XPX New York:Pre-Sale State Income Tax Planning and Other Estate Planning Tax Strategies (Now Virtual)

This meeting was previously in-person but is not virtual only.

In this meeting, you will learn about savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts, ii) Spousal Lifetime Access Trusts, iii) Business Interest Discounts, and much more.

Our Speaker:

Steven Holt
Partner
Mandelbaum Barrett

Steven A. Holt is Chair of the Firm’s Taxation, Trusts and Estates and Charitable Organizations Departments, is a member of the Firm’s executive committee, and serves as outside general counsel to many business entities and not-for-profit organizations. He advises them on business, tax, succession planning, transactional planning and general business and commercial matters focusing on all aspects of personal and business planning. Steven’s practice is concentrated in many areas of sophisticated estate and family wealth transfer planning, asset protection, federal and state income taxation matters (e.g., individuals, corporations, partnerships, trusts, foreign), corporate law and corporate transactions, mergers and acquisitions, private equity placements, qualified and non-qualified compensation planning, and so much more.

Agenda:

9:15 – 9:30 AM – Virtual Networking
9:30 to 10:30 AM – Program
10:30 – 10:45 AM - Optional Interpersonal Networking

Virtual Event Pricing:

Non-members: 
$45.00 Same Day Registration
$35.00 Regular Fee

Other XPX Chapter Members: $10.00

XPX NYC and Tri-State Members in good standing are complimentary, so join Today!