2014 Annual Conference on State Taxation
June 11 - 12, 2014
Albany Law School, Albany, NY

80 New Scotland Avenue
Albany, New York

Directions to Albany Law School (Follow directions for the 1928 Building)
Parking map

Sponsored by:    
The Business Council of New York State, Inc. Albany Law  

 

Sponsors
Luncheon
Sutherland Asbill & Brennan LLP
Registration
NYSSCPA - New York State Society of CPA's
Production
(a-v, print and production)
Centolella Lynn D’Elia & Temes LLC
Continental Breakfast
Hodgson Russ
Session
Harris Beach

About the Conference

The Conference focuses specifically on the latest tax issues and disseminates how these will impact businesses in New York State.

Presented in cooperation with Albany Law School and the NYS Department of Taxation and Finance, this conference provides the most up-to-date information to New York’s tax specialist and an opportunity for tax network with the experts who implement the state tax law.

Specific topics will include tax issues for new and small businesses, tax credits, NYS budget update; NYS business tax reform; tax ethics, including regulations, conduct, discipline and penalties; tax audit issues; state and national trends; and more.

CEU

This Conference has been approved for CEUs for New York certified public accountants under section 7409 of New York State Education Law. New York Sponsor License # 002719.

CLE - 8.5 Credits

Albany Law School’s Institute of Legal Studies has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of Continuing Legal Education in the State of New York.

This course has been accredited as a source of Continuing Legal Education credits for all attorneys in the State of New York.
For financial hardship guidelines, please call the Institute of Legal Studies at 518.472.5888.

Agenda

 

Wednesday, June 11, 2014
3:00 – 5:00 p.m.

Concurrent Sessions

A: Tax Committee NYS Audit Session

  • Marc A. Simonetti Esq. (bio)
    Partner
    Sutherland Asbill & Brennan LLP          

B: Business Tax Basics for Non-Tax Professionals     

  • Karen Ryan (bio)
    Executive Director
    Ernst & Young LLP
  • Kenneth J. Pokalsky (bio)
    Vice President of Government Affairs
    The Business Council of New York State, Inc.
5:00 – 6:30 p.m.

Welcome Reception           
Sponsorship Available

Dinner on your own

Thursday, June 12, 2014
7:30 – 9:00 a.m.

Registration             
Sponsored by: NYSSCPA

Continental Breakfast       
Sponsored by: Hodgson Russ LLP

8:00 – 9:00 a.m. 

Special Early Bird Session            
“Tax Compliance Ethics”

  • Gilbert L. Carey, Esq., CPA (bio)
    Member
    Fusco & Carey, PLLC

  • Deborah S. Kearns, Esq. (bio)
    Assistant Clinical Professor of Law
    Albany Law School
9:00 – 9:15 a.m.

Welcome & Introductions

  • Heather C. Briccetti, Esq. (bio)
    President & CEO
    The Business Council of New York State, Inc.
9:15 – 10:45 a.m.

New York State Business Tax Reform

  • Overview of 2014 final legislation
  • Key Compliance Issues

Panelists:

  • Jerry Gattegno (bio)
    Senior Multistate Tax Partner
    Deloitte Tax LLP 
  • Deborah R. Liebman (bio)
    Deputy Counsel
    NYS Department of Tax & Finance
  • Scott Palladino (bio)
    Assistant Deputy Commissioner, Tax Policy Analysis
    NYS Department of Tax & Finance
  • Robert D. Plattner (bio)
    Deputy Commissioner, Tax Policy Analysis
    NYS Department of Tax & Finance
  • Marc A. Simonetti (bio)
    Partner
    Sutherland Asbill & Brennan LLP
10:45 – 11:00 a.m. Refreshment Break
Sponsorship Available
11:00 – 12:00 noon

NYS Tax Audit & Enforcement Issues        
Procedural and policy update from

  • Joseph Carzo (bio)
    Director, Tax Audit Division
    NYS Department of Tax & Finance

  • William J. Comiskey (bio)
    Partner, Hodgson Russ LLP
12:00 noon – 1:20 p.m.

Lunch                                                            
Sponsored by: Sutherland Asbill & Brennan LLP

Keynote

  • Honorable Thomas H. Mattox (bio)
    Commissioner
    New York State Department of Tax & Finance
1:30 – 2:30 p.m.

State and National Tax Trends    

  • Douglas L. Lindholm, Esq. (bio)
    President & Executive Director
    Council on State Taxation (COST)

NYS Business Tax Services

  • Mwisa Chisunka (bio)
    Director, Business Tax Services & Education
    NYS Department of Tax & Finance
2:30 – 2:40 p.m. Refreshment Break
Sponsorship Available
2:40 – 3:30 p.m.

Key NYS Tax Cases

  • Roberta Moseley Nero, Esq. (bio)
    Commissioner
    Division of Tax Appeals and Tax Appeals Tribunal

  • Argi O’Leary (bio)
    Assistant Deputy Commissioner, Office of Counsel
    New York State Department of Tax & Finance

  • Jack Trachtenberg, Esq. (bio)
    Counsel
    Reed Smith LLP
3:30 – 4:30 p.m.

Personal Income Tax Compliance/Policy Issues
Individual Liability / Compliance Issues
Taxation of Business Income

  • Paul R. Comeau, Esq. (bio)
    Partner
    Hodgson Russ LLP

  • John Coniglio, CPA (bio)
    Tax Auditor 3
    New York State Department of Tax & Finance

4:30 p.m. Closing Remarks / Adjournment
  as of 6/10/14

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Registration Fees

Payment must accompany registration. Registration includes all sessions; handout materials; welcome reception, continental breakfast; refreshment breaks; and luncheon.

  Before
6/4/14
After
6/4/14
Business Council Member $349 $399
Future Member $425 $475

 

Sponsorship Opportunities

Heighten your corporate presence.  Sign up now as a Conference Sponsor.  Call 800.358.1202, or contact Ellen Clickner.

Premier $5,000   Registration Sold out
Gold $4,000   Production (a-v, print and production) Sold out
Silver $3,500   Continental Breakfast Sold out
Bronze $3,000   Refreshment Break / each $1,000
Welcome Reception $2,500   Session $1,000
Luncheon Sold out      

 

Sponsorship includes:

  • Complimentary Conference Registration(s)
  • List of Participants
  • Recognition in Conference Material and Signage
  • Promotional Item in our Conference Packet
  • Company Logo Displayed at Event

** Fees are for Business Council members.  Future members, please contact Ellen Clickner at ellen.clickner@bcnys.org or call 800.358.1202 for more information.

Hotel Accommodations

Hilton Garden Inn Albany Medical Center
62 New Scotland Avenue, Albany

A block of rooms has been reserved for June 11, 2014 – June 12, 2014.  The special room rate of $129. Overnight reservations should be made directly through the Hilton Garden Inn reservation system. Hilton HHonors.

Rate $ 129
Group Code: BCNYS
Cut-off Date: May 21, 2014
  Our cutoff date has passed, but if you call 518.396.3500, and mention our Group Code, BCNYS, you can still get the rate of $129.
Phone: 518.396.3500
Fax: 518.396.3535

Registration Cancellation Policy

You may cancel your registration up to seven days prior to the event. You will be refunded, less a $75 processing fee. If you need to cancel less than seven days prior, you may: 1) send a substitute; or 2) receive a non-refundable credit voucher, good for any Business Council event valid for up to one full year.

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For more information contact Ellen Clickner at 800.358.1202 or ellen.clickner@bcnys.org.