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Press Release

CPA Society Presents Sidney Kess Financial Planner Conference, Jan. 17

Maya Lindsay
Published Date:
Jan 10, 2017

Sidney_Kess_headshotNEW YORK – (Jan. 10, 2017) - On behalf of the New York State Society of CPAs’ (NYSSCPA) Foundation for Accounting Education (FAE) and Baruch College, Sidney Kess, counsel to Kostelanetz & Fink, LLP, and accounting profession icon presents, The CPA as Financial Planner Conference on Jan. 17, from 8:30 a.m. – 5 p.m. The conference will be held at Baruch College’s Zicklin School of Business, 55 Lexington Ave, in New York City.

Financial planning experts will cover topics related to social security, estate planning, as well as a paneled overview of financial planning software valuable to financial planning professionals and their clients.

Other segments include:

  • William Kriesel, CPA/PFS, CFP, AEP and partner of Bowers & Company, will discuss partnership tax concepts related to granting interests as compensation and income allocation methods. During this segment, Kriesel will share real life examples on how appreciation and income from a senior generation to a younger generation is possible without the use of a gift tax or generation-skipping tax exemptions.
  • Managing Director of Deutsche Bank Wealth Management, Blanche Lark Christerson, Esq., LLM, will share financial planning ideas for high-net-worth-taxpayers including grantor-retained annuity trusts (GRATs) and sales to defective grantor trusts (DGIs). Christerson will also discuss how the presidential election may affect wealth planning in the future.
  • Daniel Rubin. Esq. LLM, and partner of Moses & Singer LLP’s Trusts and Estates and Asset Protection practice groups, will share alternate strategies on how to protect one’s asset in the case a prenuptial agreement is impractical or unenforceable. Strategies including the self-settled spendthrift trust will be discussed.

CPAs, CFPs, and those who specialize in personal finance are encouraged to attend.  For more information, or to register for the conference, go to or call 800.537.3635.

Media members interested in attending – via webcast or in person – should contact Maya Lindsay at 212.719.8350 or

About the NYSSCPA
Founded in 1897, the NYSSCPA, is the premier professional accounting association for more than 26,000 members residing and practicing in New York State, encompassing all areas of public practice, including in government, education, healthcare, real estate, technology and entertainment and industry. It is the oldest – and the third largest such state society organization - in the United States.