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UJA Federation of New York 55th Annual Sidney Kess New York Estate Tax and Financial Planning Conference

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UJA Federation of New York 55th Annual Sidney Kess New York Estate Tax and Financial Planning Conference

October 30 @ 4:00 pm - 5:00 pm EDT

Kostelanetz LLP partner Bryan C. Skarlatos will host a key session at the 55th Annual Sidney Kess New York Estate, Tax, and Financial Planning Conference, organized by the UJA Federation of New York. Bryan’s session, titled “Real-Life Ethical Issues That Arise When Advising Clients Pre-2026,” will take place on the second day of the virtual event, Wednesday, October 30th at 4 PM EST. This session will address critical ethical considerations for practitioners handling gift taxes during year-end planning engagements for 2025 and beyond, particularly as key provisions of the 2018 Tax Cuts and Jobs Act are set to sunset. The session also offers an ethics credit.

The Sidney Kess Conference will be held virtually from October 29-30, 2024, allowing attendees from around the globe to participate. The conference covers a broad range of federal and New York state tax topics, including federal estate taxes, closely-held businesses, and updates to New York tax law. Attendees can earn up to 14 CPE, CFP, and CLE credits.

You can learn more about the conference and register here.

Bryan C. Skarlatos is a tax controversy attorney with over 30 years of experience. He has been recognized by Super Lawyers as one of New York’s Top 100 lawyers and was named “Lawyer of the Year” for New York tax litigation for 2025. In addition to serving on the advisory board of NYU’s Institute on Federal Taxation, Bryan is an adjunct professor at NYU School of Law. He also founded the annual New York University Tax Controversy Forum. He is frequently retained by individual and corporate clients, as well as foreign and state governments, to provide expert testimony on tax penalties.

Details

Date:
October 30
Time:
4:00 pm - 5:00 pm EDT
Event Category:
Event Tags:
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Website:
https://www.ujafedny.org/event/view/ny-estate-tax-financial-planning-conference