Stay Tuned: CPE’s Coming!
Stay Tuned! STEP NY has applied to NASBA to be a provider of CPE. We look forward to being able to provide CPE’s for our CPA’s.
Featured
What Comes After the Sale of the Operating Business? ‐‐Leadership and the Importance of Purpose: What We Did Wrong and Lessons Learned
Leadership and Importance of Purpose – What we Did Wrong and Lessons Learned A Conversation with Matthew Fleming Matthew is a member of the storied UK Fleming family, which has successfully managed the preservation and transition of wealth through 6 generations. Using his own family as a case study, Matthew discusses their experience and what… Read More
Migration into the US or Across States, and Related Federal and State-Specific Tax and Other Issues
“Migration into the US or Across States, and Related Federal and State-Specific Tax and Other Issues” will take place on June 16th from 12:00 to 2:00 pm Eastern (9:00 to 11:00 Pacific for anyone joining from a West Coast branch/chapter). Taking advantage of what may be one of our last (?) virtual events, the Events… Read More
State Income Taxation of Trusts
April 20th from 12-1 PM State Income Taxation of Trusts – discusses the nexus requirements required by the various states in order to be able to tax trust income, how to plan to minimize or avoid the state tax on accumulated income and capital gains and the lack of symmetry in state taxation statutes. Speaker:… Read More
STEP NY & NYSBA 16th Annual International Estate Planning Institute: Part 2
The New York State Bar Association and STEP NY are pleased to present the 16th Annual International Estate Planning Institute: Part 2. This Institute is a much anticipated annual event at which trust and estate practitioners, bankers and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss… Read More
Webinar: February 25: 2020 Planning Rush is Over – Now What? Gift Tax Returns, Preparing for Audit, and Ensuring the Plan Survives.
February 25, 2021 12-1 pm 2020 Planning Rush is Over – Now What? Gift Tax Returns, Preparing for Audit, and Ensuring the Plan Survives. Most practitioners sprinted to the end of 2020, as many clients sought to make year-end gifts before Dec 31. Now that the dust has settled and we are in a new… Read More
STEP NY Annual Meeting & Holiday Party
Please join us! You are cordially invited to the STEP New York Annual Meeting and Holiday Party on Thursday, December 17th from 5:00pm to 6:00pm. Click here to reserve your spot
December 2: Webinar: Protection of Investments During Uncertain Times & International Investment Agreements
December 2: Webinar: Protection of Investments During Uncertain Times & International Investment Agreements 12:00 to 1:00 PM. 1 CLE Foreign Direct Investment Risks – What risks do investors face when entering a new jurisdiction? International Investment Agreements (IIAS) – What are these and what are the protections provided? Jurisdictional and admissibility requirements under IIAs… Read More
November 11: Webinar: Offshore Litigation Update
A round-up of the latest trust litigation updates from the Cayman Islands – Covid-free and avoiding the hurricanes (just). Presenters: Maxine Bodden & Adam Huckle Maxine is Of Counsel in Maples and Calder’s Trusts & Private Client team in the Maples Group’s Cayman Islands office. She specialises in advising the world’s leading banks and trust… Read More
16th Annual International Estate Planning Institute (Webinar)
October 8th 16th Annual International Estate Planning Institute (Webinar) 8:00 am to 5:45 pm Topics •New Developments •Transparency & Ethics Update: Where We Are Today and Where We Are Going/Update on IRS Forms, Compliance and OVDP •Pre-Immigration Planning – Client Counseling Considerations •Expatriation: Immigration and Tax •A Legal Quandary: Skills/Counseling in Integrating U.S. Tax and… Read More