The panelists will discuss various aspects of individuals and trusts ceasing to be taxed as US persons. From simple changes of residence of non-citizens before a liquidity event to taxable expatriations of US citizens and long-term residents to conversions of trusts to foreign trusts, opportunities and traps await in this immensely complicated and misunderstood area… Read More
STEP NY Event: September 30: Winds from the South: An Update from Argentina, Chile, Peru Winds from the South: An Update from Argentina, Chile and Peru This panel will address recent events in each of Argentina, Chile and Peru that are affecting planning for UHNI, and discuss news regarding tax reforms and/or recent new taxes.… Read More
Portugal as a Platform Investment and Tax Residency July 20th from 12:00 to 1:00 pm EST (1 CLE) Presented by Rogério M. Fernandes Ferreira For more than 10 years, Portugal has been adopting a set of tax and legal measures to increase its competitiveness and attract foreign investment. Rogério is Founding Partner of Rogério M.… Read More
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.
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” 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
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
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
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
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
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