Division of Programs in Business
Advanced Trusts & Estates
DATE July 28, 2021
TIME All-Day
LOCATION Zoom Webinar
AUDIENCE public
COST $150
Contact Kathleen Costello 212-992-3320 or sps.tax@nyu.edu
DATE July 28, 2021
TIME All-Day
LOCATION Zoom Webinar
AUDIENCE public
Contact Kathleen Costello 212-992-3320 or sps.tax@nyu.edu
COST $150

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:

  • 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

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.

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.

Sponsorship and Exhibitor Opportunities

For information on becoming a Conference Sponsor or exhibiting at the conference, please contact Kathleen Costello at 212-992-3320 or sps.tax@nyu.edu.

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.

2021 Conference Lineup

The NYU School of Professional Studies Tax Conferences in July is comprised of six individual conferences that will be produced remotely in a shortened format on July 27-30 and August 10-13.

The NYU School of Professional Studies thanks the following organizations for their contribution to the enhancement and continued success of the Tax Conferences in July.

2019 Sponsors

Gold Sponsors

Silver Sponsors

The Westin New York

All of the conferences in the Tax Conferences in July are held at The Westin New York at Times Square, 270 West 43rd Street on the corner of Eighth Avenue. Hotel accommoda­tions also are available at The Westin New York.

For the 2020 conferences, single- or double-occupancy rooms are available at the NYU School of Professional Studies group rate of $319. To make your reservation, call 888-627-7149 or 212-201-2700 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 19, 2020, at which time they will be released to the general public.

Hotel Info
The Westin New York 270 W 43rd St, New York, NY 10036 888-627-7149 or 212-201-2700 The Westin New York The Westin New York (Opens in a new tab)
Hotel Info
Location Name: The Westin New York Location Address: 270 W 43rd St, New York, NY 10036 Location Phone Number: 888-627-7149 or 212-201-2700 The Westin New York The Westin New York (Opens in a new tab)