April 30 – May 28, 2026

Live Webcast

NASBA 20

Financial Leadership Certificate Program: Taxation of Business Entities Series

April 30 – May 28, 2026
Live Webcast
NASBA 20
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    Instructor

    Phil
    London

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    Mr. Phil London, CPA

    Bio
    With 40 years of public accounting experience, Phil London is a valued partner emeritus. Phil brings unique expertise to The Tax Services Group regarding federal, state and local, business, and personal taxes. His deep knowledge of the law informs his work in estate and income tax planning for high net worth individuals, including the use of various types of trusts to maximize overall family wealth. A valued and trusted business advisor, Phil consults with clients on the structuring of prenuptial and divorce agreements, tax planning for real estate transactions, tax-free exchanges, and business transactions dealing with sales, acquisitions and reorganizations. A respected industry leader, Phil speaks on various topics including economic development incentives, mergers and acquisitions, and state, local and multistate income and sales tax matters. As former Chair of the NYSSCPA New York, Multistate, and Local Tax Committee, he has extensive contacts with tax professionals and administrators throughout the U.S. Phil currently serves on the NYSSCPA Legislative Task Force and is also the Vice Chair of the Tax Division Oversight Committee. He?s also a valued source for media including The Wall Street Journal, Crain?s New York Business, Inc. Magazine and various professional publications.
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    Instructor

    Akshay
    Shrimanker

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    Mr. Akshay Shrimanker

    Bio
    Akshay Shrimanker is the founder and CEO of Shay CPA P.C. He started helpingentrepreneurs in New York City?s fledgling tech startup scene in 2009 with their taxesand bookkeeping. At first, it was something he did part-time whilst working full-time at WNET ? Channel 13 (NYC?s PBS station). Soon his passion for working withentrepreneurs led him to create Shay CPA P.C in January of 2014 and devote 100% ofhis time to working with entrepreneurs and startups.Apart from Shay CPA P.C, Akshay is also the Past-President of the New York StateSociety of Certified Public Accountants ? Queens/Brooklyn Chapter, and previouslyChaired the NYSSCPA Emerging Technology and Entrepreneurship Committee (ETEC). He is a licensed Certified Public Accountant in New York State and has a Bachelor ofBusiness Administration Degree in Accounting from CUNY-Baruch College.
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    Instructor

    Dean
    Surkin

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    Mr. Dean Surkin

    Bio
    Dean L. Surkin, JD, LLM, is a tax attorney with broad based experience in tax planning and research, 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 LLM. 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 taxation of entities. 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. He has also served as Adjunct Assistant Professor at Hunter College, CUNY. He has presented seminars to the Foundation for Accounting Education, the New York State Bar Association, the New York City Bar Association, the American Society of Women Accountants, and many private groups. His published articles on tax law have appeared in peer reviewed journals, practitioners? journals, and the popular press. He publishes a monthly newsletter for his granddaughters detailing the possibly imagined adventures of the Lighted Collar Gang, a group of neighborhood dogs led by master cheese thief Jazz.
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    Instructor

    Robert
    Barnett

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    Robert Barnett, CPA

    Bio
    Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning. His experience includes Surrogate?s Court practice, tax dispute resolution, and Tax Court representation. Mr. Barnett frequently assists clients in structuring financial transactions and charitable gifts. Mr. Barnett applies creative and practical solutions to estate and business planning. He has served on many committees and is a frequent lecturer on numerous aspects of tax and business law. He is an active participant and serves on many professional and charitable boards. Mr. Barnett is a frequent lecturer and writer. His articles and lectures encompass a wide variety of topics, including business succession, estate planning, charitable planning, generation-skipping, stock options, effective strategies for removing tax liens, business taxation, utilization of the marital deduction and partnership elections. Mr. Barnett received his juris doctor in 1986 from Fordham University, where he graduated cum laude and was a member of the Fordham Law Review. He graduated magna cum laude from Hofstra University, where he received his Bachelor?s degree in accounting. Mr. Barnett holds a Master?s degree in taxation as the recipient of the highest dean?s award. Mr. Barnett is admitted to practice law in New York, Virginia and Washington, D.C. Member: ? Board of Directors of the Long Island Community Foundation. ? Board of Directors of Nassau Academy of Law ? Professional Advisors Committee of the Long Island Community Foundation ? Professional Advisors Committee of the American Heart Association ? Past Education Committee Chairman NCCPAP ? Past President of the NCCPAP Educational Foundation ? Past President of Nassau Chapter NYSSCPA ? Member of Nassau Academy of Law Advisory Board ? CPA Journal Editorial Review Board, May 2017-2020 Awards: ? 2013 Max Block Distinguished Article Award for Technical Analysis ? November 2016 ? Samuel A. Dyckman, Excellence in Education Award ? November 2016 ? Leadership in Law Award ? Long Island Business News ? May 2017 ? Distinguished Service Award ? NYSSCPAS ? Nassau Chapter ? Dean?s Award in Taxation ? Long Island University CW Post ? Fordham Law Review ? Fordham University American Jurisprudence Award ? Trusts and Estates
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    Instructor

    Steven
    Eller

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    Mr. Steven Eller, CPA

    Bio
    Steven J. Eller, CPA, JD, a Partner at PKF O'Connor Davies, LLP co-heads the firm?s State and Local Tax Group. Mr. Eller has over 30 years of professional experience assisting individuals, businesses, as well as estates and trusts plan for and comply with Federal, State and Local regulations. He advises clients with respect residency, nexus and apportionment issues, sales and use taxes and payroll taxes, , with a focus on strategic planning and compliance. Mr. Eller?s industry expertise includes real estate, manufacturing and closely held and family businesses. Mr. Eller has also been influential in both New York State and New York City tax reform. Mr. Eller received his J.D. from Widener University School of Law (formerly Delaware Law School of Widener University), and his B.S. in Accounting from the University of Delaware. He is a CPA in New York and New Jersey and a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants (?NYSSCPA?), and the New Jersey Society of Certified Public Accountants. Mr. Eller is a licensed attorney in New Jersey and admitted to practice before the United States Tax Court. He is an active member and former chair of the NYSSCPA?s New York, Multistate and Local Tax Committee and the current Co-chair of its legislative subcommittee. Mr. Eller has chaired and lectured at the Foundation for Accounting Education?s highly acclaimed New York State and Multistate Taxation Conference. He has lectured for CCH, is a contributor to The Trusted Professional and has been quoted in the NY Post, Accounting Today and the Daily Tax Report.

The Financial Leadership Certificate Program: Taxation of Business Entities Series is designed to build strong tax fluency and elevate the strategic decision-making capabilities of today’s finance leaders. Organizations operate in an environment where entity choice, transaction structure, and multistate activity each create tax exposures that influence cash flow, EBITDA, valuation, and overall business strategy. This certificate program connects foundational tax concepts with the practical, finance centered application needed in leadership roles for accountants and financial professionals.

Across five focused modules, the certificate program explores how C Corporations, S Corporations, Partnerships and LLCs, and State and Local tax regimes shape planning and performance. Instead of centering on compliance mechanics, the series emphasizes decision frameworks, scenario analysis, risk awareness, and strategic insight used when advising executive teams, boards, and private equity stakeholders.

Participants learn to interpret tax rules through a financial leadership perspective, including evaluating after tax cash flows, understanding the economic impact of entity structure, managing distributions and compensation, and assessing state tax exposure across a variety of business situations. Each module uses practical examples and organizational scenarios to help participants apply concepts directly to budgeting, M and A, capital planning, and operational decision making.

The certificate program is built for accounting and financial professionals in growing and mid-market organizations where tax considerations often rest with finance rather than dedicated tax departments. Each module blends conceptual clarity with practical tools and case-based learning to equip participants for confident discussions with advisors, auditors, and internal leadership.

The final module brings together all concepts learned throughout the series. Participants collaborate in groups to analyze a comprehensive tax scenario, develop an integrated entity tax strategy, and present recommendations through an executive ready summary. This culminating experience reinforces expertise of the material and strengthens communication skills needed in real world leadership roles.

By the end of the certificate program, participants will understand how different business entities are taxed and how tax rules shape strategy, capital decisions, and long-term financial performance.

Join FAE, your industry colleagues, five guest speakers, and our moderator, Philip London, for five consecutive Thursdays from 3–5 p.m. ET starting April 30 and concluding May 28. Participants will be encouraged to participate through polling, round table discussions, and a brief knowledge assessment at the end of the program demonstrating objectives learned. In addition to the 10 CPEs from participation, all participants who successfully pass the knowledge assessment will receive a digital badge of completion to showcase their achievement.

Date Start Time End Time Module Title Thursday, April 30 3:00 PM 5:00 PM C Corporations: Tax Planning, Earnings Management & Cash Optimization Thursday, May 7 3:00 PM 5:00 PM S Corporations: Pass?Through Mechanics, Basis, AAA & Compensation Thursday, May 14 3:00 PM 5:00 PM Partnerships & LLCs: Allocations, Basis, Distributions & Transactions Thursday, May 21 3:00 PM 5:00 PM State & Local Tax (SALT): Nexus, Apportionment & PTE Taxes Thursday, May 28 3:00 PM 5:00 PM Integrating Entity Taxation into Strategic Decision Making

Major Topics

Upon completion of this certificate program, participants will be able to:

  • Compare entity types (C Corporation, S Corporation, Partnerships and LLCs) for tax, governance, and capital strategy alignment.
  • Model after tax outcomes considering rates, basis, distributions, and loss utilization limits.
  • Identify common state and local tax exposures, including nexus, apportionment, and conformity, and estimate financial impact.
  • Spot high risk areas such as allocations, compensation decisions, and PTE taxes, and outline mitigation steps.
  • Translate tax implications into executive decision memos and board ready communications.
  • Synthesize concepts across entity types to develop integrated tax strategies and present recommendations effectively.

CPE Credits Available

NASBA 20
10
Taxation (NYSED) (Taxation) - NASBA
10
Taxes (NASBA) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Provider

Foundation for Accounting Education

This event has ended.