May 2020 Trust Me Conference in NYC- Taxation of Trusts for Tax Professionals

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28 MAY Thu 2020

8:00 AM

29 MAY Fri 2020

5:00 PM

Event ended

The 2020 NYC Trust Me Conference

Taxation of Trusts for Tax Professionals

New York, New York May 28th & 29th 2020

General information: The event is held at the Downtown Conference Center at Pace University in New York City. The tuition includes morning coffee. Our course material is a printed, bound book, one issued for each day of attendance. The room opens at 7 am; class runs from 8 am to 5 pm with 75 minutes for lunch. Total instruction time is 450 minutes, which allows for NINE CE per day for Enrolled Agents and CPAs. [In a departure from most Tax Practice Pro events, lunch is NOT included and is 'on your own'. There are about 12 restaurants within walking distance, and we will provide information ahead of the event].

This two day seminar offers the challenging material practitioners are asking for at a reasonable price. Tax Practice Pro brings you the most knowledgeable instructors who also practice in the areas the lecture on.

Day 1 – Thursday May 28th 2020 – 8 AM – 5 PM

Trust Basics – Kevin Huston EA USTCP – 2 CE

Break

Reading the Trust Instrument – Kevin Huston EA USTCP – 2 CE

Lunch on your own

Intermediate Trust Issues (new class for 2020) -- Kevin Huston EA USTCP – 2 CE

Break

Comprehensive Case –Following one taxpayer from formation of a grantor trust to post death administration for the remaindermen’s benefit – Kevin Hudson EA USTCP – 3 CE

Day 2 – Friday May 29th 2020 – 8 AM – 5 PM

Planning for Special Needs – ABLE Accounts and Special Needs Trusts - Courtney Kosnik, EA – 4 CE

Lunch on your own

Advanced Trust Issues – You need to recognize it to work with it - Ruth Mattson, Esq

Finding and fixing foreign issues in your domestic trust– 2 CE

Unique Tax Issues for Trusts – Form Split Interest and Charitable Remainder Trusts to ESBTs/QSSTS and Foreign Trusts – 2 CE

Onboarding, pricing, and managing the short term client relationship – John Sheeley EA – 1 NASBA CPE (no IRS CE)

Tuition

SUPER EARLY BIRD --, $600, purchase by March 23, midnight PDT.

Early Bird - $ 650 if purchased by April 20, midnight PDT.

Regular Price - $675 if prucahsed by May 18th midnight PDF.

After May 18th - $700, if seats are available.

Room Block:

Sleeping room block will be available at the Holiday Inn Wall St, 51 Nassau Reserve, New York NY 10038. AGREEMENT PENDING. You can call the hotel at (212) 227-3007

QUESTIONS OR NEED HELP? Call us at 800-943-1750.

OUR REFUND, TRANSFER and CANCELLATION POLICY: Full refund, less $25 processing fee, if requested 21 days or more before the event. 50% refund if requested 8-20 days before event. No refund if requested less than 8 days from the event. Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).