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Events

May
24
Thu
NYSSCPA/Foundation for Accounting Education Estate Planning Conference @ Citi Executive Conference Center -
May 24 @ 8:30 am – 5:30 pm

Foundation for Accounting Education

New York State Society of Certified Professional Accountant

Estate Planning Conference 

The past several months have witnessed a dramatic transformation in the estate and tax planning landscape, much of which stems from the 2017 Tax Reform Act and its temporary doubling of the federal estate, gift and generation-skipping transfer (GST) tax exemptions, and the new 20% deduction for qualified business income from pass-through entities. At this event, a spectacular array of all-star practitioners will give the solid practical advice that all CPAs, CFPs, CLUs, attorneys, and other professionals involved in estate planning will find invaluable.

Robert S. Barnett, CPA, Esq will speak on the panel “Income Tax Considerations including Medicaid Planning”. Income tax considerations are extraordinarily critical under the 2017 Tax Reform Act. But what happens if the client is trying also to achieve Medicaid planning objectives? Robert will explain how these seemingly disparate objectives can be harmonized. This panel will run from 4:20 p.m. to 5:10 p.m.

To learn more about this all-day conference or to register click here .

Jun
5
Tue
A conversation with Stuart Schoenfeld: Parent’s Estate and Financial Planning- Protecting your child’s quality of life @ Merrick Jewish Center
Jun 5 @ 7:00 pm – 9:00 pm

Supporting our Young Adults Network (SOYLEN)  in collaboration with LONGISLANDCSSANDFRIENDS.COM

Presents

A conversation with Stuart Schoenfeld, Esq.
Parent’s Estate and Financial Planning: Protecting your child’s quality of life

Stuart will discuss Estate and financial planning for your disabled child and steps to ensure she has the quality of life she deserves including:

Special Needs Trusts & ABLE Accounts
Guardianship & Supported Decision Making & more

Stuart’s presentation will be preceded by a self-direction and information session and will follow with a chance to network with other families and members of the special needs community.

SOYLEN is a network of parents, caregivers, providers, and self-advocates supporting young adults as they navigate their community and embark on the journey of a self-determined life with the support of OPWDD.

Location: Merrick Jewish Center at 225 Fox BLVD., Merrick, NY
affiliation is not required—this is a community event open to all!
KOSHER REFRESHMENTS SERVED
Questions and RSVP: Leslie.Feinberg28@gmail.com

Agenda:

Meeting Time: 7:00-9:00 PM
*Self-Direction Information Session: 7-7:30pm*
*General Group Discussion/Program/Speaker: 7:30-8:30pm*
*Networking from 8:30-9pm*

Schoenfeld soyan winter-spring 2018-6

Jun
21
Thu
Partner Yvonne Cort to present at NYU School of Professional Studies 10th Annual Tax Controversy Forum @ The Crowne Plaza Times Square Manhatta
Jun 21 @ 8:30 am – 5:30 pm