility, insurance company and realty transfer taxes. He also advises clients on tax incentives, unclaimed property and unemployment compensation issues. David has handled audits, administrative appeals and litigation across the country and in states including New Jersey, New York, Pennsylvania, Massachusetts, Connecticut, Maryland, Delaware, New Hampshire and Rhode Island.
  • View Bio

    Instructor

    Aliza
    Sherman

    View Bio

    Ms. Aliza Sherman

    Bio
    Aliza represents clients in a variety of state tax matters, including corporate income, franchise, sales and use, realty transfer and personal income taxes. Her experience from working in accounting firms, as in-house counsel and as an attorney handling complex state tax litigation provides her with a comprehensive perspective to handling state tax matters. Aliza assists clients with state tax audits, administrative appeals and, when necessary, litigation. She has represented clients in state tax controversy matters before the New Jersey Tax Court, New Jersey Appellate Division, New York Division of Tax Appeals and Tax Appeals Tribunal, New York Appellate Division, Pennsylvania Board of Appeals and Board of Finance and Revenue and Massachusetts Appellate Tax Board. Aliza also provides clients with advice regarding the state tax implications of their everyday business operations as well as mergers and acquisitions. Aliza served as a pro bono attorney for six years with Partners for Women and Justice, a nonprofit public law firm providing legal representation, advice and legislative advocacy that furthers positive change in the lives of domestic violence and sexual assault victims.
  • View Bio

    Instructor

    Karen
    Tenenbaum

    View Bio

    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.
  • View Bio

    Instructor

    Moshe
    Zupnick

    View Bio

    Mr. Moshe Zupnick

    Bio
    Moshe Zupnick is an attorney at Tenenbaum Law, P.C., where he represents individuals and business entities in tax controversy matters involving Federal and New York State audit and collection issues.
  • View Bio

    Instructor

    Chaya
    Siegfried

    View Bio

    Ms. Chaya Siegfried, CPA, MST

    Bio

    With nearly 20 years of experience in firms like PwC, EisnerAmper and Withum, Chaya is highly regarded in the industry as an expert consultant in international business tax.

    Chaya advises U.S. and foreign multinational enterprises and individuals on the tax implications of their international operations, and coordinates between U.S. and foreign tax laws to develop optimal global tax strategies.

    Chaya’s expertise include her fluency in the rules and regulations regarding controlled foreign corporations, PFICs, withholding taxes, income tax treaty analysis, check-the-box planning, FIRPTA, and informational reporting.

    Chaya received her Bachelor of Science in Business Administration in accounting from SUNY Empire State College, and received a Master of Science in Taxation from Golden Gate University.

  • View Bio

    Instructor

    Robert
    Barnett

    View Bio

    Robert Barnett, CPA

    Bio
    Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning. His experience includes Surrogate’s Court practice, tax dispute resolution, and Tax Court representation. Mr. Barnett frequently assists clients in structuring financial transactions and charitable gifts. Mr. Barnett applies creative and practical solutions to estate and business planning. He has served on many committees and is a frequent lecturer on numerous aspects of tax and business law. He is an active participant and serves on many professional and charitable boards. Mr. Barnett is a frequent lecturer and writer. His articles and lectures encompass a wide variety of topics, including business succession, estate planning, charitable planning, generation-skipping, stock options, effective strategies for removing tax liens, business taxation, utilization of the marital deduction and partnership elections. Mr. Barnett received his juris doctor in 1986 from Fordham University, where he graduated cum laude and was a member of the Fordham Law Review. He graduated magna cum laude from Hofstra University, where he received his Bachelor’s degree in accounting. Mr. Barnett holds a Master’s degree in taxation as the recipient of the highest dean’s award. Mr. Barnett is admitted to practice law in New York, Virginia and Washington, D.C. Member: • Board of Directors of the Long Island Community Foundation.
    • Board of Directors of Nassau Academy of Law
    • Professional Advisors Committee of the Long Island Community Foundation
    • Professional Advisors Committee of the American Heart Association
    • Past Education Committee Chairman NCCPAP
    • Past President of the NCCPAP Educational Foundation
    • Past President of Nassau Chapter NYSSCPA
    • Member of Nassau Academy of Law Advisory Board
    • CPA Journal Editorial Review Board, May 2017-2020 Awards:
    • 2013 Max Block Distinguished Article Award for Technical Analysis
    • November 2016 – Samuel A. Dyckman, Excellence in Education Award
    • November 2016 – Leadership in Law Award – Long Island Business News
    • May 2017 – Distinguished Service Award – NYSSCPAS – Nassau Chapter
    • Dean’s Award in Taxation – Long Island University CW Post
    • Fordham Law Review
    • Fordham University American Jurisprudence Award – Trusts and Estates
  • View Bio

    Instructor

    Dean
    Surkin

    View Bio

    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.
  • View Bio

    Instructor

    Ed
    Zollars

    View Bio

    Mr. Ed Zollars, CPA

    Bio
    Edward K. Zollars, CPA, is an author, CPE instructor and a partner in the CPA firm of Thomas, Zollars & Lynch, Ltd. He has 41 years of public practice experience, specializing in closely held business and individual tax issues. Ed has both tax and technology expertise and produces a weekly tax podcast in these areas. He also writes tax development articles that have appeared in various tax publications and is the primary author on the Current Federal Tax Developments website. Ed served on AICPA tax division committees and has spoken at conferences for the AICPA and several state CPA societies.

  • Instructor

    Joel
    Ackerman

This is THE all-encompassing tax conference: Covering the very latest and most relevant large business tax issues, small business tax issues and everything in between!

In recent times, we have experienced new legislation from congress mandating ever greater transparency from taxpayers in their tax compliance duties. From Form 7203, Schedules K-1, K-2 & K-3 to the Corporate Transparency Act, the taxpayers and their advisors are becoming overwhelmed with these ever increasing burdens in time and financial resources. How do we respond and adapt to these new changes? The answers to these items will be covered, as well as the impending sunset of the TCJA and the next wave of legislation which may come as we get closer to the next presidential election. This conference is essential to every tax professional and business owner!

taxplanbusentities23_brochure.jpg ; Thank You Our Sponsors: salestax.jpg bestpayroll.jpg

Learning Objectives

To ensure that every participant comes away with a broader knowledge and deeper understanding of the important issues which business taxpayers are dealing with today.

Major Topics

  • Aside from the all-important Federal tax update session, attendees will also learn about the NYS and other states’ similarities and differences in tax legislation.
  • The NYS & NYC Pass-Through Entity Tax deductions and the NJ BAIT deduction will be highlighted, along with issues to consider before making the annual elections. Various tax concepts, affecting partnerships and S Corporations, including distributions and elections, E&P and AAA, basis & IRC Sec 1375, will be discussed in great detail using case studies and examples.
  • The latest international business tax updates will be discussed, including the new Schedules K-2 and K-3, which will be required for certain tax returns.
  • There will also be a special session on tax controversy considerations for non-filers and an important discussion on the impending rollout of the Corporate Transparency Act for new and existing businesses.

CPE Credits Available

NYSED 9
0
Preparation Credit - Taxation (NYSED)
0
Speaking Credit - Taxation (NYSED)
9
Taxation (NYSED) - NYSED

FAE Learning Center - New York

200 Madison Avenue, 11th Floor, New York, New York 10016

Get Directions

Things to Know About This Course

Course Level

  • Update

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone who wants to be informed of, or learn more about, the latest proposed and enacted tax legislation and developments affecting various types of business entities, from Partnerships and LLC’s to S corporations and Sole proprietorships.

Provider

Foundation for Accounting Education

This event has ended.