Advanced Trusts & Estates

<p><span class="p-body">The Advanced Trusts and Estates Conference moves beyond the basics of the taxation of trusts and estates and planning to more sophisticated planning opportunities, issues, techniques and pitfalls such as:</span></p> <ul class='p-list'> <li><span class="p-body">Important aspects of US international tax and reporting obligations</span></li> <li><span class="p-body">Overview of Qualified Opportunity Zones and Qualified Opportunity Funds planning</span></li> <li><span class="p-body">Factors and issues involved in client expatriation</span></li> <li><span class="p-body">State income taxation of trusts and planning techniques</span></li> <li><span class="p-body">Impact of recent tax reform on advanced planning for real estate</span></li> <li><span class="p-body">Use of decanting and related tax, fiduciary and planning issues</span></li> <li><span class="p-body">Lifetime planning techniques to defer gain on a current sale of assets</span></li> <li><span class="p-body">Important areas of focus and practice pointers in connection with preparation of the estate’s Form 706</span></li> <li><span class="p-body">Increased knowledge of the law and issues surrounding Section 9100 relief</span></li> <li><span class="p-body">Planning issues and opportunities in connection with Section 2701</span></li> <li><span class="p-body">Practical, financial and income tax concerns in business succession planning<br> </span></li> </ul>

<p><span class="p-body">The Tax Conferences in July are hosted by NYU SPS and the Division of Programs in Business. We educate leaders in the functional areas of a business. Our portfolio of graduate, continuing education, and executive programs prepares students to drive innovative organizational and societal growth on a global scale.</span></p> <p><span class="p-body">As esteemed supporters of our conferences, we ask that you consider making a gift to support our division with a gift to our conference fund. A gift of any amount will make an immense impact on our cost to host our annual tax conferences each year, and also allows us to provide financial hardship discounts and scholarships to those attorneys and accountants that need assistance to cover the conference fees.</span></p>

<p><span class="p-body">Whether you are just beginning a career in taxation and are seeking a solid foundation in a specialized area of law or tax practice, or you are a seasoned attorney or accountant interested in refreshing your knowledge and learning about new developments in legislation and regulations, the Tax Conferences in July offers sessions tailored to meet your specific needs.</span></p> <p><span class="p-body">&nbsp;</span></p>