Tax Update November 2009

Seminar Workbook

Click here to download the Tax Update November 2009 Workbook

Appeals 101 presenation slides (not included in the Workbook)

Continuing Professional Education

8 CPE credits for completion of this program

Agenda

8:30 a.m. - Registration and Continental Breakfast

9:00 a.m. - New York State and City Tax Updates and Residency Issues

Barry Horowitz, Partner, Eisner & Lubin LLP

11:00 a.m. - What's Hot in Taxpayer Advocate Service?

James Spisak, Local Taxpayer Advocate, NY

12:00 p.m. - Break

1:00 p.m. - Correspondence Audits: An Overview of the Exam Process

Herman Tumm, Program Manager, Examination Brookhaven Campus

2:00 p.m. - Appeals Examination: Tax Disputes for Exam Issues

Reinhard Schmuck, Appeals Examination Team Manager

3:00 p.m. - Appeals Collection: Effectively Representing Your Clients

John O’Dea, Appeals Collection Team Manager

4:00 p.m. - Tax Consequesnses of Cancellation of Debt Income

Merle Obrien, CPA, Sr. Stakeholder Liaison

Registration Fees:

• Individual Registrant − $100 per person

• 2 to 5 (from one firm) − $ 90 per person

• 6 to 10 (from one firm) − $ 80 per person

• Over 10 (from one firm) − $ 75 per person

Register online, by phone or e-mail:

1. Complete and submit the below registration form.
2. Call us at 646-312-3231

3. E-mail us at cci@baruch.cuny.edu

After you have registered, please submit the appropriate registration fee via mail or fax.

To pay via mail:

Please make check payable to Baruch College and send to:

Baruch College - Tax Update November 2009
Center for Corporate Integrity
55 Lexington Avenue, B11-275
New York, NY 10010

To pay via fax:

Please complete our credit card payment form and fax to: (646) 312 – 3351