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49th Annual Sidney Kess New York Estate, Tax, and Financial Planning Conference: State Tax Issues Following Federal Tax Reform: New York, Connecticut and New Jersey

October 27
New York, New York
October 27, 2018
11:45 a.m. to 12:35 p.m.

49th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference

The Impact of the Tax Cuts and Jobs Act of 2017 - What You Need to Know:

  • Income Taxation of Estates and Trusts
  • Transfer Tax and Related Income Tax Developments
  • The Individual Taxpayer
  • Planning for the 99%
  • State Tax Issues
  • Divorce Law
  • Aging Clients and Clients with Disabilities
  • Ethical Issues for Tax Practitioners
  • Creative Planning
  • Life Insurance
  • New 20% Pass-Through Deduction
  • Qualified Plan and IRA Distributions
  • Charitable Giving


9.5 CLE/CPE Credits
NYS Attorneys: 9.5 CLE (non-transitional, including one Ethics credit)
NYS CPAs: 9.5 CPE (in Taxation)

Conference Fee: $395 per person.
The conference fee represents the value of the event and is not a tax-deductible charitable contribution.

Walk-In Registration (if available): Additional $25.
Three-Day Cancellation Fee: $25. No refunds will be given for cancellations after Sunday, October 14, 2018.


  • Wednesday, October 17, 2018
  • 7:30 a.m. - 5:00 p.m.


  • UJA-Federation of New York
    130 East 59th Street
    New York, NY 10022

Additional Information

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