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Events : 2015 Long Island Tax Professionals Symposium

2015 Long Island Tax Professionals Symposium

Mark E. Wilensky, Esq., Stephen M. Breitstone, Esq. are presenting the following: Course 3015 Moving the Real Estate Empire to the Next Generation – Balancing Income Taxes and Transfer Taxes (TAX CPE) (CFP) (CLE) The paradigm of moving the private real estate empire to the next generation has changed due to market conditions as well as the tax and legislative environment. Factors driving the change include the administrative proposals of the Obama Administration as well as significantly elevated income tax rates, declining transfer tax rates, increasing exemptions and the need to strike an appropriate balance between transfer tax planning and obtaining the maximum step up in income tax basis. Moreover, liquidity concerns are paramount when it comes to transfer tax planning. This program will take a fresh look at the planning opportunities and challenges and will explore planning techniques that are responsive to the changing environment.



The Symposium is a significant forum for over 650 CPAs, Enrolled Agents, corporate tax executives, financial planners and attorneys. It provides up-to-date, authoritative information on the latest tax laws and interpretations affecting their business and clients nationwide and specifically within the tri-state area.