February 28, 2018 Platinum Sponsor

Maximizing Federal Tax Elections: How To Make Money For Your Clients Without Playing The Ponies

Date: Wednesday, October 14, 2009
Time: 6:00 PM - 9:00 PM
Location: Crowne Plaza, 66 Hale Avenue, White Plains, NY
Speaker: Michael Mariani, Esq, Senior Vice President, Fiduciary Trust Company International
Networking Reception: 6:00 PM - Dinner/Meeting: 6:45 PM DINNER CHOICES: Boneless Breast of Chicken, with a Porcini Mushroom Sauce - or Grilled Salmon with Lobster Tarragon Beurre Blanc BASED UPON OUR INTERPRETATION OF THE NEW YORK STATE BOARD FOR PUBLIC ACCOUNTANCY REGULATIONS, THIS EVENT WILL QUALIFY FOR ONE(1) CPE CREDIT IN TAXATION. Our New York State CPE Sponsor license number is 000783. TOPIC HIGHLIGHTS: This course provides the various elections and time limitations with which an executor is confronted during the course of an estate's administration. It is broken up into three segments and provides an analysis of the elections available on a decedent's final income tax return, the estate's fiduciary income tax return and the estate's estate tax return. It also provides an overview of the factors to consider when making an election and the consequences of not making an election or not recognizing the existence of the election. Appendices are also included in the Outline to supplement the various issues raised in the outline. Relevant Federal forms are also identified and included in the outline to provide additional reference material to the reader. SPEAKER BIO: Michael M. Mariani, Senior Vice President, Deputy General Trust Counsel and Director of Trust and Estate Services, is responsible for the Trust Administration and Estate Administration departments at Fiduciary Trust. He is an Adjunct Professor at St. John

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