Speaking Engagement

Davie Kaplan Annual Tax Planning Symposium

November 10, 2016


HSE Partner and Chair of HSE's Privacy and Data Security practice F. Paul Greene will be a featured speaker at Davie Kaplan's annual Tax Planning Symposium, taking place on November 10, 2016 at Pomodoro's in Rochester, NY. The presentation will provide insights on corporate tax and risk-management planning opportunities in today’s multi-state and global economy.

8:00 - 11:00 am

Pittsford Colony
3400 Monroe Avenue
Rochester, NY 14618

Discussion Topics

New York State Sales Tax Issues
Audit risks and ways to limit exposure
Alan E. Rich, Jr.
Partner, Davie Kaplan, CPA, P.C.

Corporate Multi-State Nexus Issues
Activities that necessitate state tax filings and ways to avoid them
David L. Edmondson
Manager, Davie Kaplan, CPA, P.C.

Affordable Care Act Update
Filing requirements as we approach 2017
Sharon Pappas
Director of Compliance & Technology
U.S. Employee Benefits Services Group

Managing the Risk of a Cyber Breach
F. Paul Greene, Esq.
Chair, Privacy & Data Security Practice Group
Harter Secrest & Emery LLP

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