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NY Table Talks: Best Accounting and Tax Strategies for Law Firms
600 3rd Avenue, 42nd Floor
New York, NY 10016
(212) 684-0199

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Wednesday, June 08, 2022, 12:00 PM - 1:30 PM EDT
Category: New York

Best Accounting and Tax Strategies for Law Firms 

This is a Hybrid Event - in person and virtual via Zoom

We will look at tax tips and traps for law firms and partners. Topics will include partner distributions, trends in retirement planning, risk of personal liability, and implementing PTET for law firms. Come ready with questions! WOL member, Yvonne Cort, Esq. tax controversy attorney, Jodi Bloom-Piccione, CPA and Christina Labita, CPA, will lead this lively discussion. 

Yvonne R. Cort is a Partner at Capell Barnett Matalon & Schoenfeld LLP, where she focuses her practice on resolving Federal and New York State tax controversies. For over twenty years, Yvonne has assisted individuals and businesses with IRS and NYS tax matters including New York State and New York City residency audits, IRS and NYS audits and appeals, unfiled returns, responsible person assessments, liens and levies, innocent spouse, installment agreements and offers in compromise. Yvonne received her JD from the University of Pennsylvania Carey Law School, and is admitted to practice in New York and before the U. S. Tax Court. She can be reached at [email protected]

Jodi Bloom-Piccione is a tax partner at Raich Ende Malter & Co, LLP and has over 30 years of public accounting experience. She specializes in the taxation of partnerships and high net worth individuals with a focus on real estate.

Christina Labita is an audit partner at Raich Ende Malter & Co. LLP and has over 30 years of public accounting experience. She provides audit, compilation, review and accounting services to professional service companies(including law firms and public relation companies), not-for-profit organizations and real estate(including cooperatives and condominiums).

  • In-Person Attendees:  Please note that this is a Brown Bag Luncheon and proof that you are fully vaccinated and boosted is required upon entry to the law firm.  Masks are optional. 
  • Virtual Attendees: If you register for virtual, you will not be participating in the networking for the first 15 minutes before and after the speaker. Also, make sure that you follow the instructions in the confirmation email you receive after you register to guarantee you receive a link to the event.

This event is free to WOL members and their guests, Non-Members who are not guests of WOL members will be charged a $20 fee.