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Thursday April 6, 2017

Sponsored and Hosted by KPMG LLP

Location: KPMG Heritage Training Center, 345 Park Ave (between 51st & 52nd) NYC



 State and Local Tax - Hot Topics for 2017 and Beyond


Join us for the State & Local Committee's first 2017 meeting where the following distinguished KPMG speakers will discuss important issues and trends impacting State & Local Tax:

  • Harley Duncan, Dan De Jong, Shirley Sicilian, Scott Salmon and Jenna Summer (Washington National Tax)
  • Nikki Crighton, Lizel Walker, and Casey Nunez (New York City)
  • Jim Venere, Fred James (Short Hills),
  • Glenn Todd (Pittsburgh) and Drew VandenBrul (Philadelphia)

The full day program will cover the following topics:

  • State of the States 
  • Effect of Potential Federal Tax Reform on State Tax 
  • Tax Accounting for State & Local 
  • Current Challenges with State Net Operating Losses 
  • Understanding and Applying Developments in State Apportionment Rules (including Alternative Apportionment) 
  • Overlapping Interests - State Tax Issues related to Foreign Entities and Operations 
  • Managing State and Local Tax Controversies in the Current Environment

Time:  8:30 a.m. - 4:10 p.m., followed by a KPMG reception


As an additional benefit to TEI Members, a Members’ Discount for our seminars is in effect. Over the course of a year, this will substantially reduce the cost of TEI membership.  When added to all the other benefits of TEI membership (e.g., access to the 7000+ member network, publications and TEI online resources), it all adds up to a great value and an essential part of a tax professional’s resources. (Note: Your TEI membership number can be found in the latest edition of the TEI Annual roster).  Please note that Tax Advisors are not permitted to attend a TEI seminar unless in the capacity as a speaker or a sponsor.

The cost for this seminar is $100 for TEI members and $125 for non-TEI members. Approximately 7 Continuing Education Credits (CPE) will be awarded for attending this program. 

Pre-registration is required for building security check-in. Please bring your Eventbrite registration (on phone or a copy) and a photo ID when you arrive. 


To register goto:


We look forward to seeing you on April 6th! Any questions please contact Lori Matulewicz, State & Local Committee Chair, at LMatulewicz@aol.com or by phone 908-489-3433.




Developments in Executive Compensation, Fringe Benefits and Information Reporting
Advance Planning to Reduce Audit, ClassAction and Whistleblower Challenges

Thursday, April 13, 2017
Sponsored By: Morgan, Lewis & Bockius LLP
Location: Morgan Lewis NYC office 
 101 Park Avenue (between 40th & 41st Streets), 39th Floor, New York, NY 
8:30 a.m. to  9:00 a.m.   –  Registration/Breakfast
9:00 a.m. to  11:00 a.m.  –  Program 

Proposed Presentation Topics:
·   Top 6 IRS Payroll Audit Issues (company cafeterias, expense reimbursements, sales conventions, worker classification, W-2/1099 penalties, and timing of payroll tax deposits)
·   Executive Compensation - IRS Corporate tax audit issues (deferred compensation, 280G, 162(m), and bonus accrual) 
·   Executive compensation tax planning - FICA on deferred compensation, treatment of clawbacks, and give-backs for newly hired and  former executives 
·   Planning for changes in withholding on executives’ equity  compensation (responding to accounting changes allowing Income tax withholding on equity compensation at rates over 25%)
·   Dealing with class actions alleging errors in proxy reporting and 162(m) plan design, and with whistleblower complaints 
·   NY payroll tax audits (challenges to withholding on (a) NY Residents, (b) former residents, and (c) temporary travelers, with high interest charges, even on first audits). 

Conference Fee: $50 – Eligible for CLE (pending for NY, NJ (via reciprocity) and CT) and Continuing Education Credits (CPE) 

To register, please contact Ray Gwydir at crgwydir@optonline.net​



12th Annual Region II Tax Forum

Sp​onsored by PwC and Eversheds Sutherland

The Region II Tax Forum offers plenary and break-out sessions on a range of topics including:

·       The latest on Federal Tax Reform

·       OECD Developments

·       SALT Income Tax Controversies

·       Ethics: Diverse Workforce Issues

·       An IRS Audit Update including the new IRS Corporate Compliance Initiatives

When: June 5 – 6, 2017 

Where: Borgata Hotel, Atlantic City, NJ

Registration Fee: $225

Hotel Room Rate: $150

CPE and CLE Credits Will Be Awarded

Please mark your calendar and SAVE THE DATE

To book your room at the Borgata click Tax Executives On-Line Booking Link or call (866) 692-6742 and mention the TEI Conference Code GBTAX17A.


Although the program is still being finalized you can register now at





 Chapter Leaders

John P. Orr, JrChapter President
Paul HellerChapter Representative
Mr. Harold J. SpitzfadenChapter First Vice President
Agnieszka E. SamocChapter Secretary
Joshua WindChapter Assistant Secretary
John M. Allan, JrChapter Treasurer
Steven J. RogozinskiChapter Assistant Treasurer

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