Changing Residency Estate Planning Issues

Date: Monday, September 24, 2018
Time: 6:00pm - 8:45pm
Location: Four Brothers Restaurant - Mahopac, NY
Speaker: Joseph N. Endres, Esq. of Hodgson Russ LLP

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Joe counsels clients on a wide range of state and local taxation issues and represents taxpayers in disputes with the New York State Department of Taxation and Finance as well as the New York City Department of Finance. Joe’s practice focuses on personal income tax and residency matters, in addition to sales and use tax issues in the technology industry (software as a service, cloud computing, digital products, etc.).

Joe also advises clients with respect to various federal and state tax incentive-based programs such as the federal renewable energy investment and production tax credits, New York State's Start-Up NY Program, Excelsior Program, former Empire Zone Program, Brownfield Tax Credit Program and Historical Building Rehabilitation Tax Credit Program.

Finally, Joe counsels clients on their abandoned property obligations. Joe is the abandoned property audits practice leader and has represented large corporations in complex compliance matters such as multistate abandoned property audits and voluntary disclosures.

Honors:

  • Listed, Upstate New York Super Lawyers Rising Stars, 2013 - 2017
  • Phi Beta Kappa and Phi Alpha Theta
  • Former note and comment editor, Buffalo Law Review
  • University at Buffalo School of Law Faculty Award (for work on the Buffalo Affordable Housing Clinic)

 

 

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