named programs · 4 · from sources
What they call their work
Ethics and Cybersecurity Seminars
Specialized sessions on professional ethics, data security, and implications of IRS data breaches for tax practitioners
Fall Tax Conference
Biannual conference focusing on international tax trends, regulatory updates, and compliance strategies
Spring Tax Conference
Annual conference covering current developments in tax law, policy, and practice for financial services tax professionals
Tax Bootcamp Series
Training programs including Transfer Pricing Bootcamp, State & Local Tax Bootcamp, and Alternative Funds Tax Bootcamp for professional development
activities · 5 groups
What they do
-
Professional Education and Certification for Financial and Estate Planners 2 activities
- Conduct educational seminars and conferences on tax policyOrganizes and hosts conferences, seminars, and workshops on federal, state, and local tax issues, including international tax policy, cybersecurity, ethics, and tax controversies, providing continuing professional education (CPE and CLE) credits to participants. Events include the annual Spring and Fall Tax Conferences and specialized seminars on diversity and inclusion in tax policy.
- Disseminate tax law and policy information to membersProvides members with updates and analysis on federal and international tax laws and regulations to support understanding and compliance.
-
-
Workplace DEI Research and Training 1 activity
- Deliver continuing education on diversity, inclusion, and bias in tax policyCo-designs and delivers educational programs, including webinars and seminars, focused on diversity, inclusion, and the elimination of bias in tax policy, covering topics such as low-income housing tax credits and multinational engagement strategies.
-
-
Organized Member Social Events 1 activity
- Organize member social eventsHosts social events such as golf outings for members to foster professional community and engagement.
-
-
Professional Conference Support 1 activity
- Provide financial assistance for attorney participationOffers fee waivers for unemployed attorneys and reduced fees for attorneys earning $50,000 or less annually to support access to professional tax education and events.
-
-
Professional Membership and Association Benefits 1 activity
- Provide members with access to discounted educational programsOffers members discounted rates for participation in educational events, including the annual Spring and Fall Conferences, and provides free educational programs throughout the year.
-
financials · form 990 · fy2024
revenue
Total revenue$260K
Contributions & grants$134K52%
Program service revenue$126K48%
Investment income$280%
Other revenue$0
expenses
Total expenses$257K
Program expenses84%
Admin / overhead16%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$285K
Cash$285K
Investments$0
Liabilities$68K
Net assets$217K
Liquid reserves13.3 mo
5 years on record · 2020–2024 · YoY revenue +32.6%
leadership · form 990 part vii · fy2024
Who runs it
board members · 20
- Amanda Ryles — DIRECTOR
- Ari Cohen — DIRECTOR
- Brian Forschino — Director
- DANIEL IACOVITTI — SECRETARY
- Dan Frenkel — DIRECTOR
- JAMES NOLAN — PRESIDENT
- JJ Klein — DIRECTOR
- JoAnn Mercurio — DIRECTOR
- Jonathan Silver — DIRECTOR
- KEVIN SALINGER — VICE PRESIDENT
- Maria Russo — DIRECTOR
- Michael Witmer — DIRECTOR
- NATAN HECHT — TREASURER
- Nick Machen — DIRECTOR
- RISA DORSKY — VICE PRESIDENT
- Rebecca Reeb — DIRECTOR
- Reza Sarmasti — DIRECTOR
- Shimon Berger — DIRECTOR
- Susan Ludwigson — DIRECTOR
- Yehuda Biber — DIRECTOR
relationships · 7
Who they work with
- Herman M. Schneider Partner — Former President and Board member who participated as a panelist at WSTA events.
- Holland & Knight Partner — Co-hosted a webinar on diversity, inclusion, and elimination of bias legal issues in tax policy.
- Lyndsay Dodds Partner — Contact person for fee waiver applications and inquiries.
- Skadden, Arps, Slate, Meagher & Flom LLP Partner — Collaborated with the Wall Street Tax Educational Corporation to co-host a webinar on recent US and international tax trends.
- Steptoe Partner — Co-hosted a webinar on diversity, inclusion, and elimination of bias legal issues in tax policy.
- Wall Street Tax Association Partner — Jointly administers membership with Wall Street Tax Educational Corporation, requiring dual membership.
- Wall Street Tax Educational Corporation Partner — Co-hosts tax education events and seminars
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Equitable Access to Tax Educationmethodology: equity_based_pricingBy offering fee waivers, reductions, and sliding-scale pricing based on income and employment status, the organization increases participation in tax education programs because financial accessibility reduces barriers for lower-income professionals and promotes inclusive engagement.
- Member-Driven Knowledge Sharingmethodology: member_driven_knowledgeBy facilitating peer discussion and information dissemination among members, the organization deepens collective understanding of tax law and administration because collaborative learning environments promote practical insight and professional engagement.
- Structured Educational Engagementmethodology: educational_seminarsBy delivering educational seminars, webinars, and conferences—both independently and in partnership with law firms and other organizations—the organization improves public and professional understanding of tax issues because structured, accessible learning formats enhance knowledge retention and professional development.