Trust and Estate Conference

  • Date & Time
    December 8, 2021 8:30 AM - 5:30 PM
  • Location

    Video Webcast

  • Event Type
    Online Course
  • Add to Calendar Disabled
New York State Society of Certified Public Accountants (NYSSCPA) and Foundation for Accounting Education (FAE)

Partner Kevin Matz is the conference and sponsoring committee chair and a presenter at the NYSSCPA/FAE Trust and Estate Conference. Kevin will present “Qualified Opportunity Zones from A to OZ,” sharing his insights on best practices in advising clients in this emerging area. Kayvan Sadeghi’s session is titled “Practical Wealth Management, Transfer and Tax Issues with Cryptocurrency” and will cover the essential practical nuances associated with cryptocurrency. Chris Roman and Richard Duffy will provide an update on family office structures in light of the Lender case.


Continue Reading