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Sidney Kess 47th Annual New York Estate, Tax & Financial Planning Conference


Robert J. Adler, Esq., Robert S. Barnett, J.D., David B. Bruckman, J.D., M.S. Tax, CLU, Stephanie Carpenter, Blanche Lark Christerson, Esq., Jeremiah W. Doyle, IV, Esq., Steven I. Dym, Elizabeth Forspan, Esq., James R. Grimaldi, Esq., CPA, Eric W. Hager, Esq., Rachel Hirschfeld, Esq., Avi Z. Kestenbaum, Esq., Mark S. Klein, Esq., Stephen J. Krass, Esq., Bernard A. Krooks, J.D., CPA, LLM (Taxation), CELA, AEP (Distinguished), Jeffrey A. Lowin, Esq., Barbara L. MacGrady, Esq., Kevin Matz, Esq., CPA, LLM (Taxation), Edward Mendlowitz, CPA, PFS, ABV, CFF, Gloria S. Neuwirth, Esq., Raymond C. Radigan, Esq., Gideon Rothschild, J.D., CPA, William D. Samers, Sanford J. Schlesinger, Esq., Martin M. Shenkman, CPA, M.B.A., J.D., Bryan C. Skarlatos, Esq.

Sidney Kess, Conference Chair

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)

Conference Fee
$350* per person for e-binder (USB flash drive)
$425* per person for physical binder
$475* per person for both physical and e-binder (USB flash drive)

7:30 – 8:00 a.m. Registration
8:00 a.m. – 5:00 p.m. Program

Dietary Laws Observed
Business Attire

*The conference fee represents the value of the event and is not a tax-deductible charitable contribution.

American Sign Language interpreters and assisted-listening devices are available. Please contact us at least five business days prior to the event to make arrangements


  • Wednesday, September 21, 2016
  • 7:30 a.m. - 5:00 p.m.


  • UJA-Federation of New York
    130 East 59th Street
    New York, New York 10022

Additional Information

  • For more information, please contact Inna Galperin at or 212.836.1204.
Registration Assistance

If you are experiencing difficulty completing your online registration, contact or 212.836.1485.