Gettry Marcus CPA, P.C. and Capell Barnett Matalon & Schoenfeld present
Apocalypse Now: Residency During the Pandemic
Thursday, September 30, 2021 | 12:00 p.m. – 1:00 p.m.
Join Gettry Marcus CPA, P.C. and Capell Barnett Matalon & Schoenfeld for our upcoming discussion on residency audits and telecommuting. Focusing on the facts and circumstances of your move from one location to another to determine whether you have met the burden of establishing your intent to make the new location your permanent home.
Dean L. Surkin is a tax director at Gettry Marcus CPA, P.C. He has litigated major cases in the fields of taxation, probate and general commercial matters, and has been peer-reviewed by Martindale-Hubbell. He holds the highest rating for legal ability and ethical standards, AV. Mr. Surkin received his B.A. from the University of Pennsylvania in 1973 (double major in mathematics and political science), his J.D. from New York University School of Law in 1976, and his LL.M in taxation from New York University School of Law in 1985. He is admitted to the New York State Bar, the Federal District Courts of the Southern and Eastern Districts of New York, the Second Circuit Court of Appeals, and the U.S. Tax Court. Mr. Surkin holds the faculty appointment of professor (adjunct) at Pace University Graduate School of Business where he currently teaches partnership taxation. He formerly served as adjunct associate professor at the NYU School of Continuing and Professional Studies where he was program coordinator of the Estate and Gift Taxation and Planning Certificate Program.
Yvonne R. Cort is a Partner at Capell Barnett Matalon & Schoenfeld LLP, where she focuses her practice on resolving Federal and New York State tax controversies. For over twenty years, Yvonne has assisted individuals and businesses with IRS and NYS tax matters including New York State and New York City residency audits, IRS and NYS audits and appeals, unfiled returns, income tax, sales tax, withholding tax, responsible person assessments, liens and levies, innocent spouse, voluntary disclosure, installment agreements and offers in compromise. Yvonne has been selected to New York Metro SuperLawyers, a designation given to only 5% of the lawyers in the state. Yvonne’s numerous articles on tax topics have been featured in accounting and legal publications such as the Journal of Multistate Taxation and Incentives, and the Tax Stringer, published by the New York State Society of CPAs. Yvonne received her B. A. magna cum laude from the University of Rochester, and her J.D. from the University of Pennsylvania Carey Law School. Yvonne is admitted to the Bar in New York and Pennsylvania, and admitted to practice before the United States Tax Court.