Date: Thursday, August 1, 2013 – Chapter Meeting NOTE: CHANGE IN TOPIC AND SPEAKERS
Topic: ‘LINE BY LINE FOR THE 709” -- GIFT TAX WORKSHOP Speakers: Robert Barnett, Gregory Matalon and Usman Chaudhaly of CAPELL BARNETT MATALON & SCHOENFELD LLP Description: This “extended filing season” we are being requested to prepare more Gift Tax returns than ever before. We need to be aware of so many factors ranging from Discounts, Expiration of Statutes (including lack of expiration for non-filers), Computations, Split Gifts, and GST exemptions. If this were not enough every state in the Tri-State area has their own set of laws and requirements.
Complimentary Wine & Beer provide by David M. Shiosh of MAI Appaisal Services
Credits: 2 CPE/Tax
Location: The Woodlands, Woodbury
Time: Network/Registration/Dinner: 5:30 PM; Program: 7:00 - 9:00 PM
Cost: Members: $60.00
Non-Members: $85.00
Sponsors: 1) ADP – Adam Harris