Annual Meeting: "Changing Your Residence-It's Not as Easy as You Think"
With tax rates of up to 16%, New York State is looking to keep all of the residents that it can. This program will discuss New York’s residency rules, the steps necessary to change domicile, and some common tricks and traps used by auditors.
Areas of Practice: Federal, state and local tax law
Professional Experience: Mr. Klein concentrates in New York State and New York City tax matters. He has over 25 years of experience with federal, multistate, state, and local taxation. He may be best known for his public speaking on tax topics. Mr. Klein splits his time between the firm's New York City and Buffalo offices.
Presentations/Articles: Mr. Klein has lectured extensively throughout the United States and Canada and teaches courses on state taxation and tax practice and procedure at the University at Buffalo School of Management Tax Certificate Program. His articles have appeared in The CPA Journal, the Journal of Multistate Taxation and Incentives, and in other publications devoted to multistate tax issues. Most recently, Mr. Klein's article, "Handling a Tax Audit: 3 Traps for the Unwary," was published in a October 2011 issue (vol. 2, no. 9) of Tax Stringer, a publication of the New York State Society of Certified Public Accountants. Mr. Klein is a member of The CPA Journal Editorial Review Board.
Publications: Mr. Klein has written numerous books, articles, and treatises on the subject of multistate taxation. He is the general editor of LexisNexis Tax Practice Insights: New York, 2010 edition; the editor of New York Tax Highlights; the contributing editor of CCH's Guidebook to New York Taxes; and the co-author of the ABA Sales & Use Tax Desk Book, CCH's New York Residency and Allocation Audit Handbook and New York Sales and Use Tax Answer Book, the NYS Bar Association's Contesting New York Tax Assessments, and RIA's New York Tax Handbook, and New York City Tax Handbook. He is also a contributor to CCH's New York Tax Analysis.
Professional Associations: Member, New York State Tax Appeals Tribunal Advisory Committee; member, Executive Committee of ACE Accounting Society; chair, State and Local Taxation Section, ACE Accounting Society; chairperson, Cooperation with the Accounting Profession Committee, Bar Association of Erie County; former chairperson, Tax Committee, Bar Association of Erie County; member, Tax Committee, New York State Bar Association and American Bar Association
Honors/Awards: Listed, The Best Lawyers in America (Tax Law, Tax Litigation & Controversy), Who's Who in American Law, and 2012 New York Super Lawyers - Upstate (Tax)
Admitted to Practice: New York (1983), Florida (1983), U.S. Supreme Court
Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Taxation. Our New York State CPE Sponsor license number is 000783.
This program has been granted 1 CE credit for Certified Financial Planners.
Meeting Sponsored in Part by a Grant from …
RESERVATION POLICY: In order to be able to give the Crowne Plaza a more accurate count and avoid having the Council pay for meals for members who are not attending, it is respectfully requested that;
- all attendees register for all meetings no later than the RSVP date, and
- if necessary, cancel your attendance no later than 48 hours prior to the meeting if possible.
Photos: By attending a meeting of the Estate Planning Council of Westchester (hereinafter “EPC Westchester”), you hereby: (1) give consent for EPC Westchester to use your photograph or image in its print, online and video publications; (2) release EPC Westchester, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you.