Federal Income Tax Planning and Compliance Update: Seminar #2
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Course Catalog > Accounting

Federal Income Tax Planning and Compliance Update: Seminar #2   

October 16th


The Executive Taxation Series is offered by the Zicklin School of Business in partnership with the Division of Continuing Professional and Professional Studies at Baruch College. Through this Executive Series, Baruch provides alumni and other members of the tax community with an opportunity to earn up to 24 hours of CPE in taxation over the course of three seminars that will take place in the Fall of 2019. The series will be led and moderated by the renowned Sidney Kess, Esq., CPA, JD, LLM and chair of the Executive Taxation Series.

Year-End Planning in an Uncertain Tax Environment

About the Conference Chair:
Sidney Kess, Esq., CPA, J.D., LL.M., AEP® (Distinguished), New York, NY

Sidney Kess, of Counsel to Kostelanetz & Fink, LLP and a Senior Consultant at Citrin Cooperman & Co., is a nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning. He has written hundreds of AICPA tax workshops, audio, and video programs, and is the recipient of the AICPA Distinguished Lecturer Award. Mr. Kess is often quoted in The Wall Street Journal, The New York Times and other national publications. He was included in Accounting Today’s “100 Most Influential CPAs in the U.S.” as well as CPA Magazine’s “Most Influential CPAs in the U.S.”

Mr. Kess is the recipient of the AICPA’s “Special Recognition Award” for his many years of contributions to the AICPA’s Continuing Professional Education program and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners and Councils for his distinguished service in the field of estate planning. He also received the AICPA’s Gold Medal Award for Distinguished Service (the highest award in the CPA profession) and was named the 2015 winner of the New York State CPA Society’s Dr. Emanuel Saxe Outstanding CPA in Education Award. Mr. Kess most recently was honored with the AICPA 2016 PFP Distinguished Service Award, which is granted annually to a member whose volunteer efforts have made significant contributions to the growth and advancement of the personal financial planning profession.

Mr. Kess received his JD from Harvard University School of Law, LLM from New York University Graduate School of Law and BBA from Baruch College.

Location: the event will take place at the Baruch College Conference Center in New York City. Further room information will be available upon registration.

Note to Participants: We are delighted that you are interested in joining the Fall 2019 Executive Tax Series presented by the Office of Executive Programs at Zicklin & the Division of Continuing and Professional Studies at Baruch. If you have any questions or need assistance with the registration process, please do not hesitate to contact us via email at caps@baruch.cuny.edu or via phone at (646)312-5000.

Speaker   Time   Topic
William Lopriore   9:00am-9:50am   Like Kind Exchanges Under IRC Section 1031
Louis Pierro & Peter Strauss   9:50am-10:40am   Elder Care
Break   10:40am-10:45am    
Ross Riskin   10:45am-11:35am   Planning for All Generations:  What Advisors Need to Know About Student Loans
Karen Goldberg   11:35am-12:25am   Fiduciary Income Tax:  The Basics
Lunch   12:25pm-1:05pm    
Megan Brackney   1:05pm-1:55pm   Ethics
Brian Lovett   1:55pm-2:45pm   Update on Partnerships
Break   2:45pm-2:50pm    
Avery Neumark   2:50pm-3:40pm   Pensions
Blanche Christerson   3:40pm-4:30pm   Qualfied Opportunity Zones


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