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We are always up to something around here.

“Structuring Preferred Partnership Freezes in Estate Planning: Navigating the Chapter 14 Valuation Rules”.

David C. Jacobson is presenting this live webinar. It will provide estate planners, advisers and tax counsel with a comprehensive exploration into the planning and structuring challenges and tax benefits of “freeze partnerships” as a tool for inter-generational wealth transfer. The speaker will discuss how to determine when freeze partnerships are the optimal vehicle for preserving basis, how to draft the partnership agreement and operating documents to ensure optimal tax treatment, and how to navigate the complex rules of Internal Revenue Code Chapter 14. This course is co-sponsored with Wolters Kluwer. Key Topics to be discussed: • Structuring preferred partnerships • Freeze techniques and structures • Gift tax issues to avoid at formation • How not to run afoul of the valuation requirements in IRC 2701 • Avoiding gain at formation resulting from contribution of assets into the preferred partnership • Utilizing preferred partnerships with trusts (GRATs, CLATs, QTIPs)

Jonathan D. Farrell is presenting at NBI’s Advanced Employment Law Seminar

Trying to keep up with the intricate web of agencies governing employment law and the increasing number of legislative changes each year can be overwhelming for even the most experienced attorney or human resource director. Are you up to date on the latest legal developments and able to confidently advise clients on employment law issues? Avoid inadvertent violations of state and federal regulations. Attend this seminar and learn from seasoned practitioners as they discuss tips and techniques for handling advanced-level issues.

Wednesday, November 1, 2017
9:00 AM – 4:30 PM

Four Points by Sheraton Plainview
333 S Service Road
Plainview, NY 11803

The Meltzer Lippe Forum September 27th and October 25th

The Meltzer Lippe Forum was created to give the firm’s clients and friends a venue to hear prominent leaders in their fields, share their thoughts and respond to audience queries and comments.  

Wednesday, September 27, 2017
Ambassador Dani Dayan, Consul General of Israel in New York

Wednesday, October 25, 2017
Amie Parnes and Jonathan Allen
(Authors of “Shattered: Inside Hillary Clinton’s Doomed Campaign”

Meltzer Lippe
190 Willis Avenue
Mineola, NY 11501
3rd Floor

UJA Sidney Kess 48th Annual New York Estate, Tax & Financial Planning Conference

This fall, Stephen M. Breitstone is lecturing at a number of the country’s premier tax and estate planning conferences including UJA’s Sidney Kess 48th Annual New York Estate, Tax and Financial Planning Conference. These lectures address the latest tax policy, charitable remainder trusts, sophisticated 1031 exchanges, and succession planning.

Wednesday, September 27, 2017

UJA Headquarters

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