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Private Wealth & Taxation Institute
The 2015 Private Wealth & Taxation Institute was a 2-DAY program held at Hofstra University
16 CLE/CPE Credits
DAY 1 – ESTATE PLANNING Current Developments 1 Current Developments 2 Current Developments 3 Estate Planning an Overview 1 Estate Planning An Overview 2 Hot Estate Planning 1 Hot Estate Planning 2 Hot Estate Planning 3Income Tax Planning 1 Income Tax Planning 2 Moving the Real Estate 1 Moving the Real Estate 2 Optimizing Installment Sales 1 Optimizing Installment Sales 2 Optimizing Installment Sales 3 Surrogate’s Court Practice 1 Surrogate’s Court Practice 2 DAY 2 - Business Succession Planning 1 Business Succession Planning 2 Dividing The Real Estate Empire 1 Dividing The Real Estate Empire 2 Ethics 1 Ethics 2 Potpourri for Private Equity 1 Potpourri for Private Equity 2 Section 1031 Exchanges 1 Section 1031 Exchanges 2 Structuring Business under ACA 1 Structuring Business under ACA 2 Voluntary Offshore Disclosure 1 Voluntary Offshore Disclosure 2 Voluntary Offshore Disclosure 3