Advanced Trusts & Estates
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.
Expert Insights and Updates
Learn about key issues such as:
- Important aspects of US international tax and reporting obligations
- Overview of Qualified Opportunity Zones and Qualified Opportunity Funds planning
- Factors and issues involved in client expatriation
- State income taxation of trusts and planning techniques
- Impact of recent tax reform on advanced planning for real estate
- Use of decanting and related tax, fiduciary and planning issues
- Lifetime planning techniques to defer gain on a current sale of assets
- Important areas of focus and practice pointers in connection with preparation of the estate’s Form 706
- Increased knowledge of the law and issues surrounding Section 9100 relief
- Planning issues and opportunities in connection with Section 2701
- Practical, financial and income tax concerns in business succession planning
Overview
Event Overview
Event Overview
DATE
July 18-19, 2024
TIME
All-Day
LOCATION
The Westin New York At Times Square, New York, NY
AUDIENCE
Public
COST
$995
For information on becoming a Conference Sponsor, exhibiting at the conference or general information please contact Kathleen Costello at 212-992-3320 or sps.tax@nyu.edu.
Agenda
Agenda
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.
Hotel Accomodations
Hotel Accomodations
The Westin New York at Times Square is conveniently located in Midtown Manhattan at 270 West 43rd Street, on the corner of Eighth Avenue. It is a short walk to nearby Broadway theaters, Fifth Avenue shopping, the Empire State Building, Times Square, and major museums. To provide a quality Institute at the best possible cost, we have negotiated special room rates and have committed to a block of rooms at the Grand Hyatt New York. We ask you to support our efforts by reserving your accommodations within the designated room block. Your support allows us to keep our registration fees reasonable.
For the 2024 New York conference, single- or double-occupancy rooms are available at the group rate of $319. To make your reservation, call 888-627-7149 or 212-201-2700 and identify yourself as attending the NYU conference. New York City is one of the most popular destinations for fall travel. We urge you to make your hotel and travel plans early to avoid disappointment. Hotel rooms can sell out prior to the cut-off date. These rooms will be held as a block, unless exhausted, until September 27, 2024, at which time they will be released to the general public.
Location Name: The Westin New York at Times Square
Location Address: 270 W 43rd St, New York, NY 10036
Location Phone Number: 888-627-7149 or 212-201-2700
Payments
Payments
We can only accept credit card payments through the online payment portal. We do not accept faxed registrations or wire transfers as a form of payment. Full and partial waivers of the conference fee, based upon financial need, are available as well. To request an application, please call 212-992-3320 or email your request to sps.tax@nyu.edu.
