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Private Wealth & Taxation Institute

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The 2015 Private Wealth & Taxation Institute was a 2-DAY program held at Hofstra University

16 CLE/CPE Credits

2015 Private Wealth Agenda

   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 3
             
 
   Income 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