Large Firm Service. Small Firm Attention.

Map Unavailable


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

No Categories

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