TAXATION DIVISION

Trust and Estate Administration Committee

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COMMITTEE ACTION PLAN

About the Trust and Estate Administration Committee

The Trust and Estate Administration Committee is a resource to NYCPA members regarding estate and gift taxes, fiduciary income taxes, and fiduciary accounting. The Committee addresses compliance issues and planning strategies.

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What we do:

The Committee provides the following technical, educational, and networking activities:

  • Addresses technical questions from NYCPA members
  • Provides a liaison between the NYCPA and other professional groups
  • Monitors federal and state legislation and regulatory guidance relating to transfer and income tax matters
  • Conducts educational conferences/technical sessions
  • Provides the opportunity to comment upon exposure drafts for new standards, pronouncements and reimbursement issues as well as implementation and interpretative guidance
  • Affords networking opportunities at Community meetings and conferences
  • Disseminates information through articles in The CPA Journal, The Trusted Professional, the TaxStringer and other media.

Who should join:

All categories of NYCPA members who have expertise in or who desire to increase their knowledge in the trusts and estates field.

Committee Members

To view a member's contact information, click on the member's name (for NYCPA members only).

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Committee Meetings

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