Major Topics:

  • Review of final regulations regarding allocation of miscellaneous itemized deductions for trusts and estates (applicable to returns due on or before April 15, 2016);
  • New basis reporting issues for estates initially due on or before February 29, 2016 if IRS issues regulations and does not postpone this), and coordination with Surrogate's Court filings;
  • Income tax considerations of trusts and estates for selected assets, i.e. S Corps, partnerships, LLCs, etc.;
  • Case study applying various income tax considerations to trusts and estates.
Seminar Information
Seminar Date:
February 17, 2016
Selected Income Tax Issues Affecting Estate Planners
Speaker Information
Darice Hickey Esq.   [ view bio ]
Alan Pecora CPA, Esq.   [ view bio ]
Individual topic purchase: Selected
Monroe County Bar Center for Education
Professional Practice Credits: 2.00
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Member: $66.00
Full Price: $120.00