Through this Executive Series, Baruch provides alumni and other members of the tax community with an opportunity to earn up to 24 hours of CPE in taxation over the course of three seminars that will take place in the Fall of 2016.
Seminar #1 The Evolution of Tax Practice: a 2016 review and 2017 outlook. The inaugural session the 2016 series will be led and moderated by the renowned Sidney Kess, Esq., CPA, JD, LLM and chair of the Executive Taxation Series. The October 31st program will feature the following learning objectives and speakers:
Divorce and Its Impact in Estate Planning
Guest Speaker: Jeremiah Doyle, Senior Vice President and Wealth Strategist, BNY Mellon.
Ethical Considerations for Tax Professionals
Guest Speaker: Megan L. Brackney, Partner, Kostelanetz & Fink
Tax Strategies for Life's Big Changes: A Checklist Approach
Guest Speaker: James R. Grimaldi, Partner, Citrin Cooperman
Updates and Forecast about Elder Law
Guest Speaker: Elizabeth Forspan, Esq.
Managing Attorney, Ronald Fatoullah & Associates
Asset Protection and Tax Planning
Guest Speaker: Daniel S. Rubin, Partner, Moses & Singer
The Trojan Horse - Gifts and Inheritances That Backfire
Guest Speaker: Robert S. Barnett, J.D.
Guest Speaker: Capell Barnett Matalon & Schoenfeld LLP
A Planner's Guide to Life Insurance Strategies
Guest Speaker: Lee J. Slavutin, CLU, M.D., Principal, Stern Slavutin - 2, Inc.
Guest Speaker: Robert Adler, Attorney at Law, Adler & Adler, PLLC
2016 and Counting….An Outlook for Next Year
Guest Speaker: Blanche Christerson, Managing Director
Guest Speaker: Deutsche Bank Private Wealth Management
About the Conference Chair:
Sidney Kess of Counsel, Kostelanetz & Fink, LLP, New York, NY, recently selected "Most Influential Practitioner" by CPA Magazine, is a nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning. Having lectured to more than 850,000 practitioners on tax, financial and estate planning, he is one of the nation's best known lecturers in continuing professional education. Mr. Kess is consulting editor of CCH Incorporated's Financial and Estate Planning Reporter. Mr. Kess was chairman of the advisory board of Tax Hotline and is a member of the PPC Tax Action Panel. He has edited a column on "Tax Tips" for the New York Law Journal for the past 45 years.
Location: The event will take place at the Baruch College Conference Center in New York City. Further room information will be available upon registration.
Earn up to 8 CPE Credits (Taxes) Continuing Professional Education Prerequisites and Advanced Preparation: None Program Level: Overview Delivery Method: Group-Live You must attend the seminar in its entirety to receive full CPE credit. Otherwise, you will only receive CPE credit for the portion you attended. Requests for refunds must be received in writing by October 15, 2016, and will be subject to a $100 cancellation fee. No refunds will be granted after October 15, 2016. For information regarding refunds, complaint and/or program cancellation policies, contact Tricilia Jacob. The Zicklin School of Business is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
New York City, NY
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