2024 Summer Tax Series 

Click HERE to Register.

You are invited to our NYC offices, located at 605 Third Avenue, for our two part series discussing important New York State, New York City, and multistate tax issues for 2024.

Hodgson Russ’s experienced tax attorneys will provide insight into some of the most critical tax issues today: state and local income tax updates; residency hot topics; sales tax updates; estate, tax and M&A considerations; and an update of entity-level taxes. Our sessions are designed for financial professionals such as CPAs, CEOs, CFOs, COOs, corporate counsel, and tax and financial advisors.

Five hours of CPE credit per seminar session is available. CLE credit has been requested.

The cost is $175 per session or $300 for the full series (fully transferable).

Each in-person session runs from 10:00 A.M - 3:00 P.M.

Check in will begin at 9:30 A.M.

*All attendees will need to show their ID upon arrival*

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Schedule:

June 25, 2024

Morning Session 10:00 - 11:45 a.m: Nexus, Sales Tax, and the Future of P.L. 86-272

Presenters: Joseph Endres, Open Weaver Banks, Joseph Tantillo, and Mark Klein

Lunch Roundtable 12:00 - 1:00 p.m: Updates on New York State/New York City Audits 

Presenters: Daniel Kelly and Michael Van Wagnen

Afternoon Session 1:15 - 3:00 p.m: New York State and New York City Business Tax Updates 

Presenters: Daniel Kelly, Brandon Bourg, Christopher Doyle

Register for the June 25 event HERE.

July 18, 2024

Morning Session 10:00 - 11:45 a.m: State Tax Residency and Nonresidency Allocation 

Presenters: Ariele Doolittle, Emma Savino, Mario Caito, and Timothy Noonan

Lunch Roundtable 12:00 - 1:00 p.m: What to Expect When Appealing a Tax Case in New York State/New York City 

Presenters: Andrew Wright and K. Craig Reilly

Afternoon Session 1:15 - 3:00 p.m: New York State and New York City Tax Issues for Real Estate Transactions and Businesses; State Tax Issues When Selling a Partnership Interest 

Presenters: Elizabeth Pascal, Pietra Zaffram, Debra Herman, Andrew Wright, and K. Craig Reilly

Register for the July 18 event HERE.

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Five hours of CPE credit in Taxation per seminar session is available. CLE credit has been requested. No advance prerequisite or preparation is required. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit