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Date/Time
Date(s) - September 18, 2019
7:30 am - 5:00 pm

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Littman Krooks managing partner, Bernard A. Krooks, Esq., to present “Are You Building a House of Cards” from 11:45 AM – 12:35 PM.

 Topics Covered:

  • A Retrospective Analysis of the 2017 Tax Act  –Intended and Unintended Consequences and Continuing Conundrums
  • Latest New York Tax and Planning Developments
  • Planning for Clients’ Incapacity
  • Creative Planning Tips
  • International Planning for Non-Resident Clients
  • Estate Planning for IRAs
  • Planning to Obtain an Increased Cost Basis at Death
  • Everything an Accountant or Lawyer Should Know About Serving as a Trustee
  • Tax Issues in Divorce
  • Elder Law
  • Charitable Giving after the Tax Act

9.5 CLE/CPE Credits
NYS Attorneys: 9.5 CLE (nontransitional, including one Ethics credit)
NYS CPAs: 9.5 CPE (in Taxation, including one Ethics credit)
CFP Credits offered

Conference Fee: $450 per person.
UJA estimates that the fair market value of attending the conference is $400. No other goods and services will be provided. The $50 balance of the conference fee may qualify for a charitable deduction.

Walk-In Registration (if available): Additional $25.
Three-Day Cancellation Fee: $25.
No refunds will be given for cancellations after Sunday, September 15, 2019