About the Zicklin Tax Series

Learning Objectives*

About the Presenter

RAYMOND G. RUSSOLILLO - CPA/PFS, CFP, CAP

 

Ray is a partner in New York office of WithumSmith+Brown, PC and has over 30 years of professional experience providing wealth management advisory services to high-net-worth individuals and families. He is a New York licensed certified public accountant, personal financial specialist, CERTIFIED FINANCIAL PLANNER™ professional, and Chartered Advisor in Philanthropy.�. Ray specializes in tax management and accounting, wealth design and transfer, and philanthropic planning and administrative services, and integrates these with tailored wealth management solutions appropriate for each individual family situation.

Ray earned his BA degree in economics and BS degree in accounting from Binghamton University. Prior to joining WS+B, Ray was a partner with EisnerLubin llp (merged with WS+B in 2011) and also worked in the Merrill Lynch Private Banking and Investment Group, where he provided tax planning and compliance services for ultra-high-net-worth clients and served as a tax advisor to Merrill's private wealth advisors. Prior to his tenure with Merrill Lynch, Ray was senior vice president of tax consulting services at U.S. Trust, Bank of America Private Wealth Management. During his career, Ray has also been associated with PricewaterhouseCoopers and Bessemer Trust Company.

Very active in the accounting profession, Ray sits on the Family Office Committee of the New York State Society of CPAs (NYSSCPA) and serves on its annual CPE conference planning subcommittee. Ray enjoys teaching, lecturing and writing about tax and financial planning topics. His article "Planning Options for the Philanthropic Client" was published in Practical Tax Strategies, a professional journal produced by Thomson Reuters. Ray is the creator and continuing author of WS+B's blog "Charitable Nation - From Success to Significance" and teaches federal income taxation and partnership taxation at the graduate level as a member of the adjunct faculty of Baruch College in New York City. Ray is currently the president of the Binghamton University Alumni Association and sits on the board of the Binghamton University Foundation, the NY Philanthropic Advisors Network (NYPAN), and several charitable and civic groups in his community. He resides in Nassau County, NY.

Registration Information

• $135 Per Person

Zicklin Tax Seminar Series Chair

Professor Steven V. Melnik, LLM (Tax), J.D., CPA.

Steven Melnik, LLM (Tax), J.D., CPA, an Associate Professor of Tax Law; Academic Director, Graduate and Undergraduate Tax Areas - Baruch College, CUNY. He is chair of Continuing Education for Attorneys, Financial Planners and CPAs - Zicklin Tax Seminars, CUNY. Attorney licensed to practice in NY and NJ States. Area of Concentration: Estate, Medicaid, and Tax Planning as well as Asset Preservation. He has over 15 years of experience helping individuals with their Strategic Planning Needs.

 

Mr. Melnik is a former member of the Advisory group to United States Department of Treasury. He made appearances on many major news networks, such as NBC, CNBC, CBS, BLOOMBERG News. Mr. Melnik regularly publishes in most respected national academic and professional journals; gives educational seminars throughout the country and in conjunctions with various governmental agencies, such as Social Security Administration and the office of Medicaid. He was an Honorary Host of the Annual IRS Symposium in NYC.

 

Mr. Melnik's contribution to the education and well being of New York residents has been recognized by President of Manhattan and Brooklyn Boroughs. He is a recipient of "Outstanding Teaching Award", Baruch College Zicklin School of Business; Member of Graduate Executive Degree in Law, Andersen Worldwide.

 

Mr. Melnik received his BBA, Magna Cum Laude from Baruch College, JD, Magna Sum Laude from New York Law School and LLM in Taxation from New York University School of Law. Mr. Melnik is also a CPA.

When & Where

CPE Information for Accountants

Continuing Education for Enrolled Agents