Community Foundations of the Hudson Valley and

the Dutchess County Bar Association and the NYSSCPA Mid Hudson Chapter

   Present

A FEDERAL TAX UPDATE FOR THE 99 PERCENT:

Recent Developments in Federal Income, Estate and Gift Taxes Affecting Individuals and Small Businesses

Samuel A. Donaldson

Professor of Law, Georgia State University Atlanta, GA

Senior Counsel, Perkins Coie LLP, Seattle, WA

This informative and entertaining presentation will focus on the important cases, rulings, and regulations related to federal income, estate, and gift taxes of interest to estate planning professionals. The presentation will also discuss how the 2017 Tax Cuts and Jobs Act changes estate planning paradigms, particularly for married couples of moderate and significant means (meaning estates of $1 - $20 million). Specific topics to be addressed depend on most recent developments, but will likely include the proposed anti-clawback regulations, final regulations related to the deduction for qualified business income, the state taxation of accumulated trust income, and techniques for maximizing the step-up in basis at death.

Thursday, June 20^th 

10:30 am-2:30 pm

Poughkeepsie Grand Hotel

This presentation is eligible for 3.0 CLE Professional Practice Credits

3.0 CPE Continuing Professsional Education Credits (CPE is sponsored by the Mid-Hudson Chapter)

3.5 hours CFP

A general certificate of completion will be available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file.

$45/person includes lunch

Register Now! 

Dutchess County Bar Association CLE Financial Aid Policy

Should an attorney require a discount or waiver of the course fees listed for a particular CLE, they should mail a written request for a waiver to the DCBA office, P.O. Box 4865, Poughkeepsie, NY 12602. Please be sure to include the course you wish to take in the letter. All requests for waiver will receive a written response within 10 business days of the course date.

All requests for financial aid will be granted at the discretion of the Executive Director and the Executive Committee of the DCBA. All requests will be evaluated based upon need; number of attendees, and cost of the course. Relevance to an attorney’s practice area will NOT be considered when making a decision. All requests are kept confidential.