Capell Barnett Matalon & Schoenfeld LLP is pleased to announce that Co-founder Gregory L. Matalon, a partner in our Trusts & Estate Practice, will be presenting on philanthropic estate and tax planning at the Long Island Community Foundation’s Professional Advisor 2023 Spring Forum.
The Foundation is a division of The New York Community Trust, and Greg’s presentation at the Spring Forum further underscores the organization’s commitment to support professional advisors in guiding clients to both achieve their philanthropic goals and preserve their legacies.
Key Topics Covered
- IRS issued Rev. Rul. 2023-2;
- How-to maximize basis and avoid estate tax;
- Maximize Sec. 121 exemption for residences;
- Avoiding the Sec.1014(e) trap;
- Not falling off the NYS cliff; and
- General estate planning considerations.
For those interested in attending, details follow. Attendance is free, but advance registration is required. CLE is available.
WHAT: Long Island Community Foundation Professional Advisors Spring Forum
WHEN: Thursday, June 1, 2023
TIME: 8:00 AM – 10:30 AM EDT
WHERE: Greentree Foundation, Whitney Center, 220 Community Drive, Manhasset, NY 11030
CREDIT AVAILABLE: 1CLE in Professional Practice and 1 CPE in Taxation Available
If you would like to attend…
To register, please email msmith@licf.org and be sure to include your name, company, and contact information.Attendance is free, but advance registration is required.
Look forward to seeing you there.
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