Javascript is currently disabled in your browser. This site requires Javascript to function correctly. Please enable Javascript in your browser!

Events

Dec
1
Fri
Passive Activity Loss & Real Estate Professional: Webcast
Dec 1 @ 3:00 pm – 5:00 pm
Dec
2
Sat
IRS Collection Update, 65th Annual All-Day Tax & Estate Conference, New York State Society of CPAs, Nassau Chapter
Dec 2 all-day
Dec
5
Tue
2017 S-Corporation Update: Webcast
Dec 5 @ 3:00 pm – 5:00 pm
Dec
7
Thu
Trusts: The Ultimate Guide
Dec 7 @ 9:00 am – 4:30 pm

Trust Decanting, Modification, Dissolution, and Constructive Trusts
12:55 – 1:45, Monica P. Ruela and Stuart H. Schoenfeld

  1. Modification: Consent, Court, Decanting
  2. Termination: Consent, Court
  3. Constructive Trusts

 

Tax Deduction with Trusts
2:50 – 3:45, Robert S. Barnett

  1. Taxation of Trusts
  2. Accounting vs. Taxable Income
  3. Tax Consequences of Distributions
  4. 3.8% NIIT Surtax
  5. Accumulation Distribution for Some Complex Trusts
  6. The 2% Floor on Miscellaneous Itemized Deductions
  7. Material Participation by Trusts – Recent IRS Changes
  8. Tax Consequences of Trusts in Estate Administration

Register here

 

 

Trusts: The Ultimate Guide
Dec 7 @ 11:30 am – 12:15 pm

Marital/Disclaimer Trusts Post-ATRA
11:30 – 12:15, Gregory Matalon

IRA Trusts
2:00 – 2:45, Gregory Matalon

  1. Inherited IRAs After Clark Decision
  2. IRA Trusts: Key Concepts and Design
  3. Conduit vs. Accumulation Trust
  4. Required Minimum Distributions Issues and Workarounds
  5. Sample Provisions
  6. Key Administration Challenges

Register here