November 5, 2018

New York

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

Partner Kevin Matz will be presenting at the New York State Society of CPAs' Tax Planning for Individuals Conference on November 5, 2018 in New York.  He will address both current estate and gift tax planning issues and related income tax issues affecting high net worth individuals and family offices, including the Lender Management case and Qualified Opportunity Funds.

For more information and to register, click here.

• Estate Planning
• Family Office
• Private Client Services
• Regulatory, Tax and Private Client Services
• Tax