EPC ENY: Annual Meeting AND Program: The Tax Cuts and Jobs Act: Where We Go From Here – Planning and Other Unknowns

Date: Tuesday, May 22, 2018
Time: 7:30am - 10:00am
Location: Wolferts Roost Country Club, Albany, NY
Speaker: Blanche Lark Christerson


Estate Planning Council of Eastern New York, Inc.  Annual Meeting and Program:

Image result for Tax Cuts and Jobs Act The Tax Cuts and Jobs Act: Where We Go from Here – Planning and Other Unknowns

Blanche Lark Christerson,  J.D., LL.M. (Taxation)

Managing Director, Deutsche Bank Wealth Management

Author of Tax Topics, a regular commentary on current legislation and other tax issues


Last year’s Tax Cuts and Jobs Act is the most sweeping tax legislation since 1986, and affects taxpayers of all stripes, including businesses and individuals.  Although most of the business provisions are permanent, the individual provisions are generally temporary, and run from 2018 through 2025.  This session will discuss a number of these individual provisions, particularly as they pertain to the limitation of the state and local tax deduction, charitable giving, 529 plans, and estate planning (with an eye to New York concerns). 

Learning Objectives:

  • Overview of individual provisions in the Tax Cuts and Jobs Act
  • Key points for individuals (e.g., SALT, mortgage interest, charitable contributions and 529 plans)
  • Post-Act planning – an $11+ million estate tax exclusion, but New York still a factor


Date: Tuesday, May 22, 2018
Time: 7:30am (reg & breakfast), 7:50am (Annual Meeting & announcements).  Program: 8:00 - 10:00 A.M.
CE available for CFPs, CPAs. 
Program has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees/participants. 
Application for New York CLE accreditation of this program is currently pending.
Related Document(s):

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