Join us to hear from some of the nation’s leading experts as they discuss estate, tax, and financial planning opportunities to consider after a year that’s presented new and profound challenges to the national economy and impacted the financial circumstances of countless individuals and businesses.
Latest New York Tax and Planning Developments
Residency Issues After Covid
Planning for Surviving Spouse
Significant Medicaid Changes for 2023
Capital Gains Planning for Real Estate
Ethical Quandaries in the Estate Planning Context
Tax Strategies for Clients With Collectibles
Retirement Plans for Closely Held Business and High-Net-Worth Individuals
Estate and Tax Planning Strategies in Current High-Interest-Rate and Inflationary Environment
14 CLE/CPE Credits (Nontransitional, Including one CLE Ethics Credit); CFP Credits Will Be Offered
Credits will be given for each session attended in accordance with CLE, CPE, and CFP requirements.
A Link to downloadable PDF conference materials will be emailed to all registrants prior to the Conference.
Conference Fee: $195 per person. UJA estimates that the fair market value of attending the conference is $195 and does not qualify for a charitable deduction. No other goods and services will be provided.
Financial Aid Policy – Applicants for financial support may apply for reduced fees or scholarships based on financial hardship. Under that policy, any individual who has a genuine financial hardship may submit, in writing, on letterhead, an explanation of the hardship and, if approved, may receive full or partial assistance, depending on the circumstances. Please send financial aid requests to .
Cancellation: $25 handling fee. No refunds will be given for cancellations after Sunday, September 18, 2022.
Legal and Tax Panel
Richard L. Kay, Chair
Susan Taxin Baer
Ninette S. Bordoff
Alan S. Halperin
Linda B. Hirschson
Michael H. King
Stanley S. Leffler
Avery E. Neumark