• Discussion of various estate planning structures (GRATs, SLATs, inter-family loans, sales to grantor trusts, etc.), and utility of these structures in the current environment
• Analysis of future of federal estate tax given results of November’s elections, and associated impact on time sensitive planning opportunities
• Case studies of successful implementation
• New York City proposed pied-a-terre tax
• New Jersey business alternative income tax (“BAIT”)
• Connecticut pass-through entity tax
• Telecommuter COVID-19 employer and employee FAQs
• Tristate income sourcing rules
• Recent cases and other legislative developments
• Recent developments and experiences with handling audits;
• Hot audit areas, including multistate topics such as dual residency and resident tax credits;
• Appealing a disagreed audit determination at the Bureau of Conciliation and Mediation Services versus the Division of Tax Appeals; and
• Navigating New York’s Voluntary Disclosure Program
• Learn updated sales tax rules that stem from newly-issued authority.
• Learn practical audit strategies for addressing issues created by this new authority.
• Understanding of optimal estate planning structures to capture the opportunities created by the current economic and political environment
• Understand newly enacted pass-through entity level taxes
• Understand the similarities and differences between the various income allocation and apportionment rules across the tristate area
• Identify key issues facing employees and employers in the wake of COVID-19 related telecommuting
• Discussion of various estate planning structures (GRATs, SLATs, inter-family loans, sales to grantor trusts, etc.), and utility of these structures in the current environment
• Analysis of future of federal estate tax given results of November’s elections, and associated impact on time sensitive planning opportunities
• Case studies of successful implementation
• New York City proposed pied-a-terre tax
• New Jersey business alternative income tax (“BAIT”)
• Connecticut pass-through entity tax
• Telecommuter COVID-19 employer and employee FAQs
• Tristate income sourcing rules
• Recent cases and other legislative developments
• Recent developments and experiences with handling audits;
• Hot audit areas, including multistate topics such as dual residency and resident tax credits;
• Appealing a disagreed audit determination at the Bureau of Conciliation and Mediation Services versus the Division of Tax Appeals; and
• Navigating New York’s Voluntary Disclosure Program