Mid-Year Tax Update – Aug. 10, 2017

This seminar will cover the latest cases and rulings that affect the income taxation of individuals and entities in 2017 and later years, to provide the practitioner with an update of the latest developments that have an impact on their practices. In addition, we will focus on the tax proposals being discussed by Congress and President Trump. The latest New York State Budget provisions affecting income tax will also be reviewed. Participants must have a basic knowledge of Federal and NYS income taxation.

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Estate Planning Update – June 22, 2017

The seminar will focus on the future of estate planning, analyzing the current estate and gift tax rules as well as highlighting the changes being proposed in
Washington. The discussion will also bring to light the many non-tax implications that must be considered in estate planning, as well as the impact that the
New York State Estate Tax provisions will have on clients and their families. Participants must have a basic knowledge of Estate and Gift taxation.

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