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March 7, 2019

UJA-Federation of New York
130 E. 59th Street, New York, NY 10022

Speakers: Kevin Matz, Kevin Matz, Kevin Matz, Kevin Matz

Join Kevin Matz for his annual review of the 2019 Heckerling Institute on Estate Planning on Thursday, March 7. The review is co-sponsored by the Estate Planning Committee of the New York State Society of CPAs and the Estate Planning Council of New York City, Inc. 

Kevin will summarize the most important takeaways from the 2019 Heckerling Conference including (1) estate planning strategies for high net worth individuals under the 2017 Tax Reform Act, (2) up-to-the-minute developments on proposed changes to the New York state estate tax laws with respect to persons who make gifts within three years of death and (3) Qualified Opportunity Funds and Opportunity Zones.

The event will take place at the UJA-Federation of New York's Midtown Manhattan location. 

To obtain 1 CPE Credit (to be administered by the Foundation for Accounting Education), please pre-register and sign in and out at the event using this registration link. If you are unable to attend in person, you may register for the teleconference at this link.