New York Trusts and Estates:
What the Practitioner Must Know

By SEYMOUR GOLDBERG, CPA, MBA, JD

The New York State Society of CPAs is pleased to announce the availability of New York Trusts and Estates:  What the Practitioner Must Know.  This product is a download file in PDF format.  The download is being processed by Brentmark Software whose name will appear on your credit card statement. 

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NYSSCPA Members:  Click here to download
New York Trusts and Estates:  What the Practitioner Must Know

as a PDF file for $55 (Member Price). 
The downloaded file is named NYTrustsMustKnow.PDF and is 560K in size.
(Acrobat Reader is needed to view or print the file.)

 Non-Members:  Click here to download
New York Trusts and Estates:  What the Practitioner Must Know

as a PDF file for $69 (Non-Member Price).

Member Pricing:  Member pricing depends on the inclusion of a valid member ID number in the Comments section on the Checkout page.  If membership is not verified, a second charge for $14 ($69-$55) plus an additional $5 for processing fees for a total of $19 will appear as a separate charge.  This additional charge will generally appear within 60 days of the first charge. 

Note:  Single copy orders include the right to print one copy from the PDF file.  Also, the PDF file may not be duplicated other than for archival purposes.  In other words, an order for a single copy is just like ordering one copy of any other copyrighted material such as a book--you do not have the right to make additional copies beyond the one printed copy and the one electronic file.

Product Description:
Many practitioners may not be familiar with many of the practical and technical issues that are involved in connection with the administration of trusts and estates that are subject to New York State law.

If you are involved in estate planning, tax planning and financial planning, then you must become familiar with many of the issues that an executor or trustee may have to deal with in administering a New York estate or trust.

In addition, potential pitfalls and defective planning issues are discussed so that these issues may be anticipated and avoided to the extent possible.

As a professional, you should be aware of any potential problem areas and caution your client accordingly.

 This 150 plus page guide includes coverage of such issues and materials involving:

Click here to see the Table of Contents

SEYMOUR GOLDBERG, CPA, MBA, JD, is a senior partner in the law firm of Goldberg & Goldberg, P.C., Jericho, New York.  He is Professor Emeritus of Law and Taxation at Long Island University.  Mr. Goldberg is the recipient of the American Jurisprudence Award in Federal Estate and Gift Taxation from St. John's University School of Law.  As an instructor for the Foundation For Accounting Education and the American Institute of Certified Public Accountants, Mr. Goldberg has taught many CPE courses on trust accounting and taxation at the state and national level and has taught CLE courses for the New York State Bar Association and local bar associations.  He is the recipient of outstanding discussion leader awards from both the American Institute of Certified Public Accountants and the Foundation For Accounting Education.  He was formerly associated with the Internal Revenue Service.  Mr. Goldberg has been quoted in the New York Times, Forbes, Fortune, Money, U.S. News & World Report, Business Week, The Wall Street Journal and the Tax Hotline.  He has also been interviewed on CNN, CNBC and WCBS.  He is a member of the Northeast Pension Liaison Group and has been involved in conducting continuing education outreach programs with the IRS on the retirement distribution rules.  He is the author of several manuals for the American Bar Association and the American Institute of Certified Public Accountants on the trust accounting rules and the taxation of retirement distributions.

Click the following link for information on another product that may be of interest:
Fundamentals of Trust Accounting Income and Principal Rules under the Revised New York State Laws

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Last modified: August 11, 2009