NYSSCPA 2022 Annual Estate Planning Conference

New York State Society of Certified Public Accountants
  • Date & Time
    May 17, 2022
  • Location


  • Event Type
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Kevin Matz is conference chair and a speaker at the NYSSCPA’s Estate Planning Conference.

After giving the opening remarks, Kevin will present “Recent Developments” as part of a three-person panel. The panel will address significant developments affecting estate planning with special emphasis to be placed on the IRS’s challenge to grantor retained annuity trusts; proposed anti-clawback regulations; life insurance case developments; the Biden Administration’s Greenbook; and New York State developments affecting estate planning.


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