Tax and Accounting Institute 

What is the Tax and Accounting Institute? 
It is an organization of CPAs, attorneys and other professionals who meet for the purpose of discussing technical tax and accounting matters and helping practitioners maintain and upgrade their skills. The Tax and Accounting Institute was established in 1963 to conduct independent research on the problems of local, state and federal taxation and accounting. 

How Often Do They Meet?  
The Tax and Accounting Institute meets periodically throughout the year on the C.W. Post Campus. It provides numerous evening sessions as well as special all-day and half-day seminars. 

How are the Meetings Conducted?  
Experienced guest speakers from private practice and government service are invited to address the meetings on a specific subject based on their expertise. These speakers are often distinguished authors, lecturers and teachers in addition to being leading practitioners lecturing on their professional specialties. 

What Topics are Covered?  
The Institute presents seminars on a variety of topics of interest to tax and accounting professionals.  Recent Institute seminars have covered estate and retirement planning, state and local taxation, recent developments in federal taxation as well as accounting and auditing updates, in addition to our annual IRS Brooklyn District Directors Conference. 

Is Continuing Professional Education Credit Given for These Programs?  
Yes, the Institute's programs qualify for the mandatory CPE for Certified Public Accountants, Public Accountants and Enrolled Agents. The Tax and Accounting Institute has been approved as a qualified sponsor by the New York State Education Department and the Director of Practice, Internal Revenue Service. 

What are the Annual Dues?  
The Institute's fiscal year commences September 1. The annual dues are $100. 

What is the Center for Business Research?  
The Center for Business Research, located in spacious, comfortable quarters in the B. Davis Schwartz Memorial Library on the C.W. Post Campus, has an outstanding business, accounting, and taxation collection. Its research facilities include the major tax services, accounting reporting services, textbooks, and a broad variety of publications relating to the profession. State-of-the-art computer facilities for electronic tax research are also available. It is widely used by students, alumni, and practitioners in the New York metropolitan area. 

How do I get more information?  
By mail:  
Tax and Accounting Institute  
School of Professional Accountancy 
College of Management 
C.W. Post Campus
Long Island University
720 Northern Boulevard  
Brookville, New York  11548-1300  
By phone: 
(516) 299-2364 (voice)  
(516) 299-2297 (fax)  
By e-mail: vsimon@liu.edu 

Professor Robert Bertucelli, CPA, CFP, CLU
Director, Tax & Accounting Institute