Recent Events

Chapter events include a variety of topics and speakers from around the world. For all STEP programs, CLE and CPE credits are typically available, but check with Jeryl Pine, Chapter Administrator, for specific details.

STEP New York members in good standing may access written materials for recent programs here (use STEP New York login credentials to access this link). Continuing education credit is not available for those who do not attend the programs live.


Recent programs and events have included:

May Lunch Meeting:  Shariah Law

May Lunch Meeting:  Impact of US Tax Reform on Individuals with Emphasis on LatAm Families

May Breakfast Meeting:  Cayman Foundation Update

April Lunch Meeting:  Brazil Amnesty and Tax Planning

March:  14th Annual International Estate Planning Institute and Members-Only Pre-Institute Reception

February Lunch Meeting:  Pre-Immigration Tax Planning for US-Spain

January Afternoon Event:  Comparison of US Trust Jurisdictions

November Lunch Meeting:  Mexico Update

October Afternoon Event:  Global Taxation of Trust Beneficiaries

September Lunch Meeting:  UK Non-Domicile Update

June Afternoon Event:  LATAM Panel



Debra Simon, CPA, MST, TEP reviewed the recent STEP New York Event “Global Taxation of Trust Beneficiaries” here.