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DIVISION OF PROGRAMS IN BUSINESS

Introduction to Trusts & Estates

The Introduction to Trusts and Estates Conference provides an understanding of the varieties of taxes and tax issues applicable to gratuitous transfers by individuals and trusts and estates. Key topics include:

  • The fundamentals of the estate tax, gift tax, and generation-skipping transfer tax, including inclusions and exclusions, common valuation issues, and typical resolutions
  • Fundamentals of estate and trust planning for individuals and families of modest to ultra-high net-worth
  • The ancillary impact of the estate tax rules including basis rules applicable to assets distributed from the estate to beneficiaries
  • The basics and differences in planning before and after death, with emphasis on the relationship of the gift tax to the estate tax and planning opportunities involving spouses and family members
  • Income tax planning in estates, trusts, and beneficiaries

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.

Make a gift here (Opens in a new tab)

DATE
July 17-19, 2023

TIME
All-Day

LOCATION
The Westin New York At Times Square, New York, NY

AUDIENCE
Public

COST
$1325

CONTACT
Kathleen Costello
212-992-3320 OR SPS.TAX@NYU.EDU

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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.

2023 Conference Lineup

The NYU School of Professional Studies Tax Conferences in July is comprised of eight individual conferences scheduled for July 17-28, 2023.

July 17-19, 2023

July 20-21, 2023

July 24-25, 2023

July 24-26, 2023

July 26-27, 2023

July 27-28, 2023

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 at Times Square

For the 2022 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 17, 2022, at which time they will be released to the general public.

Hotel Info
The Westin New York at Times Square 270 W 43rd St, New York, NY 10036 888-627-7149 or 212-201-2700 The Westin New York The Westin New York at Times Square (Opens in a new tab)
Hotel Info
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 The Westin New York The Westin New York at Times Square (Opens in a new tab)