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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 2011
Alan J. Gabel, Deutsche Bank Trust Company N.A. David L. Herrmann, Neuberger Berman Trust Company Howard Sacarob, Royal Bank of Canada 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 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 - June 1, 2010 Spring Tax Day
Credit Suisse
11 Madison Avenue New York, NY 10010 Thursday - June 17, 2010 Fall Meeting
Fox Hollow Golf Club
Thursday - September 16, 2010 Shotgun Start: 11:30 AM Fall Tax Day
Credit Suisse Securities (USA) LLC
1 Madison Avenue New York, NY 10010 Tuesday - November 9, 2010 Tax Training Session
Deloitte - Training Center
1633 Broadway at 50th Street New York, NY Tuesday - September 28, 2010 Officers Listing
Chairman:
Adam S. Rosenberg
Neuberger Berman Trust Company Vice-Chairman:
John J. Gallagher
HypoVereinsbank AG Secretary:
James R. Housman
PGB Trust & Investments Treasurer:
Michael Swiader
Deutsche Bank AG Past Chairmen
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
JPMorgan Chase & Co. 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. Spring Meeting
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.
$125 for members/substitute and $250 for Guests.
Please send all payments to:
Mr. Michael Swiader
Deutsche Bank AG 60 Wall Street, New York NY 10005 **All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (May 25, 2010) or a check must be presented at the door the day of the event.
Details:
Place: Fox Hollow Golf Club
Date: Tuesday - June 1, 2010
Please note this is a Soft-Spike Facility.
If you are substituting for a member you are not a guest. Guests are invitees who are charged $250.
Registration is currently closed.
Spring Tax Day
25th Annual Spring Tax Day
Credit Suisse
11 Madison Avenue, Level 2B New York, NY 10010 Thursday - June 17, 2010 Cost: $100 for Members/Member Substitutes and $200 for Guests
Make check payable to CBIT and send to: Attn.: Michael Swiader Deutsche Bank AG 60 Wall Street New York, NY 10005 **All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (June 10, 2010) or a check must be presented at the door the day of the event.
Registration begins at 12:30 PM
Opening Remarks begin at 1:00 PM Corporate Agenda:
Fiduciary Agenda:
Registration is currently closed.
Fall Meeting
Date: Thursday - September 16, 2010
If you would like to attend this year's Fall 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.
$125 for members/substitute and $250 for Guests.
Details:
The driving range and practice green will be available until 11:30 AM.
Golf will be followed by a cocktail reception and buffet.
The festivities will conclude with the awarding of prizes.
Please send all payments to:
Mr. Michael Swiader
Deutsche Bank AG 60 Wall Street, New York NY 10005 **All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (September 9, 2010) or a check must be presented at the door the day of the event.
41st Annual Fall Tax Day
Credit Suisse Securities (USA) LLC
1 Madison Avenue New York, NY 10010 Tuesday, November 9, 2010 Cost: $100 for Members/Member Substitutes and $300 for Guests
Make check payable to CBIT and send to:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 *Corporate & Fiduciary Agendas will be posted one month prior to the event.
Registration is currently closed.
Deloitte Hedge Fund & Private Equity Taxation Training Session
Topic: Hedge Fund & Private Equity Taxation
Date: Tuesday - September 28, 2010 Time: 8:30 AM - 5:00 PM Place: Deloitte Training Center
1633 Broadway at 50th Street
New York, NY Cost: $50 per person CPE: 6 hours (anticipated) The topics that will be covered are as follows:
A light breakfast and lunch will be served.
Please make the check payable to CBIT in the amount of $50 and send to:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 **All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (September 21, 2010) or a check must be presented at the door the day of the event.
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.
Under Construction
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 & Fall.
Why should you become a member or renew your membership?
40th Annual CBIT Fall Tax Day - Handouts
Corporate Handouts
Fiduciary Handouts
Keynote Speech
Federal Tax & Health Care Legislative Outlook
Presented by Ken Kies Coming Soon
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:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 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:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 Note:
**All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (May 25, 2010) 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:
$100 for Members/Member Substitutes $300 for Guests Make check payable to CBIT and send to:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 Note:
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:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 Note:
**All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (June 10, 2010) or a check must be presented at the door the day of the event. A copy of this form must accompany your remittance! Tax Training Session Registration
* Items marked with the red asterisk are required.
Note:
A copy of this form must accompany your remittance! Payment:
Cost:
$50 for Members/Member Substitutes Make check payable to CBIT and send to:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 Note:
**All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (September 21, 2010) 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 your interest in the CBIT Fall Tax Day. Please submit your payment along with a copy of the printed registration to:
Cost:
$100 for members $300 for guests Make check payable to CBIT and send to:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 Thank You
Thank you for your interest in CBIT membership. 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:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 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:
Attn: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 **All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (June 10, 2010) 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:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 Note:
**All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (September 9, 2010) 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 your interest in the CBIT Spring 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:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 **All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (May 25, 2010) or a check must be presented at the door the day of the event.
Thank You
Thank you for your interest in the CBIT 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:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 **All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (September 9, 2010) or a check must be presented at the door the day of the event.
Thank You
Thank you for registering for CBIT Tax Training Session. We look forward to seeing you there. Please submit your payment along with a copy of the printed registration to:
Cost:
$50 Make check payable to CBIT and send to:
Attn.: Mr. Michael Swiader Deutsche Bank AG 60 Wall Street, New York, NY 10005 **All checks for the event should be received by the CBIT Treasurer ONE WEEK prior to the event (September 21, 2010) or a check must be presented at the door the day of the event.
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