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2nd Seminar in the 2014 Zicklin Tax Series
Start Date: 10/22/2014Start Time: 9:00 AM
End Date: 10/22/2014End Time: 5:00 PM
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Event Description:

About the Zicklin Tax Series

Baruch College offers Continuing Professional Education (CPE)  tax seminars previously administered by Financial Accounting Practitioners. Through the Zicklin Tax 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.

Learning Objectives and Presenters*

Reducing Income Taxes for Estates and Trusts -  A deep look at the passive activity rules - 9:00 a.m.

by Robert Barnett, Capell Barnett Matalon & Schoenfeld LLP

New Estate Planning Opportunities for Tax Practitioners - 10:30 a.m.

by Marty Shenkman, Shenkman Law

Lunch courtesy of BNY Mellon Wealth Management - 12:30 p.m.

Circular 230 and Tax Practitioners - 1:10 p.m.

by Megan L. Brackney, Kostelanetz

Preparation of Fiduciary Tax Returns - 2:00 p.m.

by Karen Goldberg, EisnerAmper

Break - 2:50 p.m.

Comprehensive Planning: Tax, Asset Protection and Elder Law - 3:00 p.m.

by Steven V. Melnik, Baruch College

Income Tax for High Earners and IRA Update - 3:30 p.m.

by Blanche Christerson, Deutsche Asset & Wealth Management


*Subject to change without notice

Program Sponsor

Zicklin Tax Seminars thanks BNY Mellon Wealth Management for its generous support of 2014 Zicklin Tax Seminar 2.  Through BNY Mellon Wealth Management's sponsorship, we are pleased to offer lunch for all Seminar attendees.

Zicklin Tax Seminar Series Chair

Steven V. Melnik, Esq., LLM (Tax), J.D., CPA. is an Associate Professor of Tax Law and the Academic Director, Graduate and Undergraduate Tax Areas at Baruch College, CUNY. He is chair of Continuing Education for Attorneys, Financial Planners and CPAs - Zicklin Tax Seminars, CUNY. He is an attorney licensed to practice in NY and NJ States. His areas of concentration include Estate, Medicaid, and Tax Planning as well as Domestic and International Asset Protection. 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 is the author of the Amazon #1 Best Seller Tax Relief and Resolution: The Ultimate Guide to Paying Less to the IRS Starting Now (Flamenco Press, 2014). 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 the Borough Presidents of Manhattan and Brooklyn. 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.

Zicklin Tax Seminar Co-Chair

Sidney Kess, Esq., CPA, J.D., LLM, Of Counsel, Kostelanetz & Fink, LLP, New York, NY, recently selected “Most Influential Practitioner” by CPA Magazine, is a nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning.  Having lectured to more than 850,000 practitioners on tax, financial and estate planning, he is one of the nation’s best known lecturers in continuing professional education.  Mr. Kess is consulting editor of CCH Incorporated’s Financial and Estate Planning Reporter. Mr. Kess was chairman of the advisory board of Tax Hotline and is a member of the PPC Tax Action Panel.  He has edited a column on “Tax Tips” for the New York Law Journal for the past 45 years.  Mr. Kess edits the AICPA’s CPA Client Bulletin and CPA Client Tax Letter. He is Executive Editor Tax of CPA Magazine.  He has also 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.” for several years as well as CPA Magazine’s “Most Influential CPAs in the U.S”.  Mr. Kess was the National Director of Tax at KPMG Main Hurdman and a tax partner at KPMG Peat Marwick.  Mr. Kess was also a recipient of the AICPA’s 2011 Gold Medal Award for distinguished service to the accounting profession.  This award is the highest award granted to a CPA by the AICPA. Mr. Kess was counted among “125 People of Impact in Accounting” by The Journal of Accountancy in its June 2012 issue celebrating the AICPA’s 125th anniversary.  Mr. Kess was inducted into the New York State Society of CPA’s Hall of Fame.  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 & Councils for his distinguished service to the field of estate planning.  The AICPA established the Sidney Kess Award for Excellence in Continuing Education to recognize individual CPAs who have made significant and outstanding contributions in tax and financial planning and whose public service exemplifies the CPA profession’s values and ethics.  Sidney Kess was the first recipient of this Award.

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

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

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 - 2014 ZTS2
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 October 1, 2014, and will be subject to a $100 cancellation fee. No refunds will be granted after October 1, 2014. For information regarding refunds, complaint and/or program cancellation policies, contact Matthew LePere at 646-312-3231 or

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:

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:

  • 5 credits in Federal Tax Law Update (EJKH2-U-00027-14-I)
  • 2 credits in Federal Tax Law (EJKH2-T-00028-14-I)
  • 1 credit in Ethics (EJKH2-E-00029-14-I)


Visit for more information.

Location Information:
Baruch College - Newman Vertical Campus  (View Map)
55 Lexington Ave
New York, NY 10010
New York
Room: Room 14-220
Contact Information:
Name: Matthew LePere
Phone: 646-312-3231
Steven Melnik
  • Robert Zicklin Center for Corporate Integrity

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