Central Florida Estate Planning Council

Member of The National Association of Estate Planners & Councils (NAEPC)

November 9, 2017

Barry H. Horowitz, CPA, MST

Tax Consequences of a Change in Residency

November 9, 2017

Accompanied by Alan L. Bobrow

Proudly Sponsored by: MPI

PROFESSIONAL EXPERIENCE

  • Over 35 years of professional accounting experience
  • Practice Leader of Withum’s State and Local Tax Services Group
  • Specializes in state and local tax
  • Advises clients in residency and nexus issues, entity level taxes, sales and use taxes, and other business and personal tax matters
  • Counsels clients in strategic planning, transaction reviews, risk   assessment, tax law compliance and corporate restructuring
  • Partner at EisnerLubin llp when merged with Withum in 2011

CREDENTIALS/EDUCATION

  • Licensed certified public accountant in the States of New York and New Jersey
  • BBA degree in accounting, Baruch College
  • MS degree in taxation, Baruch College

MEMBERSHIPS

  • New Jersey Society of Certified Public Accountants (NJPCA)
  • New Jersey State Tax Committee
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Multistate & Local Taxation Committee
  • Member of Commissioner’s Advisory Council for the NYC Department of Finance
  • Former member of the Commissioner’s Advisory Council for NYS Department of Taxation &Finance.

 

Alvan L. Bobrow

Alvan Bobrow provides counsel on state and local, federal, and international taxation to clients in the financial services, manufacturing, e-commerce, entertainment, and media sectors. Alvan’s extensive experience includes New York City and New York State, multistate, civil, and criminal tax matters. He has assisted high net worth individuals and celebrities with over 150 residency audits. He counsels international companies locating operations in the United States and advises international and U.S.-based businesses on treaty permanent establishment and constitutional nexus issues. His criminal defense practice focuses on the investigations of both individuals and businesses in matters relating to tax fraud, unreported income, and tax shelter abuses.

Before entering private practice, Alvan was Vice President and General Tax Counsel for CBS, Inc. He has substantial experience working with senior government officials and legislative committees across the country to develop statutory provisions, regulations, and administrative solutions to complex business challenges. He is credited as the principal drafter of the national multistate income apportionment rules for broadcasters.

AFFILIATIONS

  • New York City Bar Associations, Member
  • New York University, State and local Tax Study Group
  • New York State Tax Department Financial Services Modernization Task Force
  • New York State Tax Department Telecommunications/E‐Commerce Advisory Panel
  • New York City Tax Commissioner’s Advisory Committee
  • International Tax Discussion Group
  • American Bar Association, Member
  • New York Bar Associations, Member

CREDENTIALS

  • LL.M. in Taxation, University of Miami
  • J.D., Brooklyn Law School
  • B.B.A., City University of New York, Accounting

ADMISSIONS

  • New York
  • U.S. Tax Court
  • U.S. Supreme Court
  • U.S. Court of Federal Claims
  • U.S. Court of International Trade
  • U.S. Court of Appeals, Second Circuit