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2012 Zicklin Tax Seminar 3

Join us for the third seminar in the 2012 Zicklin Tax Series. Up to eight hours of Continuing Professional Education in the subject area of taxation are available for the successful completion of this seminar.
When  Dec 03, 2012
from 09:00 AM to 05:00 PM
Where  55 Lexington Ave (enter on 24th or 25th street) Room 14-220
Contact Name 
Contact Phone  646-312-3231
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Examination, Practice and Procedure Slides
Examination, Practice and Procedure Outline
Taxpayer Advocate Contact Information

Learning Objectives and Presenters*

Examination, Tax Practice and Procedure: 9:00 - 10:15 a.m.

Bryan Skarlatos, Kostelanetz & Fink, LLP

Coffee Break: 10:15 - 10:25 a.m.

IRS Offers in Compromise: An Updated Case Study: 10:25 - 12:55 p.m.

E. Martin Davidoff, E. Martin Davidoff & Associates

Lunch Break: 12:55 - 1:55 p.m.

Alternatives in a Collection Matter: 1:55 - 2:20 p.m.

E. Martin Davidoff, E. Martin Davidoff & Associates

Collections: Liens and Levies: 2:20 - 3:20 p.m.

Frank Agostino, Agostino & Associates
Yvonne Cort, Karen J. Tenenbaum, P.C.

Coffee Break: 3:20 - 3:30 p.m.

Circular 230 and You: Do I “Due” Diligence?:
3:30 - 4:20 p.m.

Howard J. Bookbinder CPA

What's New in Taxpayer Advocate Service: 4:20 - 5:00 p.m.

James W. Spisak, Local Taxpayer Advocate, Manhattan, Internal Revenue Service

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

Zicklin Tax Seminar Series Chair

4.jpgProfessor 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.

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.  Mr. Melnik is also a CPA.

Seminar Offered in Cooperation with

Sid KessSidney 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 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 ZTSS3
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


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 November 25, 2012, and will be subject to a $100 cancellation fee. No refunds will be granted after November 25, 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.

Registration / More information about this event…

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