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DTSTART:20180522T113000Z
DTEND:20180522T140000Z
LOCATION:Wolferts Roost Country Club, Albany, NY
UID:1478020180522T113000ZEPC ENY: Annual Meeting AND Program: The Tax Cuts and Jobs Act: Where We Go From Here – Planning and Other Unknowns
DTSTAMP:20260429T222835Z
DESCRIPTION:\n \n \n\n \nEstate Planning Council of Eastern New York, Inc.  Annual Meeting and Program:\n \n The Tax Cuts and Jobs Act: Where We Go from Here – Planning and Other Unknowns\n \n[Blanche Lark Christerson,  J.D., LL.M. (Taxation)](http://uat-dwebge.www.pwm.db.com/americas/en/4284_ENG_Integration.html)\n\n\n \nManaging Director, Deutsche Bank Wealth Management\n\n\n \nAuthor of [Tax Topics](http://uat-dwebge.www.pwm.db.com/americas/en/4284_ENG_Integration.html), a regular commentary on current legislation and other tax issues\n \n \n \nLast 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). \n \nLearning Objectives:\n 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 \nDetails: \nDate: Tuesday, May 22, 2018 \nTime: 7:30am (reg & breakfast), 7:50am (Annual Meeting & announcements).  Program: 8:00 - 10:00 A.M. \nLocation: [Wolferts Roost Country Club, Albany, NY](http://www.wolfertsroost.com/directions) \nCE available for CFPs, CPAs.  \nProgram 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.  \nApplication for New York CLE accreditation of this program is currently pending. \n  \n 
SUMMARY:EPC ENY: Annual Meeting AND Program: The Tax Cuts and Jobs Act: Where We Go From Here – Planning and Other Unknowns - Estate Planning Council of Eastern New York, Inc. 
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