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EPCNYC: Evening Program & Dinner January 2020
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Join EPCNYC for the third evening program of the EPCNYC 2019-2020 year. In order to accommodate dietary restrictions, please register one week in advance.

When: Tuesday, January 28, 2020
5:30 pm - 8:00 pm
Where: Union League Club
38 E 37th St
New York 10016
United States
Contact: Caitlin Borger

Online registration is closed.
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Join EPCNYC and Presenters Wayne Berkowitz, Scott Ditman, and Parker Taylor as they discuss Residency Planning


About the Presentation:


Planning for changes of domicile and residency is more important than ever now that Federal tax reform has virtually eliminated the deduction for state and local taxes.  Careful planning can help avoid the many pitfalls that can arise when clients with significant annual income and wealth change domiciles.  More and more frequently, clients will require guidance to avoid being taxed on the same income in multiple jurisdictions. In New York State and City alone, there are numerous factors that cause one to be deemed a tax resident inadvertently.


Do you have clients who maintain homes in multiple states or are contemplating significant lifestyle changes which present state tax savings opportunities? If so, join Hughes Hubbard & Reed LLP and Berdon LLP for discussion on residency planning.


About the Presenters:


Wayne Berkowitz

Wayne Berkowitz, a Partner in Berdon LLP’s Tax Department, leads the Firm’s State and Local Tax
Practice Group, advising on the unique requirements of governments and municipalities across the nation. Wayne joined Berdon in 1995 after serving with a Big Four firm.

Dealing with the ever-increasing complexity of state and local tax requirements, Wayne is a recognized
expert in this challenging area. He advises a wide range of clients in an array of industries — including
real estate, advertising, manufacturing, and professional services — planning their tax strategies, assisting them in resolving controversies, and representing them in tax audits. As the firm’s leader in directing state and local tax projects, Wayne monitors tax law in multiple states to anticipate and prepare for changes to ensure compliance and identify money saving opportunities. He shares his findings with Berdon professionals throughout the firm to alert clients to issues that can impact them.

Wayne serves on a number of state accounting society and bar association committees. In this capacity, he is influential in state and local tax reform; analyzes the impact of new and proposed laws; and has helped develop ideas for new legislation. He has served on the New York City Commissioner’s Advisory Panel and has been a member of the state advisory panel.

Frequently quoted in the media, Wayne’s insights have appeared in Crain’s New York Business,, The Wall Street Journal,, Commercial Observer, Reuters, Dow Jones Newswire, Long Island Business News, Real Estate Finance and Investment, The Trusted Professional, The New York Law Journal, Accounting Today, Daily Tax Report, AM New York, and Bottom Line Personal. He was also featured in Long Island Business News’ “Ones to Watch in Accounting” and “Who’s Who in Accounting” and has appeared on Fox Business Network and WCBS-TV. He has published articles in Family Business and CCH State Income Tax Alert, and sits on the editorial board and regularly contributes articles to Accounting and Financial Planning for Law Firms. Wayne writes the Berdon blog SALT Talk.


Scott Dittman

Scott T. Ditman is a Tax Partner; member of the Executive Committee; and Leader of the Firm’s Personal Wealth Services Practice. Over his more than 30 years with the firm, he has developed a specialty in trust and estate taxation and planning. With a keen eye on how changes in tax laws or shifts in the financial markets may affect clients, he assists them in building, preserving, and transferring wealth.
Scott works closely with high net worth individuals and family/owner-managed business clients, advising on estate and income tax issues, and succession and financial planning.

Scott speaks at various organizations, including the Annual Heckerling Institute on Estate Planning, on issues that include trust and estate planning, fiduciary accounting, and income tax planning. He has contributed to, Forbes, The CPA Journal, Long Island Business News, Newsday, Accounting Today, Journal of Financial Planning, Reuters, Vault, and has appeared on CNN. He also writes the blog T&E Talk.

Scott received a Bachelor of Science degree in accounting from Brooklyn College and a Master of Business Administration degree in taxation at Baruch College. He obtained his license as a certified public accountant in New York in 1984. In addition, he has earned the designation of Personal Financial Specialist (PFS) — the AICPA’s recognition for excellence in estate and financial planning.

Parker Taylor

Parker F. Taylor is the head of Hughes Hubbard’s Private Client Services group. Parker focuses his practice primarily on tax law, wealth management, and trusts and estates. He regularly counsels high-net-worth individuals and family entities on estate, gift, generation-skipping transfer and income tax matters. Parker’s work also includes estate administration, the drafting of prenuptial and postnuptial agreements and all aspects of tax controversy, including dealing with IRS examinations and appeals.


Education: New York University School of Law, LL.M., Taxation, 2005; The George Washington University Law School, J.D., 2004; Emory University, B.S., 2000.


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