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Membership

 

Taxation of Financial Instruments and Transactions

 

Committee Members

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

NameFirmChapter
Stephen Ng
Chair 		Kaufman RossinManhattan/Bronx
Irina Kimelfeld
Vice Chair 		EisnerAmper LLP Manhattan/Bronx
Liliana Abourafeh
Marcum LLP Nassau
Murray Alter
EisnerAmper LLP Manhattan/Bronx
Robert Altieri
Frankel Loughran Starr & Vallone LLP Manhattan/Bronx
Anthony Aniello
BDO USA, LLPOut-of-State
Therron R. Augustine Unknown Accounting FirmOut-of-State
Delina Bakalli
GTS Securities LLCManhattan/Bronx
Jason M. Baker PricewaterhouseCoopers LLP Manhattan/Bronx
Salvatore V. Barbuzza Lehman Brothers Holdings IncNassau
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Committee Meetings

MeetingDate
Taxation of Financial Instruments & Transactions10/06/2022
Taxation of Financial Instruments & Transactions11/03/2022
Taxation of Financial Instruments & Transactions12/01/2022
Taxation of Financial Instruments & Transactions02/02/2023
Taxation of Financial Instruments & Transactions03/02/2023
Taxation of Financial Instruments & Transactions05/04/2023
Taxation of Financial Instruments and Transactions06/01/2023
Taxation of Financial Instruments and Transactions07/06/2023
Taxation of Financial Instruments and Transactions08/10/2023
Taxation of Financial Instruments and Transactions10/05/2023
Taxation of Financial Instruments and Transactions11/02/2023
Taxation of Financial Instruments and Transactions12/07/2023
Taxation of Financial Instruments and Transactions02/01/2024
Taxation of Financial Instruments and Transactions03/07/2024
Taxation of Financial Instruments and Transactions05/02/2024

Want to get involved with this committee? Visit the committee application to join today!

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.