TAXATION DIVISION

Estate Planning Community

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About the Estate Planning Community

Our mission is to continue to educate ourselves, clients and the general public about the transfer tax laws and latest planning techniques and strategies available today.

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What we do:

Estate Planning provides a discussion forum and dissemination of information to members with respect to specific sections of Internal Revenue Code and related state laws dealing with the transfer tax laws and the planning techniques and strategies available today.

Who should join:

The Estate Planning Community consists of CPA's who may also be attorneys, CLU's, ChFC's or PFS's, who practice at the forefront of estate planning in the US today.

Community Members

To view a member's contact information, click on the member's name (for NYCPA members only).

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