Events

Due to an unforeseen speaker conflict, our year-end tax planning event for the Financial Services industry will be moving to virtual-only on December 15th.

If you had already registered, please re-register via the Zoom link. We apologize for any inconvenience.

Main topics to be discussed include:

• Tax Loss Harvesting
• Tax Planning Using Wash Sales
• NYS/NYC Pass-Through Entity Tax (PTET) Update
• Abandonment of Partnership Interest
• Bonus Depreciation & Section 179 Deductions
• Excess Business Loss Limitations Refresher
• Qualified Small Business Stock (QSBS)

CPE: 1 Credit in Tax

Prerequisites/Advanced Preparation: None

Program Level: Basic

For additional information, please contact Kimberly Elardo at 212.863.1455 or by email at [email protected].