NYU to Host Series of Tax Webinars During July and August – CPAPracticeAdvisor.com

During July and August, the NYU School of Professional Studies (NYU SPS) Division of Programs in Business’ Finance, Law, and Taxation programs will host a series of in-depth sessions on trusts and estates, subchapter S, like-kind exchanges, and international taxation. The sessions, which are usually held on-site, have been moved to a virtual, shortened format to ensure the safety of attendees and panelists.

The webinar series is designed to benefit attorneys and accountants seeking to refresh their knowledge and learn more about the latest developments in legislation and regulations. The introductory webinars help attendees acquire critical new skills that can be put to use immediately, while the advanced conferences explore sophisticated tax concepts reflecting the most critical transaction-based topics in the field.

Here is the schedule of the NYU SPS Tax Webinars for July and August:

Tuesday, July 27, 2021 – Introduction to Trusts & Estates

The Introduction to Trusts and Estates Webinar explains many taxes and tax issues applicable to gratuitous transfers by individuals, trusts, and estates. Topics include:

  • Introduction to Federal Estate and Gift Taxes
  • Introduction to Generational Trust Planning
  • Fundamentals of Estate Settlement

Wednesday, July 28, 2021 – Advanced Trusts & Estates

The Advanced Trusts and Estates Webinar moves beyond the basics of the taxation of trusts and estates and more detailed planning opportunities, issues, techniques, and pitfalls, including:

  • Out with the Old, In with the New: Using Trust Decanting to Adapt to Changed Circumstances
  • 2021 Estate Planning Under the New Biden Administration – Rise and Shine, Campers! It’s “Groundhog Day”…Again!
  • The Gorilla In the Room: Retirement Planning and the Secure Act – What it Means for Clients’ Planning Today
  • Income Tax Deferral Planning using Related Party Installment Sales for Business Interests and Encumbered Real Estate

Thursday, July 29, 2021 – Like-Kind Exchanges

The Like-Kind Exchanges Webinar examines the various aspects of like-kind exchanges and their impact on taxes and investments. Topics include:

  • Basics: November 2020 Regulations Defining “Real Property”
  • Legislative Updates Related to Like-Kind Exchanges
  • Partnerships and LLC Exchanges: Swap, Drops, and Partnership Divisions
  • Cost Seg, Bonus Depreciation and Recapture
  • Parking Within and Outside the Safe Harbor and Exchanges into Build-to-Suit Replacement Property
  • Implementations of Digital Services Tax (DST) and Tenancy-In-Common (TIC)
  • Qualified Intermediaries (QI) Vantage Point: Issues of a QI note to Exchanging Taxpayer, State & Local Income Tax Withholding
  • Comparison of Like-Kind Exchanges to Opportunity Zone Investment

Friday, July 30, 2021 – Advanced Subchapter S

The Advance Subchapter S Webinar provides comprehensive knowledge and practical insights into the “hot button” issues and intricacies of subchapter S, including:

  • The Road Between Subchapter C and Subchapter S – It May be a Well-Traveled Two-Way Thoroughfare, But It Isn’t Free of Potholes
  • Aligning the Financial and Tax Interests of the Seller and the Buyer in the Sale of a Business
  • The Taxation of S Corporations and Their Shareholder in Conducting Foreign Business Operations

Tuesday, August 10 – Wednesday, August 11, 2021 – Introduction to International Taxation

The Introduction to International Taxation Webinar provides a broad-based foundation in the federal income taxation of cross-border (both “inbound” and “outbound”) transactions and circumstances. Topics covered include:

  • US Taxation of Foreign Persons
  • Tax Treaty Primer – An Overview of Tax Treaties and Tax Treaty Planning Techniques
  • The Controlled Foreign Corporation Rules
  • Passive Foreign Investment Companies
  • Direct and Indirect Foreign Tax Credit and Foreign Tax Credit Limitation

Thursday, August 12 – Friday, August 13, 2021 – Advanced International Taxation

The Advanced International Taxation Webinar explores controversial and emerging issues and opportunities in the area of international taxation, including:

  • Tax Planning Under the Global Intangible Low-Taxed Income (GILTI) Rules
  • Tax Planning Under the Expanded Subpart F Rules
  • Eligibility Issues Under US Income Tax Treaties
  • International Mergers and Acquisitions: US Tax Considerations and Planning Techniques
  • Foreign Person Investing in US Real Estate and Other Assets: Partnerships and Other Structures, Treaty Planning and Financing Strategies

To register for the sessions and to view the latest detailed agenda for each webinar, visit here: https://bit.ly/3xC9PJc Participants qualify for CPE and CLE credits.

For more information, please contact Kathleen Costello at 212-992-3320 or email sps.tax@nyu.edu.