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Executive Taxation Series - Seminar #1

When  Sep 25, 2017
from 09:00 AM to 04:30 PM
Where  The event will take place at the Baruch College Conference Center in New York City. Further room information will be available upon registration.
Contact Name 
Contact Phone  (646) 312-5000
Add event to calendar  vCal


The Executive Taxation Series is offered by the Zicklin School of Business in partnership with the Division of Continuing Professional and Professional Studies at Baruch College. Through this Executive Series, Baruch provides alumni and other members of the tax community with an opportunity to earn up to 24 hours of CPE in taxation over the course of three seminars that will take place in the Fall of 2017.  The inaugural session the 2017 series will be led and moderated by the renowned Sidney Kess, Esq., CPA, JD, LLM and chair of the Executive Taxation Series.  The September 25th 2017 program will feature the following sessions and speakers:

  • Taxes: Where We Are – Or Are Not – With the Trump Administration
    Guest Speaker: Blanche Christerson
  • Elder Care Planning: The CPA’s Crucial Role
    Guest Speaker: Elizabeth Forspan
  • Tax Planning for Unmarried Couples
    Guest Speaker: Elayne Karabatos
  • Partnership Tax Update
    Guest Speaker: Michael Meisler
  • IRA Update: The Latest and Greatest
    Guest Speaker: Jerry Levine
  • Business Succession Planning for the Family-Owned Business
    Guest Speaker: Howard Klein
  • How You Can and Cannot Use Information That You Learn When Preparing Returns, Including in Advertising Your Services Plus Other Ethical Issues
    Guest Speaker: Caroline Rule

About the Conference Chair:

SidneyKess.jpgSidney Kess, Esq., CPA, J.D., LL.M., AEP® (Distinguished), New York, NY

Sidney Kess, of Counsel to Kostelanetz & Fink, LLP and a Senior Consultant at Citrin Cooperman & Co., is a nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning. He has written hundreds of AICPA tax workshops, audio and video programs, and is the recipient of the AICPA Distinguished Lecturer Award. Mr. Kess is often quoted in The Wall Street Journal, The New York Times and other national publications. He was included in Accounting Today’s “100 Most Influential CPAs in the U.S.” as well as CPA Magazine’s “Most Influential CPAs in the U.S.”

Mr. Kess is the recipient of the AICPA’s “Special Recognition Award” for his many years of contributions to the AICPA’s Continuing Professional Education program and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners and Councils for his distinguished service in the field of estate planning. He also received the AICPA’s Gold Medal Award for Distinguished Service (the highest award in the CPA profession), and was named the 2015 winner of the New York State CPA Society’s Dr. Emanuel Saxe Outstanding CPA in Education Award. Mr. Kess most recently was honored with the AICPA 2016 PFP Distinguished Service Award, which is granted annually to a member whose volunteer efforts have made significant contributions to the growth and advancement of the personal financial planning profession.

Mr. Kess received his JD from Harvard University School of Law, LLM from New York University Graduate School of Law and BBA from Baruch College.


The event will take place at the Baruch College Conference Center in New York City. Further room information will be available upon registration.

Note to Participants

We are delighted that you are interested in joining the Fall 2017 Executive Tax Series presented by the Office of Executive Programs at Zicklin & the Division of Continuing and Professional Studies at Baruch. Please note that the 2017 price per session is $249 per person. Our registration system will charge you a $15.00 registration fee. To avoid an extra charge, we have discounted the tuition to reflect accurate pricing. If you have any questions or need assistance with the registration process, please do not hesitate to contact us via email at or via phone at (646)312-5000.

For Online Registration CLICK HERE.

Below is a preview of the  October 17,2017  program

  • Year-End Planning in an Uncertain Tax Environment
  • Investment Strategies at Different Stages of Your Life
  • Update on Individual Tax

More topics will be announced as we get closer to the date!!!!!!!!!!!!!!!!!

CPE Information for Accountants

Earn up to 8 CPE Credits (Taxation)

  • NASBA CPA Sponsor Number 109489
  • Delivery Method: Group-Live
  • Program Level: Update
  • Continuing Professional Education Prerequisites and Advanced Preparation: None

Requests for refunds must be received in writing at least 14 days before seminar date, and will be subject to a $200 cancellation fee. No refunds will be granted within 14 days of seminar date. For information regarding refunds, complaints and/or program cancellation policies, please contact us.

The Zicklin School of Business at Baruch College is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Continuing Education for Enrolled Agents

We are an Approved IRS Continuing Education Provider:

Provider number EJKH2

IRS Enrolled Agents can earn up to 8 continuing education credits for completion of this program:

  • 6 credits in Federal Tax Law Update (EJKH2-T-00057-17-II)
  • 2 credits in Federal Tax Law (EJKH2-U-00058-17-I)

Registration / More information about this event…

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