Private Wealth & Taxation Institute
Join moderators Stephen M. Breitstone and Avi Z. Kestenbaum and several Meltzer Lippe attorneys to discuss: Minimizing State and Local Taxes: Part I: Taking the Person Out of NY – Can You Abandon New York Resident Status Without a Hangover?; Part II: Taking the Assets or Business Out of New York ; Do You Know a Grantor Trust When You See One? and 3.8% Tax on Net Investment Income: The Impact on Trusts & Estate Planning.
This seminar is part three of The Meltzer Lippe Private Wealth & Taxation Institute. Hosted in May, the Institute is a three part CLE/CPE lecture series for attorneys, real estate and business owners, C.P.A.’s, financial advisers, clients and friends of the firm.
When: May 22, 2014 from 8:00 – 10:30 a.m.
Where: 190 Willis Avenue, Mineola, NY 11501
For more information: visit www.meltzerlippe.com