The 2016 Private Wealth and Taxation Institute was an exceptional program this year. It was highly informative for private clients and their advisors. The speakers will included Paul Lee, from Northern Trust, Gideon Rothschild, Sandy Schlesinger, Professor Jerome Hesch, Dick Nenno and Sharon Klein from Wilmington Trust, Bryan C. Skarlatos and Megan L. Brackney from Kostelanetz & Fink, LLP, and Jeffrey Goldenberg from Goldman Sachs to name a few. In addition, there was also be a strong representation from the public sector including the Taxpayer Advocates for the Federal, State, and NYC governments, a Tax Court Judge, and the Suffolk County Surrogate Court Judge. Of course, there was plenty of local talent that presented, including several attorneys from The Private Wealth & Taxation Group of Meltzer Lippe and presenters from other Long Island Law Firms and Accounting Firms.
This program helped to promote excellence in our community in protecting the interests of the private client. The programs were designed to be practical, stimulating and enjoyable.