The 8th Annual NYU Wealth Planning for High Net-Worth Individuals and Closely-Held Companies Seminar

On July 27-29, 2016, Jerald David August, Partner at Kostelanetz & Fink, LLP., will again Chair the three-day component of the NYU Wealth Planning Conference at The Westin New York at Times Square as part of the Summer Institute in Taxation. The Wealth Planning Conference features a nationally-recognized group of speakers on a variety of wealth planning and tax planning subjects geared for high-net-worth individuals and owners of closely-held businesses. Mr. August will also speak on the Repeal of the TEFRA (Partnership) Entity Level Audit Rules and an Update on The Estate Tax Savings from the Use of Family Limited Partnerships with NYU School of Law, Professor Emeritus, Guy Maxfield.

Ian Weinstock, Partner at Kostelanetz & Fink, LLP., whose practice spans a range of tax and estate issues, from sophisticated estate planning techniques for high net worth individuals to the administration of decedent’s estates to advising fiduciaries and beneficiaries on all aspects of trust administration will lead an engaging presentation for attendees on Planning for a Non-Citizen Spouse.

The Wealth Planning Conference is an advanced level conference attended by lawyers, accountants and tax advisors from all over the country as well as from professionals located outside of the United States.

This multi-day conference will begin on July 18th and will conclude on July 29th and will incorporate various topics that include:

2016-Summer-Institute-in-Taxation-Brochure-1.jpgINTRODUCTION TO INTERNATIONAL TAXATION: JULY 18-20, 2016
Co-Chairs: William B. Sherman, Esq., Partner, Holland & Knight, Fort Lauderdale, FL
Michael J. Miller, Esq., Partner, Roberts & Holland, New York, NY

ADVANCED INTERNATIONAL TAXATION: JULY 21-22, 2016
Co-Chairs: William B. Sherman, Esq., Partner, Holland & Knight, Fort Lauderdale, FL
Michael J. Miller, Esq., Partner, Roberts & Holland, New York, NY

INTRODUCTION TO STATE AND LOCAL TAXATION: JULY 18-20, 2016
Co-Chairs: Arthur R. Rosen, Esq., Partner, McDermott Will & Emery, New York, NY and Miami, FL
Leah Robinson, Esq., Partner, Sutherland Asbill & Brennan, New York, NY
Alysse McLoughlin, Esq., Partner, McDermott Will & Emery, New York, NY

INTERMEDIATE STATE AND LOCAL TAXATION: JULY 21-22, 2016
Co-Chairs: Arthur R. Rosen, Esq., Partner, McDermott Will & Emery, New York, NY and Miami, FL
Leah Robinson, Esq., Partner, Sutherland Asbill & Brennan, New York, NY
Alysse McLoughlin, Esq., Partner, McDermott Will & Emery, New York, NY

INTRODUCTION TO PARTNERSHIPS TAXATION: JULY 25-27, 2016
Co-Chairs: James A. Gouwar, Esq., Partner, Morgan, Lewis & Bockius, New York, NY
Michael A. Meisler, CPA, JD, LLM, Partner, EY, New York, NY

INTRODUCTION TO CONSOLIDATED RETURNS: JULY 27-29, 2016
Chair: Stephen A. Sacks, CPA, JD, LLM, Executive Director, EY, New York, NY

INTRODUCTION TO TRUSTS AND ESTATES: JULY 25-27, 2016
Co-Chairs: Sanford J. Schlesinger, Esq., Founding Partner, Schlesinger Gannon & Lazetera, New York, NY
Theresa J. Fortin, Esq., Associate, Schlesinger Gannon & Lazetera, New York, NY

WEALTH PLANNING FOR HIGH NET-WORTH INDIVIDUALS AND OWNERS OF CLOSELY-HELD COMPANIES: JULY 27-29, 2016 
Chair: Jerald David August, Esq., Partner, Kostelanetz & Fink, New York, NY

Event Information

Agenda

Hotel Accommodations

WHEN
July 18, 2016 at 8am - July 29, 2016
WHERE
The Westin New York at Times Square
270 W 43rd St
New York, NY 10036
United States
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