November 4, 2026

Live Webcast

NYSED 4
•
NASBA 4

Westchester/Rockland Chapters Tax Conference Webcast - Part 2

Stay ahead of critical state and federal tax shifts, master complex fiduciary and transactional planning, and unlock practical AI strategies to future-proof your tax practice across two high-impact mornings.

November 4, 2026
Live Webcast
NYSED 4
•
NASBA 4

Westchester/Rockland Chapters Tax Conference Webcast - Part 2

Stay ahead of critical state and federal tax shifts, master complex fiduciary and transactional planning, and unlock practical AI strategies to future-proof your tax practice across two high-impact mornings.

The Westchester/Rockland Taxation Conference is a comprehensive two-day virtual program designed to deliver timely, actionable intelligence on today’s most pressing tax controversies, planning opportunities, and advisory challenges. Led by top tax attorneys, IRS stakeholder liaisons, and experienced accounting practitioners, the conference delivers 8.0 total CPE credits across two focused half-day sessions (November 3 & November 4, 2026). Attendees will explore current New York State and federal controversy trends, navigate IRS procedural resources, examine corporate and pass-through deal structuring, resolve complex Form 1041 fiduciary issues, assess probate and intestate estate realities, and leverage cutting-edge AI tools to enhance firm workflows.

Learning Objectives

Upon completion of this program, participants will be equipped to evaluate recent NYS/NYC tax updates, navigate IRS tools, and resolve complex fiduciary and transactional planning issues. Attendees will also learn how to advise on intestate estates and integrate artificial intelligence securely into tax compliance workflows.

Major Topics

  • Direct Insights from the IRS & State Tax Authorities: Hear straight from IRS Stakeholder Liaisons on navigating official IRS tools and dispute channels, alongside partner-led analysis from Hodgson Russ LLP breaking down recent New York State and City rulings, cases, and tax incentives.
  • Complex Fiduciary & Estate Planning Realities: Deep-dive into Form 1041 compliance pitfalls, Principal vs. Income accounting allocations, and the legal and financial ramifications of intestate estates (What Happens When Someone Dies Without a Will?).
  • M&A and Transaction Structuring: Examine crucial federal and state tax considerations in business combinations, equity/asset deals, and restructurings with National Tax Managing Directors from BDO USA.
  • Practical AI Integration in Tax Practice: Learn how modern artificial intelligence applications and automation streamline tax research, compliance, and client deliverables while ensuring data security.
  • High-Yield Half-Day Scheduling: Earn up to 8.0 CPE Credits in Taxation across two streamlined morning sessions (8:30 AM – 12:30 PM each day) that respect your busy schedule

Things to Know About This Course

Course Level

  • Update

Intended Audience

  • Certified Public Accountants (CPAs) and Public Accountants in public practice or industry
  • Tax Partners, Directors, and Managers advising high-net-worth individuals, families, and closely held businesses
  • Trusts & Estates Practitioners and fiduciary accountants
  • Estate Planning, Probate, and Tax Attorneys
  • Corporate Tax Specialists and M&A transaction advisors
  • Enrolled Agents (EAs) and professional tax return preparers

Provider

Foundation for Accounting Education

Agenda

Day 1 •

November 4

Selected

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    Price includes $50.00 early registration discount(s) - expires 10/14

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