2012 Zicklin Tax Seminar 2

Learning Objectives and Presenters*

Year-end Tax Planning in Light of Congressional Uncertainty - 9:00 a.m.

Mitchell Drossman, Managing Director and National Director of Wealth Planning Strategies, U.S. Trust, Bank of America Private Wealth Management

Elder Law Developments and Related Tax Strategies - 10:00 a.m.

Bernard Krooks, Partner, Chair of Elder Law and Special Needs Department, Littman Krooks LLP

The Intricacies of Preparing the Complex Gift Tax Return - 11 a.m.

Anthony Vitiello, Chairman, Taxation and Estate Planning, Connell Foley LLP

Lunch Break - 12:00 to 1:00 p.m.

IRA’s: Rollovers, Conversions and Distributions - 1:00 p.m.

Steve Krass, Partner, Krass, Snow & Schmutter Attorneys

Estate Planning under the Current Legislative Environment - 2:00 p.m.

Blanche Lark Christerson, Managing Director, Deutsche Bank Private Wealth Management

Tax Planning: Increased Perils for the Practitioner - 3:00 p.m.

John H. Eickemeyer, Chair, Professional/D & O Liability, Vedder Price

Retirement Plans for Small Businesses - 4:00 p.m.

Avery Neumark, Partner-in-Charge, Employee Benefits and Executive Compensation, Rosen, Seymour, Shapss, Martin & Company LLP

*Speakers and topics are tentative and subject to change without notice.

Zicklin Tax Seminar Series Chair

Professor Steven V. Melnik, LLM (Tax), J.D., CPA.

Steven Melnik, LLM (Tax), J.D., CPA, an Associate Professor of Tax Law; Academic Director, Graduate and Undergraduate Tax Areas – Baruch College, CUNY. He is chair of Continuing Education for Attorneys, Financial Planners and CPAs – Zicklin Tax Seminars, CUNY. Attorney licensed to practice in NY and NJ
States. Area of Concentration: Estate, Medicaid, and Tax Planning as well as Asset Preservation. He has over 15 years of experience helping individuals with their Strategic Planning Needs. He is a member of the Board of S.A.F.E. – Safekeeping, Administration, Funding and Expertise, Inc. – SAFE is a Nationwide Pooled Trust Non-profit Organization Charged with a Mission of Educating and Assisting People with their Medicaid Planning Needs. www.thesafetrust.org.

Mr. Melnik is a former member of the Advisory group to United States Department of Treasury. He made appearances on many major news networks, such as NBC, CNBC, CBS, BLOOMBERG News. Mr. Melnik regularly publishes in most respected national academic and professional journals; gives educational seminars throughout the country and in conjunctions with various governmental agencies, such as Social Security Administration and the office of Medicaid. He was an Honorary Host of the Annual IRS Symposium in NYC.

Mr. Melnik’s contribution to the education and well being of New York residents has been recognized by President of Manhattan and Brooklyn Boroughs. He is a recipient of “Outstanding Teaching Award”, Baruch College Zicklin School of Business; Member of Graduate Executive Degree in Law, Andersen Worldwide.

Mr.Melnik received his BBA, Magna Cum Laude from Baruch College, JD, Magna Sum Laude from New York Law School and LLM in Taxation from New York University School of Law.

Seminar Offered in Cooperation with

Sidney Kess Esq., CPA, JD, LLM nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning and was recently selected "Most Influential Practitioner" by CPA Magazine Having lectured to more than 700,000 practitioners on tax, financial and estate planning, Mr. Kess is one of the nation's best known lecturers in continuing professional education. Sidney Kess is consulting editor of CCH Incorporated's Financial and Estate Planning Reporter, and consultant for the CCH Estate Planning Guide. He was also the editor of CCH newsletters and author of numerous CCH books and audiocassettes.

Sid Kess is chairman of the advisory board of Tax Hotline and is a member of the PPC Tax Action Panel. Mr. Kess has edited a column on "Tax Tips" for the New York Law Journal for the past 34 years. He has also written several 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 the national director of taxes at KMG Main Hurdman and a tax partner at KPMG Peat Marwick. During the last 36 years he has chaired or conducted some of the leading estate, financial planning and income tax conferences.

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. Sidney Kess received his JD from Harvard University School of Law and LLM from New York University Graduate School of Law.

Presented by

The Robert Zicklin Center for Corporate Integrity
The Robert Zicklin Center for Corporate Integrity is a forum for discussion of a broad range of contemporary issues confronting US corporations and capital markets. Our concerns include: transparency of corporate reporting, corporate governance, examining legal and ethical corporate behavior, spotlighting executive accountability, corporate responsibility in global business development, risk assessment and amelioration, resolving conflicting corporate stakeholder interests, and evaluating the role of governmental regulation.

Registration

Registration fee:

$135 per person

Register online, by phone or e-mail:

1. Complete the online registration form
2. Call us at 646-312-3231
3. E-mail us at matthew.lepere@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 - 2012 ZTSS2
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

CPE

Earn up to 8 CPE Credits (Taxation)
NASBA CPE Sponsor Number 109489
New York State Sponsor Number 000553

Delivery Method: Group-Live
Program Level: Update
Continuing Professional Education Prerequisites and Advanced Preparation: None

Requests for refunds must be received in writing by October 10, 2012, and will be subject to a $100 cancellation fee. No refunds will be granted after October 10, 2012. For information regarding refunds, complaint and/or program cancellation policies, contact Matthew LePere at 646-312-3231 or matthew.lepere@baruch.cuny.edu.

The Robert Zicklin Center for Corporate Integrity 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 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: www.learningmarket.org.

Continuing Education for EAs and RTRPs

We are now an Approved IRS Continuing Education Provider:

Provider number EJKH2

IRS Enrolled Agents and Registered Tax Return Preparers can earn up to 8 continuing education credits for completion of this program:

• 5 credits in Federal Tax
• 2 credits in Federal Tax Law Update
• 1 credit in Ethics.

Visit www.irs.gov/taxpros/ce for more information.