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Taxation of Financial Instruments and Transactions


Chair: Colleen McHugh

Firm: Marcum LLP
Member of: Rockland Chapter
 

Committee Members

To view a member's contact information, click on the member's name (for NYSSCPA members only)

NameFirmChapter
Brian Boisier
Staff Liaison
New York State Society of CPAs Manhattan/Bronx
Colleen McHugh
Chair
Marcum LLP Rockland
Yaakov Tambor
Vice Chair
RSM US LLPManhattan/Bronx
Murray Alter
EisnerAmper LLP Manhattan/Bronx
Therron R. Augustine Marcum LLP Queens/Brooklyn
Delina Bakalli
BDO USA, LLP Manhattan/Bronx
Jason M. Baker PricewaterhouseCoopers LLP Syracuse
Salvatore V. Barbuzza Lehman Brothers Holdings IncNassau
Jeremy A. Bari PricewaterhouseCoopers LLP Manhattan/Bronx
Steven C. Barranca Cohn Reznick LLPManhattan/Bronx
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Join This Committee

About the Taxation of Financial Instruments and Transactions Committee

Committee Action Plan

Who we are

We are members of the Society who work in or are interested in the area of taxation of financial instruments and transactions.

What we do

  • Review and discuss the tax implications of new and existing financial products that would include debt, equity, and derivative securities.
  • Examine developments as they affect taxation of financial products such as legislative, regulatory and administrative developments and judicial cases.
  • Conduct an annual seminar with hedge fund committee.
  • Address technical questions from NYSSCPA members.
  • Liaison with government agencies.
  • Monitor legislation related to financial products.
  • Conduct one educational conference per year at the intermediate/advanced level.
  • Conduct evening technical sessions.
  • Write articles for The CPA Journal and The Trusted Professional.
  • Keep informed about current developments in the area of taxation of financial instruments and transactions.

Who Should Join

Members who work in this area or are interested in this area should join the Committee. By joining, you will:

  • Share expertise with other practitioners in the area.
  • Be afforded the opportunity to become known to fellow practitioners and others interested in the taxation of financial instruments and transactions.