UPCOMING SEMINARS

PAST SEMINARS

Tax Planning for Taking the Startup Through Boom (or Bust) presented by William M. Funk, Esq. Online presentation for Practising Law Institute, (August 16, 2022).

Nonprofit Earned Income Essentials Webcast at Lorman Webinar (March 24, 2022).

Identifying Tax Traps in Convertible Debt and SAFEs presented by William M. Funk, Esq. Webcast for Celesq, (February 23, 2022).

Exemption for Gains on Qualified Small Business Stock presented by William M. Funk, Esq. Zoom presentation for NYSSCPA Queens/Brooklyn Chapter, (December 2, 2020).

Nonprofit Earned Income Essentials Webcast at Lorman Webinar (November 23, 2020).

Fundamentals of Cross-Border Taxation: Old and New Rules presented by William M. Funk, Esq. Address at the Law Library Association of Greater New York, (February 20, 2020).

U.S. Tax Rules for U.S. Individuals Living in Canada Webcast at Lorman Webinar (January 9, 2020).

Tax Reform: Living in the New Tax Environment – Key Tips and Insights for Small Law Firms presented by William M. Funk, Esq. Address at the New York City Bar Association, (February 13, 2019).

New Guidance on Calculating UBTI for Separate Trades or Businesses Under Tax Reform presented by William M. Funk, Esq. and Elizabeth Mills, Esq. at Strafford Webinar on November 29, 2018 from 1:00 to 2:50 p.m.

Roundtable Discussion of Global Trends: New tax breaks / refunds / incentives / concessions presented by William M. Funk, Esq. at the Annual Conference of the International Bar Association, Roma Convention Center – La Nuvola, Rome, Italy, Wednesday, October 10, 2018 from 2:30 to 5:30 p.m.

UBTI and UBIT in IRAs and Qualified Plans presented by William M. Funk, Esq. at Strafford Webinar on August 30, 2018 from 1:00 to 2:50 p.m.

Tax Law 101 for Plaintiff’s Side Employment Lawyers presented by William M. Funk, Esq. at the National Employment Lawyers Association, 685 Third Ave., 25th Fl., New York, NY 10017 from 6:00 to 8:00 p.m.

Panel Discussion: Successful Expansion to the US Market presented by William M. Funk, Anne Wolfson, Steve Maggi, and Nita Korsten at the United States Consulate in Amsterdam, Museumplein 19, 1071 DJ Amsterdam, Netherlands on Wednesday, May 17, 2017, from 1:30 to 3:30 p.m.

Income Tax Seminar for UN Employees presented by William M. Funk and Dale Mason at the Westin New York Grand Central Hotel, 212 E 42nd St, New York, NY 10017 on Tuesday, February 28, 2017, from 6:00 to 7:30 p.m.

Reporting UBTI and UBIT in Partnerships and S Corporations: Mastering K-1 Disclosures for Exempt Org Partners presented by William M. Funk, Esq. at Strafford Webinar on Thursday, September 29, 2016, from 1:00 to 3:00 p.m.

Abandonment Doctrine and Its Discontents: Claiming Ordinary Losses After Pilgrim's Pride presented by William M. Funk, Esq. at the Corporate Taxation Advisory Board Meeting, Bloomberg BNA at 731 Lexington Avenue, Room 28MPR, New York, NY on Thursday, July 16, 2015, from 5:30pm to 7:00pm. Eligible for 1.5 CLE credits.

Tax Exempt Organizations in New York: Commercial Activities presented by William M. Funk, Esq. at Lorman Education Services, NYC Seminar and Conference Center, 71 West 23rd Street, Suite 515 on Tuesday, April 22, 2014, from 1:10 to 2:40 pm. Eligible for 1.5 CLE credits, Transitional and Non-transitional.

Tax Exempt Organizations in New York: Political Activity and Tax-Exempt Organizations presented by William M. Funk, Esq. at Lorman Education Services, NYC Seminar and Conference Center, 71 West 23rd Street, Suite 515 on Tuesday, April 22, 2014, from 3:30 to 4:30 pm. Eligible for 1.0 CLE credits, Transitional and Non-transitional.

Tax Exempt Organizations in New York: Commercial Activities presented by William M. Funk, Esq. at Lorman Education Services, NYC Seminar and Conference Center, 71 West 23rd Street, Suite 515 on Friday, February 15, 2013, from 1:30 to 3:00 pm. Eligible for 1.5 CLE credits, Transitional and Non-transitional.

Down the Runway: A Day of Fashion Law. Panel I: The Business Foundation. Panel discussion with William M. Funk, Esq., Kaiser Wahab, Esq. and Mark Josephson, Esq. at the New York County Lawyers Association, 14 Vesey Street, 2nd Floor Auditorium, on Friday, February 8, 2013, from 9:10 to 10:10am.

Tax Ethics 2012 presented by William M. Funk, Esq. and Solomon Steiman, Esq. at Lawline, 61 Broadway Suite 1105, New York, NY on Thursday, August 2, 2012. Eligible for 2.5 Credits; Ethics; Transitional and Non-transitional.

Tax Ethics 2012 presented by William M. Funk, Esq. and Solomon Steiman, Esq. at the New York State Society of CPAs, FAE Conference Center, 3 Park Avenue, 19th Floor, New York, NY 10016, on Thursday, June 7, 2012, from 9:00 to 10:00 a.m. Eligible for 1 Taxation CPE Credit.

Retainers and Escrow Accounts: Learn the Rules/Avoid the Pitfalls panel discussion with William M. Funk, Esq., Doron Zanani, Esq., Jeffrey Kimmel, Esq. and Olivera Medenica, Esq. at the New York City Bar Association, 42 West 44th Street, New York, NY 10036, on Thursday, November 10, 2011, from 12:00 to 12:45 p.m.

Business Taxes: An Interactive Question and Answer Session panel discussion with William M. Funk, Esq., Richard Levychin, CPA and David Mayer at the New York State Minority- and Women-Owned Business Enterprise (MWBE) Forum, Empire State Plaza Convention Center, Albany, NY 12210, on Thursday, October 13, 2011, from 3:30 to 4:30 p.m.

Tax Ethics 2011 presented by William M. Funk, Esq. and Solomon Steiman, Esq. at the New York State Society of CPAs, FAE Conference Center, 3 Park Avenue, 19th Floor, New York, NY 10016, on Thursday, September 15, 2011, from 4:30 to 5:30 p.m. Eligible for 1 Taxation CPE Credit.

Taxation of Code Section 79 Group Term Life Insurance Permanent Benefit Plans: Law and Implementation presented by William M. Funk, Esq. and Stephen Wechsler at 275 Madison Avenue, 11th Floor, New York, NY 10016, on Thursday, November 18, 2010, from 5:30 to 7:30 p.m. Eligible for 2 CLE Credits.

You May Be a Tax Return Preparer (and Not Even Know It) presented by William M. Funk, Esq. and Solomon Steiman, Esq. at the New York County Lawyers Association, 14 Vesey Street, 2nd Floor Auditorium, on Monday, September 13, 2010, from 7:00 to 9:00 p.m. Eligible for 2 MCLE Credits: 2 Ethics; Transitional and Non-transitional.

Understanding the Tax Provisions of the Healthcare Reform Legislation and the HIRE Act presented by William M. Funk, Esq. and Solomon Steiman, Esq. at Cheshbonot, New York City, on Wednesday, July 28, 2010, from 6:00 to 8:00 p.m. Eligible for CPE credits.

What Taxable Investors Should Know About ETFs: A Brief Overview presented by William M. Funk, Esq. at QWAFA-FEW NYC, Tuesday, June 29, 2010.

Understanding the Tax Provisions of the Healthcare Reform Legislation and the HIRE Act presented by William M. Funk, Esq. and Solomon Steiman, Esq. at the New York County Lawyers Association, 14 Vesey Street, 2nd Floor Auditorium, on Wednesday, June 9, 2010, from 6:00 to 8:00 p.m. Eligible for 2 MCLE Credits: 2 PP; Transitional and Non-transitional.

Practical Tax Solutions for Businesses in the Post-Economic Crisis Climate: Dealing with Debt; Tax Favored Investments; NOL; Wash Sales and Other Issues presented by William M. Funk, Esq. and Solomon Steiman, Esq. at the New York County Lawyers Association, 14 Vesey Street, 2nd Floor Auditorium, on Tuesday, March 2, 2010, from 6:00 to 8:00 p.m. Eligible for 2 MCLE Credits: 2 PP; Transitional and Non-transitional.

Avoiding Tax Traps in Real Estate & Investments presented by William M. Funk, Esq. and Solomon Steiman, Esq. at the Jewish Business to Business 9th Expo & Conference, Lake Terrace, 1690 Oak Street, Lakewood, NJ 08701, on Wednesday, February 10, 2010 at 6:45 p.m.

Practical Business Tax Issues presented by William M. Funk, Esq. and Solomon Steiman, Esq. at 275 Madison Avenue, 11th Floor, New York, NY 10016, on Wednesday, December 23, 2009, from 3:00 to 5:00 p.m. Eligible for 2 CLE Credits.