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Fiduciary Corporate
Spring MeetingSpring Tax DayFall MeetingFall Tax DayTax Training Session
Tax-Day HandoutsListserv SignupTax Links |
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Organization Docs
Resources
Questions?
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Executive Committees
Class of 2012
John Grimes, JP Morgan Chase Gloria DeRodriguez US Trust/Bank of America David Biegelson, BTMU Class of 2013
June Goettert, Bank of New York Mellon Kevin Barry, Bessemer Trust Company Thomas Prevost, Credit Suisse Securities Class of 2014
Humberto Reboredo, Credit Suisse Margaret A. Schaubeck, Rabobank International Stuart Seidman, BNY Mellon Please note that the executive committee members are nominated and do not volunteer.
Committee Chairs 2010 & 2011 Executive Board Members Advisory Chairman ............................................................... Michael T. Cartusciello
Audit Chairman .....................................................................TBD* Corporate Chairman ...............................................................Ariel Assa Fiduciary Chairman.................................................................Henry Lievre Membership Committee Chairman............................................Stuart Seidman Special Events.......................................................................Victor Gagliardi Nominating.............................................................................Andrew Barkin Continuing Education Director..................................................Neal Yaros Liaison to the American Bankers Assoc...................................Gloria DeRodriguez Liaison to the AICPA..............................................................TBD* Liaison to the Institute of International Bankers.........................Andrew Barkin Liaison to the New York Bankers Association...........................John S. Reale Events Main Page
Spring Meeting
Fox Hollow Golf Club
Tuesday - May 29, 2012 Spring Tax Day
Credit Suisse, 11 Madison Avenue, New York, NY
Thursday - June 14, 2012 Fall Meeting
Fox Hollow Golf Club
Wednesday - September 19, 2012 Fall Tax Day
Credit Suisse, 1 Madison Avenue, New York, NY
Thursday - November 14, 2012 FATCA Tax Conference
The Greenberg Lounge - NYU Law School
Thursday - March 1, 2012 Officers Listing
Chairman:
John J. Gallagher
HypoVereinsbank AG Vice-Chairman:
James R. Housman
PGB Trust & Investments Secretary:
Michael Swiader
Deutsche Bank AG Treasurer:
June A. Goettert
BNY Mellon Past Chairmen
Adam S. Rosenberg
Michael Cartusciello John Reale Daniel Raimondo Joseph F. Denara John R. Granelli John Rosza Gayllis R. Ward William T. Hayden Henry T. Lievre Michael T. Scarpinato Vincent P. Amato Harold J. Beach Patrick A. Naughton Daniel N. Leiter Robert F. Neuberger John E. Eisenger Richard J Bushelon John K. Daly Edward F. Cunningham John A. Day Fiduciary Tax Committee
Henry Lievre, Chairman
Donald Roman PricewaterhouseCoopers, LLP Jeff Kuhlin KPMG, LLP Louis DeRose Thomson Reuters Comment Letters
Monthly Agendas
2009 CBIT Ad Hoc Fiduciary Sub-Committee Agenda
2008 CBIT Ad Hoc Fiduciary Sub-Committee Agenda
2007 CBIT Ad Hoc Fiduciary Sub-Committee Agenda
2006 CBIT Ad Hoc Fiduciary Sub-Committee Agenda
2005 CBIT Ad Hoc Fiduciary Sub-Committee Agenda
Corporate Tax Committee
Ariel Assa, Chairman
JPMorgan Chase & Co. Humberto Reboredo Credit Suisse Carla Pehowski Royal Bank of Canada Craig Wechman Deutsche Bank Neil Bernstein The Bank of Tokyo Mitsubishi UFJ Ltd. 2012 Spring Annual Meeting
Registration for this event is now open.
Details:
Official Event Notice: 2012 Spring Annual Meeting Notice
Place: Fox Hollow Golf Club - Branchburg, NJ Date: Tuesday - May 29, 2012 Cost: $125 for Members / $250 for Guests. Substitutes for members are permitted up to the total number of memberships owned by a CBIT participating institution Directions
Check-in begins at 10:00 AM
Luncheon and the Annual Business Meeting will begin at 10:30 AM Shotgun start at 12:15 PM
If you would like to attend this year's Spring Outing please register by clicking the button at the bottom of the page.
The form will allow for you to list the players you want to be matched up with (maximum of 4 players including yourself). Please be sure to confirm that the other player will be attending and they know they are playing with you.
Have you renewed your CBIT Membership or thought about becoming a member? By renewing your membership or becoming a new member now, you will be able to attend our Annual Spring Meeting for half of the cost of our regular guest rate. Click here to learn more about the benefits CBIT membership has to offer!
27th Annual Spring Tax Day
Presented by CBIT Education, Inc. Details:
Place: TBA
Date: Thursday - June 14, 2012 Registration is currently closed.
Fall Meeting
Details:
Registration is currently closed.
43rd Annual Fall Tax Day
Presented by CBIT Education, Inc. Details:
Place: TBA
Date: Thursday - November 14, 2012 Registration is currently closed.
CBIT & New York University School of Law
FATCA Tax Conference CBIT & New York University School of Law would like to thank our esteemed speakers, our sponsors and the over 100 attendees who participated in our FATCA Tax Conference on March 1, 2012.
The feedback we received from the event was extraordinary. Thank you for your comments and suggestions. In keeping with CBIT's mission, we look forward to continuing to get out in front of more tax topics like the new FATCA Proposed Regulations in future events.
FATCA Tax Conference Handouts and Webcast
We are very excited to offer our attendees a second chance to review the presentation handouts as well as the complete webcast of the FATCA Tax Conference courtesy of our host and conference partner, New York University School of Law. Handouts and webcast can be accessed by clicking the links below.
As a special bonus, these materials are also being made available to those who were not able to attend.
CBIT believes that we are only as strong as our membership. By making this rare special offering to non-members we want to give those interested in becoming a CBIT member a glimpse of what CBIT membership has to offer including a firsthand look at the quality of our presentation content. If you would like to learn more about the benefits of CBIT Membership, please click here.
Click here to watch the Webcast courtesy of New York University School of Law
2012 FATCA Tax Conference Handouts
Resources
By-Laws (CBIT Membership Required)
Click here to access the CBIT By-Laws.
Membership Directory (CBIT Membership Required)
Need to contact a CBIT colleague?
Click here to access our exclusive Membership Directory. Listerv (Free)
Click here to sign up for the CBIT Listserv and receive tax updates and bulletins, current Hot Topics and other tax related information straight to your inbox or on our Google Groups website. Best of all, it's FREE.
Tax Day Handouts (CBIT Membership Required)
Click here to access our archive of exclusive CBIT materials presented by our esteemed speakers during our annual Spring and Fall Tax Days.
Tax Links (Free)
Click here to access our switchboard of external tax and accounting sites as well as links to the tax sites for each state in the United States.
CBIT Education, Inc.
CBIT Education, Inc. is an exempt organization under section 501(c)(3) of the Internal Revenue Code. Its primary purpose is to increase knowledge and awareness of taxation issues among the employees of member financial institutions
The primary activity to be carried out by CBIT Education is the organization of seminars and training sessions to be be held throughout the year with a minimum of two to three seminars/sessions annually.
Current Members of the Board
Adam S. Rosenberg, Chairman
James R. Housman, Vice Chairman Michael Swiader, Secretary June A. Goettert, Treasurer John J. Gallagher, Officer Please e-mail any questions to us at cbitusaorg@gmail.com
Past Chairmen
Michael T. Cartusciello
John S. Reale
Membership
Please become or renew your membership. This will assure you of all the rewards of membership such as the $125 fee for our outstanding golf outings at Fox Hollow Golf Club in the Spring and Fall.
Why should you become a member or renew your membership?
Tax Day/Training Handouts
Handouts from our Tax Days and Tax Training Seminars are available to all current members of CBIT.
42nd Annual CBIT Fall Tax Day - November 10, 2011
Corporate Handouts
Fiduciary Handouts
26th Annual CBIT Spring Tax Day - June 28, 2011
Corporate Handouts
Fiduciary Handouts
41st Annual CBIT Fall Tax Day - November 9, 2010
Fiduciary Handouts
Corporate Handouts from this event will be added soon.
Tax Training Seminar - September 23, 2010
Estate Administration in New Jersey and Rules Governing Required Distributions from Retirement Plans
Handouts
25th Annual CBIT Spring Tax Day - June 17, 2010
Fiduciary Handouts
Corporate Handouts from this event will be added soon.
40th Annual CBIT Fall Tax Day - November 5, 2009
Corporate Handouts
Fiduciary Handouts
Keynote Speech
Federal Tax & Health Care Legislative Outlook Presented by Ken Kies Under Construction
This area is under construction right now but we have provided you with one of our most valuable resource and they are the CBIT Corporate and Fiduciary Listserves. Keep in touch with and communicate with other members through this open forum.
Tax Links
Membership Directory
Member click here to download full membership list.
By-Laws
Member click here to download by-laws.
New Member Registration/Renewal
* Items marked with the red asterisk are required.
Note:
A copy of this form must accompany your remittance! Payment:
Cost:
$400 for a full year membership $200 for a half year membership Make check payable to CBIT and send to:
CBIT P.O. Box 120150 Staten Island, NY 10312 Note:
A copy of this form must accompany your remittance! Spring Meeting Registration
* Items marked with the red asterisk are required.
Note:
A copy of this form must accompany your remittance! Payment:
Cost:
$125 for Members/Member Substitutes $250 for Guests Make check payable to CBIT and send to:
CBIT C/O James R. Housman PGB Trust & Investments P.O. Box 7037 Bedminster, NJ 07921
Note:
**Please ensure all checks for the event are received one week prior to the event (May 22, 2012) or a check must be presented at the door the day of the event. A copy of this form must accompany your remittance! Fall Tax Day Registration
* Items marked with the red asterisk are required.
Note:
A copy of this form must accompany your remittance! Payment:
Cost:
$125 for Members/Member Substitutes $300 for Guests Make check payable to CBIT and send to:
CBIT P.O. Box 120150 Staten Island, NY 10312 Note:
**All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (November 3, 2011) or a check must be presented the day of the event. A copy of this form must accompany your remittance! Spring Tax Day Registration
* Items marked with the red asterisk are required.
Note:
A copy of this form must accompany your remittance! Payment:
Cost:
$100 for Members/Member Substitutes $200 for Guests Make check payable to CBIT and send to:
CBIT P.O. Box 120150 Staten Island, NY 10312 Note:
**All checks for the event should be received by the CBIT Treasurer one week prior to the event (June 21, 2011) or a check must be presented at the door the day of the event. A copy of this form must accompany your remittance! FATCA Tax Conference Registration
* Items marked with the red asterisk are required.
Note:
A copy of this form must accompany your remittance! Payment:
Cost:
$100 for Members/Member Substitutes Please make the check payable to CBIT in the amount of $100 and send to:
CBIT P.O. Box 120150 Staten Island New York, NY 10312 Note:
**Please ensure all checks for the event are received by the CBIT Treasurer one week prior to the event (February 23, 2012) or a check must be presented at the door the day of the event. A copy of this form must accompany your remittance. Change Password
* Items marked with the red asterisk are required.
Password Reset
Congratulations!
Your password has been reset. Your new password has been emailed to the address you provided. Thank You
Thank you for registering to attend the CBIT Fall Tax Day. Please submit your payment along with a copy of the printed registration to:
Cost:
$125 for members $300 for guests Make check payable to CBIT and send to:
CBIT P.O. Box 120150 Staten Island, NY 10312 **All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (November 3, 2011) or a check must be presented at the door the day of the event.
Thank You
Thank you for your interest in becoming a member of CBIT. Please submit your payment along with a copy of the printed registration to:
Cost:
$400 for a full year membership $200 for a half year membership Make check payable to CBIT and send to:
CBIT P.O. Box 120150 Staten Island, NY 10312 Thank You
Thank you for your interest in the CBIT Spring Tax Day. Please submit your payment along with a copy of the printed registration to:
Cost:
$100 for Members/Member Substitutes $200 for guests Make check payable to CBIT and send to:
CBIT P.O. Box 120150 Staten Island, NY 10312 **All checks for the event should be received by the CBIT Treasurer one week prior to the event (June 21, 2011) or a check must be presented at the door the day of the event.
Password Change
Congratulations!
Your password has been succesfully changed. Fall Meeting Registration
* Items marked with the red asterisk are required.
Note:
A copy of this form must accompany your remittance Payment:
Cost:
$125 for Members/Member Substitutes $250 for Guests Make check payable to CBIT and send to:
CBIT P.O. Box 120150 Staten Island, NY 10312 Note:
**All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (September 15, 2011) or a check must be presented the day of the event. A copy of this form must accompany your remittance. Thank You
Thank you for registering! We look forward to seeing you at our Spring Annual Meeting. Please submit your payment along with a copy of the printed registration to:
Cost:
$125 for Members/Member Substitutes $250 for Guests Make check payable to CBIT and send to:
CBIT C/O James R. Housman PGB Trust & Investments P.O. Box 7037 Bedminster, NJ 07921
Note:
**Please ensure all checks for the event are received one week prior to the event (May 22, 2012) or a check must be presented at the door the day of the event. Thank You
Thank you for registering! We look forward to seeing you at our annual Fall Meeting. Please submit your payment along with a copy of the printed registration to:
Cost:
$125 for Members/Member Substitutes $250 for Guests Make check payable to CBIT and send to:
CBIT P.O. Box 120150 Staten Island, NY 10312 **All checks for the event should be received by the CBIT Treasurer one week prior to the event (September 15, 2011) or a check must be presented at the door the day of the event.
Thank You
Thank you for registering for the CBIT & NYU School of Law FATCA Conference on March 1, 2012. We look forward to seeing you there. Please submit your payment of $100 along with a copy of the printed registration to:
CBIT
P.O. Box 120150 Staten Island New York, NY 10312 **Please ensure your check for the event is received by the CBIT Treasurer one week prior to the event (February 23, 2012) or a check must be presented at the door the day of the event.
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