Tuesday, December 19, 2023 (8:30 a.m. – 12:30 p.m.)
4 CPE Credits
Course Level: Intermediate
Prerequisites: Participants must have a basic knowledge of NYS personal and entity income tax.
Advanced Preparation: None
Field of Study: Tax
Course Fee: $300.00
Location: Zoom Webinar
Course Presenter: Neil D. Katz, J.D., LL.M., C.P.A.

This course will focus on the preparation of the 2023 NYS Individual and Entity returns, highlighting cases, rulings and other pronouncements that will have an impact on the returns. The provisions of the latest NYS budget bill will be discussed, with a continued focus on the Pass-Through Entity Tax and Credit. As it remains a major issue, we will also review and analyze the impact of this on NYS and NYC residency for 2022. We will also discuss the state taxation of trusts, an issue that has become increasingly important as clients have greatly expanded the use of trusts in their planning. Participants must have a basic knowledge of NYS personal and entity income tax.

Please visit our Zoom Events page to complete your registration.

Registration will require a Zoom Account
OR
Register as a guest with your e-mail
(for security you will automatically be e-mailed a one time password in order to access the registration page, this step is easy and automatic when you select the “register with e-mail” option.)

For more information regarding administrative policies such as complaint and refund, please contact our offices at 631-683-8780.

Katz Tax Seminars, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Spon-sors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.