Advanced Trusts & Estates
Industry conference
Advanced Trusts & Estates
Join today's leading national and international tax authorities during a series of in-depth sessions on state and local taxation, partnerships taxation, trusts and estates, subchapter S, like-kind exchanges, and international taxation.

<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>
Sponsorship and Exhibitor Opportunities
<p><span class="p-body">For information on becoming a Conference Sponsor or exhibiting at the conference, please contact Kathleen Costello at <b>212-992-3320</b> or <a><b>sps.tax@nyu.edu</b></a>.</span></p>
<p><span class="p-body"> </span></p>
Agenda
<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"> </span></p>
Hotel Accommodations
<p><span class="p-body"><span class="p-body-large-bold">The Westin New York at Times Square</span></span></p>
<p><span class="p-body">For the 2022 conferences, single- or double-occupancy rooms are available at the NYU School of Professional Studies group rate of <b>$319</b>. To make your reservation, call <b>888-627-7149</b> or <b>212-201-2700</b> and identify yourself as attending the NYU School of Professional Studies Tax Conferences in July. Book your reservation in advance to avoid disappointment. Hotel rooms can sell out prior to cut-off date. These rooms will be held as a block, unless exhausted, until June 17, 2022, at which time they will be released to the general public.</span></p>
<p><span class="p-body"><span class="p-body-large-bold">Hotel Info</span></span></p>
<p><span class="p-body"><b>The Westin New York at Times Square</b><br />
Address: 270 W 43rd St, New York, NY 10036 <br />
Phone Number: 888-627-7149 or 212-201-2700</span></p>
2025 Conference Lineup
July 14-16, 2025
July 17-18, 2025
July 21-22, 2025
July 21-23, 2025
July 23-24 2025
July 24-25, 2025
Event Details
Date / Time
July 17-18, 2025
All-Day
Location
The Westin New York At Times Square, New York, NY
Audience
Public
Cost
$995
Contact
Kathleen Costello 212-992-3320 OR SPS.TAX@NYU.EDU
REGISTER